Modeling Help

Hi all,

Just have a real newbie question on modeling. Do you generally use the financial statements in the 10-K/Q or the numbers from the 8-K when building out historical 3 statements? I would have assumed that the audited financials are the golden source for historicals (particularly for older data where timeliness is less important). But someone recently suggested to me that most firms would use the 8-K data. I appreciate that it is more timely for the current period, but is it not an issue if there is a subsequent restatement when the final numbers come out? Would appreciate your thoughts on the pros and cons of each.

3 Comments
 

so I would use most recent for example:

If a company posted a 2023 10K and then in the 2024 8K I would use the 8K numbers if they’re different if that makes sense

sometimes companies adjust the financials over time but usually if there’s no announcement there’s little variation

 

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