Company Information

What is Company Analysis?

Company analysis contains an evaluation and examination of a company, its financial health and prospects, its management or marketing activities and its strengths and weaknesses. There are essentially three types of company analysis:

Financial Reports: Includes SWOT analysis, SEC filing sections and credit and equity research (often called Tearsheets)

Marketing/Management Reports:

  • Market Research: typically cover industries and product categories. There is also coverage of individual competitors (which may also include privately held companies) if they are major industry players. While the focus of these reports will be on the company's market strategy, expect to find sales and other financial data.
  • Management Reports will cover aspects of the company's operations including sustainability, organizational philosophy, core values and mission statements, goals and objectives and much more.

Articles: Articles can be extensive treatments of a company including case histories. Look for in-depth articles in:

  • Scholarly Journals: There are scholarly journals for most business disciplines (e.g., marketing, management, finance, etc.). Articles submitted for publication undergo a rigorous peer review process. Business databases such as ABI/Inform Global and Business Search Complete let you limit a search to the scholarly literature.

  • Trade Journals: There are numerous trade journals for each industry. Trade journals provide continuous coverage of corporate developments. Articles include company coverage that may not be found in the national business press.


Company Tearsheets

SEC Filings

A great deal of corporate information can be obtained from the SEC filings of publicly traded companies. See our guide (listed below) on SEC filings.

Look to the company's annual 10K for an in-depth overview of the company's finances and activities. In particular, look to:

  • Section 1 --  Risk Factors
  • Section 7 --  Management Discussion and analysis of corporate activities
  • Section 7A -- An overview of market risk

SWOT Analysis Reports


Market/Management Reports