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BUS 490 - Capstone: Strategic Planning

Business Related Subjects

Company Research Overview and Tips

The information that you find on a particular company will depend on the following factors:

  • Are there variations in the company name?
  • Is there a ticker symbol? 
    • Try searching for the company in the databases using the different names and abbreviations.
  • Is the company private or public?
  • Is there a parent company?
  • Is the company family-owned?
  • Is the company foreign-owned?
  • Is the company newsworthy?

Publicly held companies are required to file financial reports with the Securities and Exchange Commission.  These reports along with the websites of these companies can provide you with a wealth of information.

Privately held companies provided financial information at their own discretion.  The smaller the company or business, the less information may be available

Important Terminology:

NAICS / SIC
The
North American Industry Classification System and the Standard Industrial Classification are both numeric codes used to identify particular industries


SWOT
An analysis of the Strengths, Weaknesses, Opportunities, and Threats (SWOT) of a company, project, or business venture.  Strengths and Weaknesses are internal and Opportunities and Threats are external


Company Information: Websites

Steps to Company Research:

Identify and Profile the Company

You'll want information on the company and its line of business, history and leadership. Determine whether it is a public or private company.

Company profiles provide background information and often identify major competitors. Some sources may include analysis of a company's strengths, weaknesses, opportunities and threats or other forecasts.

Visit the Company's Website

Find Current News and Articles about the Company

Articles in the business press are likely to give you insights into a company's current operations, strategy, performance and competition. Article databases can be used to find articles from newspapers, magazines and journals that cover business topics.  There are also many publicly-available websites devoted to business news.

Examine the Company's Financial Filings and Market Performance

Survey the Industry and Competition