Company Research

Public Companies and Financial Data:

"A public company is a company that has sold a portion of itself to the public via an initial public offering (IPO), meaning shareholders have a claim to part of the company's assets and profits. Public disclosure of business and financial activities and performance is required of public companies." (From Investopedia Private vs. Public Company: What's the Difference?)

How Does this Impact Your Research?

• Public companies are required to file annual financial reports with the Security and Exchange Commission (SEC).
• Financial data for public companies is much easier to find.
• SEC filing are available through the databases and internet sites listed below.

Database Resources

Internet Resources

Private Companies and Financial Data:

"A private company is a company held in private hands. This means that, in most cases, a company is owned by its founders, management, and/or a group of private investors. The public isn't privy to its business." (From Investopedia Private vs. Public Company: What's the Difference?).

How Does this Impact Your Research?

• Private companies are not required to disclose financial information to the public. 
• Private companies do not need to appeal to shareholders, and are not required to publish their financial statements. 
• It may be not easy to find detailed financial data for Private companies.  You may need to rely on a Company Profile or you may need to contact the company directly for financial data

Database Resources:

Internet Resources:

• Company Websites

1. Search Tip: Look on the company homepage for a link to investors or financial information.
2. Use the search feature on the company's website to find financial information.