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Using Bloomberg To Get The Data You Need

This document provides instructions for using Bloomberg terminals to obtain financial data and information. It outlines how to retrieve company-specific details like stock prices and earnings, as well as comparative data on related companies and industries. Macroeconomic statistics can also be found, such as GDP, CPI, and treasury rates. The steps provided explain how to search for securities and choose the relevant screens to find and print the desired metrics and analyses.

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te_ganteng
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88 views36 pages

Using Bloomberg To Get The Data You Need

This document provides instructions for using Bloomberg terminals to obtain financial data and information. It outlines how to retrieve company-specific details like stock prices and earnings, as well as comparative data on related companies and industries. Macroeconomic statistics can also be found, such as GDP, CPI, and treasury rates. The steps provided explain how to search for securities and choose the relevant screens to find and print the desired metrics and analyses.

Uploaded by

te_ganteng
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 36

Using Bloomberg to get the Data you need

Contents of Package
1.Getting information on your company 2.Getting information on comparable companies 3.Getting macro economic information Pages 3-30 Pages 31-34 Pages 35-44

Using Bloomberg to get information on your company


To get all other information
Equity 1. Finding Securities 1. Ticker Symbol Look Up Enter the name of your company Choose the listing for your company that you are interested in

To get ratings information


Corp Bond 1. Finding Securities Ticker Symbol Look Up Enter the name of your company Choose the listing for your company that you are interested in Pick a long term bond for the company Issue/Issuer Information Description

2. Company Information /Description 1. Description (DES)

Fundamentals and Earnings Analysis 1. Financial Analysis (FA) 13. Earnings Estimates (EE)

Historical Prices Px Table w/ Avg Vol (HP)

Risk and Volatilitiy Beta Calculation (BETA) Historical Volatility (HVT)

25. Print Complete report

3) Zacks

Change defaults: Period to M Starting point: 5 years ago Leave ending point as is

Shadow : Indicates menu choices on Bloomberg Regular font: Indicates input that you have to provide or change

WHERE TO FIND THE DATA


This 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. Item 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Input Beta Current EPS Payout Ratio Total Debt Book Value of Equity Number of Shares Outstanding Tax Rate Non-Cash Working Capital Capital Expenditures Depreciation EPS - 5 years ago Analyst Projection for Growth Interest Expenses Net Sales/ Revenues Current Price In Bloomberg Equity: Beta Calculation Equity: Description Equity: Description Equity: Description Equity: Description Equity: Description Equity: Description Equity: Description Equity: Description Equity: Description Financial Analysis Equity: Earnings Estimates Equity: Description Equity: Description Equity: Description Page Number 29 8 10 16 16 8 10 16 17 17 12 26 15 15 8 Used in this spreadsheet Capstr, Dividend, Valuation Valuation Valuation Capstr, Dividend, Valuation CapStr, Valuation CapStr, Valuation CapStr, Valuation Valuation CapStr, Valuation CapStr, Valuation Valuation Valuation CapStr, Valuation Valuation Risk, CapStr, Valuation

16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33

EBIT/Operating Income Bond Rating Past 10 years Net Income Past 10 years Depreciation Past 10 years Chg in non-cash Work. Cap. Past 10 years Dividends Past 10 years Equity Buybacks Past 10 years Cap Ex Average Debt Ratio 10 years Past 10 years BV of Equity Return on Stock Operating Income past 10 years Stock Price: Last 60 months Value of Firm: Last 10 years EBITDA for last 10 years Alpha (Intercept) R squared Standard Error of Beta

Equity: Description Corp Bond: Description Equity: Financial Analysis Equity: Financial Analysis Equity: Financial Analysis Equity: Financial Analysis Equity Financial Analysis Equity: Financial Analysis Equity Financial Analysis Equity Financial Analysis Equity: Financial Analysis Equity: Financial Analysis Equity: Px Table Equity:: Financial Analysis Equity: Financial Analysis Beta Calculation Beta Calculation Beta Calculation

15 30 25 25 25 25 25 25 21 24 18 22 27 21 21 29 29 29

CapStr CapStr Dividends Dividends Dividends Dividends Dividends Dividends Dividends Dividends Dividends DebtDesign Risk Dividends

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. For instance, if you look up Nestle, you will get Nestles local listings in Switzerland (Registered and Bearer Stock) as well as all of Nestles ADR 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 the financial 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 Report

Choose Earnings Estimates (EE) Choose Zacks Print off first page

If 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 company

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 Description

B15 Current Price B15

B6 Shares outstanding

B2 Trailing 12-month EPS

B3 Payout Ratio

B7 Marginal tax rate Use 36% if < 36% Use 50% if > 50%

10

11

Quarterly EPS for last 5 years

12

13

14

Use most recent financial year for which data is available:

B14 Revenues

B16 Operating Income

B13 Interest Expenses

15

B8 Non-cash Working Capital = (Inventories+Acc Rec) - (Acc Payable + Other ST Liabilities) =(8173+6763)-(3185+6808) = 4943 As % of Revenue = 4943/42895 = 11.52%

B4 Debt = ST Borrowings + LT Borrowings = 1226+3158 = 4384

B5 Book Value of Equity

16

B10 Deprec & Amort

B9 Capital Expenditure

17

B26 Past Stock Returns =% Change + Dividend Yield

18

19

20

B29 Firm Value = Market Capitalization + ST Debt +LT Debt

B30 Market Value- Last 10 years

B24 Average Market D/E Ratio

21

B27 Operating Income: Last 10 years

22

23

Book Value of Equity: Last 10 years

24

B19 Deprec & Amort: Last 10 years

B18 Net Income: Last 10 years

B21 Dividends Paid: Last 10 years

B20 Change in WC (A negative sign indicates an increase in WC)

B22 Net Stock Buybacks: Dec Capital Stock - Inc Capital Stock

B23 Capital Expenditures: Last 10 years

25

B12 Analyst Estimate of expected growth

26

B28 Month-end Stock Prices

27

28

B1 Regression Beta

B32 Regression Intercept

B33 R-squared

B34 Std Error of Beta

29

B17 Bond Rating

30

DATA ON COMPARABLE COMPANIES


I. 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 Stocks Start 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 analyze

33

Pick the data you want in your dataset

Warning: This is not the friendliest interface in the world. You will often find yourself building elaborate criteria for 20 minutes and then losing them 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 assigning the 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 to expand, and keeping your data sets manageable with 3-4 variables.

34

Getting Historical Macroeconomic Information


Index Govts

Economic Statistics

1. Find Securities

CPI/PPI

National Income

1. Ticker Symbol Look up

CPI

National Income & Production

19. GT: Generic U.S. Treas Note/ Bonds

15. CPI - All Items

GDP in Billions of $

4. Generic 10Y

2. CPI - All Items - % Change

4. GDP - U.S. Defl % Chg

10. Historical Prices

Px/Yield 4. Px Table w/ Avg Daily Vol

Change defaults: Period to M or Q Starting point and ending point

Change defaults: Period to M or Q Starting point and ending point

35

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