Kresge Research Guides: STRATEGY 290 Hella Cocktail Co.: Industry & Company Performance Analysis

Strategies for growth - frameworks and models

Mocktail Mania: How to take advantage of this lasting trend
From juice extract producer Northwest Natural 's resource blog
Why business leaders should prioritize organic growth strategies
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From Fast Company
Six Forces Model: Definition, What it is and how it works
Investopedia summary

A Step-by-step Guide to Competitive Market Analysis
5 Small Businesses Leveraging the Mocktail Trend to Grow Their Businesses
From the US Chamber of Commerce
16 ways to maximize your competitive advantage and drive growth
From Forbes
10 tips to grow businesses in competitive environments
From LeanStartupLife
6 steps to market your business in a competitive market
From the US Chamber of Commerce
Harvard Business Review Case Selections
Browse collections of cases published in HBR

Company valuation

Finding a better way to valuate companies in the Digital World
From the Knowledge@Wharton site, the author says that in "a world rapidly switching to digital business models, the old ways of classifying industries and measuring business performances do not suffice."
Methods for Valuation of Seed Stage Startup Companies
From the Angel Capital Association, with links to additional information on the Venture Capital, Berkus, Scorecard Valuation and Risk Factor methods.
Ten Top Techniques for Startup Valuation
From the consultancy Startup Professionals, Inc.
How Startup Valuations Work - Measuring a company's potential
Founders and Funders provides this infographic and article on the process and the concepts behind valuation

Finding Industry Performance Ratios

You can compile lists of companies within an industry and compare various financial data and ratios in many of the Ross company databases. You can also find specific ratio comparisons from the Risk Management Association in the D&B Hoovers database, company performance ratios in Mergent Online, and financial summary data for overall industry categories in the S&P Capital IQ database.

D&B Hoovers
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D&B Hoovers has public and private company profiles for US and global companies. Profiles include company descriptions and history, financials and ratios, hierarchy/corporate family tree data, SWOT analysis, news, competitors, SIC industry codes, NAICS industry codes, SEC filings, and annual reports. The “Build a List” function allows users to create a company list based on numerous parameters
and filters. Industry content includes constituents and analysis that include RMA Industry Norms, MarketLine Industry Profiles, and Fredonia Focus reports.
Technical notes: Company lists downloads are limited to 100 records. If you encounter a login screen, all seats are in use. Try connecting using the “UM users” link or at a later time.

Technical note:If you encounter a login screen, all seats are in use. Try connecting at a later time. Subscription includes 25 seats which are shared across all 3 UM campuses.
Mergent Online
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Current and historical (past 15 years) firm descriptions, statistics, financial information and ratios, annual reports, mergers, acquisitions, disposals, joint ventures, long-term debt, bond ratings, capital stock, insider trading and supply chain for US and foreign companies. Mergent Online also provides access to Investext analyst reports.
Help guide

Technical notes: Company reports and financials can be exported to Excel.
Help guide

Yahoo! Finance Industry Center
The Yahoo! Finance Industry Center is a free resource that has some excellent industry information, including performance ratios. The Industry Browser allows you to browse industries by performance rankings, including ROE, P/E ratio, market cap, price change, price to book value, profit margin, price to book value, long term debt, and more.

S&P Capital IQ
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S&P Capital IQ platform provides research, data, and analysis on private and public companies. Financial information for over 100,000 companies globally. Additional data on industries, capital structure, M&A, PE, fixed income, hierarchy/corporate family tree data, and company-level ownership information are also included. Historical and forecast macroeconomic data and historical data on over 270 commodities series, with some available to 1970.
For S&P Capital IQ Transcripts, see WRDS