FINA 5801 - Investment Banking: Comparable screening tools

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Here you'll find some instructions for using the comparable companies tools in Refinitive Workspace, and Mergent Online.

Refinitiv Workspace

First, make sure that you have an account for Refinitiv!

Workspace from LSEG (formerly Refinitiv Workspace) This link opens in a new window
Individual account registration required. More information on linked page.
Chrome and Safari are the recommended browsers. Intro training videos available here.
For public companies provides: financial data; annual & other reports/filings; analyst & market research reports; M&A, new issues & syndicated loans data. Coverage: ~12,000 US companies & ~41,000 non-US companies.
Download limit of 150 pages / 24-hour period for After Market Research module (aka AMR or Investext).
Formerly called Thomson ONE.

After searching for Tesla, here's a screenshot showing how to get to the comparable screening tools:

Choose Sector Competitors to see comparable/competitor companies defined by either TRBC or GICS codes. Notice the lone arrow to the left: it is pointing to the drop-down menu for other reports, other data.

Choose Peer Analysis (immediately above Sector Competitors) to create your own list of comparable/competitor companies, and select the variables you want to download.

Mergent Online

Mergent Online offers two separate ways to create comparable companies' lists:

The report builder tab: allows you to compare companies within a NAICS, SIC or ICB code.
The supply chain tab: allows you to compare companies via the FactSet Revere Business Industry Classification system which was designed for understanding the supply chain.

See the screenshots below the link to the database ...

Mergent Online from Mergent This link opens in a new window
Provides information and data on U.S. and international companies, including annual reports and SEC filings, institutional holdings, FactSheets, Supply Chain reports, etc.
Supply Chain reports cover US public companies primarily in the tech, biotech, and financial sectors. They include information on competitors (by product), customers, market structure, and more. The information is drawn from SEC filings, trade articles, and more. Formerly called Horizon Reports.

The Report Builder tab: