Business Resources at the John M. Pfau Library Les Kong

Company Research Public or private? Diversified? Majority of business within a single industry?

Public Companies Issue stock Must file detailed financial reports with the Securities and Exchange Commission Info: Public filings (Mergent Online, Factiva, Lexis-Nexis), annual reports, newspaper/magazine articles

Private Companies Do not issue stock Report financial information to the IRS (information not available to public) Info: newspaper/magazine articles, directories (Hoover’s, Lexis-Nexis)

Company Research Want to compare the company to others in the same industry? How to identify an industry? How to determine what part of a company's profits and expenses are related to that industry?

Finding a peer group for purposes of comparison Examine a financial report of the company and find the SIC or NAICS codes Use Mergent Online, Hoover's, or S & P's Industry Surveys to find companies in the same industry

Industry Ratios RMA Annual Statement Studies (data by NAICS, asset size of company) Industry Norms & Key Business Ratios (data by SIC, no breakout by asset size, most current data) Almanac of Business & Industrial Financial Ratios (data by NAICS, based on IRS data)

Data Sources Industry ratios: RMA Annual Statement Studies, Industry Norms & Key Business Ratios, Almanac of Business & Industrial Financial Ratios Company Data: Standard & Poor's Industry Surveys, Mergent Online, Factiva, SEC EDGAR filings, Yahoo, newspapers, Value Line, annual reports

More Data Comparisons Betas: Value Line, Standard & Poor’s Stock Reports, Yahoo Market Share: Business Snapshots N.A., DataMonitor, RDS Business Suite (TableBase) Export.gov Trade Development Site: ml ml

Locating Articles Magazines/newspapers: Factiva, Business Source Premier, ABI/Inform Global, Lexis-Nexis Wall Street Journal

Questions? Contact me: Les Kong (909)