Company Research Report
Select a company in S&P500 that you might be interested in working for.
Individual work: Company Report
Instructions:
You will identify one publicly traded American company from the S&P500 list to conduct your research effort. Make sure you get approval to research the company. After you are approved to research on the company, you should locate the following set of data:
Company Ticker.
Sector and industry that the company belongs to.
Top Executives.
Company’s most recent 10K report.
At least ONE competitor in the S&P 500.
The S&P 500 company list maybe found here:
S&P 500 https://en.wikipedia.org/wiki/List_of_S%26P_500_companies
After you get approval for the company, you will submit an essay in the following format
First section – Introduction
Name the company
Which stock exchange is the company traded and what is the Ticker of the company.
How to contact this company via postal mail, phone number, web address, and any social media account name.
Limit this section to one (1) paragraph and two or three (2 or 3) sentences.
Second section – Company Profile
Identify the sector and industry that this company belong.
Describe the role this sector and industry play in our economy.
List top executives of this company (at least two, but no more than five).
◦ State the executive’s name, tenure (number of years/months worked at this company), their job title.
◦ Choose executives with a title that looked like Chief ___ Officer, President, or ___ President.
The company’s financial performance.
◦ Find at least the following numbers for the most recent year:
◦ Total Revenue (a/k/a Net Sales, Total Sales, Net Revenue), Net Income, and Total Asset
◦ There are other sources for this data other than 10K.
Find the company’s top revenue source.
◦ Find how the company breaks down its total revenue.
◦ The break down is available from the 10K report. Search for the Total Revenue number to locate the breakdown quickly.
Review Item 1 from the 10K report and summarize the company business model. Suggest what they are good at (strength) and where are their opportunities.
Limit this section to no more than (2) pages: Suggest to group in the following paragraphs
◦ Sector/industry description and top executives
◦ Financial performance and revenue source
◦ Business model (from Item 1 from 10K report)
Third section – Company Competitive Environment
Identify at least one competitor in the S&P 500 company list and state its Total Revenue and Net Income its most recent year.
Check out the major heading in Item 1A and identify at least two issues that can be classified as a weakness and two that can be classified as a threat.
Limit this section to about one page (about 3 paragraphs)
◦ Competitor discussion (name, and its financial performance)
◦ Weakness discussion (from Item 1A of 10K report)
◦ Threat discussion (from Item 1A of 10K report)
Fourth section – Conclusion
Using the evidence presented in the second and the third paragraphs, determine how successful is this company.
Answer one of the following questions
◦ Between this company and the competitor, which company would you prefer to find a job for yourself?
◦ Between this company and the competitor, which company would you prefer to invest in (buy the company’s stock and hold on to it for at least 5 years)?
Limit this section to about one page (1) (maybe two (2) paragraphs)
Appendix – Conclusion
Include your Information Literacy certificate (BMCC Library Guide, LinkedIn Learning, Blackboard certificate)
Present a SWOT Analysis Table based on your discussion from Section 2 and Section 3 as follows:
SWOT Summary
Your company (year)
Competitor (Year)
Strength
Weakness
Opportunity
Threat
Make sure you have citations for your sources on: company financial performance, 10K report, and any other sources in your discussion. Cite your sources in APA style.
Use Essay format and Limit to no more than 4 (Four) pages.
Company Presentation
Teamwork: Sector or Industry Presentation
Instructions:
You will be assigned to a team and your company report may be presented if a member of your team has completed a report on your company’s competitor.
Well-known companies that you might want to report on are:
JP Morgan Chase
Walmart
Coca Cola
Microsoft
Alphabet
Bank of America
Costco
Pepsi Cola
Oracle
Meta
Citibank
ExxonMobile
Visa
Netflix
Amazon.com
Electronic Arts
Chevron
Mastercard
Disney
eBay
Take Two
AMD
Home Depot
American Airline
McDonalds
Pfizer
Nvidia
Lowe’s
Delta Airline
Starbucks
Johnson & Johnson
FedEx
GAP
Southwest Airline
Chipotle
Merck
UPS
TJX
UnitedHealthCare
Cigna
Alphabet is Google, Meta is Facebook
Recommended Presentation Topics
1. Introduction the team and the company
2. Profile the Company
3. Competitive Analysis (sections 2 and 3 of the report)
4. Conclusion
Limit your team presentation to no more than 15 minutes.
The team project has been changed to 5 minutes.
