AC 225: Managerial Accounting (Gean)

Example: I need financial statements for Home Depot.

• Type home depot or the ticker symbol (HD) into the box and select Home Dept, Inc. (NYSE:HD)
• On the left-hand side, go to "Financial Statement" and select specific financial statements such as "Income statements"
• The default format for financials. If you need the official format reported to the SEC, use the pull-down menu to select "As Presented" and click Go

Example: I need a 10-K report for Home Depot.

• Type home depot or the ticker symbol (HD) into the box and select Home Dept, Inc. (NYSE:HD)
• On the left-hand side, click the link for SEC Filings
• Click the PDF icon for the 10-K report
• Management's Discussion will be an especially helpful section for identifying important metrics for your company
• You might need the 10-Q for your company if the 10-K was issued a year ago, or if there have been recent significant developments

Example: I need a ratio report for Home Depot.

• Type home depot into the search box at the top of the screen and select Home Dept, Inc. (NYSE:HD)
• On the left-hand side of the screen, go to the heading for Financials/Valuation and click the link for Ratios

Example: I need a stock report on Home Depot.

• Type home depot into the search box at the top of the screen and select Home Dept, Inc. (NYSE:HD)
• On the left-hand side of the screen, go to the section for Research and click Equity Research
• Click the PDF icon to access the report

Example: I want an industry report that is relevant to Home Depot.

• Type home depot into the search box at the top of the screen and select Home Dept, Inc. (NYSE:HD)
• Go to the left-hand side of the screen and go to the section for "My Links" and then select Industry Surveys
• Go to the "Specialty Retail" heading and click the PDF icon

Example: I need the income statement, balance sheet, cash flow statement and ratio data for Amgen.

• The income statement contains Earnings Per Share Data.
• Type in either Amgen or the ticker symbol (amgn) into the box
• Select Amgen
• Click Company Financials
• Use the pull-down menu to select the type of financial data (Balance Sheet, Income Statement or Cash Flow)
• Use the pull-down menu to select the number of years of financial data (3, 5, 7, 10 or 15)
• Change the currency to US Dollar if searching for a foreign firm such as Samsung Electronics Co Ltd
• Select the Years you need with the pull-down menu
• Click Refresh
• Click the link for Ratios

Example: I want to compare Tesla Motors financials with General Motors and Ford.

• Type tesla motors into the search box and click search
• Click + to Company Analysis List at the top of the screen
• Search for Ford
• Click + to Company Analysis at the top of the screen
• Go to "My Mergent Tools" on the right hand side and select Company Analysis List
• Click the link for Company Comparison Report
• Select your companies by clicking >>
• Click the plus signs + for Financials and Ratios
• Click the types of financials and ratios that you need
• Click > to add the financials and ratios
• Click the box for Include Average
• Select the years you want
• Use the pull-down menu to select Microsoft Excel format
• Click Create Report

Example: I need a 10-K or annual report for Costco.

• Type in either costco wholesale or the ticker symbol (COST) into the box
• Select Costco
• Click Reports
• Click the most recent 10-K or Annual Report

Example: I need 10-Q reports for Amgen.

• Click the link for Government Filings
• Click the circle for ticker symbol and type amgn into the box
• Scroll to the section for Filing Date Search and click the circle for Last 12 months
• Scroll to Filing Type and select 10-Q
• Click Search
• Use your browser's Edit/Find in Page feature to search for terms such as investing
• Please note: If you are researching a foreign company traded on a U.S. exchange you will search for the company’s 20-F instead of the 10-K.

Example: I want a SWOT analysis for Samsung.

• Type Samsung electronics into the first box
• Type SWOT into the second box
• Click search

Example: I need a SWOT analysis for Tesla.

• Click the box for "A Publication"
• Type globaldata into the "Find Publication" box and select GlobalData Company Profiles
• Type tesla swot analysis into the "Search for Something Specific?" box
• Click search

Example: I need an industry report relevant to L'oreal.

• Type l'oreal into the box and click search
• Select the report titled "Cosmetic & Beauty Products Manufacturing in the US"

Example: I want an industry overview that is relevant to General Motors.

• Type general motors into the search box at the top of the screen and click search
• Go to the left-hand side of the screen and go to the section for "My Links" and then select Industry Surveys
• Go to the "Automobiles" heading and click the PDF icon