Using Bloomberg To Get The Data You Need
Using Bloomberg to get the Data you need1
Contents of Package1.Getting information on your companyPages 3-302.Getting information on comparable companiesPages 31-343.Getting macro economic informationPages 35-442
Using Bloomberg to get information on your companyTo get all other informationTo get ratings informationEquityCorp Bond1. Finding Securities1. Finding SecuritiesTicker Symbol Look UpEnter the name of your company1. Ticker Symbol Look UpEnter the name of your companyChoose the listing for your companythat you are interested inChoose the listing for your companythat you are interested inPick a long term bond for the companyIssue/Issuer InformationDescription2. Company Information/Description1. Description (DES)Fundamentals andEarnings Analysis1. FinancialAnalysis (FA)25. PrintCompletereport13. EarningsEstimates (EE)3) ZacksHistoricalPricesPx Table w/ AvgVol (HP)Risk ility(HVT)Change defaults:Period to MStarting point: 5 years agoLeave ending point as isShadow : Indicates menu choices on BloombergRegular font: Indicates input that you have to provide or change3
WHERE TO FIND THE DATAThis 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.ItemInputIn BloombergPage NumberUsed in this spreadsheet1BetaEquity: Beta Calculation29Capstr, Dividend, Valuation2Current EPSEquity: Description8Valuation3Payout RatioEquity: Description10Valuation4Total DebtEquity: Description16Capstr, Dividend, Valuation5Book Value of EquityEquity: Description16CapStr, Valuation6Number of Shares OutstandingEquity: Description8CapStr, Valuation7Tax RateEquity: Description10CapStr, Valuation8Non-Cash Working CapitalEquity: Description16Valuation9Capital ExpendituresEquity: Description17CapStr, Valuation10DepreciationEquity: Description17CapStr, Valuation11EPS - 5 years agoFinancial Analysis12Valuation12Analyst Projection for GrowthEquity: Earnings Estimates26Valuation13Interest ExpensesEquity: Description15CapStr, Valuation14Net Sales/ RevenuesEquity: Description15Valuation15Current PriceEquity: Description8Risk, CapStr, Valuation4
16EBIT/Operating IncomeEquity: Description15CapStr17Bond RatingCorp Bond: Description30CapStr18Past 10 years Net IncomeEquity: Financial Analysis25Dividends19Past 10 years DepreciationEquity: Financial Analysis25Dividends20Past 10 years Chg in non-cash Work. Cap.Equity: Financial Analysis25Dividends21Past 10 years DividendsEquity: Financial Analysis25Dividends22Past 10 years Equity BuybacksEquity Financial Analysis25Dividends23Past 10 years Cap ExEquity: Financial Analysis25Dividends24Average Debt Ratio 10 yearsEquity Financial Analysis21Dividends25Past 10 years BV of EquityEquity Financial Analysis24Dividends26Return on StockEquity: Financial Analysis18Dividends27Operating Income past 10 yearsEquity: Financial Analysis22DebtDesign28Stock Price: Last 60 monthsEquity: Px Table27Risk29Value of Firm: Last 10 yearsEquity:: Financial Analysis21Dividends30EBITDA for last 10 yearsEquity: Financial Analysis2131Alpha (Intercept)Beta Calculation2932R squaredBeta Calculation2933Standard Error of BetaBeta Calculation295
Instructions for Getting Bloomberg Data Pick Equity Choose 1. Finding Securities Choose Ticker Symbol Look up 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. Forinstance, if you look up Nestle, you will get Nestle’s local listings in Switzerland (Registered and Bearer Stock) as well as all of Nestle’sADR 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 thefinancial information that you want. Once you are in equity screen for your company, Type HDS: Print page 1 off Choose Description (DES): Print all 10 pages off; Ignore beta on first page. Choose Financial Analysis (FA): Choose Print Full ReportChoose Earnings Estimates (EE) Choose Zacks Print off first pageIf 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 company6
