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Corporate Finance

Resources to analyze a company's financial health.

Annual Reports - Contents

Annual Reports are a corporation's financial statement prepared yearly for stockholders. Many annual reports are “corporate works of art” and include detailed charts, tables, graphs, and photographs. The Annual Report provides a clear view of how the company views itself.

Information typically included in an annual report includes:

  • a Chairman or President’s letter
  • description of main sales and marketing activities
  • management discussion and analysis
  • auditor’s report
  • detailed financial statements and 10-year summary of financial figures 
  • list of subsidiaries and company addresses 
  • list of directors and officers Many annual reports are “corporate works of art” and include detailed charts, tables, graphs, and photographs. The Annual Report provides a clear view of how the company views itself.

SEC Filings

Corporate financial reports and other disclosure documents are excellent sources for current financial statistics and for other detailed information about the operations of publicly traded companies. These documents include not only annual reports to stockholders but also the various reports that U.S. companies are required to file with the Securities and Exchange Commission:

  • an Annual Report to SEC (called the 10-K);
  • Quarterly Financial Report (10-Q);
  • Report of Unscheduled Material Events or Corporate Changes (8-K);
  • 10-C, which is similar to 8-K for OTC (Over The Counter) companies;

Where can I find an Annual Report?

On a company's home page. 

Home pages can provide a wealth of information including:

  • press releases
  • products and services
  • company officers
  • company histories
  • stock quotes 
  • annual reports, and more. 

 

Tip box for Annual Reports

You can obtain copies of annual reports from the following sources:

Historical Annual Reports

You can search by company, industry, or date. Some companies will feature a long backlist of reports, while others may be quite limited.

1. From the Advanced Search screen, slide to the top left and select the 3-bar menu.

2, Select: Browse

3. Under Company Reports, select: Proquest Annual Reports Collection