More Databases with Financial Statements, Annual Reports, & Analysis
- Standard and Poor's S&PNetAdvantage.From the Companies tab - "Company Profile" search, users have links to stock information, Industry Surveys, financials, valuation, and a section on "How to Analyze" a company.
- Business Insights This link opens in a new windowWithin a company profile, look for the 'Related Content' in the right hand menu bar. The 'Financials' option provides an income statement, balance sheet, cash flow, and ratios. The Investment Reports lead to a selection of investment and stock reports from Reuters Research on Demand.
MergentOnline (formerly Moody's Manuals)
- Mergent Online This link opens in a new windowThe Sawyer Library has three licenses for simultaneous use of Mergent Online, which contains current global business and financial information on over 15,000 domestic and international public companies. It includes access to SEC filings ("EDGAR"), annual reports, and "portraits," which provide detailed financial data in a cleanly designed tabular format. When ending the session, be sure to choose "Logout."
- Mergent WebReports (Moody’s Manual Archive)The information provided by Mergent Online was previously only available in print series called the Mergent Manuals, (a.k.a. Moody's Manuals). The manuals (now digitized) extend back many years, and can help track the long term financial history of a company. The Mergent WebReports are an electronic archive, which gives access to documents ranging back to the early 1900s. The corporate series includes:
- BANK & FINANCE: Banks, insurance, investment companies, real estate, & investment trusts.
- INDUSTRIAL
- INTERNATIONAL
- OTC INDUSTRIAL (OTC: over the counter)
- OTC UNLISTED (OTC firms not listed on national or regional stock exchanges.)
- PUBLIC UTILITY
- TRANSPORTATION: Railway, air, steamship, bus, truck, oil pipe lines, bridge companies, and auto/truck rental and leasing.
Websites with Information on Financial Statements & Annual Reports
- Securities and Exchange Commission - EDGAR Database: Filings, Forms, and TutorialSearch for company filings directly from the SEC. In addition to being able to search for a specific company, historical filings and mutual fund prospectuses are also available.
- Search the full text of EDGAR filings from the last four yearsThis search screen from the SEC's EDGAR database can be used to search for companies that mention "Corporate Social Responsibility."
- AnnualReports.comThis free corporate site links you directly to the online report from participating companies. Content includes both domestic and international firms. Browse for companies alphabetically or by industry, or search by company name or ticker. Users can also generate lists of company annual reports by industry or sector.
- Wall Street Journal Annual ReportsThe Wall Street Journal, along with scores of other business websites, offers their own annual report service. This service is free, but you must register and have the reports mailed to you. So, it offers less than instantaneous gratification.
- footnoted*"Footnoted.org was founded in 2003 by Michelle Leder, author and journalist. Footnoted’s research staff pores over hundreds of SEC filings a day to unearth critical information buried in the fine print, such as evidence of aggressive accounting, excessive compensation, or the type of questionable self-dealing that can indicate more serious problems at a company."
Subject Guide
How to Read Financial Reports
- How to Read a Financial Report (from Merrill Lynch)This PDF brochure from Merrill Lynch does a good job of explaining the structure and content of a corporate financial report (balance sheet, income statement, etc.) Written in plain English that even a non-professional can understand. Unfortunately, as of 2010, this PDF is no longer available online.
- How to read a Financial Report : Wringing Vital Signs Out of the NumbersThis sixth edition is available through eBrary; the seventh edition is available in print at the Sawyer Reference desk.
- Handbook of Modern FinanceREF. HG173 .H34
See section B3, 'Financial Statement Analysis,' of this regularly updated Reference loose leaf source.