Contents of Package
1.Getting information on your company 2.Getting information on comparable companies 3.Getting macro economic information Pages 2-31 Pages 32-39 Pages 40
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Instructions for Getting Bloomberg Data Pick Equity Under Finding Securities, choose Ticker Symbol Look up (TK) Enter the name of your company. You will get all of the equity listings that the company has. Choose the one that you are interested in. For instance, if you look up Nestle, you will get Nestle’s local listings in Switzerland (Registered and Bearer Stock) as well as all of Nestle’s ADR listings around the world. You might have to work through the listings by trial and error until you get the listing that has all of the financial information that you want. (One quick test that seems to work is to try the DES page below. The right listing will have 10-11 pages. All the other listings will have only 2-4 pages) • Once you are in equity screen for your company, • Type HDS: Print page 1 off • Choose Description (DES): Print first 10 pages off; Ignore beta on first page. • Chose Debt Distibution (DDIS): Print off just first page • Choose Financial Analysis (FA): • The full report option that was available until last year is more difficult to get to now. Instead, print off the following subreports • Enterprise Value (Will give you market value of equity, total book debt and cash for the last 10 years) • Income Statement Summary • Assets • Liabilities • Cashflow • If you want quarterly data, you can change your preferences in FA and print quarterly data. • Choose Earnings Estimates (EE) • Choose Zacks • Print off first page • If you do not have a beta, pick Beta Calculations (BETA) • Using the tab button, you can change the period to M • Using the tab button, you can change the range to a 5-year range • Using the tab button, you can also change the market index. • Go back to the main menu (out of equity). Pick Corp Bond. • Enter the name of your company • You will get a list of corporate bonds issued by your company, if any. • Choose a long-term bond (preferable without special features like convertibility) from the list. • Choose Description • • •
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Using Bloomberg to get information on your company
To get all other information
Equity Finding Securities Ticker Symbol Look Up (TK) Enter the name of your company
To get ratings information
Corp 1. Finding Securities Ticker Symbol Look Up Enter the name of your company Choose the listing for your company that you are interested in
Choose the listing for your company that you are interested in. If you have a company with multiple listings, this may take some work. Try the DES page (see below). If you get only 2 pages, you have the wrong listing.
Pick a long term bond for the company Issue/Issuer Information Description Risk and Volatilitiy Beta Calculation (BETA) Historical Volatility (HVT)
2. Company Information /Description 1. Description (DES) 2. Debt Detail (DDIS) 1. 2. 3. 4. 5.
Fundamentals and Earnings Analysis 1. Financial Analysis (FA) 13. Earnings Estimates (EE)
Stockholder Information HDS (Just Pg 1)
Enterprise Value Income Statement Assets Liabilities Cashflows
3) Zacks
Change defaults: Period to M Starting point: 5 yrs ago Leave ending point as is
Shadow: Indicates menu choices on Bloomberg Shadow Regular font: Indicates input that you have to provide or change
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WHERE TO FIND THE DATA
This is a listing of all of the financial data that you will need to analyze your company and where exactly on the Bloomberg output you will find the data. Once you have identified what you would like to look up, use the item number and go to the specified page number on Bloomberg to look it up. Item 1 2 3 4 5 6 7 8 9 10 11 12 Input Beta Current EPS Payout Ratio Total Debt Book Value of Equity Number of Shares Outstanding Effective Tax Rate Chg in Non-Cash Working Capital Capital Expenditures Depreciation EPS - 5 years