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BUSA 3700: Investment Analysis

Understanding a Company

To better understand a company, its performance in the market and the factors that affect it, you need to understand the whole picture of that universe.  This includes :

  • Company’s financials
  • Products and services
  • SWOT reports (Strengths, weaknesses, opportunities and threats)
  • Industry pressures and challenges
  • Competitors
  • Analyst reports

While you should certainly look at the company’s website, note that will only help you gain insight into that company's opinion about itself.  For other opinions about a company’s issues and performance, there are several types of library databases that will help.  They are generally divided up by the type of information they contain although there are some exceptions such as Hoovers which gathers by company name several different types of information.

Company Overviews

Contains company profiles, analyst reports, SWOTs, and market research reports under the NAICS code link..

Example of SWOT analysis from Hoovers:

Example of SWOT from OneSource