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BA 321.02: Financial Management (Baim): Company Research

these will help you find resources for you assignment

Company Financial Information

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

**PLEASE USE INTERNET EXPLORER FOR THIS DATABASE** Also, you will want to turn-off the pop-up blockers feature.

This is a great resource for investment reports that analyze your company's financial performance and provide forecasts.

Example: I need investment reports on Facebook.

  • Click the link for Research at the top of the screen
  • Click the link for Advanced Research
  • Type facebook into the search box
  • Type 10 in the Show Page(s) box
  • Click Search
  • Click the link for a report that interests you
  • In the new window that displays, click the box for Select All Reports and click View
  • When you are finished, click Log-out in the upper-right hand corner of the screen. This will free-up passwords for other Pepperdine users.