Stationary at the top of all company pages is a quick Company Summary with easy to find basic details and a to add the company to your Company Analysis List.

· Address

· Phone

· Fax

· Company Website

· Incorporated (Date)

· IRS Number

· CUSIP

· Legal Counsel

· Transfer Agent

· Sector

· Industry (SIC)

· Industry (NAICS)

· Number of Employees

· Number of Shareholders

· Market Cap

· Revenue

· Net Income

· Dividend

· Dividend Yield

· EPS Basic

· EPS Diluted

· PE Ratio

Search – Click this tab button to return to the Basic Search page.

Search Results – Click this tab button to return to the Search Results list of your most resent search.

Synopsis – Pending…

Change Company – If you would like to search for another company by name quickly, but do not want to return to the search pages, simply type the company’s name or ticker symbol into the text box. A window will automatically display as you type to show you the matches available for the letters or names you type. Click on a specific company to go directly to that company’s page.

Recent Companies – Click on the drop down menu to access a list of recently viewed companies listed by their ticker symbols and exchanges. Click on any of the names in the list to quickly return to that company’s page.

Report Builder

The information available on the currently selected company is displayed in a number of separate pages within the Company Details section of Mergent Online. The Report Builder facility enables you to collect together a selection of these pages into a formatted report. These reports can then be viewed on the screen or downloaded for separate viewing or printing.

The reports can be generated in Microsoft Word, Microsoft Excel, Adobe Acrobat PDF or HTML format. The Excel format is, of course, most suitable for numeric/financial data. The Word and PDF formats can be used for all data forms. You will need the appropriate software installed on your computer to view these report formats.

Note (Technical) The Word format report is actually in RTF format and so can be viewed in any version of Word. The Excel format report is in CSV format and can be viewed in any version of Excel. This also means that these reports can be opened in any other program that understands these formats. The PDF format report can be viewed in any version of Adobe Acrobat Reader.

Reports can be built in three ways:

1. Custom Report. Here you select the individual pages that will make up the report

2. Report Wizard. Here you select one or more ready built report formats and use a drag and drop system to organize the preset data sections into an order that best suits you.

3. Comparison Reports. Here you can create a report that compares a selected company with selected industry criteria.

Custom Reports
The Custom Report page is always shown first. See Report Wizard and Comparison Report below for further details on those pages.

In the Select Data Items box, click the next the category of interest (Company Details, Pricing Information, Company Financials, Executives, and News) to expand downward a list of sub-categories.
Select a sub-category item and click the > button to add the item to the Report Items list box.

You can select more than one item at a time by clicking on multiple data points before clicking the > button. Once you have all the items of interested, then click > and the batch items will add to your Report Items list box.
Repeat the above steps for any other item you wish to add to the report. For a list of all items available see the Custom Report Items List below.

You can choose to automatically add all available data items by clicking the >> button.
To remove an item from a report, select it in the Report Items list box and choose the < button.
To remove all items at once click the << button.
Select a format from the Select a Format drop-down menu.

Microsoft Word
Microsoft Excel
Adobe Acrobat Reader
HTML

When ready, choose Create Report to start the report generation process.
This will display a report in a window. A discussion of the features available in this window is given below.
Viewing the Report - The following features are available in Custom Report window:

The report can be printed using the Print button within the HTML report or the print feature in Word, Excel, or Acrobat Reader.
When finished, choose the Close button to remove the Report Window.

Report Wizard
With the Report Wizard you may choose to create a report using pre-defined batches of data.

o Choose from a selection of pre-defined modules of data. Left click and drag the module of interest while holding the left mouse button down to the Report Preview window. Drop the item onto the pages.

§ Repeat the process until all modules of interest have been included.

§ Available Modules Include:

§ Company Description

§ Executive Compensation

§ Subsidiaries

§ Financials

§ Insider Transactions

§ Institutional Holdings

§ History

§ 3 Years of End of Day Pricing

§ As you add modules, rearrange and reorder your data items as desired.

o When finished, select a format by clicking one of the icons for the desired file type in which you would like your report to generate.

§ Microsoft Word

§ Microsoft Excel

§ Adobe Acrobat Reader

§ HTML

Viewing the Report - The following features are available in Custom Report window:

The report can be printed using the Print button within the HTML report or the print feature in Word, Excel, or Acrobat Reader.
When finished, choose the Close button to remove the Report Window.

· Comparison Reports
Comparison Reports create reports which compare your currently selected company against a number of competitors within the same industry by using the industry average, the total revenues of the companies, and a variety of company details. You can choose whether the peer list is based on NAICS, SIC, or MIC codes and whether they are worldwide peers or peers within the same country as your target company.

In the Peer Group Selection box you can choose the Industry Classification code used to build the peer group and the Scope of the peer group.

Classification

NAIC
SIC
MIC

Scope

Worldwide
Target Country (United States)

In the Select Comparison Report Type block, select the group of companies against which you wish to compare the currently selected company.
These can be all companies or the top or bottom 10, 25 or 50 companies, or All Companies based on total revenues.

In the Report Type section, click the radio button beside either List By Item or List By Company to determine how the information in your report will be organized.

List By Item – Will organize your report by the items you select in the Report Item Selection Box and then compare the companies in your report within each item.
List By Company – Will organize your report by the companies being compared with each item you select in the Report Item Select Box, keeping all items with their respective companies.

