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Company Research

Private Company Financials

Investext contains active and historical research reports from brokerages, investment banks and independent research firms around the globe including Barclays, Credit Suisse, Cowen & Company, J.P. Morgan, and Deutsche Bank.

Follow instructions below to find analyst reports for private companies and  subsidiaries as well.

Private Companies or Subsidiaries
  1. Select Investext tab
  2. Select Keyword from dropdown menu
  3. Type name of company or subsidiary twice separated by a comma.     
    • Example Uber Technologies, Uber Technologies
  4. Add To Criteria
  5. Select Report Style from dropdown menu
  6. Click view Report Style list
  7. Select Company (Equity) Reports
  8. Click Search in Search Criteria box


A powerful database of private equity firms, hedge funds, mezzanine investors, small business investment companies, valuation firms, M&A advisory firms, institutional real estate investors and senior lenders.

ReferenceUSA will provide the following information for private companies...
  • Business Expenditures
  • Business Size History: Ten years’ worth of Sales Volume By Year data.‚Äč
Please note that these are estimates due to the fact that private companies within the US are not required to file reports with the US Securities & Exchange Commission (


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Private Company Ratios:
Since private company financials are not disclosed, ratios can provide a benchmark for comparison and sizing the market.

eStatement Studies includes two publications:

Financial Ratios Benchmarks -- Comprehensive, detailed data on over 700 industries derived directly from financial statements.

Industry Default Probabilities and Cash Flow Measures includes:


  • Probability of default estimates on a percentage scale, mapped to a .pd bond rating scale.
  • Cash flow measures on a common-size percentage scale.
  • Change in position, normalized, year over year, for eight financial statement line items.
  • Data arrayed by asset and sales size.
  • Trend data available for the past four years.
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Creative Commons License
This work is licensed under a Creative Commons Attribution-NonCommercial 2.0 Generic License.