Financial Information

Quick Links: Annual Reports, Finance & Competitors Stocks SEC Filings Where does company financial information originate?

Annual Reports, Finance & Competitors

  • Bloomberg – Real-time financial market data, news, and price quotes including derivatives and many other types of data. Access Bloomberg from the designated terminal in the Munday Library near the Library Information Desk.  Be sure to reserve your session.    *First-time users, choose “Create a New Login” from the start page.  Follow the steps, making sure you complete each field – a text message with your pass code will be sent to you.  Remember your username and password for future use.  
    Read Bloomberg Getting Started Guide for Students
    Watch Introduction to Bloomberg (1:07)
    Get Certified Bloomberg Market Concepts is accessible at BMC<GO>. BMC is an 8 hour self-paced e-learning course that provides a visual introduction to the financial markets.  BMC consists of 4 modules – Economics, Currencies, Fixed Income an dEquities – woven together from Bloomberg data, news, analytics and television.
  • NetAdvantage
    1. Open Standard and Poor’s NetAdvantage.
    2. Click on Companies on the top navigation row.
    3. Under Company Research, change the dropdown from Company Profile to Compustat Excel Analytics.
    4. In the Search by field, type in a company name.
    5. Wait for the page to load. It can take a few seconds.
    6. Under the reports dropdown, choose any of the listed reports starting with quarterly or annual. An excel spreadsheet will be generated with data.Extensive company financial information can be found in the “Compustat Excel Analytics” section and professional analysis can be found under “How to Analyze.” Covers public companies only.
  • Value Line Investment Survey
    Provides current & historical financial data & industry info.  Read Historical Financial Data
  • CB Insights
    CB Insights is a venture capital and angel investment database that provides daily real-time information about venture capital and angel investor-backed startup companies, venture capital companies, angel investors and transactions in the United States. CB Insights produces data-driven reports and analyses related to venture capital, private equity and angel investment on a regular basis, including an in-depth quarterly venture capital report.
    First-time users must create an account with their SEU email address to use CB Insights.
  • Pitchbook
    Search thousands of private equity and venture capital deals by hundreds of criteria. Use PitchBook to establish benchmarks, find real time data on deals, identify and analyze comparables, and search investor details.
    Users must create an account with their SEU email address to use the Pitchbook platform.
  • Reference USA  (Watch Reference USA from Info Group You Tube Channel)
  • Hoover’s
    Covers more than 80 million companies, including private, public, and international. Information on private companies is very limited.
  • LexisNexis Academic
    Read See a Company’s SEC Filings & read LexisNexis Academic Research Guides Common Business Assignments.
  • IndustriusCFO Business Performance Scorecard
    Provides an easy-to-understand, quick, and insightful snapshot of selected factors of your company’s performance in comparison with your industry peers and competitors. Each performance indicator represents an important aspect of financial management including liquidity, profitability, efficiency, and growth.
  • AnnualReports.com
    The leading provider of online annual reports to individual and institutional investors.
  • How to Read Annual Reports
    A graphic description to help familiarize yourself with reading Annual Reports.
  • Anatomy of Annual Reports
    This guide will explain in detail how to analyze an annual report. Click on the Anatomy tab.
  • Financial Industry Regulatory Authority, Inc. — Market Data
    Assists with market & investment research, through market data information & the FINRA Investor Education tools.
  • Guide to Financial Statements
    This site provides detailed info to help you figure out how to analyze and understand company financials.
  • Yahoo! Finance
    Access stock prices from 1970s-present. Begin by doing a search using the company ticker symbol. Then choose “Historical Prices” from the blue bar on the left. Choose start and end date. Choose whether you need daily, weekly, or monthly data. Add ticker symbol and click on “Get Prices.”
  • RMA Annual Statement Studies
    Print. 1st Floor,  Munday Library Contains composite financial data on manufacturing, wholesaling, retailing, service, and contracting lines of business. Arranged by NAICS code, this work makes it possible to compare one company’s performance relative to other companies in the same line of business.

Stocks

  • NASDAQ
    Official site of The NASDAQ Stock Market featuring free stock quotes, stock exchange prices, stock market news, and online stock trading tools.
  • BigCharts from MarketWatch
    Access to professional research tools such as interactive charts, quotes, industry analysis and intraday stock screeners, as well as market news and commentary.
  • Bloomberg (terminal at Library Information Desk in the Munday Library)

SEC Filings


Where does company financial information originate?

Disclosure of financial information
is required 
of all publicly traded companies
Disclosure
is not required
for privately held companies

Standardized forms must be submitted by the company to the EDGAR database
of the Securities & Exchange Commission (SEC)
Ex. 10-K annual, 10-Q quarterly, etc.

Anyone can access and download this information for free.


Such credible companies as Morningstar and Yahoo make much  of this data available through their financial sites, but always use caution when using data gathered from free commercial sites. Use only that which is actually publicly accessible data, not analysis or opinion.
 

For more authoritative sources the library subscribes to several different databases which contain the most current and usually about five years of historical financial data for companies.
See Library Databases: Company Information.