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Business 101-Company Research

Company Financials

Nexis Uni

Contains both company profiles and SEC filings.
1. On the homepage, under Discover topics select Business
2. Select Company Dossier. Search for the company by name or ticker.
3. Select the correct company.
4. When in the company's profile/dossier, select the SEC Filings option (under Financials) in the left hand navigation menu.
3. Select Latest 10K Filings.


AnnualReports.com

  • AnnualReports.com is a website that provides quick access to a number of company reports, which you can search by exchange or by industry and sector.

Company's Website

How to Read an Annual Report

The following links may help you interpret what you find in an Annual Report:

Securities and Exchange Commission (SEC) regulations require companies that sell stock (public companies) file a number of financial reports with the Commission. These reports are made publicly available and provide a wealth of information. Below are some of the key reports used in company research. Check out the SEC website for more information about the SEC or descriptions of the many corporate filings and forms.

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. Available in Mergent Online, NexisUni, and EDGAR.

10-Q: Quarterly financial reports. Available in: Mergent Online, NexisUni and EDGAR.

Proxy Statements: A report to stock holders issued prior to the annual meeting or a vote on significant changes to provide security holders the information needed to vote informed. You often find ownership information and salaries of company executives in these documents. Available in EDGAR (labeled as DEF 14A), and on some company websites.


Mergent Online

1. In the Company Search box in the middle left of the page, search for the company.
2. When in the company's profile, select the blue Filings tab for recent filings.


Nexis Uni

Contains company profiles and SEC filings.
1. On the homepage, under Discover topics select Business
2. Select Company Dossier. Search for the company by name or ticker.
3. Select the correct company.
4. When in the company's profile/dossier, select the SEC Filings option (under Financials) in the left hand navigation menu.
3. Choose the specific filing type you want.


EDGAR

EDGAR is the SECs database of filings.
1. Click Company Filings Search in the left side navigation bar.
2. Either enter the Company Name in the left hand search box, or the Ticker symbol in the left hand box.
3. You can filter by Filing Type and Date if necessary.

Annual Reports

SEC Filings

Securities and Exchange Commission (SEC) regulations require companies that sell stock (public companies) file a number of financial reports with the Commission. These reports are made publicly available and provide a wealth of information. Below are some of the key reports used in company research. Check out the SEC website for more information about the SEC or descriptions of the many corporate filings and forms.

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. Available in Mergent Online, NexisUni, and EDGAR.

10-Q: Quarterly financial reports. Available in: Mergent Online, NexisUni and EDGAR.

Proxy Statements: A report to stock holders issued prior to the annual meeting or a vote on significant changes to provide security holders the information needed to vote informed. You often find ownership information and salaries of company executives in these documents. Available in EDGAR (labeled as DEF 14A), and on some company websites.

Web Resources