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Corporate Finance

Resources to analyze a company's financial health.

Financial statements in the Databases.......

  1. Type Your Company in the initial screen.
    Business Insights Global search
     

        2.  From the Results screen, select: Financials
         Business Insights Global financials


       3. When the Fundamentals Analysis tab is chosen, you have access to the balance sheet, cash flow statements, and ratios.

        Business Insights Global Fundamental Analysis

 

        4. If you want to see HISTORICAL financials, use the drop down box to go back up to 6 years.
           Business Insights Global historical stock prices 

 

Access Company Dossier

1. From the Nexis/Uni home page, slide to the top of the page.
2. Click on the down arrow by Menu. Select: Company Dossier

 

  1. In the Company Name box, type: your company
  2. Select your company from the Results List
  3. From the left navigation area, select: Financial Overview
  4. You will find: Assets, Liabilities, Cash Flow, Income Statement, Balance sheets, and Ratio Analyses, all for a three year time period.

                  

Historical Quarterly Financial Statements

1.  Start in the Advanced Search screen
2.  In the first search box, type the company name and use the drop down box to change the field to: Company/organization  - ORG
3.  In the second search box, type: financial performance and use the drop down box to change the field to: Subject heading (all) - SU
4.  Scroll down below the search box. From the Source type box, select: Wire Feeds.
5.  Search
6.  Shows results back to 1997.

in Annual Reports......

Besides giving comparative financial statements for the current and past years, some give divisional reports of past activities and future plans. Many companies will feature links to the digitized version of their annual reports from their company Internet site. Look for the link to Investor Relations.

in Data sets.......

In 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;

You can obtain SEC Filings from the following sources:

1. From the Guided Search area, [What are you interested in?]. highlight Company Info.
2. In the next box, [Search in all Company Information for:], type your company. For example, Home Depot.
3. In the next box,  [..and show me], use the down arrow and highlight: SEC filings.


4. In the Results page, use the Timeline filter in the left column to limit the time frame.

Video Tutorial

Guide to financial statements video

An interactive video tutorial produced by members of the Accounting Dept. at Baruch College (The City University of New York). It covers income statements, balance sheets, and cash flow statements. Once completed, you should be able to understand the structure and purpose of these statements.