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Types of Reports and Statements Typically Filed

10-K Reports All publicly traded companies are required to file a 10-K report each year to the SEC. The 10-K report is similar to the annual report, except that it contains… Read More »

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Overview of Annual Reports

How you read an annual report depends upon your purpose. As an investor, your purpose may be to assess profitability, survivability, growth, stability, dividends, potential problems, risks or other fa… Read More »

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Explanation of the Income Statement

The income statement (sometimes called the profit-and-loss statement or P&L) is the first financial statement that you'll find in the annual report. It shows the revenue, expenses and profit f… Read More »

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Explanation of the Balance Sheet

The second financial statement that you'll encounter in the annual report is the balance sheet. The basic concept underlying a balance sheet is simple enough: total assets equals total liabilities… Read More »

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Cash Flow Statements Explained

The cash flow statement is the newest of the three financial statements; companies have only been required to furnish investors with it since 1988. The cash flow statement is similar to the income sta… Read More »

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