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Secondary Marketing Research Certificate
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Concepts
Availability of Company Information
Public Company
Private Company
Foreign Company
Parent & Subsidiary
Sources of Company Information
SEC Filings
10K & 10Q
Annual Report to Shareholders
EDGAR
Secretary of State Entity Search
Earning Conference Calls
UTSA Databases for Company Research
Competitors
Researching Companies
- What affects the availability of company information?
- Can you find an annual report for any food truck?
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MarketLine This link opens in a new windowProvides access to extensive global reports for industries, 30,000 public and private companies, and 215 countries.Porter's Five Forces analyses in industry reports, SWOT in company reports,and PESTLE in country reports. Includes market size, segmentation, share, and distribution data for 150 consumer products in 55 countries, as well as financial deal data.
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Mergent Online This link opens in a new windowProvides a comprehensive suite of business and financial information, including financial data on 15,000 NYSE, AMEX, and NASDAQ companies, with current and historical annual reports and SEC filings since 1993 through EDGAR Search, as well as financial data on 20,000 active and inactive international companies in over 100 countries; institutional holding and insider trading data with current records of company stock purchases and sales; 15 years of standardized quarterly and annual income statements from 35,000 companies in over 100 countries; thirty years of equity pricing data; independent equity research on 4,000 publicly-traded North American companies with buy, hold, and sell recommendations; and biographical, salary/compensation, and insider stock trading data on over 200,000 executives in U.S. corporations.
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EDGAR (Electronic Data Gathering, Analysis, and Retrieval) (SEC.gov)A database which performs automated collection, validation, indexing, acceptance, and forwarding of submissions by companies required by law to file forms with the U.S. Securities and Exchange Commission (SEC). Please note that not all documents filed with SEC are available on EDGAR. Online documents on EDGAR go back to 1996.
- Can you find a recent 10K filing for KCI? What is the status of the company?
Company Directories
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AtoZ Databases This link opens in a new windowProvides access to a directory of U.S. business, household, and healthcare information.
- In the bottom left quadrant, go to 30 Million Businesses > select geography > use keywords to create a list. Try food truck or any other terms.
- What is the term used in AtoZ for this type of businesses?
Search the web for local information, using Yelp, Zomato, etc.
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CrunchBaseA free database of technology companies, people and investors.
News Stories
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ABI/INFORM Collection (ProQuest) This link opens in a new windowAccess trade publications and the Wall Street Journal.
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San Antonio Business Journal This link opens in a new windowProvides in-depth coverage and breaking news on the business communities in the local San Antonio area.
Users must first register for an account using their UTSA email address to access the content.
Please refer to this Research Guide for additional information on registration and access.