Exam Content
In Wk 2, you completed a SWOT analysis on a successful company that demonstrated a sustainable competitive advantage in the marketplace. Now, you will shift your focus to look at a company that is failing or experiencing challenges in the area of financial performance.Select and research a company that is having financial difficulties or is on the brink of bankruptcy. Review “Where Can I Find a Company’s Annual Report and Its SEC Filings?” from Investopedia.You can also access specific information about a variety of businesses in the University Library by searching the following databases:
University Library > Research Databases > B > Business Source Complete
University Library > Research Databases > E > EDGAR
Conducta strategic analysis of the company’s current financial operations.
Determine strategies for achieving a sustainable competitive advantage in the marketplace and increasing financial performance.
Writea analysis. When writing your analysis, complete the following: ( make each bullet point a heading for the explanation)
Evaluate the company’s current financial plan, including charts and/or graphs showing financial data from the struggling company, and make recommendations for improvement.
Determine strategies for achieving a sustainable competitive advantage in the marketplace and increasing financial performance.
Create a plan to implement the strategies you selected.
TRADE
CORPORATE FINANCE
FINANCIAL STATEMENTS: BALANCE, INCOME, CASH FLOW,
AND EQUITY
Where Can I Find a Company’s Annual
Report and Its SEC Filings?
By THE INVESTOPEDIA TEAM Updated December 22, 2020
Reviewed by ERIC ESTEVEZ
Publicly traded companies who have their shares listed on stock exchanges are
required to file regular financial statements and disclosures with regulators,
such as the securities and exchange commission (SEC) in the United States. [1]
Among the most widely read of these are a company’s annual report, which
tells investors and analysts how the company has performed over the previous
fiscal year (FY), how its businesses look going forward and summarizing
corporate financials for use in fundamental or ratio analysis through
scrutinizing the balance sheet, income statement, and statement of cash flows.
[2]
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In the old days, shareholders would receive the annual report by mail or
through their broker. Thanks to the Internet, finding financial reports is easier
and quicker than ever. Nowadays, nearly every reputable company has an easy
to follow investor relations section on its website that is a wealth of information
including an archive of its annual reports, often going back several years.
Working Example: Walt Disney
Walt Disney Co. (DIS) is an excellent example of a business that uses its website
to get information out to its shareholders, analysts, and prospective investors.
It is very easy to find a direct link to its investor relations section. [3] This part of
the Disney website contains a downloadable version of its annual report, as
well as stock quotes, an investor newsletter, archived conference calls and even
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the opportunity for current shareholders to sign up for electronic reports. The
best part about these online investor relations sections is their extra nuggets of
hard-to-find information. For example, most companies will use these spaces to
offer detailed info on past acquisitions and stock splits not always available on
other financial portals.
If you want to dig deeper and go beyond the slick marketing version of the
annual report found on corporate websites, you’ll have to search through
required filings made to the Securities and Exchange Commission. All publiclytraded companies in the U.S. must file regular financial reports with the SEC.
These filings include the annual report (known as the 10-K), quarterly report
(10-Q), and a myriad of other forms containing all types of financial data. [4] [5]
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Filing Reports
Reports are filed through a system known as EDGAR (Electronic Data Gathering,
Analysis, and Retrieval system). [6] EDGAR performs automated collection,
validation, indexing, acceptance and forwarding of submissions by companies
and others required by law to file forms with the SEC. Information on EDGAR
can be found on the SEC’s website, where you can search through forms as well
[7]
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as familiarize yourself with the system using its EDGAR tutorial. [7]
Be warned, the tools on the SEC’s site are still cumbersome at best. For more
user-friendly sites, try the following:
EDGAR Online is a subscription-based site offering dozens of products on any
type of information filed with the SEC. You won’t find anything free, but if you
need sophisticated services, EDGAR Online is the site for you.
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FUNDAMENTAL ANALYSIS
10-K: Definition, What’s Included, Instructions, and
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Fundamental
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STOCKS
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Investing
What Is SEC Form F-1? Definition, When It’s Required,
and Example
Related Terms
10-K: Definition, What’s Included, Instructions, and Where
to Find it
A 10-K is a comprehensive report filed annually by a publicly-traded company about its
financial performance and is required by the U.S. Securities and Exchange Commission
(SEC). more
SEC Form 10-Q: Definition, Deadlines for Filing, and
Components
Learn about SEC Form 10-Q, a comprehensive report of a company’s business and
financial performance submitted to the SEC quarterly by all public companies. more
SEC Form S-4: Definition, Purpose, and Filing Requirements
SEC Form S-4 is filed with the SEC by a public company to register any material
information related to a mergers and acquisitions deal. more
What Is SEC Form F-1? Definition, When It’s Required, and
Example
SEC Form F-1 is filed by foreign companies seeking to have their shares listed on
American exchanges. more
Proxy Definition, How It Works, Statements, Benefits, and
Example
If you are unable to attend your company’s annual general meeting, consider using a
proxy to represent you. more
Electronic Data Gathering Analysis and Retrieval: Overview,
FAQ
:
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EDGAR is the online system created by the Securities and Exchange Commission for
corporate filings. Learn how to use EDGAR to find key company data. more
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