|
|
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
| Mergent
Online |
| History,
products & services, company structure, financials (15 years of
as-reported annual/quarterly financial data, bond information), competitive
analysis, news and views (10 years of annual reports) |
| Investext
Plus |
|
Analyst reports: analysis, estimates and forecasts, news & views,
competitive analysis |
| International
directory of company histories: HD2721 .I63 1988 (Reference) |
|
History |
| Hoover's
Online |
|
History and significant developments, financials, market performance,
competitive analysis, news & views |
~
top ~
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
| Standard
& Poor's Industry Surveys: HG4905 .S66 (Reserve/Ready
Reference) |
|
Comprehensive industry profile and analysis. |
| Mergent
Online |
|
After entering the database, select "Industry Reports".
Mergent Online provides quarterly updated industry profiles of 22
sectors in North America since 2003. Each report covers the latest
industry environment, market size and value, industry highlights,
regulatory environment, market trends and outlook, and key references.
|
| 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. |
| 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.
|
| Hoover's
Online |
|
History and significant developments, financials, market performance,
competitive analysis, news & views |
| LexisNexis
Academic Universe |
|
Select "Business -> Industry & Market" for articles
and reports from a large number of trade publications, and "Business
-> Business News -> Industry News" from other industry
related news. |
| 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.
**
See Also:
|
| Mergent
Industry Review: HG4961 .M68 (Ready Reference) |
|
"Comprehensive statistical reference containing key financial
information, operating data, and rations on about 6,000 companies".
Arranged in 137 industry groups and displayed in ranking format, it
helps users to compare companies with each other and benchmark companies
against certain industry averages. |
|
:: 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)
|
| ::
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:
|
| STAT-USA |
|
After logging in, select "State of the Nation", then "Manufacturing
& Industry" |
| 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.) |
~
top ~
::
Key Reference Books ::
**
Market
share and rankings information can also be found in the following two
places:
~
top ~
Evaluating
& Citing Sources
QW |
