Finding a Company's Financial Information

Business Research:
Finding a Company's Financial Information

Many UMUC Library databases can be used to find a company's financial information, such as its balance sheets, cash flow, and ratios. Databases that can be used for this purpose include:

Company financial information can also be found on the free web.

Information to help you understand company's financial data can be found in print books in the Library's catalog (catalogUSMAI) and in e-books from UMUC Library e-book collections.

Click on the links above to learn how to find company financial information in each of the sources listed.


Finding Company Financial Information in Databases

Business Insights: Essentials

Click on any of the financial reports links on the database's home page or select Financial Reports from the drop-down menu available from the Companies link. Then use the search box provided on the Financial Reports page to search for a company's name, without putting quotation marks around a name consisting of two or more words (for example, home depot). Then click on the tabs to find the company's income statement, balance sheet, cash flow, ratios, etc. (available from the Fundamentals Analysis tab) or its stock quotes, etc. (available from the Financials Dashboard tab):

Business Insights: Essentials

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Business Source Complete

Click on the Company Information link at the top of the page and enter a company's name in the search box, putting quotation marks around a company name consisting of two or more words (for example, "general electric"). After clicking on the company's name on the search results page to open up a page of information about the company, click on the + icon next to Financials to open the company's (brief) financial information:

Business Source Complete

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D&B Key Business Ratios

For a company's balance sheet, cash flow statement, income statement, and ratios, click on the Reports tab and then on the Company sub-tab. Then enter the company's name into the search box, without putting quotation marks around a company name consisting of two or more words (for example, caribou coffee). Be sure to change the Company Type entry if necessary; note that the default type is Private.

D&B Key Business Ratios

For help using D&B Key Business Ratios, click on the Help Guide link in the upper right-hand corner of the database.

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Factiva

Click on the Companies/Markets link at the top of the page, select Company from the resulting drop-down menu, and then enter a company's name in the search box, putting quotation marks around a company name consisting of two or more words (for example, "thomson reuters"). Then click on the Financial Results link from the menu on the left-hand side of the page to see the company's balance sheet, cash flow, income statement, geographic segment breakdown, business segment breakdown, and/or key ratios:

Factiva

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Hoover's

Enter a company's name in the search box at the top of the page, putting quotation marks around a company name consisting of two or more words (for example, "philip morris"). Then click on the Financials link on the information page for the company and select the topic of interest (financial summary, balance sheet, cash flow, income statement, historical financials, or SEC filings):

Hoover's

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LexisNexis Academic

Enter a company's name in the Get Company Info section of the page, putting quotation marks around a company name consisting of two or more words (for example, "office depot"). After clicking on the company's name on the search results page, click on the link(s) of interest in the Financials section of the menu on the left-hand side of the company's information page:

LexisNexis Academic

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Mergent Online

Enter a company's name in the Company Search box on the database's home page, putting quotation marks around a company name consisting of two or more words (for example, "harris teeter"). After clicking on the company's name on the search results page, click on the Company Financials tab on the company information page:

Mergent Online

For help using Mergent Online, click on the Help link in the upper right-hand corner of the database.

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S&P NetAdvantage (Standard & Poor's)

Enter a company's name in the search box in the upper left-hand corner of the database's home page, without putting quotation marks around a company name consisting of two or more words (for example, abbott laboratories). Then use the links on the left-hand side of the company overview page to select the financial information of interest:

S&P NetAdvantage

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Finding Company Financial Information on the Free Web

There are several free websites that can be used to find a company's financial information. Below is a listing of some of these sites.

Depending on what type of financial information you're looking for, you may be able to find it on a company's own site. Look for the area of the company's site that contains information for investors.

EDGAR

You may also find financial information by searching EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system of the U.S. Securities and Exchange Commission.

Search EDGAR (See search tips.)

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Using Print Books to Understand Company Financial Data

There are numerous print books available in catalogUSMAI, the UMUC Library catalog, that describe how to interpret company financial data. These include:

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Using E-Books to Understand Company Financial Data

There are numerous e-books in the UMUC Library's e-book databases that can help you interpret company financial data. You can find these books by using the search box on the E-Books tab on the Library's home page to run searches such as:

"business ratio*" OR "financial ratio*"
"corporate finance"
"financial statement*"

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