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Locating Financial Information

These are the five things you’ll need to know to complete your Week 1 research:

• Look at Year-over-Year (YoY) to see if stock price is improving. By how much? • How has the stock price done compared to market indices? Better or worse? • Net Income = a company’s revenue after paying expenses • Net Profit Margin = the percent of income left after expenses. • Debt to Assets Ratio = the percent of a company’s assets owed to others in

the form of outstanding debts.

This document will walk you through exactly what to do to get these numbers.

As you find these numbers, keep in mind that financial statements report them in thousands.

That means if the Net Income looks like $31,000 on the financial statement, then the company really made $31,000,000.

You would show this in your research as $31 million.

Here’s what the top part of the finance home page looks like:

You’re not sure if your parent company is publicly traded? A quick Internet search will help you discover if, and on what stock exchange. Once you know it’s public, you’ll know you can locate all the required financials.

Yahoo.com. has some of the best, most complete and most accessible financial information available in one place. Click on the Finance icon to get to “Finance Home” shown below.

Locating Financial Information

One you’re on the finance page, type your company into the search field at the top. The company’s “ticker symbol” should pop in. Click on the ticker symbol.

The small graphic shows the day’s stock price changes. Click on the “Interactive chart” link right above it to enlarge. Make sure it shows “5y” for five years.

Locating Financial Information

Notice the dates at the bottom of the chart. Now you can see how the stock has performed “Year over Year” for the past five years.

Locating Financial Information

Next, click on the word “Compare. When the small blue box appears, choose “Nasdaq” since Apple trades on the Nasdaq stock exchange. Now you can see how Apple stock has performed in comparison to a much larger slice of the market. It’s fairly easy to do by comparing Apple’s blue line to the Nasdaq’s green line. You can also choose other indexes like the Dow, which more closely represents the New York Stock Exchange. You can even type in a direct competitor like Samsung (for phones).

Locating Financial Information

Now go back to the Quote Summary Page:

Click on Financials:

Make sure you see “Income Statement” and “Annual” (blue link on the right).

On this statement you’ll discover Net Income and Net Profit Margin . Make sure you are focusing on the column showing the most recent year. • Net Income is a line item, in bold, near the bottom of the statement. • Net Profit Margin is Net Income divided by Total Revenue. Total Revenue is near

the top of the statement. The closer the percentage is to zero, the smaller the profit margin. For instance, .03 is a 3% profit margin, which is very slim.

Locating Financial Information

Now click on Balance Sheet (blue link near the top of the statement) to find the Debt to Assets Ratio. Again, you want “Annual” and the column showing the most recent year. • Find “Total Liabilities” and divide it by “Total Assets.” Both are in bold, and in the

middle of the page. That’s your Debt to Assets ratio. The closer the number is to 1, the more debt the company has. If the number is more than 1, the company owes more than it’s worth.

Congratulations, you made it to the end!