Cases need to analyze and understand financial and other performance metrics to best inform senior executive decision making.
See FactSet video for an an overview of a solid database for company financial information
Investext (available through Mergent Online) provides research reports written by analysts at leading investment banks, brokerage houses and consulting firms. Includes both current and historical reports. Broker Research Reports can also be found in Mergent Company records
Look up the company by name or ticker. Click on Reports, then on Broker Research Reports.
Input Company Name or Ticker – hit submit and check count
Click “Report Style” and use lookup to highlight “Company Reports” and Industry Reports”
Scan results looking for prominent Investment bank contributors and human authors
Especially for your “client” or “target company”, you should look deeply into the company website for information on financials as well as strategy, products, customer segments, organizational structure, etc.
Company Websites are especially important when researching private companies, as these firms will not be covered by investment analysts nor will their financial information be as readily available in databases.