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 Description7
B15CurrentPriceB15B6Shares outstandingB2Trailing 12-monthEPS8
9
B3Payout RatioB7Marginal tax rateUse 36% if 36%Use 50% if 50%10
11
Quarterly EPS forlast 5 years12
13
14
Use most recent financial year for which data is available:B14RevenuesB16Operating IncomeB13Interest Expenses15
B8Non-cash Working Capital (Inventories Acc Rec) - (Acc Payable Other ST Liabilities) (8173 6763)-(3185 6808) 4943As % of Revenue 4943/42895 11.52%B4Debt ST Borrowings LTBorrowings 1226 3158 4384B5Book Value ofEquity16
B10Deprec & AmortB9Capital Expenditure17
B26Past Stock Returns % Change Dividend Yield18
19
20
B29Firm Value Market Capitalization ST Debt LT DebtB30Market Value- Last10 yearsB24Average MarketD/E Ratio21
B27Operating Income:Last 10 years22
23
Book Value ofEquity: Last 10years24
B19Deprec & Amort:Last 10 yearsB21Dividends Paid: Last 10 yearsB18Net Income: Last 10yearsB20Change in WC (A negative signindicates an increase in WC)B22Net Stock Buybacks: Dec Capital Stock- Inc Capital StockB23Capital Expenditures: Last 10 years25
B12Analyst Estimate ofexpected growth26
B28Month-end Stock Prices27
28
B1Regression BetaB32Regression InterceptB33R-squaredB34Std Error of Beta29
B17Bond Rating30
DATA ON COMPARABLE COMPANIESI. Getting data on related companies Pick Equity Choose 1. Finding Securities Choose Ticker Symbol Look up Enter the name of your company Once you are in equity screen for your company, enter Fundamentals and Earnings Analysis Choose Relative Value (RV): You can modify the data that is printed out.31
II. Using Bloomberg to get Sector Data or to Screen StocksStart with this screen by typing “ESRCH”32
Pick the industry group you want to analyze or collect data from Pick the market that you want to analyze33
Pick the data you want in your datasetWarning: This is not the friendliest interface in the world. You will often find yourself building elaborate criteria for 20 minutes and then losingthem all because you hit the menu button twice instead of once. I would suggest saving the criteria under Save Set as you go along and assigningthe criteria set a name. I would also suggest adding the company name to your data set - the default is only the ticker symbols, which are tough toexpand, and keeping your data sets manageable with 3-4 variables.34
Getting Historical Macroeconomic InformationIndexGovtsEconomic StatisticsCPI/PPI1. Find SecuritiesNational IncomeCPI1. Ticker Symbol Look upNational Income & Production19. GT: Generic U.S. Treas Note/ BondsGDP in Billions of 4. Generic 10Y15. CPI - All Items2. CPI - All Items - % Change4. GDP - U.S. Defl % Chg10. Historical PricesPx/Yield4. Px Table w/ Avg Daily VolChange defaults: Period to M or QStarting point and ending pointChange defaults: Period to M or QStarting point and ending point35
14 Net Sales/ Revenues Equity: Description 15 Valuation 15 Current Price Equity: Description 8 Risk, CapStr, Valuation. 5 16 EBIT/Operating Income Equity: Description 15 CapStr 17 Bond Rating Corp Bond: Description 30 CapStr 18 Past 10
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Getting access to Bloomberg 1. Start up a terminal 2. Enter your ERNA-login credentials 3. Click on the Bloomberg icon on the desktop to open Bloomberg 4. A Bloomberg screen - Bloomberg tries to connect. After a few seconds you see: 5. Click Press Enter of GO to begin (it's a link). You see this: 6. The Login Name and Password depend on .
A guide to accessing the Bloomberg Barclays Indices on the Bloomberg Terminal. Assess and chart data . FLDS GO — Data Field Finder . Bloomberg provides access to data fields for index tickers through the Data Field Finder on . the Terminal, Microsoft Excel (using the Bloomberg Excel Add-In) and Bloomberg's Data License product.
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