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BA 316U Essentials of Marketing (Business Minor): Company Info & SWOT

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. ‚ÄčInformation on public companies is much more readily available than info on private companies or subsidiaries. Tips on researching private companies

Finding 10-Ks and 20-Fs

Different ways to search for company filings

  • Company's website (usually under Investors or Investor Relations); or google [company name] 10k
  • EDGAR search options: Filings search tool of the SEC. 

** 20-F: annual SEC filings by foreign corporations traded on US exchanges.

Market Shares

If you don't find market share information in secondary sources such as databases and websites, you may calculate an estimated market share. Divide your company's sales (if your company has only one type of product) or your product's sales (if your company has multiple products) by industry revenue (available in the Economic Census) or industry profiles.

Recommended

Others

Company Profiles

Recommended

Others

SWOT Analysis in Library Databases

Library databases below may have a readily available SWOT report on select companies. Not all companies have a such a report. 

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: