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Company Research: Financial Information

Researching companies including financial data, history, and other information.

Finding Company Finanical Information (select a tab for instructions)

OPTION 1 - Basic Financials with access to more

OPTION 2 - Full Financials

 

OPTION 1

  • Below the basic search box is a menu bar
  • Use the Browse option (image of a lightbulb)
  • Click on Companies

 

browse menu
 
 

COMPANIES SCREEN OPTIONS

  • If you have a specific company in mind you can search by name or ticker symbol or browse the list of company names
  • If you need a specific type of company, you can use the available drop down menus to find companies that meet specific criteria

 

companies selection screen

 

  • Select the company you want
  • You should now see a Company Profile Screen
  • Scroll down the screen to the Financial Performance section
  • Note next to each option is a link to view more information (Full Balance Sheet, All Ratios, etc.)

 

financial performance screen

 

OPTION 2

 

  • Below the basic search box is a menu bar
  • Use the Browse option (image of a lightbulb)
  • Click on Financial Reports

 

 

browse menu
 
 

FINANCIAL REPORTS SCREEN

  • Search by name or ticker symbol or browse the list of company names
  • Select the company you want

 

financial reports search screen

 

  • Select the type of financial information you want from the menu bar (Balance Sheet, Income Statement Cash Flow Statement Ratios, Investment Reports, SEC Filings)
  • Different options will be available depending on the type of financial information such as an option to download data or compare it with another company

 

financial reports menu bar

 

1. Click on Companies/Markets (outlined in purple)

companies/markets tab

2. Click on  Company (outlined in purple)

select company

3. Search for the company

search for company

4. Select the company from the results list

5. Click on the Financial Results link (outlined in purple)

select financial results

 

 

1. Search for the company

 

search for company

 

 

2. Click on the Company Financials tab (underneath the blue section of the company's information)

See also the Filings tab for financial information filed with the SEC

 

company financials tab

 

 

 

 

As Reported link data includes:

  • Annual Balance Sheet
  • Annual Income Statement
  • Annual Retained Earnings
  • Annual Cash Flow

Prelims link data includes:

  • Preliminary Annual Balance Sheet
  • Preliminary Annual Income Statement

Standardized link data includes:

  • Balance Sheet
  • Income Statement
  • Retained Earnings
  • Cash Flow
  • Common Size-BS
  • Common Size-IS

Restated link data includes:

  • Balance Sheet
  • Income Statement
  • Retained Earnings
  • Cash Flow

Ratios link data includes :

  • Profitability Ratios
  • Liquidity Indicators
  • Debt Management
  • Asset Management
  • Per Share

Analysis link data includes :

  • Income Statement
  • Balance Sheet
  • Ratio Analysis

 

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