Researching a company and how well that company is performing has three basic components:
There are a few specific resources that will assist you in getting a basic overview of your company and some preliminary information about its competitors. This is typically not really in depth reporting, but does allow you to get your bearings about the company you are researching.
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General Format:
[Report Name ( [ Version, if applicable] ) for [ Company Name(s) ], Year(s), S&P Captial IQ database, retrieved [ Month Day, Year ].
Examples:
Annual Cash Flow Statement for Union Pacific Corp., 2016, S&P Capital IQ database, retrieved March 8, 2018.
Annual Cash Flow Statement for Union Pacific Corp., 2010-2017, S&P Capital IQ database, retrieved March 8, 2018.
Balance Sheet (with Footnotes & Descs) for International Business Machines Corp, 2010-2014, S&P Capital IQ database, retrieved January 8, 2015.
Comparative Common Size Annual Income Statement, for Wal-Mart, Sears, and Target Corp, 2017, S&P Capital IQ database, retrieved March 6, 2018.
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