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AC 225.01/.02: Managerial Accounting (Gean): Company Research and Ratios

these will help you find resources for you assignment

S&P Net Advantage

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

Mergent Online (industry averages)

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.

 

Analysis

Example: I want a SWOT analysis for Samsung.

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

Environmental Research (Industry Reports)

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

Refinitiv (Analyst Reports)