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3 Ways to Search:
1. Basic Search tab-->Search company-->Choose FINANCIALS tab
2. Advanced Search tab-->select FINANCIALS in blue sub-menu-->specify financial criteria
3. Government Filings tab-->audited financials in 10-K and unaudited quarterly financials in 10-Q *Multiple formats (as is, restated, standardized)
*Different currencies and scales
*Tailor your choices at the top and even export your information to Excel
USC subscribes to several databases that contain company financial statements. Guidance on how to access financial statements using each is detailed below.
2 Ways to Search: 1. Select Get Company Info and open COMPANY DOSSIER-->search and select company-->choose FINANCIALS Overview in left column (statements for last 3 years + key financial ratios) 2. Select Search By Content Type-->under COMPANIES directory, select SEC FILINGS-->specify company-->audited financials in 10-K and unaudited quarterly financials in 10-Q
Steps: 1. Home screen-->search and select company 2. Select the FINANCIALS drop-down menu from Company Index box to select a specific financial statement OR 3. Scroll down Company Report to VIEW FULL FINANCIALS in the Financial section OR Use Build-A-List to select companies by geography Download financials to Excel:
Select "Download Data" in the My Tools section
Choose statements in Download Financial Statement box
*MUST USE INTERNET EXPLORER* Steps: 1. COMPANY VIEWS directory in left column (default screen) 2. FILINGS sub-directory 3. Select Company Filings (audited financial statements in 10-K and unaudited quarterly financials in 10-Q) Note: Financial summary and Key Financial Ratios can be found on the Public Profile tab. Link under COMPANY LINKS for "Financial Information" takes you to the company's filings on their website Thomson ONE provides a broad financial summary on the main company report page, as well as detailed financial statements in filings. After searching a company, the financial summary and key ratios can be found on the front under the Public Profile tab. By selecting Filings in the left column, you can choose the type of filing that would contain financial statements, such as 10-Ks, 10-Qs, and Annual Reports.
To search for Investext analysts reports: Choose "Research" from the menu choices on left side of the page. This will display the most recent Investext reports for the selected company. To perform a search within Investext, use the Advanced Research Page link found in the upper right hand corner of the Research webpage. This will allow you to search for reports by company, industry, country or keyword.
Bloomberg [Library Use Only-Terminal in Thomas Cooper Library]
To get a list of a company's EDGAR filings, type: "[ticker symbol] " . Bloomberg has filings back to 1993.
PDF versions of Annual Reports and SEC Filings
1.From Home screen, select "Search Mergent WebReports" on right
2.Search and select company
3. Select ANNUAL REPORTS tab or EDGAR FILINGS tab
[Note: if you do not know the name of the company, you can use the ANNUAL REPORT SEARCH tab to search for companies in a region, country, and/or industry]