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Finance  

Last Updated: Apr 14, 2014 URL: http://guides.emich.edu/finance Print Guide RSS UpdatesEmail Alerts

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SEC Filings

  • EDGAR - company search
    All companies traded on U.S. stock exchanges must file various reports with the Securities and Exchange Commission (SEC). The SEC makes these reports available via EDGAR. This includes the 10-K, 10-Q, 8-K, proxy, registration, and other forms (but often not the Annual Report to Shareholders).
  • SEC Info - alternative search for EDGAR SEC filings
    This site allows you to search for EDGAR SEC filings and SEDAR filings (Canadian Securities Administrators - CSA). Benefits are some different ways to do keyword searches, ability to browse recent filings, and a nicer looking display of documents. The popularity of this site means that it can sometimes be a little slow.
    Limited amount of free searching. Active users must purchase a subscription.
 

Annual Report to Shareholders

Look for the Annual Report to Shareholders on the company web site. It's often behind a link called Investor Relations or just Investors.

The Annual Report will provide basic financial figures and discussions of recent developments/possible future directions of the company.

If you can't find it on the web site or need an older annual report, see Other Sources for Annual Reports or Old Annual Reports, below.

Other Sources for Annual Reports

 

Old Annual Reports

You can sometimes find ARS for a few years back on the company web site; but they rarely have reports from the 1990's or earlier.

Old Annual Reports on MF at the EMU Library
The library has annual reports and SEC filings for U.S. companies (1978-1997) on microfiche. Use the Corporate Reports Index (grey volumes and black binder on top of MF cabinets) to look up the MF number.

EMU Library, 2nd Floor, Microforms area

Moody's Manuals
You can also get info from annual reports in Moody's Manuals.
This index at the EMU Library can be used to figure out which manual the company is in:
Moody's Complete Corporate Index
REF HG 4905 .M798

EMU Library has the following Moody's Manuals in hard copy or on microfiche:

Storage copies can be requested via the EMU Library catalog and retrieved in <10 minutes.
MF copies are on the EMU Library 2nd floor in the microforms area.

Best Info Source for Companies on U.S. Exchanges

  • Standard & Poors NetAdvantage
    Detailed financials for stocks on U.S. exchanges, includes stock quotes (20 min delay) and S&P Industry Surveys. Use Corp Records for capitalization, subsidiaries, capital expenditures, R&D expenditures, bond descriptions, dividends, etc. and Stock Reports for Beta, S&P Credit Rating, % institutional ownership, ratios, analyst opinions, etc.
    Tip: Use Simple Search to find company. In results, note numerous links to the left leading to detailed info.

Other Sources of Public Company Financials

  • Factiva
    Best for international company financials & news.
    Tips: Choose the Companies/Markets tab at the top, then Company right below that to search for company info. Note links on left to detailed reports.
    Instruction: Video on company info in Factiva (Ignore access info at beginning).
    EMU students & faculty only
    Limited to 6 simultaneous users
  • Stock Market Watch (formerly Quote.com or MarketCenter)
    Need stock charts? This may be the site for you. Besides current quotes & recent news on a stock, this site provides advanced charts. Users can customize charts with comparisons to indexes or with various technical analysis studies. Good coverage of international financial markets, options, exchange traded funds, & futures.
    Much free info available without registering. Some features are subscription-only, like real time streaming quotes & portfolio features.
  • Yahoo! Finance
    Information on individual stocks, bonds, and mutual funds as well as overall markets. A good source for getting historical prices. Most information is free, but you have to endure many annoying advertisements.
  • OTC Markets
    Includes info on pink sheet, venture stage, and grey market companies.
  • Euroland.com
    Offers info from 40 international stock exchanges.

Analyst Reports

Note:EMU Library's subscription to  Value Line Investment Survey has been cancelled due to budget cuts. The S&P Stock Reports in the NetAdvantage Database (link below) have similar info. If you really want Value Line, it's possible that your public library may have a subscription.

  • Standard & Poors NetAdvantage
    NetAdvantage includes analyst opinions from the publication S&P Stock Reports.

    To find a Stock Report:
    In the far right column of the main page, under Database Search, change the Resources box to Stock Reports
    Then search by ticker symbol or company name.
  • Value Line Reports for The Dow 30
    Scroll down to find a chart with links to Value Line reports for 30 companies.
    (Note: EMU does not have a subscription to the site - these 30 reports are all you can access.)
  • ZACKS
    This site offers earnings estimates, links to analysts commentary, and other info.
    Some info not free.

Some Published SWOT Analyses

  • Business Insights: Global
    Includes published SWOTs by Global Markets Direct.
    There are two ways to find SWOT reports:

    1. Do a keyword search for the company then look for a link to SWOT reports.
    2. Or, go to Advanced Search, enter company as keyword and change Content Type: to SWOT Reports.

    Note that not all companies will have a SWOT report.

More ways to research companies

This research guide provides more ways to research companies.

Company Research
by Kate Pittsley - Last Updated Apr 7, 2014
298 views this year

Business Librarian

Profile Image
Kate Pittsley
Contact Info
EMU Library, Halle 100-F
734-487-2508
kate.pittsley@emich.edu

Office Hours
@ College of Business
Use button above to make appt.
407 Owen
734-487-6820
Subjects:
Business
 

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