Of course, there's always the SEC's own EDGAR database, and usually your company will post their current financials (at least) on their website. But some of the databases below offer considerable advantages:
– Coverage of foreign companies
– Sophisticated screening (searching)
– Downloading data as a spreadsheet
Of the databases below, Refinitiv Workspace has the best coverage, but also requires registration for individual accounts and has a learning curve.
There are two types, and they have different intended audiences. Although there is considerable overlap between the two types, there are is also some unique content in each. The differences are likely to be most noticeable for larger, more consumer-oriented companies.
What is this term 'financials'? It's a short-hand term for the numeric portions of a company's disclosure documents, or filings. Basically, the numbers! Here are some other keywords that encompass some of it ...
Annual reports to shareholders (ARS')
10-K and 10-Q reports
SEC filings, corporate reports
Balance sheet, income statement, cash flow ...
Sales, revenue ...
And what are 'filings'? Those are the actual corporate documents which contain the financials, among other things. They include ARS, 10-K's and 10-Q's, proxy statements, 8-K's, registration statements, various documents whose titles all start with 'schedule' ... and more. The phrase 'filings' is a hold-over from the days when everything was on paper and filed at the SEC.
Although most people just want the financials, the numbers, sometimes you do need to read the actual filings. In that case, use Thomson One or Mergent Online.
To learn more about individual filings, or forms, see the SEC link below.
This website is a data-hosting and interface service from the University of Pennsylvania's Wharton School of Business. It is a tool available to academics primarily.
Registering for a Day Pass. All this means is that you provide your eMarq email address, and then WRDS will immediately send you an email containing a link to the service that is active for 24 hours. If that is insufficient time, simply request another Day Pass.
For private companies, you're seriously limited in what you can hope to find. Because they're private, they don't have to disclose much financial information, so often all you can find will be sales or revenue estimates.
The databases below include information on US private companies (and Hoover's has some international companies, though not many). Both will have estimated figures for either sales or revenue for some of these private companies.
If you're new to business and finance, some of these books may help ...
Ok, so not the next, best thing since sliced bread! Still, sometimes it is necessary to find older, not-online corporate documents or filings. On microfiche, we have two large collections of annual reports (ARS), a smaller collection of 10-K reports, and a couple more small collections of registration statements and proxy statements.
So just what is microfiche?!? It's a small, rectangular piece of plastic film with very small photographs of printed pages! You need special microfiche reader machines in order to be able to read them -- fortunately, we have these machines: they and the microfiche are all located in the Media & Reserves area on the lower level of Raynor.
By the way, the publisher of all this microfiche, Disclosure, Inc.? After a series of corporate acquisitions, they are now part of Thomson Reuters, the folks who produce Thomson One. What a coincidence, eh?!
The microfiche are now housed in a storage area: you will have to request that they be retrieved by the staff at the Media & Reserves Desk (Raynor Lower Level). Allow some time for this.
If you need historical directory-type information, or a sample of historical extracted financial data for a company, try Mergent Archives. It also contains the older Hoover's Handbooks of Private Companies (back to 1994), which offer information that can be very hard to find.