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FIN
449 Company Analysis Project
Company
Analysis
- Missions,
visions, values, goals:
usually available on the company Web site under "About us",
"About the company", or "Investor Relations"
- History:
significant developments, events and initiatives that shaped the company
- Products
& services:
business description, business segments
- Company
structure:
subsidiaries, alliances
- Financials:
financial statements, ratio analysis, company vs. industry
- Market
performance:
prices, charts, analyst estimates/forecasts
- Competitive
analysis: SWOT analysis, peer comparison,
industry/regulatory factors
- News
and views:
management view, press releases, third-party reports and analysis
| Business & Company Resource Center |
| In depth coverage of businesses, including company profiles, financial reports, brand information, company rankings, histories and full text periodical articles. Current full text, directory, numeric and statistical information, began in 2000. Journal indexing from 1984- (varies by title). |
| Standard & Poor's NetAdvantage |
| Offers on-line access to popular research products such as Industry Surveys, Stock Reports, Corporation Records, The Register of Corporations, Directors and Executives, The Outlook, Mutual Fund Reports among others. |
| Bureau Van Djik Mint Global |
| Provides company profiles (over 50 million companies worldwide) and industry profiles (from Datamonitor). Best for looking up information on a specific company. |
| Bureau Van Djik Orbis |
| Provides company profiles (over 50 million companies worldwide) and industry profiles (from Datamonitor). Best for looking up a list of companies that match various criteria. |
| Investext
Plus |
|
Analyst reports: analysis, estimates and forecasts, news & views,
competitive analysis |
| International
directory of company histories: HD2721 .I63 1988 (Reference) |
|
History of notable companies. |
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Industry
Analysis
Identify
the Industry
- SIC:
Standard Industrial Classification.
- NAICS:
North American Industry Classification System.
- Conversion
between NAICS codes and SIC codes.
- If you
don't know which industry the company is in, try Mergent Online and
Business Source Premier. The SIC and NAICS codes should be listed.
Industry Research
- Industry
definition:
see above "identifying the industry"
- Industry
size & segmentation:
data from the government and trade associations, articles and market
research reports, financial data from main players
- Industry
growth forecast: historical growth, growth
drivers (e.g., changes in demographic profiles and growth of complementary
products)
- Industry
structure:
Porter's Five-Forces, market profitability
- Distribution
channels: existing, emerging
- Industry
ratios:
company-industry comparison
- Industry
trends & key success factors:
articles, trade associations, market research reports, general assumptions
(resources, distributional channels, economies of scale, technological
factors, etc.)
- Regulatory
and other environmental factors: industry
reports, market research reports, general articles
| Business
Source Premier |
|
Searchable according to NAICS or keywords. You need to be flexible
in using various search terms and able to synthesize a large amount
of information into a few applicable key points. |
| Mintel Reports |
| Market research reports covering (mainly) US and international marketplaces. Each report analyzes market drivers, market size & trends, market segmentation, supply structure, advertising and promotion, retail distribution, consumer characteristics, and market forecasts. |
| Business & Company Resource Center |
| In depth coverage of businesses, including company profiles, financial reports, brand information, company rankings, histories and full text periodical articles. Current full text, directory, numeric and statistical information, began in 2000. Journal indexing from 1984- (varies by title). |
| Investext
Plus |
|
Full text analyst reports for over 53 industries worldwide. Choose
industry from the drop-down menu, and use keywords to narrow the results.
|
| Gartner Research |
| Provides market research reports on all aspects of the IT industry, covering vendors, markets, and trends. Topics include customer relationship management, e-commerce, supply chain management, computer hardware/software, social software, IT security, IT spending, IT applications in various industries (including higher education), and more. |
| ReferenceUSA |
|
Comprehensive and updated listing of US public and private companies.
Find potential competitors in a specific geographic area. |
| Regional
Business News |
|
Provides comprehensive full text coverage for regional business publications.
Regional Business News incorporates coverage of 75 business journals,
newspapers and newswires from all metropolitan and rural areas within
the United States. This database is updated on a daily basis. |
| Wall
Street Journal Online |
|
Full text coverage from 1984 to present. Provides a broad range of
information on businesses, industries, the economy, and sociopolitical
factors that influence the business world. |
| Current
Industrial Reports |
Published by the Census Bureau, it provides monthly, quarterly,
and annual measures of industrial activity in the form of timely,
accurate data on production and shipments of selected products.
Good for industry size/growth analysis.
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See Also:
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:: Industrial Ratios::
- Industry
norms and key business ratios: HD9724 .I514 (Ready
Reference)
- Almanac
of business and industrial financial ratios: HF5681
.R25 T68 (Ready Reference)
- RMA
annual statement studies: HC101 .R6 (Ready Reference)
- Standard
& Poor's analysts' handbook: HG4519 .S77 (Ready
Reference)
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Industry & Trade Associations :: |
Such
organizations are dedicated to promoting the industries they are
in and often collect extensive industry-specific data that are not
available elsewhere. Their Web sites sometimes make such data or
analytic articles/reports freely available. Contacting them directly
by calling or emailing are also a valid way of collecting exclusive
information. To find an industry-specific association, try the following
two sources:
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| CQ
Library |
|
"The award-winning choice of researchers seeking original, comprehensive
reporting and analysis on issues in the news. Controversial topics
addressed in a balanced, unbiased manner in the CQ tradition."
Good for overview of (often) controversial issues critical to an industry
(government regulations, etc.) |
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Key Reference Books ::
- Market
share reporter: HF5410
.M35 (Reference)
- Portland Business Journal Book
of Lists (Portland, OR): HG4058.P6 B66 (Ready Reference)
- Encyclopedia
of consumer brands: HF5415.3 .E527 1994 (Reference)
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Market
share and rankings information can also be found in the following two
places:
- Resources mentioned in "Industry & Market" above often contain searching and sorting by sales option.
- Article/news
databases such as Business Source Premier and LexisNexis Academic Universe.
When searching, try combining "market share" and company,
industry or product name as keywords.
- Gary
Price's List of Lists: containing special issues of trade
magazines for rankings and statistics.
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