The boxes in the first column will guide you to resources that provide financial numbers.
The boxes in the second column will guide you to resources that explain how to analyze the raw financial data using business ratios. To see trends, compute the ratios across time. Look at a company's ratios for 5 years, for example, to see if there have been some changes. Also look at ratios for the company's major competitors, to see how your company compares. Are there areas where they are stronger than their competitors? Areas where they are weaker? These differences can give you ideas about your company's strengths and weaknesses.
The brief video below will show you how to find financial statements for your company in the Edgar Database.
Here is a sample citation for a report found in the Edgar Database:
Walt Disney Co. (2014, August 5). Form 10-Q. Retrieved from
https://www.sec.gov/cgi-bin/viewer?action=view&cik=1001039&accession_number=0001001039-
17-000141&xbrl_type=v
CSIMarket is a free Website that provides a wide range of information on publicly traded companies.
Type in a company name or ticker symbol. Find the following categories of information in a bar near the top of the page:
In addition to some general and financial information about a company, the Business Insights : Global database provides links to stock reports several providers. The video below (recorded in 2017) explains how it works and what to look for.
Here is a sample APA citation for one Investment Report:
Reuters Investment Profile (2018, June 22). Harley-Davidson, Inc.: business
description, financial summary, 3yr. and interim financials,
key statistics/ratios, and historical ratio analysis. Retrieved from
Business Insights : Global database.
