Business & Economics Research Guide: Company Research
Company Research
Company Research: Getting Started
Company Research Tips:
- Publicly-traded companies will be easier to research than private companies.
- You will use a mix of library resources (Mergent, Business Source Complete) and Web resources.
- Company research invovles using both company and industry resources.
- Some companies are easier to research than others. Companies and brands are merged and absorbed regularly, and this can make finding even recent information difficult.
- Just because you want a certain piece of information doesn't mean it is available.
- Industry information goes hand-in-hand with company information. See the Industry Research page for more details.
- Sometimes you will have to make an educated guess.
Remember: Don't hesitate to ask for help if you need it!
Company Information, History, and Analysis
In addition to the sources listed below, check company website. Most public companies post their annual reports and a company history on their pages. However, some will make it difficult to find. Look for a link titled "Investment information" or "Information for Investors.
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Business Source Complete [EBSCO] Overviews of companies--both public and private--are available in the Business Source Complete. Use both articles and Datamonitor Company reports for this information.
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Value Line Investment Survey Includes analyst opinions on 1,700 publicly-traded companies and full industry reports.
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Mergent OnlineA financial database covering public and select private US and international companies, both active and inactive. Includes general company info in addition to SEC filings, reports, insider trading details, current and historical financial info going back 15 years, and more.
Tip:This database is useful for locating competitors by industry and creating custom company reports. Info can be downloaded into Excel and other formats. -
IBISWorld IBISWorld is an industry database, but it has analysis of prominent companies in an industry. Search the database by company name for the reports related to your company.
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Nexis Uni (formerly Lexis-Nexis) Lexis-Nexis Academic has company information, including Hoover's reports, current and historical annual reports, newswire coverage, and more.
Financials: Publicly-traded Companies
Financial information can include: annual revenue, net income, ratios, dividends per share and more.
Publicly-traded companies are required to file financial reports with the Securities & Exchange Commission several times a year. Use the source below to find current and historical financials and to help interpret the numbers.
Helpful Resources:
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Mergent Online Mergent provides current and historical (15 years) financial information on public and privately-held US and international companies. Includes links to recent news and SEC filings.
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Value Line Investment Survey Includes analyst opinions on 1,700 publicly-traded companies and full industry reports.
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Business Source Complete [EBSCO] Company Reports in Business Source Complete contain current financial information.
Financials: Private Companies
Private companies are not required to file financial information and do not have to make this information available to the public, making it difficult to find in-depth and historical financial information and analysis.
Helpful Resources:
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Mergent Online To search for private company data, select the "D&B Private Company Database " box.
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Business Source Complete [EBSCO] Company Reports have current financials, including private companies.
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Dossier [LexisNexis] Current sales figures for select US and international companies.
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Nexis Uni (formerly Lexis-Nexis) Search Lexis-Nexis for private company information. Will include articles and available financial information.
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