Example: I need the income statement, balance sheet, cash flow statement and ratio data for Amgen. Note: 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's Source of Gross Margin, EBITDA P/E Ratio, and Market Cap against competitors.
- Type tesla motors into the search box and click search
- Click Competitors
Example: I want to compare financials for two companies in the same industry: Tesla Motors and 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
- Click the types of financials (and/or ratios) that you need
- Click > to add the financials (and/or 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 (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.