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SEC Filings

As a general rule, the banker uses SEC filings to source historical financial information for comparable companies.

This financial information is used to determine historical sales, gross profit, EBITDA, EBIT, and net income (and EPS) on both an annual and LTM basis.

Additional Comments:

SEC filings are also the primary source for other key financial items such as balance sheet data, capital expenditures ("capex"), basic shares outstanding, stock options/warrants data, and information on non-recurring items. SEC filings can be obtained through numerous mediums, including a company's corporate website (typically through an "Investor Relations" link) as well as EDGAR16 and other financial information services.

Related Terms:

A financial statement that shows the results for the whole year, including the periods covered by ...

The 10-Q is a quarterly report filed with the SEC by a public registrant that provides ...

Fundamental Analysis
A method of predicting the behavior of a company's stocks by looking at fundamental information about ...

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