Research Guides: Finance: Company Information

Suggested Resources for Public Company Information

Mergent Online This link opens in a new window
Our best source of company information. Provides current profiles of U.S. and international publicly traded companies. Profiles include a business summary, recent news, up to 15 years of financial data, institutional holdings, inside owners, subsidiaries, major competitors, and more
NexisUni Company Dossier This link opens in a new window
Includes full reports on companies and executives, searchable by name or ticker
Business Source Premier (EBSCOhost) This link opens in a new window
To search for company information, including reports and SWOT analyses, first select “Advanced Search” under the search bar, then enter the name of the company in the “Company/Entity” search box in the bottom right of the page

EDGAR Company Filings
U.S. Securities and Exchange Commission's online database with access to all SEC filings

Morningstar Investment Research Center This link opens in a new window
Provides analysis on stocks, mutual funds, exchange traded funds (ETFs), and companies.

Here is a list of common SEC filings, which can be found in Mergent Online or EDGAR Company Filings:

10-Q Quarterly Report: contains traditional financial statements and footnotes, but it also contains management discussion and analysis (MD&A). The MD&A describes the income statement and statement of cash flows fluctuations
10-K Annual Report: filed at the end of the fourth quarter. The 10-K contains the financial statements and MD&A for that particular year end, but it also contains some expanded disclosures in the various other parts of the document
8-K Changes Report: used to report material events to the shareholders
20-F Annual Report: Non-US company's (listed on one of the U.S. stock exchanges) annual report to SEC
S-1 New Issue Filing: often known as the Prospectus for an Initial Public Offering (IPO)