To ensure that only active companies are used in the comparison report, be sure to check the box next to Active Companies Only
In the Report Item Selection box, click the next the category of interest (Corporate Information, Financials, and Ratios) to expand downward a list of sub-categories. All items are listed alphabetically under each category heading.

Select a sub-category item and click the > button to add the item to the Report Items list box. Note: A maximum of 30 items only may be chosen.

You can select more than one item at a time by clicking on multiple data points before clicking the > button. Once you have all the items of interested, then click > and the batch items will add to your Report Items list box for you to organize.
Repeat the above steps for any other item you wish to add to the report. For a list of all items available see the Comparison Report Items List below.

To remove an item from a report, select it in the Report Items list box and choose the < button.
To change the column position of an item in a report, select it in the Report Item list box and choose the Move Up or Move Down button.
Use the ‘include average in heading’ check-box to display the averages for the numerical valued data items you chose to be displayed.
In the ‘Which year(s)?’ drop-down menu you can choose which years information is displayed for all the companies. Note: Only a maximum of two years can be chosen to be displayed in the report

-To select individual years - Hold the Ctrl key on the keyboard and single left click on each desired year. This will highlight the selected years.
-To select a range of years: Single click on the first year then hold the Shift key on the keyboard and click on the last year in the range to highlight them all. Note: If you select more than two years you will receive an error message and be asked to reselect your dates.
If multiple years are selected use the Result Format options to choose how the report will be displayed:

Years Across: The yearly values for each data item selected will be displayed in consecutive columns across the report.
Years Down: The report and selected data items will be broken up by year. The list of companies will be repeated down the report where each list will be a single year's worth of the values for the selected data items.

Select a format from the Select a Format drop-down menu.

Microsoft Word
Microsoft Excel
Adobe Acrobat Reader
HTML

When ready, choose Create Report to start the report generation process.
This will display a report in a window. A discussion of the features available in this window is given below.
Viewing the Report - The following features are available in Comparison Report windows:

If the report is longer than one page, you can move between the pages using the Next and Previous buttons or by typing a specific page number in the text box and clicking Go.
More report columns can be seen on the screen by viewing it at a smaller scale. Use the View drop-down menu to change the scaling.
The data in a report can be sorted on the values in any column by using the arrowhead buttons next to the title of that column.
The report can be printed using the Print button within the HTML report or the print feature in Word, Excel, or Acrobat Reader.
When finished, choose the Close button to remove the Report Window.

At the right of each page is the My Mergent Tools function. This enables you to add the currently selected company to the Company Analysis List or add executives to your Executive List. From the My Mergent Tools buttons you may also access the Company and Executive Alerts options. See My Mergent Tools for more details of these.

Home

Custom Report Items List

· Company Details

Synopsis
Financial Highlights
Property
Subsidiaries
Long Term Debt
Capital Structure
Earnings Estimates
Business Segments

Currency
Scale
Select	Period Years
Period

· Pricing Information

Closing Price
Dividend Yield
EPS
DPS
Market Cap
52 Week Range
PE Ratio
Price Change %

· Company Financials

Type – As Reported, Prelims, Standardized, Restated

Frequency – Annuals or Quarters

Currency – As Reported or choose any world currency from the drop down menu

Scale – As Reported, None, In Thousands, In Millions, In Billions

Select – Period or Years

Period – Past Year/Quarter, 2, 3, 5, 10, and 15 Years/Quarters

Income Statement
Balance Sheet
Cash Flows
Ratios

Type
Frequency
Currency
Scale
Select	Period Years
Period</LABEL< td>

· Executives

Officers
Directors
Committees
Compensation
Insider Holdings
Insider Trades

· News

Recent News
History
Joint Ventures
Business
Corporate Events

Comparison Reports Item List

· Corporate Information

Address 1
Address 2
Auditor
CIK
City
Country of Incorporation
Country of Operations
Email Address
Fax Number
IRS Number
Legal Counsel
MIC
NAIC Codes
No. of employees
SIC Codes
State of Incorporation
State/Province
Stock Exchange
Telephone
Ticker
Transfer Agent
Website
Year Incorporated/Founded
Zip Code

Financials

Advertising
Cash Flow from Operations
Current Assets
Current Liabilities
Earnings Before Tax
EBITDA
Inventories
Long Term Debt
Net Income
Net Interest (Banks Only)
Net Loans & Leases (Banks Only)
Net Property Plant & Equip
Operating Income
Research & Development
Selling General & Admin
Stockholders’ Equity
Total Assets
Total Deposits (Banks Only)
Total Liabilities
Total Revenue

Ratios

Advertising % TR
Calculated Tax Rate %
Current Ratio
Earnings Before Tax Margin %
EBITDA Margin %
Gross Margin %
Interest Coverage
Inventories % TA
Inventory Turnover
Loans to Deposits (Banks Only)
Long-term Debt/Equity
Loss Ratio % (Insurance Only)
LT Debt to Equity
Net Current Assets % TA
Net Interest Margin % (Banks Only)
Net PPE % TA
Net PPE Turnover
Net Profit Margin %
Operating Margin %
Quick Ratio
R&D % TR
Revenue per Employee
ROA % (Net)
ROE % (Net)
ROI % (Operating)
Selling Gen & Admin % TR
Total Asset Turnover
Total Debt to Equity