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Finance



Company Financial Statements



There will be much more readily available information about public companies because they have to issue annual reports and file financial information with the Securities and Exchange Commission.

gold triange Annual Reports

gold triange SEC Filings

gold triange Data sets

gold triange Databases

gold triange Tax Statistics

Annual Reports
Annual Reports are a corporation's financial statement prepared yearly for stockholders. Information typically included in an annual report includes a Chairman or President’s letter, description of main sales and marketing activities, management discussion and analysis, auditor’s report, detailed financial statements and 10-year summary of financial figures, list of subsidiaries and company addresses, and list of directors and officers. Many annual reports are “corporate works of art” and include detailed charts, tables, graphs, and photographs. The Annual Report provides a clear view of how the company views itself.

Annual reports of most large corporations are available to persons other than stockholders upon request and are often used as public relations vehicles. Besides giving comparative financial statements for the current and past years, some give divisional reports of past activities and future plans. Many companies will feature links to the digitized version of their annual reports from their company Internet site.

You can obtain copies of annual reports from the following sources:
  • A company's website

    • Tip:
    TIP:    		 On a company web site, Annual Reports are frequently located under "Investor Relations." Other alternatives may include (but are not limited to) "Shareholder Information," "Earnings Releases," "Company Reports," "Company Profiles," "Financial Information," "Customer Service," or "About".

  • Free web sites World Investor Link
      Order from a variety of newspaper annual report services including the Globe and Mail, Barrons, Wall Street Journal, Financial Times etc. Ordering may be done online or through their toll free phone number and it is a free service. Items shipped withing 24 hours. Most reports are available in digitized format online.
     
  • Free web sites Annual Report Gallery
      The Report Gallery boasts that it contains the "largest, most complete and up-to-date listings of annual reports on the Internet." Once a company is found, it can be viewed in HTML or PDF format. Free service.
  • Free web sitesGlobal Reports
      Full color Annual Reports, Interims, and Quarterly Report Filings are available for more than 26,000 publicly traded companies in more than 69 countries, with history as far back as 1996. Pricing for individual reports varies depending on the year and country of origin.
     
  • Free web sites Public Registrar's Annual Report Service
    (PRARS) NASDAQ, NYSE, AMEX, OTC
      Request copies of annual reports from a list of over 3600 public companies. Requests are processed within 24 hours and shipped for free. Also features financial and press releases.

SEC Filings


Corporate financial reports and other disclosure documents are excellent sources for current financial statistics and for other detailed information about the operations of publicly traded companies. These documents include not only annual reports to stockholders but also the vrious reports that U.S. companies are required to file with the Securities and Exchange Commission: an Annual Report to SEC (called the 10-K); Quarterly Financial Report (10-Q); Report of Unscheduled Material Events or Corporate Changes (8-K); 10-C, which is similar to 8-K for OTC (Over The Counter) companies;

You can obtain SEC Filings from the following sources:
  • Only for Baker students SEC Filings and Reports(Lexis/Nexis)
    • From the SELECT SOURCE box, select the filing number you desire.
    Search Securities and Exchange Commission (SEC) reports by company name, or Ticker Symbol. Only reports that match all the criteria you enter will be found.

  • Free web sites Securities and Exchange Commission
      This is the official site of the U.S. Securities and Exchange Commission's Electronic Data Gathering, Analysis, and Retrieval system. (EDGAR) All companies that are publicly traded in the U.S. are required to file registration statements, periodic reports, and other forms electronically through (EDGAR ). Here you'll find links to a complete list of filings available through EDGAR and instructions for searching the EDGAR database.You can do a company search for free.
      More SEC tips:
      If you’ve ever wondered where to find a certain piece of information about a public company—e.g., a list of subsidiaries, names of board of directors members, insider transactions, proxies, mergers, and executive salary data—this site does a superb job of telling you 1) on what form or filing you can find that information and 2) how and where to search it right there on EDGAR, all clearly explained.
  • Free web sites 10K Wizard
      An improved interface to the SEC filings. It contains information on 45,000 companies worldwide with archives through 1994. This is a fee-based service and you must have a subscription.

Tip:
TIP:		 If you have questions about financial statements and you are a little rusty about where to find "bits of information," Business Week magazine has an ongoing series on how to read and understand 10Ks, proxy statements and other financial statements called "The Fine Print." 
  1. The Fine Print: How to read those key footnotes behind the numbers.

  2. Unlocking the secrets of a Proxy Statement.

  3. TIPS for reading an Annual Report  

  4. Beginner's Guide to Financial Statements, published by the SEC.

Data sets


  • Free web sites The Data Page - New York University
      An MBA professor from NYU has put together a web page that provides information on how to collect data from a variety of sources. It also allows you to look at and download a number of data sets that you might find useful in corporate finance and valuation. If you have trouble viewing the data in your browser, you can download the data in excel format.

    Databases


    • Only for Baker students Business and Company Resource Center
      1. At the opening screen, select:Company Search
      2. Type in the company name or ticker symbol in the first search box and Search.
      3. Select the company name from the results list.
      4. Select the Financials tab to view the Income statement, Balance Sheet, Cash Flows, Ratios, etc.
        5. BCRC_Financial_tab

    • Only for Baker studentsLexis/Nexis Company Dossier
      1. In the Company Name box, type: your company
      2. Select your company from the Results List
      3. From the left navigation area, under Financials, select: Overview
      4. You will find: Assets, Liabilities, Cash Flow, Income Statement, Balance sheets, and Ratio Analyses, all for a three year time period.
        5. LexisNexis_Financials

    • Tax Statistics


  • Free web sites IRS
      • This is a collection of official tax data compiled by the Internal Revenue Service (IRS). In addition to data on individual tax filings, charitable organizations, and official bulletins, here you can find aggregated business tax information on corporations, international businesses, partnerships, S corporations, sole proprietorships, and more. You can view tax data by industry, type of firm, and company size.