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Basic Steps for Company Research

Accurately identify company status

Determine whether the company is publicly traded, privately held, or a subsidiary or division of a larger company. Our featured company databases can provide this information, along with contact information, NAICS codes, executive officers, and financials. Remember, 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.

Learn about the company's industry

Locate industry surveys or overviews.

Explore key competitors

Determine the major players. Research these companies for key issues, strengths and weaknesses in the industry. Consider consulting 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.

Review current articles and press releases

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.