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Finding company annual reports

Introduction

Put together on a yearly basis, an annual report outlines an organization's financial and corporate conditions. Publicly traded companies are required by law to publish an annual report. Universities, government bodies, and non-profit organizations also produce annual reports. This guide is intended as a brief introduction to various methods of obtaining annual reports.

Annual reports as research tools

Annual reports are good sources of information about a company's business history and current performance. They can be used to learn about an organization's financial health or patterns of spending or growth, and they often describe new programs or initiatives undertaken by the organization. Indirectly, annual reports indicate what is important to the organization through the topics included in the report and the way in which the information is presented.

A few sites with basic tips on reading annual reports:

Obtaining an organization's annual report

The following sections of this guide list resources for finding annual reports. Most of these resources focus on the reports generated by publicly-traded companies.

Not all organizations are required by law to make their annual reports available to the public. If you are researching a private company, at least one in North America, you will likely not be able to find a published annual report. Privately-held companies are not legally required to publish such information.

In such cases, check to see if a significant portion of the private company is owned by a publicly-traded company as you can sometimes uncover some information through a parent company's annual reports. 

Finding annual reports and financial statements

Always start by searching the organization's site to find the most recent annual reports published by corporations, government departments and agencies and nonprofit organizations.

Some reports (especially older reports) for government departments and agencies and nonprofit organizations are also available in the Library collection. Search using the organization's name as the author in the Library Catalogue and the Canadian Research Index database. 

For registered Canadian Charities, see this Canada Revenue Agency site.

For corporate annual reports and/or financial data, try the following resources: 

All regions

  • MINT Global
    A database that covers 64,000 publicly-traded companies + 217 million private companies from 225 countries. Where available (primarily, but not exclusively for publicly-traded firms), MINT Global and the related database, ORBIS, provides detailed financials, including annual reports, as well as relevant industry reports.
  • Bloomberg
    Available on one computer near the scanners and photocopiers on the main (3rd) floor of the W.A.C. Bennett Library (SFU Burnaby). See the database description for help guides and for details on how to log into this database. 
  • Thomson Reuters Eikon + Datastream 
    Available on one computer in each SFU Library branch. Provides detailed financial information on over 70,000 companies from around the world. Includes filings such as annual reports. 

Canada

  • SEDAR 
    One-stop shopping for annual reports of publicly-traded Canadian companies. All such companies are required to file with the Canadian Depository for Securities, the creators of this site, so the selection is extensive. Click on "Company Profiles" to start your search.
  • Consumer and Corporate Affairs -- Canadian company reports (annual reports and financial statements) to 1995 only.
  • In addition, some of the Library's databases such as MINT Global provide access to recent SEC filings, along with simplified access to data extracted from various SEC reports.

United States

  • EDGAR Database
    The US Securities and Exchange Commission (SEC) database of corporate filings. Contains annual reports, press releases, and other public documents for most public companies in the US. Note that annual reports are "10-K" forms for the SEC.
  • There are also many sites such as Rank and Filed or SecInfo that offer access to the same EDGAR information with different search and display options.  In addition, some of the Library's databases such as MINT Global provide access to recent SEC filings, along with simplified access to data extracted from various SEC reports.
  • LexisNexis
    Start by searching within the SEC Form 10-K and (less commonly used by most companies) Annual Report Report to Shareholders files.

A small selection of annual reports on the web

This short list of annual reports is intended only as a set of examples (Canadian and American) that you can use to get a better idea of the nature of annual reports. Use the resources and search tips within this guide to look for a specific organization's report.

Other relevant SFU Library guides