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Company Research: Company Financials
This guide lists recommended databases and websites to use for company research including resources that provide information on company financials, overviews, articles, SWOT analyses, ratios, organization charts and historical company data.
The following suggestions are the best resources for finding company financial data. Please refer to the "Historical Finance Data" box below if you need company financials earlier than the past ten years.
Real-time access to comprehensive data and independent analysis on thousands of investments, spanning mutual funds, stocks, exchange-traded funds, and closed-end funds. Use Help Guide for quick reference. Watch this Video Tutorial: learn how to read company reports and to navigate.
Find company financials and stock reports for S&P 500 companies. Type your company's name or ticker symbol to search for a Company Profile. Search for surveys of U.S. industries, financial and directory information on U.S. companies and profiles of mutual funds.
Search a vast array of financial measures for over 6,000 stocks, 18,000 mutual funds, 200,000 options, and other securities. Delve into Value Line’s accurate estimates, projections and historical data to discover opportunities that fit your investment strategy. Click on Dashboard and explore “Quick Links” to view more industry and stock analyses. Help Guides and Video Tutorials
Public company filings required by the U.S. Securities and Exchange Commission (SEC) archived back to 1993. These will be the full filing documents, and will be up-to-date to the most recent filing. [Note no login required]
Go to https://www.sedar.com/homepage_en.htm for Canadian companies
Many financial institutions are privately-owned. Some basic financial information may be obtained at:
Provides company, industry, sector, and S&P 500 ratios for the most recent year. Search by company name or ticker symbol, select the company report, then click the "Annual Ratios" link under the "Financials" heading on the left navigation. The "Ratio Comparisons" feature will compare the industry and sector (as defined by D&B) ratios to the company ratios.
Provides 15 years of retrospective company ratios. Search by company name or ticker symbol, select the company report, click on the "Company Financials" tab, then select the "Ratios" link. Data can be exported to Excel.
Screens more than 18,000 stocks and funds and provides analyst opinions on 1000 stocks and 2000 funds. Search by company name or ticker symbol, select the company report, then click the "Key Ratios" link at the top.
Historical Financial Data
For print resources in the library's reference collection that have historical financial data, look at the Standard & Poor's Analyst Handbooks--available in print for 1994 through 2012--for S&P index-level data; For recent coverage see the Analyst's Handbook in S&P Global NetAdvantage database
The library has access to historical financial data in a few different resources. For individual company financial data for the last 10 years, look in:
A comprehensive global company database. Both U.S. public and international public-equivalent companies are represented. Financial statements are presented in "as-reported" form and in native currencies. Search by company name or ticker symbol.
Standard and Poor's in-depth company and industry research. Evaluate performance, analyze financials, and gather market data. Industry Surveys, Analysts’ Handbook and The Outlook publications are also available.