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Researching Companies - Management, Marketing ...
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All public companies are required to produce an annual report (10-K), among other reports, for the Securities & Exchange Commission (SEC). The reports are made public to help current and potential investors better understand a company's financial health. Private companies usually do not produce annual reports for the public. “On Corporate sites - Look for the "Investor Relations" or "About Us" link on a company's web site.” NOTE:Beware many companies also use the annual reports as a marketing tool. The narrative can be more public relations than analysis.
Their Website “Comb the company website for information.” Some websites have an About Usor Investor Relationstab where you might find some useful details about their financials or operations.
Check for press releases or a news section for information about company financials and activities. “Look for Annual Reports on the company website or contact the company to see if one is available.” Here are some other information sources for private companies.
Finding Articles about Your Company “Although it might take some digging and persistence, searching for articles that refer to your company can prove helpful.” Business Source Complete This link opens in a new window The world's definitive scholarly business database, including articles from peer-reviewed journals, magazines, trade publications, and news sources. Company and industry profiles are also available. Citations available from 1880-present.
What is the complete, official name of the company? “Do you have the correct spelling?” Finding Articles about Your Company
What is the complete, official name of the company? “Are there possible variations in the name?” Finding Articles about Your Company
What is the complete, official name of the company? “Many companies are known by a popular name or a trade name which is different from their official name.” Finding Articles about Your Company
Is the company domestic or foreign? “Knowing whether or not the company is based in the U.S. or abroad will help you determine where to begin your research and what types of forms you might be able to find.” Is it a parent or a subsidiary?
Is the company public or private? “You will find much more information about public companies because they are required to file financial and other disclosures with the U.S. Securities and Exchange Commission (SEC).” Is the company domestic or foreign?
Is the company public or private? “This same level of detail of information does not exist for private companies.” Is the company domestic or foreign?
Is the company public or private? “Many resources will only include public companies.” Is the company domestic or foreign?
Is it a parent or a subsidiary? “Think of the parent company as the umbrella.” What is the complete, official name of the company?
Is it a parent or a subsidiary? “Subsidiaries fall under the umbrella.” What is the complete, official name of the company?
Is it a parent or a subsidiary? “Very often you will find information about the subsidiary by researching the parent company.” What is the complete, official name of the company?
Is it a parent or a subsidiary? “In some cases, published information may be available only on the parent company.” What is the complete, official name of the company?
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