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MGT 4335: Strategic Management and Business Policy: Company Financials

Help With Financials

Sure, you know how to find raw financial numbers but what if you need help figuring out what they actually mean?

There are a lot of helpful books for that.

They are located on the fifth floor:

Browse the HG4028.B area here (includes e-books) note: start with about #10 when you get there

Also helpful: Corporations - valuation

Research a Company's Financials

Standard and Poor's

Valueline - Basic financials plus analyst recommendations. 


SWOT = Strengths, Weaknesses, Opportunities and Threats. These are to-the-point summaries of a specific company's state of existence.

Recommended databases:

Business Source Complete
Marketline Advantage
ABI Inform (search as keywords your company and SWOT)


Passport GMID (there are SWOTs inside, but they are very hard to find).

HINT: Risk Factors and Business Plans

Another way to get SWOT-type information:

1.Read 10-K risk factors for analysis.

The companies themselves will write risk factors in their annual report. 

Annual reports are available on the company's internet site, through Mergent or the SEC's Edgar database. The relevant section is 10-K 1A "Risk Factors."

2. Read S-1 forms for your business plan ideas.

When a company sells stock for the first time, it must file a s-1 form with the SEC. This form explains how the company will make money - its business plan!

Quickest way to do this:

Go to EDGAR (the SEC database) and

1. Search Most Recent Filings
2. Limit to S-1 Form
3. Avoid the S-1/A (amendment forms) and read S-1s all day.

Now, one thing you can also do is go to the advanced search screen and type in a keyword (insurance, computers, etc.) and s-1. This should get you closer to browsing S-1 plans in your field.

Subject Guide

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Isabelle Antes
Alkek Library, 301B
601 University
San Marcos, TX 78666