Where to Find Public Company Financials in a Structured Manner

The quest for reliable, structured public company financials can be both complex and time-consuming. With the right tools and resources, however, finding this data has become much more efficient. In this article, we will explore different platforms where you can access detailed financial statements, including balance sheets, income statements, and cash flow statements, all presented in a structured format.

Accessing Financial Data through Morningstar

Morningstar stands out as a prime resource for public company financial data. Through its comprehensive database, you can access detailed financial information presented in well-organized tables. What's even more convenient is the ability to export this data directly to CSV format, making it easy to import into other software platforms or tools for further analysis.

To use Morningstar for this purpose, follow these steps:

Visit the Morningstar website: Start by navigating to the Morningstar homepage. Search for the company: Use the search bar to find the company you are interested in. Once you locate the company, click on its name to go to the overview page. Locate the financials section: On the overview page, you will typically find a tab or section labeled 'Financials'. Click on this to view the detailed financials. Access the structured data: In the financials section, you will find the necessary financial statements, such as the balance sheet, income statement, and cash flow statement. These are often presented in a structured table format for easy reading and analysis. Export to CSV: If you need to export this data, look for the option to 'Download' or 'Export' the data. Morningstar usually provides this feature as it allows you to use the data in your own analysis tools.

Alternative Sources for Financial Data

For those seeking more advanced or historical financial data, there are alternative platforms like Schwab's research tools. Schwab offers in-depth financial analysis, including a detailed view of financial statements such as the income statement, balance sheet, and cash flow statement, over a rolling five-year period. Here’s how you can access this data:

Visit Schwab's website: Navigate to the Schwab Research Tools section. Open an account: To access research tools, you may need to create a Schwab account. While it can be inexpensive, especially for investors, you will need to go through the sign-up process to access the tools. Find the financials section: After logging in, use the search function to find the company you are interested in. Once you locate the company, click on its name to go to the detailed financials page. Review financial statements: On the financials page, you will find detailed views of the income statement, balance sheet, and cash flow statement over a five-year period. These statements are presented in a structured format.

Conclusion

While accessing public company financials in a structured manner can be challenging, resources such as Morningstar and Schwab provide robust and user-friendly solutions. Morningstar’s detailed tables and export options to CSV make it an excellent choice for those who need to integrate this data into their own analysis tools, while Schwab’s research tools offer a valuable five-year rolling view for more in-depth analysis.

Keywords

public company financials, structured data, financial statements