Questions tagged [annual-report]
The annual-report tag has no usage guidance.
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How can I calculate cumulative rate/gains for retirement fund in a spreadsheet throughout a year?
Novice to retirement funds and investing here. I'm wanting to build a spreadsheet in Excel that can help calculate my annual rate of return for retirement accounts.
I have some elementary questions ...
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How does net inventory value affect further deposity into a fund?
I am trying to understand finances regarding funds and yearly calculation of net inventory value (NIV).
Say I've deposited $50,000 into a fund. Next year I get an annual report that says: the net ...
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What is China's version of SEC/Edgar?
I use this page in the SEC (SEC Edgar Company Search) to search for annual reports (10-Ks) for companies in the US.
What is the equivalent url that I would go to search for Chinese companies? For ...
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What is the 100BPS change in discount rate and terminal growth rate in an annual report?
I came across a section of a 20-F (10-K equivalent) and it had the following information:
From the 20-F
Impairment test
Further to the continuing volatility in the shipping industry as discussed in ...
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Question on ratio of median renumeration in balance sheet/Question on median salary of a company/ratio of median renumeration in annual report
Consider below Annual report of an company for the year 2021-22 https://on.tcs.com/Annual-Report-2022
In this report on page 89 we have data on "Ratio to median remuneration for all board members&...
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GnuCash: How to create an expense report from individual accounts
I'd like to calculate my average monthly spend over a year from an individual asset account to an individual expense account. Is there a way to do this please?
In the Expense Over Time report I can ...
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How do we edit the dates of the General Ledger report?
We're using PCLinuxOS, updated with GNUCash also updated. We're trying to edit the General Ledger but there are very few options - only two tabs: Display and General. Is there any way to produce ...
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Yearly Reports of Swiss Publicly Traded Companies
In the US on the SEC website (https://www.sec.gov/edgar/searchedgar/companysearch) it is possible to access the filings of publicly traded companies (e.g., 10Q or 10K filings together with other ...
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Why do why many companies show Trailing Twelve Months (TTM) rather than a YTD or Quarter to Quarter?
I would like to ask you why many companies show them Revenue TTM as an indicator of performance during the year rather than to see the YTD or Quarter to Quarter comparison?
What information can give ...
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Fair value of common stock in stock options public company
I'm looking at $TOST 10k.
When I go to page 140 it says this for their stock options:
So you can see from the above image that they say their weighted average fair value of common stock was $17 at ...
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What is the difference between "Filing Date" and "Accepted" date in EDGAR?
In Apple's 2019 Form 10-K filing on EDGAR, I see this:
What is the difference between "Filing Date" and "Accepted" date?
In some filings, the "Filing Date" and "...
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What are equivalents of 10K and 10Q in India
According to investopedia:
A 10-K is a comprehensive report filed annually by a publicly-traded company about its financial performance and is required by the U.S. Securities and Exchange Commission (...
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Where is the share price located once Apple releases its Form 10-K? Using for dividend yield calculation and need the price they used
I need to find dividend yield for Apple at the release of their 2020 annual report, Form 10-K. That's it. I can't find it anywhere.
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Why does some key figures differ from one annual report to another
I´ve started to read some annual reports lately and inserted some into my excel sheet to calculate some key figures, but saw that column with "Total assets" differ than reads in the last ...
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How important is it to read the sections of an annual report that are not part of the financial statements?
Annual reports of companies seem to always include multiple sections before the financial statements. For example, "financial highlights", "chairman's letter", "CEO's report&...
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How are borrowings in local currency used to hedge foreign exchange exposure on investments?
The following appears in Jardine Matheson's 2020 annual report's Financial Review section:
Treasury Policy
The Group manages its exposure to financial risk using a variety of techniques and ...
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What does the letter "c" mean with a number in an annual report (UK)
I had a question when reviewing an annual report of a company Wood PLC. In their report they have used the letter "c" in lowercase after different types of numbers.
E.g., basic EPS is ...
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LTM Calculations for Wayfair
I'm new to stocks. I'm reading the annual 10-K report of Wayfair for 2020: https://www.sec.gov/Archives/edgar/data/1616707/000161670721000064/w-20201231.htm
In p.37 when mentioning the figures of the ...
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How can I look up a public company's short-stock position? [duplicate]
I understand what has brought so much attention to GameStop's stock is someone noticed that it has strong finances but was being heavily shorted, i.e., other people took heavy bets that the stock ...
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Will I receive corporate publications when my shares are held in street name?
When my shares are held under direct registration, I will receive some corporate publications by mail (e.g. annual reports, proxy materials). When my shares are held in street name, my stock broker ...
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Are shareholders and tax collectors shown the same financial statements?
Companies publish annual financial statements directed at shareholders. Are these financial statements the same as those given to the tax collector? Do companies report the same profits to their ...
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How to understand this visa cash flow section for 2019?
I am forcing myself not to skip over the numbers section in an annual report. But as usual, I get bamboozled how to interpret the numbers.
Here is the cash flow section. Can anyone answer the ...
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Assets Held-for-Sale
I am trying to learn a bit about company operations and finances.
I doing some light reading on BMO's 2019 Annual Report to Shareholders. I just randomly chose a listed company; just start somewhere.
...
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What to look for in a company's annual report?
For a beginner in stock investing, looking at a company's annual report can be an overwhelming experience. You can typically expect to see 50-100 pages of accounting lingo that may sound natural to ...
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Will I receive a company's annual reports if I own less than one share?
Shareholders are entitled to receive a company's annual reports, sometimes through the mail. Suppose I own less than one share (a fractional share, say, 0.8 shares) of a company. Will I be entitled to ...
