Researching Companies

Researching Companies

Identify Company Type

Company research requires you to determine if a company is a public company, private company, or a subsidiary. Make use of the databases below to make your determination.  Small and local businesses will require the use of a ReferenceUSA for making determinations.  Remember off campus access requires CSUSM ID and password. 
 

  • ReferenceUSA
    United States business directory of over 14 million private and public companies. Contains name, executives, type, sales, employee size etc. Users can search by SIC, yellow page heading, state, city, and down to the zip code level. mployee size etc. 

Public Company

Public Company Profiles, Annual Reports and Analysis

Business Source Premier  (CSUSM Premium) Search the Company Profiles.  Marketline reports include SWOTS!

 

Factiva  (CSUSM Premium) Good for public corporations.
***** ACCESS precaution    Please contact a  business librarian if you are having trouble accessing FACTIVA from off campus.  

Search Companies/Markets Tab along the top. 

Company snapshot, News, Web News, Multimedia, Key Developments, Peer Comparison, Financial Results--to see financial results by segment and reports. Look at the Performance/Segment Information section.

Earnings Calls:   Limit company search to Sources:  CQ FD Disclosure.
 

ALTERNATIVE: 

Earnings Calls:  ABI Inform.   Choose publications:  Disclosure Wire    Limit to Company Name.  Be sure to sort to most recent date.

 

Mergent Online (CSUSM Premium) Good for public corporations in depth financials.   Also has limited private co. info.
Detailed company profiles, history and in depth financial analysis, including SEC filings

 

Marketwatch.com  
Commerical investing and new source, publicly available. 

SeekingAlpha.com  Freely available insight snippets
 

Hoovers Company Profiles (via ProQuest) (CSUSM Premium) 
Company snapshot, employee size, sales, basic financials, stock, NAIC and SEC filings including news (newspapers, legal,and patent)

 

ReferenceUSA  (CSUSM Premium)  Excellent for private companies also public company hierarchies.  Includes local branches of foreign companies operating in the United States. Also good for quick summary statistics by industry especially local competitors.

REFUSA:  Step By Step Guide to RefUSA Company & Competitor search

 

Market and Consumer analysis of Companies

Passport Euromonitor  (CSUSM Premium) Company profiles and market and brand share around the world

Financial Information & Annual Reports

How to read an annual report  (Short outline from IBM)

AnnualReports.com (available on the free web)
Annual reports for U.S. public companies.

SEC.gov EDGAR search (available on the free web)
Access to corporate electronic filings submitted by U.S. public companies directly to the U.S. Securities Exchange Commission.

 

Competition and Industry

Company analyst reports include strengths, weaknesses of the company and opportunities and threats. 

IBISWorld Industry Research  (CSUSM Premium)

Industry Research in over 700 reports by NAIC. In-depth Industry analysis, external, internal and economic, supply chain management. Contains some international reports for UK, Australia, China, and Global.

First Research (Mergent Intellect) (CSUSM Premium)
Industry research with limited competitor.  Excellent Interview prep questions. 

ReferenceUSA (US Only)

See the section for competitors.  This represents a geographic look at businesses close to your location by NAIC code. 

 

 

 

 

 

Starting a Company

Starting a Company

BUS 444 Antoniou New Venture Development

This page provides recommended sources to complete your Case Analysis and New Venture Development Plan.  This guide is organized according to your assignment requirements for those areas requiring outside research.

Preparation for BUS 444 Library Research Session 

Bizminer and Bizminer Tutorials -- Look under Resources to find short video tutorials prior to class. 

Featured title:

Awe, S. (2012) The Entrepreneur's Information Sourcebook. HD 62.5. A96 2012

Census Business Builder  For small businesses.  Use for business plan data and potential market

The Firms Environment--Industry

First:   Read the industry reports  section of this guide for market, product/servis, opportunities and threats in the industry.

Use Google Search for Business on this guide to find more.  

San Diego --- CA Economy at a glance (BEA)
San Diego Workforce Partnership issues reports specfic San Diego County industry and employment.  Good reading.

Market Share
US Economic Census  details on industry by NAIC, also by geographic levels
Passport Euromonitor   For consumer products, company and brand share in US and global market.

Market Trends
Association websites (National Restaurant Association for example), references to associations in news articles.  See the Industry Reports for specific industries.

Trade magazine websites AND library article databases-the only place to find special reports you find these in the news databases, see the tab on this guide for Business news premium sources.
*** Library Discovery search:  Technavio and [industry name]  good for forecast reports
 

Demographics and Market Potential
For this class market demand is assumed.  Please look at Marketing Course Guides for suggestions for consumer  research.

Business Plans

Sample busines plans.

*** Business Plans and Profiles Index ***
         This is THE SITE from the Carnegie Public Library, Pittsburgh.  It lists and links to thousands of sample business plans. Go directly to the electronic links, or search our library catalog for those books in print, we have many of them at CSUSM
Business plans in the CSUSM library.  Sample plans, and guides to writing effective plans.
 *** Business Plans Handbook *** (Library 3rd REFERENCE Print HD 62.7 B865 (Latest vol. 38 for index to b-plans)

Business E-resources and Gale Business Plans Handbook (San Diego City Library) Must have SD CITY library card 

Hurdle: The book on business planning / Tim Berry
Library of Congress Guides for sample business plans.  Note especially the Internet Resources link to the Business Plans and Profiles Index.
Small Business Administration Starting a Business

Operating Expenses

U.S. Economic Census Detailed Retail Trade and Operating Expenses
Related business and industry, manufacturing, and wholesale available as well.

The Firm

 *** California Business Portal (Featured) ***
Small Business Assitance, State Incentives, Registration & Permits (CalGold), Workforce.
Extensive business assistance and guides for starting and growing a business with all state requirements

 *** CalGOLD ***  California Permit Assistance by city, county, and industry

California Franchise Tax Board
California Business Search

SBA Search for Business Licenses and Permits  Enter zip code and regulated business if applicable.

COMPETITION

ReferenceUSA

Occupational / Employees

San Diego Workforce Partnership Job seekers, employers, training and education, economic indicators, industry statistics
O*NET Occupational Outlook (Dept of Labor)
Occupational outlook handbook HF5381 .U62  REFERENCE
Salary.com

Product or Service

Passport Euromonitor (Consumer purchase behavior
News stories in trade publications
Search.usa.gov for reports

Suppliers

GlobalSpec (Free registration).  Global product and service suppliers.
Office Depot

Kompass (Business 2 Business)
Thomas Global Registry (Solusource)  Global supplier registry
ThomasNet Manufacturing suppliers, limit by radius

Tax forms

California Franchise Tax Board for Business

Business Expenses

*** Bizminer *** Library financial start up and business plan database.   Update 6/18 now has Z-scores for credit scores and financial viability.

Industry Statistics Portal  Lands you on all census data sources for an industry

Monthly and Annual Retail Trade
See the Historical Detailed tables at the bottom of the screen for Business Expenses.

Business and Industry Data by Geography  Great landing page for details below

 

Location, Location, Location

LoopNet  Commercial Real Estate Listings by category

Commercial Real Estate Brokerages

See San Diego Business Journal Book of Lists  (Reference Shelves) for list of the 19  Commercial Real Estate Brokerages in San Diego County (other metro areas available)

Commercial Real Estate figures--San Diego Regional Economic Development Council