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Business Insights: Essentials
This database includes information on domestic and foreign companies, including company histories, SWOT analyses, financials and ratios, industry profiles, and market share. AVL database.
Looking for more? Try Yahoo Finance for current & historic stock pricing and financial ratios.
EDGAR is the Electronic Data Gathering, Analysis, and Retrieval system from the SEC that allows users to easily find public company filings.
Use to locate public companies' investor relations websites.
Beta: A measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole.
Market Cap: The total dollar market value of all of a company's outstanding shares.
P/E Ratio: A valuation ratio of a company's current share price compared to its per-share earnings.
Profit Margin: Profit margin measures how much out of every dollar of sales a company actually keeps in earnings. Profit margin is very useful when comparing companies in similar industries.
Ticker Symbol: A series of letters representing a particular security listed on an exchange or otherwise traded publicly.
Definitions from Investopedia.com
Initial Questions for Company Research
Common SEC Forms
Researchers and investors can get a good picture of where a public company has been and where it is heading in filings available from the U.S. Securities and Exchange Commission (SEC). These forms may be filed annually, quarterly, or periodically as required by the law.
Investopedia describes some of the most common forms:
A comprehensive summary report of a public company's performance that must be submitted annually to the SEC. The 10-K includes audited financials and a detailed company overview.
A comprehensive report of a public company's performance that must be submitted quarterly to the SEC. The 10-Q includes unaudited quarterly financials and other items.
Also called the Proxy Statement. It is sent to shareholders before the annual shareholder meeting.
A report of unscheduled material events or corporate changes at a company that could be of importance to the shareholders or the SEC.
More SEC Forms
You can find a description of all SEC forms here.
Company Research Materials
Sources to Get You Started
List of business resources (UAB databases and free sites) that are useful for business research. Arranged by topic.
Finding Specific Information
This handout will help you locate specific types of information about public and private companies.