Skip to Main Content

Corporate Finance: How to Research Companies

This guide is for Professor Justin Levinson's class on Corporate Finance - Spring 2018. However, anyone may use it if it meets your research needs.

How to Research Companies

  • Identify company status - Public or Private or Subsidiary?

Determine whether the company is publicly traded, privately held, or a subsidiary or division of a larger company.  If your company is a subsidiary or division, you may need to conduct some of your research on the parent company.

  • Examine Company Financials

U.S. public companies must file with the SEC. These reports (10-K, 10-Q, 8-K, Proxies, etc.) are available from several sources. Some of our databases will provide core financials for very large private firms.

  • Research the Company's Industry

Locate industry surveys or overviews.

  • Explore Key Competitors

Consult the 10-K that U.S. public companies must file with the SEC. In the Business Overview Section (Item 1 - Business), companies are required to report on the nature of competition in their industry. This section often delivers key insights into the competitive factors that shape an industry.

  • Read Current Press Releases and News Items

Find recent articles to learn about the company's leadership, trends, directions, products, etc.

  • Review Analyst Reports

Expert analysts at investment and consulting firms produce detailed reports on selected companies.