Guides: ACCT7420 Financial Reporting and Business Analysis: Company Accounts & Financials

Search the Business FAQ

Bloomberg
Type your company's ticker symbol then hit the yellow EQUITY key. Next type FA and the green GO key. In the left hand column, click on As Reported.
S&P Capital IQ
Available in the Yablon Financial Resources Lab (rm. 242) at Lippincott. Financials going back to 1990. Search by company name, then select Key Stats to easily download all available financial statements. Select "Original Filings" from the Restatement drop-down box to see the numbers as originally filed.
LSEG Workspace (formerly Refinitiv Workspace)
Access to current and historical data, including financial statements, filings, stock prices, earnings estimates, deals, analyst reports, and more. Search for a company of interest, go to Fundamentals-->Reuters Fundamentals to pull data. To see statements as originally reported, change "Update Type" to Orig. Reported Please note: Thomson ONE requires Internet Explorer

Compustat
Available via WRDS. Provides easily extractable financial data from balance sheets, income statements and statements of cash flows from 1950-present.

SEC EDGAR
EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system, performs automated collection, validation, indexing, acceptance, and forwarding of submissions by companies and others who are required by law to file forms with the U.S. Securities and Exchange Commission (SEC).

LSEG Workspace (formerly Refinitiv Workspace)
This resource includes some pre-Edgar filings including annual reports for larger companies. Search by company name or ticker in the top left corner. In the Company Views menu, click on Filings then Company Filings.

If a company has changed names over time, use the Screening & Analysis option, choose Filings and then Filings Search. Search by company name and select Annual Reports from the Filing Category/Type options.

Microform Collections:(U.S. and International) Annual Reports, 10-Ks. 1950-1991
For companies on the NYSE and AMEX exchanges. Some proxies are also available. Ask at the Lippincott Reference Desk for Assistance.

LSEG Workspace (formerly Refinitiv Workspace)
Click on Fundamentals under the Company Views menu on the left.
For present-day ratios, select Financial Reports then click on the Ratios tab.
For historical ratios, select Reuters Fundamentals then click on the Ratios tab. Now use the drop-down menu under Report to select the ratio type (ie Liquidity, Profitability/Value/Risk, etc), then select your time periods of interest.

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