Bus349: Corporate Finance 2021: Financials
From SEC filings
- EDGARPublic companies are required to regularly file documents with the SEC (Securities & Exchange Commission). EDGAR organizes those filings by company.
- Mergent Online This link opens in a new windowIf you go to the Filings tab, you can view the most recent filings, available in more formats than in EDGAR. However, there is often a delay of a few days between posting in EDGAR and posting in Mergent.
Conference Call Transcripts
Regulation Fair Disclosure (adopted in August 2000 in direct response to the scandals involving analysts at several prominent Wall Street firms) is an attempt to ensure that small investors receive the same information that goes to analysts, brokers and institutional investors. Companies are required to disclose all material non-public information to all investors at the same time, and refrain from selective disclosure to analysts or institutional investors. Thus, they frequently hold conference calls with company executives after earnings reports or other public disclosures, to discuss the reports.
Important: not all conference calls are recorded/transcribed.
- Factiva This link opens in a new windowCQ FD Disclosure provides conference call transcripts to Factiva 2-3 weeks after each call. LIMIT BY SOURCE: Type in CQ FD Disclosure and select this source.
From a library database
The following databases have pulled out the financial information from the company's SEC filings, and placed them in a (hopefully) easier-to-read format, with download options for Excel.
- Mergent Online This link opens in a new windowOur best source for finding company information, including annual reports, financial data and competitor comparisons.
- Factiva This link opens in a new windowGo to the companies/markets tab at the top of Factiva, then search for your company. There is a financials tab on the left.
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