BA 306U Essentials of Finance (Business Minor): Company Financials
Company Financials
For US public companies: use any of the methods below
Go to the company website and click on the Investors or Investor Relations. Or...
Search the EDGAR system on SEC.GOV: enter company name or ticker, then type in 10-K under Filing Type on the results page. Or...
Google: [company name] 10-K [year].
** While the term "annual report" is often used to describe either a 10-K or an Annual Report to Shareholders (ARS), there is a difference.
For US private companies: you will need personal access (e.g., if you know the owner). Detailed financials are usually unavailable to the public (and hence, the library) as private companies are not obligated to disclose such info.
Earnings Conference Calls - Transcripts
Earnings Conference Calls provide insights on a public company's strategies, responses to issues, as well as industry environment and competition. Transcripts may be freely available on company website along with audio and presentations, or through a Google search. Main sources for transcripts:
- FD (Fair Disclosure) Wire (via Nexis Uni)Use the following search terms: [company name] [quarter number] [year] call. For example: Starbucks Q3 2017 call.
- SeekingAlpha.comFree registration to read full transcripts.
Company Databases
These databases may include financials on public companies and analyst reports. You don't need to use them for your Term Project but they are listed here for your reference:
- Mergent OnlineProvides detailed information on US and international public companies.
- Business Insights: GlobalProvides company and industry profiles, including SWOT reports, market share reports, investment reports, articles, financials, and case studies.
- Nexis UniIncludes full text sources for regional, national, and international newspapers as well as business, legal, and medical publications, and also, government documents.
- Investext (via Mergent Online)Provides reports written by analysts at investment banks, brokerage houses, and consulting firms. Reports cover financials and analysis on companies and select industries.