- 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).
- Ranked and Filed
Provides alternate ways to look at SEC filings database, including many visual diagrams that show things like stock ownership by company directors, word frequencies in a company's management discussions. Able to search U.S. public companies by location and industry.
- 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.
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.
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
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:
- Banking & Finance: 1928-1998 on MF, 1995-2001 in storage
- Industrial 1920-1996, 1998 on MF, 1997-2001 in storage
- International 1981-1996, 1998 on MF, 1996-1998 in storage
- Municipal & Government 1918-1998 on MF
- OTC Industrial 1982-1996, 1998 on MF, 1997-2000 in storage
- OTC Unlisted 1986-1996, 1998 on MF, 1997 in storage
- Public Utility 1914-1995 on MF, 1995-2001 in storage
- Transportation 1921-1996, 1998 on MF, 1997-2001 in storage
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.
- 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.
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.
Offers info from 40 international stock exchanges.
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.)
This site offers earnings estimates, links to analysts commentary, and other info.
Some info not free.
- 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.
This research guide provides more ways to research companies.
EMU Library, Halle 100-F
COB office, Owen 407
Away from EMU this week returning 9/2/2014