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BUS 1801 - Global Business Perspectives: Company Info

A guide to library resources and services related to global business and international business research.

Researching a Company

Below is a listing of the resources mentioned in the Researching a Company section of this page.

Researching a Company

Researching a Company (Basic)

INTERNET:

  • Start by checking out the company’s website

    1. Pay particular attention to the investor relations portion.
    2. Check for webinars, presentations, blogs, and conference calls.
    3. Review the Annual Report for corporate governance, strategy, sales targets, and upcoming opportunities, obligations or obstacles.
    4. For tax and property information, check the local websites of the Property Appraiser and/or County Tax Collector.
  • Economic and demographic data: for the United States, go to Statistical Abstract of the US; for Florida, go to Florida Statistical Abstracts Online.
  • County and city data: click on Data Books (scroll up) at this site, U S Census Bureau Data Books.
  • For laws and regulation and investor help and company filings, go to US Security and Exchange Commission (SEC)
    • EDGAR - SEC Business Filings

  • State and local Government information:  Check the County"s homepage and Economic Development website; State's homepage and Division of Corporation website; Chamber of Commerce homepage.

 DATABASES:

  • Find general information on your company in the database, Business Source Complete:
  1. Type your company name in the Search Box.
  2. From the drop-menu, select CO Company Entity.
  3. Click on Search.
  4. Browse results (DATAMONITOR reports contain lots of good information).
  • Get company reports in Business Source Complete:
  1. Type your company name (leave the default field as "Select a Field").
  2. Go down to the "Limit your results" section. Under Document Type (right-hand side), select Company Report from the drop-down menu.
  3. Click on Search. 
  4. Your results should contain DATAMONITOR and SWOT Analysis reports and company overviews.
  •  Find general information on your company in ProQuest:
  1. Type in your company name in the Search box.
  2. Select Company/Org from the drop-down menu.
  3. Click on Search.
  • Search Mergent Online for company information and EDGAR filings (10K, 10Q, 8K).
  1. Click EDGAR Search
  2. Click TICKER and enter your company’s ticker symbol
  3. Select LAST 12 MONTHS
  4. Select 10K, 10Q, 8K, 144 and Click SEARCH
  5. TIP: For foreign companies doing business in the U.S. (e.g. Ryanair) Select FOREIGN instead.
  6. TIP: Do a BASIC SEARCH for historical financials up to 15 years, STANDARDIZED financials (Great for non-US companies!) and COMMON SIZED income statements and balance sheets when comparing companies of widely different sizes.
  • Get an industry profile including competitors' financials and ratios, for your company from the database, Standard and Poors NetAdvantage:
    1. Go to Industry Surveys (right column, under S&P Publication Search)
    2. Choose your company's industry from the drop-down menu
    3. Print/download PDF so you get all of the spreadsheets!
  •  Get a snapshot of your company’s financial performance from the database, Value Line Research Center:
  1. Click LOOKUP COMPANY
  2. Type your company’s ticker symbol
  3. Click SEARCH.
  • Get news, financial data, and ratios from LexisNexis Academic:
  1. Enter your company's NAME or TICKER
  2. Click GO
  3. Click links on left side of screen for NEWS or FINANCIAL INFORMATION
  4. Scroll down for financials, ratios, competitors, brands, and 5 year EPS projections
  5. Research TIP: Scroll towards bottom of financial data for a list of competitors; Click on their names and FINANCIAL INFORMATION to get ratios to compare your company's to or even to make up your own industry averages for hard to find ratios.
  •  Get more financials from Standard & Poor’s Net Advantage including 3 years worth of historical ratios (for company comparison over time) and industry-wide balance sheets and income statements:
  1. Enter your company's name or ticker symbol.
  2. Select COMPUSTAT EXCEL ANALYTICS (left frame).
  3. Choose ANNUAL RATIO REPORT (from the drop-menu) to see a historical ratio analysis spreadsheet.
  4. Review financials.
  5. Check the Stock Reports as well (useful for understanding trends in the valuation of a company's equity).
  • Funding Universe: Free company profiles on the Internet.
  • Bureau of Labor Statistics - international, employment, wages

 Reference:  Research Guide on Business, Michael Germano, California State University Library 2010

Florida Business Sites