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Company Information

This guide covers important company information and analysis resources.

Financial Statements

Publicly-held companies that meet certain size thresholds are required to file disclosure documents such as Form 10-K with the SEC. Form 10-K reports follow a format prescribed by the SEC and include a business overview, strategies, and competition (see Part I, Item 1 of 10-K); audited financial statements; discussion of products, markets, and distribution channels; names of subsidiaries; and information on management and ownership.

Such companies also usually issue annual reports to shareholders which include audited financial statements, the President's Letter, and glossy photos and other graphical information on products and results. Recent annual reports to shareholders are usually available at the corporate website under a heading such as Investor Relations.

Information about publicly-held companies not required to file documents with the SEC may be available through other sources.

Company Publications

Company websites usually contain links to SEC filings, news releases, annual report to shareholders, fact books, investor conference calls, etc.

How find company website: guess the URL ( or .org, if non-profit, Google, sources listed earlier on this guide.

Look under headings such as Investor Relations, About Us, Publications, Audio Archives, etc.

Company webcasts: Winnebago, for example -- executives review results, sometimes discuss strategies, and answer questions. Registration sometimes required to listen to webcasts. Often listed under heading like Investor Relations, then subheadings such as Webcasts or Investor Presentations

Financial and Operating Ratios