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Business Research: Finding Company Information

This guide provides an overview of how to conduct detailed company research..

Finding Financial Information

Library databases are helpful for locating a company's financial information, such as its balance sheets, cash flow, and ratios. (For instructions on finding financial ratios, see: Finding Financial Ratios for Companies.

Finding Financial Information using Library Databases

Access Business Source Complete (use your credentials to login)
  • Click on the Company Information link at the top of the page and enter a company's name in the search box, putting quotation marks around a company name consisting of two or more words (for example, "Raytheon Technologies"). After clicking on the company's name on the search results page to open up a page of information about the company, click on the + icon next to Financials to open the company's (brief) financial information

Click to view a larger image

BSC_RaytheonTechnologies_Financials

Access Nexis Uni (use your credentials to login)

From the top navigation select Companies.

Look for Find a Company (under Dossier on the right side of the page).

Enter a company's name in the  search box (tip use quotation marks around a company name consisting of two or more words "Home Depot").

After clicking on the company's name on the search results page, click on the desired link (Financial Overview or SEC Filings; note that SEC Filings contains a sub-menu of options, including Recent SEC Filings, Latest 10-K Filings, Latest 8-K Filings, etc.) from the menu on the left-hand side of the company's information page.

View of search results for Home Depot showing right side navigation

View of Comany search in Nexis Uni

Using E-Books to Understand Company Financial Data

There are numerous e-books in the Library's e-book databases (change the Material Type to Books) that can help you interpret company financial data.   Below are search examples and when prompted, use your student credentials to sign in:

"business ratio*" OR "financial ratio*"
"corporate finance"
"financial statement*"

Finding Financial Information on the Free Web

Unlike private companies, public companies are required to file with the Securities and Exchange Commission. Financial statements and other company information is available for public view.  Note that company and corporate websites include a wealth of information including press releases, office/retail locations, company histories, key executives and more.

In the US, a public company: (a) offers stock for sale publicly on a stock exchange, and (b) makes public certain business/financial information as dictated by the Securities & Exchange Commission (SEC). 

Finding transcripts from corporate earnings calls can sometimes be a challenge. Here are a number of ways to successfully locate them:

  1. Go the official COMPANY WEBSITE and navigate to their INVESTOR RELATIONS PAGE. Earnings transcripts will be labeled differently from company to company; common places they may be found are under webcasts and presentations, quarterly presentations, and/or news and events. If you are unable to find them, try a search of the website using the term "earnings."
  2. The website SeekingAlpha.com  has search box for lookup by company name, ticker symbol, or type transcripts. This site is a good source for recent transcripts.

 

There are several free websites that can be used to find a company's financial information. Below is a listing of some of these sites.

Depending on what type of financial information you're looking for, you may be able to find it on a company's own site. Look for the area of the company's site that contains information for investors.

 

EDGAR

You may also find financial information by searching EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system of the U.S. Securities and Exchange Commission.

Search EDGAR (See search tips.)

 

Helpful Links for Financial Information

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