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BA 301 Research & Analysis of Business Problems: Company Info

Places to Start Research

  1. Company's website: mission, vision, goals, customer value proposition (as available), 10-K/Annual Report, media/news/press releases.
    • Not all companies have a "mission/vision statement" per se, but you can get a general idea from their website or annual report/10-K.
  2. Recommended databases listed in the Company Profiles box.
    • The following databases may have a readily available SWOT analysis on select companiesBusiness Insight, Business Source Premier, Investext, Passport.
  3. ​Information on public companies is much more readily available than info on private companies or subsidiaries. Tips on researching private companies

Annual Report & 10-K

While the term "annual report" is often used to describe either a Form 10-K or an Annual Report to Shareholders (or ARS), there is a difference.

A public company's 10-K (or 20-F for certain foreign companies) is an excellent source of information on its business, strategies, risks, financials, and more. It presents the company's point of view on its current condition and future direction. Other SEC filings reveal important information as well. 

Recent and some historical annual reports are usually available on a company's website. To find them, simply google [company name] investor to get to the Investor Relations (or sometimes just Investors) section of the site. There should be a section on annual reports or SEC filings. 

Company Research

Company Profiles

Recommended

Others

Earnings Conference Calls - Transcripts

Earnings Conference Calls may provide insight on company strategies and responses to issues. Transcripts may be available on the company website (usu. under Investors/Investor Relations). Additional resources for transcripts: