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FIN 374S - Entrepreneurial Finance - Hughes

Company Research

What you need to know before you begin...

Public companies in the United States are required by law to file periodic reports and other forms with the Securities and Exchange Commission (SEC). These include the 10-K (annual) and 10-Q (quarterly) reports. Do not overlook the 8-K (other events) reports, these will outline significant changes affecting the company's management or organizational structure. For example; CEO deaths or resignations, layoffs, bankruptcy, etc.

Do not forget to review the company's website, it can hold a wealth of information and intelligence about the firm.

Use Google Finance to determine if your company is public or private.

Google Finance

Private companies are not required by law to file reports or forms with the Securities and Exchange Commission (SEC). However, if a private company has public subsidiaries the information is reported out. And some of the larger private companies push financial information to the public voluntarily.

 Do not forget to review the company's website, it can hold a wealth of information and intelligence about the firm.

Use Google Finance to determine if your company is public or private.

Google Finance

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Company Profiles & SWOT Analyses

MarketLine: Company profiles with history and SWOT analysis.

Mergent: SEC Filings (10K, S1), Annual Reports

NOTE: Most companies have Annual Reports going back seven years or more.

 

Morningstar: Short stock reports for public companies

ValueLine: Equity reports with small amount of analysis

Use only with IE browser on a PC or Windows emulator on Mac.

Thomson ONE has the following....

  • SEC filings (10K, S-1 registration form)
  • analyst coverage from investment banks.
  • GlobalData SWOT analysis reports

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Finding Competitors

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