ETLS 505 - Research Guide for Enterprise Analysis Project: Getting Started

Bizjournals contains full text articles from the Minneapolis/St. Paul Business Journal which provides in depth news about Minnesota companies, plus business journals from other cities. It also contains the annual Book of Lists. Sometimes full-text requires a username and password.

An excellent source for company and industry research, including financial and ratio analysis. Contains the former Standard & Poor's Industry Surveys and Stock Reports (now produced by CFRA Equity Research). Also includes mutual fund/ETF and bond information, investment research reports, stock screening and charting tools.

Mergent Online is our “go-to” database for in-depth information on publicly traded companies. This resource is useful for financial statement analysis projects: it includes all financial statements, SEC filings, ratios, industry benchmarks, etc., as well as investment analyst reports via the Investext module.

Go to Company Profiles and search for your company. Find and open the MarketLine report, an excellent company profile that contains a SWOT (strengths, weaknesses, opportunities, threats) analysis.

PrivCo database is UST Library’s premier source for finding information on privately-held companies. Company profiles include an overview of the firm, its leadership team/owners, and company financials. The profiles also contain, when available, detailed information on VC and private equity funding, private M&A deals, patent and copyright litigation, and IPO activities. Register for a free personal account or use the Direct Access button.

This resource offers real-time access to comprehensive data and independent analysis on thousands of publicly traded companies. Company profiles include: stock performance, quarterly and annual financials, ratios, company valuation (current, forward, and historical), shareholder demographics, SEC filings, and detailed coverage of bonds issued by the company. Researchers will also find information covering mutual funds, exchange-traded funds, and closed-end funds.

Value Line Research Center provides quarterly-updated reports on over 3,500 stocks, 90 industries, and 2,000 mutual funds; news & analysis; options; convertibles; special situations; and exchange traded funds. Use the “Company name or symbol” search box in the upper right to find a company, or use the company or industry screens in the center of the page.

To find industry analysis, either 1) open a company profile record and select Industry Surveys in the left-hand menu, or 2) open the Markets menu at the top, select a sector, then pick Industry Surveys from the left-hand menu.

IBISWorld Industry Market Research Reports provide in-depth industry analysis for 700+ U.S. industries and hundreds of international industries. Searchable by keyword, company name, and NAICS codes. Reports average 25-30 pages and contain key statistics, market characteristics, segmentation, industry conditions, industry performance, key competitors, key factors, and industry outlook. UST’s subscription also includes industry-level coverage of U.S. states, Canada, China, and Global reports. Available only to current UST students, faculty, and staff.

Statista contains frequently sought statistics and studies gathered by government sources, scientific publications, market researchers, non-profits, trade organizations, etc. Indicator stats are usually displayed as a chart and the underlying data is downloadable in Excel; charts can be downloaded in multiple formats or embedded in web pages and can be great in papers or presentations. Search results also display dossiers (topical collections of statistics), infographics, country/industry/company reports, market reports, and a global consumer survey. Results also available in French, German, and Spanish.

The Risk Management Association's (RMA) Statement Studies provides financial ratio benchmarks, industry default probabilities, and cash flow measures. The industry information in this database is organized by North American Industry Classification System (NAICS) code.

Gartner is an independent consulting company that provides research and analysis about global technology issues and their impact on organizations. Written by specialists in many fields of emerging technologies, the data from Gartner includes market research, product information, evaluations, vendor reviews and industry overviews. Not all reports are available in full text. Available only to current UST students, faculty, and staff.

Euromonitor’s Passport is a global market research database providing statistics, analysis, reports, and surveys on industries, countries, and consumers worldwide. Available only to current UST students, faculty, and staff.