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What does "gross of" mean?
I'm reading a financial report summary of an investment and it says "The numbers below are presented gross of fees." Does that mean the numbers include fees, or don't include fees?
Why don't they ...
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meaning of letter "f" after year in financial report [duplicate]
It's a report chart showing the evolution of construction sector through the years . The titles of the columns read:
"2017", "2018f" and "2019f".
Does this mean the numbers below the titles are not ...
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What are those dates of financial reports means?
There's graph showing the history of financial reports, for example the revenue. Each point has some date, what exactly that date is?
Below are pictures of historical reports for revenue for MCDonald'...
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report: group account activity by accounting period instead of by month
I'm using GnuCash 2.6.12 and would like to create an annual report for tax reporting purposes. For that, I would like to create a report where transactions are grouped for the whole year, (the ...
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eBay Revenue Statement Discrepancy
In the eBay's 10-K filing to the SEC in 2014, they said that their revenue in 2012 was $14,072m. But in their 2015 statement, it shows as $7,371m.
Why is there a discrepancy in these two filings?
Why ...
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Gnucash - Report cash flow on a per-asset basis
I'm not sure I'm using the correct terminology but I have a number of "assets" which are sub-accounts of a checking account:
Checking account
- Designated funds 1
- Designated funds 2
...
What I ...
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Why MSFT Earnings Release FY18 Q4 is missing in the SEC filings?
I was checking the validity of the data of some fundamental data provider and used MSFT as an example. I was surprised that it doesn't have the latest MSFT Earnings Release for FY18 Q4.
The published ...
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Is there any resource that provides a list of the most used/common components of the different statements (e.g. balance sheet) of an annual report? [closed]
I am looking for a resource that provides a list of a "perfect":
statement of financial position (balance sheet)
statement of earnings
statement of cash flow
containing components (e.g. for the ...
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American Airlines 10-K outstanding shares
The opening paragraphs of American Airlines 2017 10-K states:
there were 473,138,683 shares of American Airlines Group Inc. common stock outstanding
there were 1,000 shares of American Airlines, Inc....
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No revenue breakdown in public corporation's balance sheet?
I was reading the annual report for Adobe Systems and there appeared to be no breakdown showing how much revenue was attributable to each of their "products". They just give one big figure of $3 ...
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How can I generate yearly statement table with details on every account on every month in a single report?
I want to know if anybody has generated GNUCash custom report with months as columns reporting Income/Expense on every account. For example:
.
The idea is to show the following in a single report.
...
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Meaning of negative stockholder equity [duplicate]
In McDonald's 2016 annual report Balance Sheet, it shows Total Liabilities is greater than Total Assets. So it's Total Stockholder's Equity appears to be negative, with these fields reported as ...
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Exercises of employee share options
Reading Atlassian's (TEAM) annual report for 2017, I came across the following sentence:
Net cash provided by financing activities was $2.3 million for the fiscal year ended June 30, 2015 as a ...
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Is there a resource for knowing when Annual and Quarterly Reports are coming out? [closed]
Is there a current resource - print or online that aggregates Annual Report release schedule for all public traded companies (or at least those traded on the NYSE)? Maybe one that also says when ...
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Compilation Report Standards / Examples
I am mandated to have a "compilation" performed for my HOA. Is there a good example and what are the key elements and purpose of the document?
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What are the possible metrics for evaluating annual performance of a portfolio?
I have been buying stocks and mutual funds in non-US market for about 5 years or so. I have been using the portfolio tracker from Investment Moat for a while, which the tool lets me know whether I am ...
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Why don't companies underestimate their earnings to make quarterly reports look better?
We have a TV on financial news in the office, and I always see reports of companies meeting their earnings estimates or failing to meet them. Even if a company misses the estimate by a very small ...
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How to print account transactions for a time period in GNUCash?
I would like to print all the transactions for an account from, for example, 01/01/2015 to 31/12/2015. I found the report in Reports > Account Reports but that displays all the transactions in the ...
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Company publishing Standalone but not Consolidated financial results
Some companies publish Standalone result time to time but not consolidated result.
Ex- ABC company is publishing Standalone quarterly results ,but not publishing consolidated result since last 2 ...
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What public company form or annual filing is similar to U.S. SEC's 10-K but for the United Kingdom?
In the U.S., they use a form called 10-K (http://www.sec.gov/answers/form10k.htm) (https://en.wikipedia.org/wiki/Form_10-K).
Is there a similar form in the UK? What is it called and where might one ...
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How do I Fundamentally Analyze this Stock so I may see if the Company is Running Well?
I have a stock that I am trying to look into called SOG.V or Strategic Oil and Gas LTD.
I believe it is a company based in Alberta, Calgary (Canada).
The company got hit quite hard from the oil ...
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Net Sales and Operating Income
When reviewing a company's Annual Report, what could explain Net Sales remaining fixed over a two year period, but Operating Income halving over the same period? I was thinking increased costs.
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How to get variables for calculating "intrinsic value" of Berkshire Hathaway?
I would like to calculate Berkshire Hathaway's balance sheet value and "intrinsic value" as described in Warren Buffett's Berkshire Hathaway - Uncovering Intrinsic Value. However, I can't figure out ...
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Tax considerations for outsourcing freelance work to foreign country
I've seen this asked a few different ways (closest was here), but I am looking to find out from the business's perspective, how to report (if necessary) the amount paid to a foreign contractor.
My ...
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How to find SEC filings that are important to stock market
I want to find the most important sec filings in history, when I searched the edgar database, I find several confusions.
When I search apple's filings, 10-Q report usually comes one day after the 8-k....
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