ProwessDX – A NIFTY Database of India Company Financials

We’ve all heard of the NYSE and the S&P 500, but what are the BSE and the NIFTY?   

The ProwessDX database of Indian Company Financials has a few such unfamiliar acronyms. Once you get past them, you will find the database easy to navigate as well as comprehensive. Prowess is a database of the financial performance of 34,000 Indian companies. The database is updated continuously and typically covers the period 1990 on.

Annual Reports of companies and data available from India’s two largest stock exchanges (Bombay Stock Exchange, BSE, and the National Stock Exchange, NSE) are the principal sources of data. The database includes listed companies, unlisted public companies and private companies. Note: You will need to create a personal login account before searching. 

Search Prowess in Five Steps:

Step 1:  Choose the live (continuously updated) database, or a snapshot from March 2014 or December 2013. Prowess refers to these options as the database’s “vintage”.

Step 2: Select Data. The data may be either a pre-defined set, such as all companies on the Bombay Stock Exchange, an uploaded list of companies of your own choosing, or a created set using database identifiers.

Spelling out some of the acronyms will help clarify the choices in the menu below.

BSE = Companies in the Bombay Stock Exchange

NSE = Companies in the National Stock Exchange

SENSY – Companies in The Bombay Stock Exchange Index of 30 companies

NIFTY – Companies in The National Stock Exchange Index of 50 companies

COSPI = Companies in an Index of 2,312 Companies Continue reading

What is Your Capital IQ?

SP_Capital_IQ_FINALS&P Capital IQ is a premier financial database used in the industry by leading financial institutions, advisory firms, and corporations. The database covers global public and private companies, investment firms, capital transactions, and people. You can customize reports and export them directly to Excel or use the API to extract data from the database.

We have 8 Capital IQ terminals here at the Lippincott Library. They are located in the Yablon Financial Resources Lab. You need a Wharton username and password to access the database and a librarian to log you in. Full-time Wharton MBAs have remote access to the database though MBA Career Management. Note that access is available only during the school year.

This post focuses on the information available for a single, publicly traded company. While this database does cover privately held companies, the data available for private companies is often minimal because private companies are not required to file with the SEC.

Search

Search by company name in the top toolbar. When you select the company, you will start on the company tearsheet which provides basic qualitative and quantitative information on the firm, including financials, key people, and equity pricing. The left-hand menu allows you to navigate to the different information segments that you can access for the company. Here are some highlights.

Financials/Valuation => Key Stats

The Key Stats page displays high-level financial information for the company you are viewing.  You can view historical financials as well as estimates for data like Total Revenues, Gross Profit, EBITDA, EBIT, Net Income and more. To view historical data (back to the late ’80’s early ’90s), adjust the timeline. Notice that you can easily jump to other financial statements from this screen. The financials can be easily exported to Excel. Select either the single page you are viewing or the entire set of financials. You can also link to the company’s 10-K and 10-Q directly from any financial statement. Continue reading