LibGuides: Topic: Company Research: Financial Information

Company Financials

Financials
Finance Databases

You can you usually locate a public company's 10-K and other SEC Filings on the "Investor" section of the company's website. The following library databases also contain 10-Ks, SEC filings, and other financial information, such as its balance sheets, cash flow and ratios.

Types of Sources

Annual Report: the main document public companies use to disclose corporate information to shareholders. It is normally a polished report including an opening letter from the CEO, financial data, results of continuing operations, market segment information, new product plans, subsidiary activities, and R&D activities on future programs.
10-K: An SEC filing containing more detailed financial information than annual reports; text may include products, markets, distribution channels, research and development, patent, and environmental safety information.
10-Q: Quarterly financial reports.

Mergent Online This link opens in a new window
U.S. and international company financials for public and private companies. Users can compare companies and build custom reports. Updated weekly.

Search Tip: Search by company name or ticker symbol in the Company Search box. Select the Company Financials tab for income statements, balance sheets and ratios

PitchBook (Restricted to UIS) This link opens in a new window
Pitchbook is a database of private market data, focused on venture capital, private equity and M&A deals. There is some public sector coverage, and it’s a source for Sustainalytics ESG ratings.
This database requires a current UIS Email and password for access.

SEC Filings & Forms (EDGAR)
All companies, foreign and domestic, are required to file registration statements, periodic reports, and other forms electronically through EDGAR. Anyone can access and download this information for free. Here you'll find links to a complete list of filings available through EDGAR and instructions for searching the EDGAR database.