Company Analysis

Quick Links: Company Comparison Analyst Reports (includes SWOT) Conference Calls Company News

Company Comparison

Analyst Reports (includes SWOT)
  • BloombergTerminal near Library Information Desk in the Munday Library
  • NetAdvantage
    A source of business and investment information, NetAdvantage offers on-line access to Standard & Poors independent research, including data and commentary on stocks, bonds, funds, and industries.
  • Value Line Investment Survey
    Read Chapter 3 Analyst’s commentary
  • Business Source Complete
    Choose “advanced search” publication type: SWOT analysis
  • CB Insights
    On Campus Use Only. First-time users need to create an account using their SEU e-mail address. For entrepreneurs: CB Insights is a venture capital and angel investment database that provides daily real-time information about venture capital and angel investor-backed startup companies, venture capital companies, angel investors and transactions in the United States. CB Insights produces data-driven reports and analyses related to venture capital, private equity and angel investment on a regular basis, including an in-depth quarterly venture capital report.
  • PitchBook
    On Campus Use Only. Users must create an account with their SEU email address to use the PitchBook platform. No downloading capabilities for patrons. Contact margyw@stedwards.edu if downloads needed.
    For entrepreneurs: search thousands of private equity and venture capital deals by hundreds of criteria. Use PitchBook to establish benchmarks, find real time data on deals, identify and analyze comparables, and search investor details.

Conference Calls

Conference call transcripts contain a record of analyst q&a with executives of publicly traded companies.   Calls usually take place after the company’s quarterly earnings are released.  There are several ways to find these.

  • Search Fair Disclosure Wire through the Search box on the Library homepage, adding the phrase “conference call” to your company name.  (Example:  Whole Foods Market and conference call)
  • The company’s investor relations website.  Companies sometimes post transcripts, but more often the audio files and accompanying Powerpoint files from recent calls and investor conferences.

Fair Disclosure    file format examples:
Short version.       Event Brief of Q3 2019 Whole Foods Market Earnings Conference Call – Final
Full version.           Q3 2019 Whole Foods Market Earnings Conference Call – Final

Company News
  • NetAdvantage
    from Company Profile, choose “News/Press Releases”
  • Bloomberg – Terminal near Library Information Desk in the Munday Library