Learning Commons | Cardinal Cushing Library
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Creating a comparison report of selected companies by peer group:

1. On the Basic Search screen, go to the Company Search text box on the left and type in the first few letters of the company name or ticker symbol. Click on the appropriate company name that appears in the drop-down menu.
2. On the company page, click on the Report Builder tab on the far right, then on Comparison Reports below the tab menu.
3. Go to the box labeled 1. Peer Group Selection. Define the Peer Group by selecting one of the radio buttons next to scope.
4. Go to the box labeled 2. Select Comparison Report Type. Define the Comparison Report Type by selecting “All Companies” or a revenue-ranked subset from the radio button options.
5. Choose the Report Type to show information listed either by data item or by company.
6. In the box labeled 3. Report Item Selection, choose up to 30 data items in three categories. (To see all the data items, expand the categories by clicking on the “plus button.”) Choose the desired data items by highlighting, then clicking the directional arrow between the text boxes to either add or remove them from the report. Additionally, choose in what orientation to display the years.
7. Finally, in the lower right of the screen, select the display format by clicking on an option from the drop-down menu and click on Create Report.

Creating a comparison report between two companies:

1. On the Basic Search screen, go to the Company Search text box on the left and type in the first few letters of the company name or ticker symbol. Click on the appropriate company name that appears in the drop-down menu.
2. At the top of the company page, to the right of the company name and ticker symbol, click the + to Company Analysis List to add the company to your comparison group. [The page will jump down to the section including My Mergent Tools.]
3. To add a second company to your comparison group, enter the name of the second company in the Change Company text box in the upper right of the page. Click on the appropriate company name in the drop-down menu that appears. Add this company to your company analysis list (using step 2).
4. Click on the My Mergent Tools link on the right side of the page below the company summary and, then, the Company Analysis List from the drop-down menu that appears to display all the companies that you have selected.
5. Select Company Comparison Report at the top of the page.
6.  In the 1. Company Listing box, select the companies you want by highlighting them and moving them over to the Company Comparison Report text box with the arrow buttons.
7. Choose the Report Type to show information listed either by data item or by company.
8. In the 2. Report Item Selection box, choose up to 30 data items in three categories. (To see all the data items, expand the categories by clicking on the “plus button.”) Choose the desired data items by highlighting, then clicking the directional arrow between the text boxes to either add or remove them from the report. Additionally, choose in what orientation to display the years.
9. Finally, in the lower right of the screen, select the display format and click on Create Report.
   Note: Create Report options allows you to choose HTML, Microsoft Word, Excel, or PDF. HTML and Excel options allow for sorting the data.

See also the Industry Guide for information about SIC/NAICS Industry codes.