The Research Wizard includes several expanded company reports, displayed in your browser. These reports give you access to the company's fundamental data, insider data, and a company's general information.

Fundamental Reports: Income Statement, Balance Sheet, and Cash Flow tables.

  • Quarterly Income Statement

  • Annual Income Statement

  • Quarterly Balance

  • Annual Balance

  • Quarterly Ratios & Turnover Rates

  • Annual Ratios & Turnover Rates

  • Quarterly Return on Equity

  • Annual Return on Equity

  • Annual Risk Rating/Bankruptcy Report

  • Quarterly Risk Rating/Bankruptcy Report

  • Annual Cash Flow Statement

  • Analyst's Recommendations

  • Insider's Report

  • Management Discussion

  • Business Description

  • Zacks Company Report

  • Full Company Report


T
here are several Income Statement, Balance Sheet, and Cash Flow tables
(presented annually for the last 5 years and quarterly for the last 8 quarters) available in this category of reports.

Please note that the line items shown in these tables may not exactly match the line items on the 10-K and 10-Q reported by the company, as Zacks has standardized a number of items to facilitate comparison between companies.

The reports in this category include:

  • Annual Cash Flow Statement -- standardized report containing data from                                            10K filings.

  • Annual Income Statement -- standardized report containing data from
                                           10K filings.

  • Annual Balance Sheet -- standardized report containing data from
                                     10K filings.

  • Quarterly Balance Sheet -- standardized report containing data from
                                        10Q filings.

  • Quarterly Income Statement -- standardized report containing data from                                            10Q filings.

  • Annual Ratios & Turnover Rates -- Assets/Liabilities ratios, turnover rates                                                and sales ratios.

  • Quarterly Ratios & Turnover Rates -- Assets/Liabilities ratios, turnover                                                   rates and sales ratios.

Return on Equity Reports

There are two Return on Equity reports, presented annually for the last 5 years and quarterly for the last 8 quarters. These reports use the extended DuPont model (ROE Decomposition).

The reports in this category include:

  • Annual Return on Equity - ROE Decomposition - 5 years.

  • Quarterly Return on Equity - ROE Decomposition - 8 quarters.

Risk Rating/Bankruptcy Reports

In addition, we have included two Risk Rating/Bankruptcy reports, presented annually for the last 5 years and quarterly for the last 8 quarters. These reports show what the company would be worth upon liquidation. The Net Liquidation Value is the amount that could be realized by selling the assets of a firm after paying the debt.

The reports in this category include:

  • Annual Risk Rating/Bankruptcy Report - displays annual growth rates and components of the Net Liquidation Value.

  • Quarterly Risk Rating/Bankruptcy Report - displays quarterly growth rates and components of the Net Liquidation Value.

Business Description & Management Discussion Reports

Business Descriptions Reports

A complete overview of the business of the company from the last 10-K filings.

Management's Discussion and Analysis Reports

Management's Discussion and Analysis Report (Management's Discussion and Analysis of Financial Condition and Results of Operations) is a report from management to the shareholders that accompanies the firm's financial statements in the annual report. This report explains the period's financial results and enables management to discuss other ideas that may not be apparent in the financial statements in the annual report.

Insider Trading Report

The most recent insider transactions, as reported to the SEC, are summarized here. Insiders include major corporate officers, members of the board of directors, and owners of 10% or more of any equity class of securities.

Analyst Recommendations Report

Single company reports featuring brokerage recommendations, along with the analyst's research abstract as well as the analyst's ranking (when applicable).

Zacks Company Report

A company report featuring company description, price/volume data, Wall Street recommendations, distribution of annual and quarterly EPS estimates (histogram), current EPS estimates, surprise history, EPS history, company vs. industry comparison and rating.

Full Company Report

Combines all the above fundamental reports and tables with the Zacks Company Reports for convenient display and printing.



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