Company Research Form
Parker Career Management Center
Company Research Form
First & Last Name
This document will help you gather information about your target companies. It is NOT a comprehensive list of what you need to know but will provide a good starting base.
Where to find information: Company Website, LinkedIn, Google, Rosenfeld Library: Capital IQ, Bloomberg,
Mergent Online, Hoover’s, LexisNexis, Data Monitor, Mintel, Factiva.
COMPANY OVERVIEW
Company
What business are they in?
How long have they been in business? Where does the company operate?
What are their major brands/products? Is the company public or private? If private, who owns it?
How is the company structured? i.e. Functional divisions, product divisions, distinctly different operating companies, etc.
How does this structure guide decision making?
Any recent changes to the company? i.e. Mergers, acquisitions, downsizing, etc
If so, how have changes impacted its business model, product line, culture, and/or long term financial health?
What is the culture like?
See if there is a motto/ business principles/corporate blog, etc.
Is it a flat organization or lots of reporting lines?
Who is the management team? CEO? CFO?
Anyone noteworthy?
Have there been recent changes at the top?
Any Anderson alums?
What are the revenue trends? Are revenues concentrated in one product or division or are sales well-diversified across the company?
See 10ks, Capital IQ,
Factiva, etc.
What is the company’s stock ticker?
What is it trading at? Any info on its recent earnings?
Does the company have competitive advantages vis-à-vis the other industry players? Are there significant barriers to entry: patents, brand/ cultural advantages that can’t be easily replicated, production/cost advantages?
Are there recent newsworthy events such as research reports, product launches, etc?
Go through the 4 P’s for one of their products.
PRODUCT
PRICE
PROMOTION
PRICE
Please continue to the next page.
INDUSTRY OVERVIEW
Who are the major
Company Research Form
First & Last Name
This document will help you gather information about your target companies. It is NOT a comprehensive list of what you need to know but will provide a good starting base.
Where to find information: Company Website, LinkedIn, Google, Rosenfeld Library: Capital IQ, Bloomberg,
Mergent Online, Hoover’s, LexisNexis, Data Monitor, Mintel, Factiva.
COMPANY OVERVIEW
Company
What business are they in?
How long have they been in business? Where does the company operate?
What are their major brands/products? Is the company public or private? If private, who owns it?
How is the company structured? i.e. Functional divisions, product divisions, distinctly different operating companies, etc.
How does this structure guide decision making?
Any recent changes to the company? i.e. Mergers, acquisitions, downsizing, etc
If so, how have changes impacted its business model, product line, culture, and/or long term financial health?
What is the culture like?
See if there is a motto/ business principles/corporate blog, etc.
Is it a flat organization or lots of reporting lines?
Who is the management team? CEO? CFO?
Anyone noteworthy?
Have there been recent changes at the top?
Any Anderson alums?
What are the revenue trends? Are revenues concentrated in one product or division or are sales well-diversified across the company?
See 10ks, Capital IQ,
Factiva, etc.
What is the company’s stock ticker?
What is it trading at? Any info on its recent earnings?
Does the company have competitive advantages vis-à-vis the other industry players? Are there significant barriers to entry: patents, brand/ cultural advantages that can’t be easily replicated, production/cost advantages?
Are there recent newsworthy events such as research reports, product launches, etc?
Go through the 4 P’s for one of their products.
PRODUCT
PRICE
PROMOTION
PRICE
Please continue to the next page.
INDUSTRY OVERVIEW
Who are the major