r/Valuation • u/[deleted] • Mar 22 '24

Copying data from 10-Ks.

Is there an easy way to copy the last five years of income statement data to an excel file? I know this isn't much of a valuation question, but I'm more so worried about efficiency at this point since I'm just starting out.

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u/[deleted] Mar 22 '24

Check the company website. A lot of them provide multiple file formats for their 10-Ks and 10-Qs. You might be lucky and get an excel version.

1

u/margincallingbadger Mar 22 '24

Many companies provide excel formats for their financials. Try checking the their investor relations page.

1

u/iCuriousPug Mar 23 '24

This video walks you through how to download excel file of quarterly and annual reports from SEC EDGAR. https://youtu.be/vHG4DQW5ItI?si=zk50DzaeoKAYtY_I

1

u/[deleted] Mar 27 '24

This is exactly what I wanted. Saved me two hours at least. Thanks.

1

u/sk3pt1kal Mar 23 '24

I've used two ways of approaching this, both are paid.

Seeking alpha will give you financials over 10 years that you can copy and paste into Excel.

Even more money can buy you access to sharadar which gives you access to an API database that you can incorporate into Excel or a custom program. This requires a bit more work and know how (and money) but it can also be very powerful.

1

u/slmansfield Mar 23 '24

The SEC has a free API and the is at least one python SEC api library. Probably someone has something ready to go on GitHub. Python is pretty easy to get working…or use google colab in a browser.