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MGT 499 Public Company Research Guide

Where to Look for Information?

What information is needed?

  • Company History and Background
  • Internal Resources/ Capabilities/ Competencies
  • Organization / Governance
  • Financial Performance

Where to look for information?

  • Company Website - About Us
  • Company Website - Investor Relations - Form 10-K (Item 1 "Business"; Item 7 MD&A; Item 8 Financial Statements); 10-Q; DEF-14A
  • Mergent Online: summary and also a detailed report of a public company's business and financial backgrounds and conditions.
  • Business Source Complete - MarketLine Company Profile

Finding Investor Relations and 10-K

The company's website - Investor Relations page is the most convenient and updated source for finding the company's Form 10-K, Annual Report, conference call recordings/transcripts, and events. In the case that the company's investor relations page is difficult to find on the company's public-facing websites such as Google, Amazon, and Walmart, an online search with the company's name and Investor Relations would easily get you to the right place.

You can also find the company's Securities and Exchange Commission (SEC) filings and Form 10-K through SEC Edgar. More information is available at the library guide SEC Filings Edgar.

IBISWorld Company Benchmarking Report

Find Company Benchmarking Report (incl. SWOT Analysis)

Search the company name; or Go to Products Company (Company Benchmarking) Browse the list or search the company’s name using ctrl+f (windows) or ⌘+f (MacBook); if available, download the Company Report.

MarketLine Company Profile (SWOT Analysis) (Business Source Complete)

    Find SWOT Analysis

  • Search the [Company Name];
  • Click All Filters under the search box; change Source Types to SWOT analysis (may need to expand the list to see more options) and click Apply;
  • Find the most recent Company SWOT analysis, Click Access Now PDF and Download the SWOT analysis.
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