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Business: Public Companies: Financials, SEC Filings and Annual Reports

Your comprehensive station for UCI's business research content and beyond!
URL: https://guides.lib.uci.edu/business


Financials of Public Companies

 

S&P Capital IQ
Access: UCI - Authorized Affiliates
Geography: Global
A comprehensive company intelligence database, offering granular financial and capital structure information on millions of companies worldwide, including data and graphs for historic stock prices, searchable SEC filings, mergers & acquisitions activities, and venture capital/private equity data  Also features biographic and professional connection information for millions of business practitioners.  

 

Mergent Online
Access: UCI
Geography: Global
Public company financials and SEC documents, going back 15 years. Income statements, balance sheets, and cash flow statements can be downloaded directly into MS Excel. 

 

Value Line
Access: UCI
Geography: Global
Financial measures for over 6,000 stocks, 18,000 mutual funds, 200,000 options, and other securities.

 

Mergent Archives- Moody's Manuals
Access: UCI
Geography: Global
PDF image scans of all Moody's Manuals, starting with the first manuals published in 1909.  The manuals cover company financials not available in Compustat, which has no financials before 1950 and incomplete coverage between 1950 and 1962.  

  • To keyword search any report(s), use Adobe Acrobat Pro > Tools > Text Recognition. 
 
SEC Filings and Annual Reports
 

S&P Capital IQ
Access: UCI - Authorized Affiliates
Geography: Global
A comprehensive company intelligence database, offering granular financial and capital structure information on millions of companies worldwide, including data and graphs for historic stock prices, searchable SEC filings, mergers & acquisitions activities, and venture capital/private equity data  Also features biographic and professional connection information for millions of business practitioners. 

 
Mergent Online
Access: UCI
Geography: Global
Public company financials and SEC documents, going back 15 years. Income statements, balance sheets, and cash flow statements can be downloaded directly into MS Excel. 
 
 

Mergent Archives- Annual Reports
Access: UCI
Geography: Global
85+ years of PDF image scans of Annual Reports for companies across the globe, dating back to as early as 1925. 

  • To keyword search any report(s), use Adobe Acrobat Pro > Tools > Text Recognition. 
 
Rank and Filed
Access: Public
A not-for-profit website built with open access tools that indexes and visualizes data from all SEC EDGAR filings.  Tools include matching CIK to Ticker symbol, word frequencies in filings, influences between company owners, financials, US states of incorporation and operations, etc. 
 
 
EDGAR
Access: Public
Access to all public companies' filings to the Securities Exchange Commission (SEC).  Offers full-text searching of all filings produced in the last 4 years. 

Tip

Helpful SEC filings

The 10-K/Q have the most detail about a company's finances; you won't find a more specific breakdown elsewhere.

  • 10-K:  The annual report submitted to the SEC for a US publicly traded company.  Here's how you read it.
  • 10-Q:  The quarterly report submitted to the SEC for a US publicly traded company.
  • 20-F:  The equivalent of a 10-K for a foreign company trading on a US exchange.
  • 8-K:  A form submitted when a materially important event happens at a company, so shareholders know about it.  
  • DEF 14A:  The proxy statement, i.e. an annual definitive form submitted to shareholders before a meeting, with information about executives, board members, and issues on which shareholders can vote.  
  • 13D or 13G:  This form is filed when a person or group acquires a 5% or greater stake in a public company.  It may be useful in identifying activist investors.

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Access requires an active UCInetID and password.

Authorized Affiliates are users with an active UCInetID and password, i.e. current UCI students, faculty, and staff.

 


These resources are not licensed by the UCI Libraries, but librarians occasionally promote them when they are relevant for certain types of research.

Access is available only for Authorized Affiliates, who are also affiliated with the Paul Merage School of Business.

 

The resources are limited to select UCI populations, based on the user’s status, e.g. current UCI Faculty or PhD students. Please refer to the UCI Libraries for access instructions.

Examples for why content may be limited include: a vendor set restrictions on who may access their information; alternatively, information may be sensitive, identifying, or embargoed;

 

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Subjects: Business