This is a selected guide for research on Company Information in the McFarlin Library Collection.
Corporate financial reports (often called disclosure statements or filings) must be submitted to the Securities & Exchange Commission (SEC) by all publicly-traded companies. These disclosure statements provide the investing public with essential information about corporate activities.
This information is important for tracking company performance. The data are most useful when compared over a period of time. The reports are one of the first places to start company research.
There are several options for retrieving corporate financial filings.
Financial Ratios
Financial ratios provide a method for comparing one company to another or to an industry average. They are a valuable tool for analyzing financial statements. Ratios are used to provide meaningful relationships between values. They are used to compare average ratios for a particular industry or by comparing them over a period of time.
Sources for locating financial ratios include:
Mergent Online's enhanced features and functions include the ability to:
Rankings are useful when comparing companies. They can provide a broad measure of performance within an industry. Most company rankings are based on financial factors. Sometimes, companies may be ranked by other measures, for example, number of employees.
Sources for locating company rankings include:
Market Share
Market share is considered an important indication of competitive strength. It is expressed as the percentage of total sales of a given market held by each competitor.
If you don't find market share information in secondary sources such as databases and websites, you may calculate an estimated market share. Divide your company's sales (if your company has only one type of product) or your product's sales (if your company has multiple products) by industry revenue.
Industry reports have market shares for main players. Articles may have market shares for companies or brands.
Search for articles that may have mentioned market shares.