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Traci Welch Moritz
Public Services Librarian/Assistant Professor
                   Heterick Memorial Library
Goals for the Day
Finding Industry Information
                 • Hoovers
• S&P
  NetAdvantage   • Morningstar
• BizMiner       • Mergent
                   OnLine
• ValueLine
                 • US Census
                   Bureau
SIC vs. NAICS
 • SIC = Standard Industrial Classification
   (1930’s)
 • Purpose – standardize description of
   businesses
 • 4-digit system
 • Suitable for simpler, less interdependent
   business setting
 • Still used in some business sources
 • Two systems are not seamless
SIC vs. NAICS
• NAICS = N. American Industrial Classification system
   (1990’s), work began 1987
• 6- digit system – better suited to a more complex
   business environment
• Accommodates needs of U.S., Mexican, Canadian
   firms
http://www.naics.com/info.htm
http://www.naics.com/search.htm
http://www.census.gov/eos/www/naics/
http://www.webstersonline.com/
DUNS
• Data Universal Numbering System.
  Provided by Dun & Bradstreet, a
  DUNS number is used by the
  government to identify contractors and
  their locations. A DUNS number is
  frequently required to register with the
  CCR (Central Contractor Register).
Tools for Describing the Industry
    • Global Marketing information
      Database - GMID
    • Standard & Poor’s Industry
      Surveys
    • Valueline
    • Morningstar
    • Hoover’s
Accessing Resources


                      Click on
                      Databases
                      or
                      Research
                      Guide
Accessing Resources



                      Choose
                      Business
S&P NetAdvantage
S&P NetAdvantage




                   To locate an
                   Industry
                   Survey, choose
                   the "Industries"
                   tab from the top
S&P NetAdvantage




                   Use the drop down
                   menu to select the
                   industry you are
                   researching, for
                   example
                   "Restaurants":
S&P NetAdvantage




                   The Industry Survey
                   appears in the next
                   screenshot. Use the
                   link that is circled to
                   make the Survey
                   appear in its own
                   window
S&P NetAdvantage




            Use the links on the top left part of the
            screen to access different sections of
            the Industry Survey. The links on the top
            right hand part of the screen will display
            a variety of financial information about
            the industry and show how the top
            companies in the industry are ranked
            financially
S&P Netadvantage


                   PDF is also
                   an option.
BizMiner
• A statistical research database that includes
  both basic and highly granular trend analysis
  through in seven report series:

•Industry Financial       •Sole Proprietor Profit
Profiles                  and Loss Profiles
•US Market Research       •Startup Proprietor Profit
Profiles                  and Loss Profiles
•Local (State and Metro   •Local Market Vitality
Area) Market Research     Profiles
Profiles                  •Area Demographic
                          Profiles
BizMiner
GMID




http://www.library.auckland.ac.nz/subjects/bus/d
ocs/GMIDTutorial.pdf
GMID
• Understand industry    • 115 million internationally
  market performance       comparable statistics on
  trends and drivers       industries,
• Identify factors       • countries and consumers
  influencing the        • Forward looking
  business environment     analysis from
• Understand customers     global, regional, country
  through effective        and
  profiling              • company perspectives
• Anticipate             • Insightful comment from
  opportunities by         expert analysts
  monitoring changing
  trends                 • Updated daily with our
                           latest research for 205
                           countries
Tools for Describing the Market
      • Global Marketing information
             Database – GMID
           • S&P Netadvantage
               • ValueLine
              • Morningstar
                • Mergent
                • Hoover’s
Value Line Investment Survey



           Search by industry
           categories or by firms and
           then related firms.
Value Line – Industry Lookup
Valueline – Industry Lookup
Morningstar
Mergent Online




                 Search
                 options, basic
                 search is the
                 default
Mergent Online – Advanced Search


                 Limiting features to
                 focus search
Mergent Online – Company Search




                 Click here to find
                 and download
                 information.
Mergent Online - Reports



                    Choose
                    items for
                    report
Mergent Online - Reports



 Choose report
 format
More Resources
  • Historical Statistics of the U.S. at:
    http://hsus.cambridge.org/HSUSWeb/HSUSEnt
    ryServlet

  • Statistical Abstract of the United States at:
    http://www.census.gov/compendia/statab/

  • World Data Analyst

  • Lexis Nexis Statistical
Bureau of the Census
Business Websites
   • http://staff.lib.muohio.edu/~hurstsj/Websites/bj.html -
     - Website of the business librarian at Miami
     University of Ohio about websites, other very
     valuable info provided
   • http://www.forbes.com/lists -- lists of company info
     on a variety of topics
   • http://finance.yahoo.com -- search engine
   • http://www.sec.gov/edgar/searchedgar/webusers.htm
     -- SEC Edgar Site to search for filings, annual
     reports, 10-Ks and proxy statements
   • http://www.thomasnet.com -- Thomas Registry
Questions
      http://www.onu.edu/library/

Reference librarians on duty 8a-4p, 6-9p
   Monday – Thursday, 8a-4p Friday
       and 10a-3:30p Sundays,
   One-on-one sessions available by
              appointment
       Email t-moritz@onu.edu
              Phone 2473
            Instant Messaging
             Chat Reference

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Finding Industry and Market Information

  • 1. Traci Welch Moritz Public Services Librarian/Assistant Professor Heterick Memorial Library
  • 2. Goals for the Day Finding Industry Information • Hoovers • S&P NetAdvantage • Morningstar • BizMiner • Mergent OnLine • ValueLine • US Census Bureau
  • 3. SIC vs. NAICS • SIC = Standard Industrial Classification (1930’s) • Purpose – standardize description of businesses • 4-digit system • Suitable for simpler, less interdependent business setting • Still used in some business sources • Two systems are not seamless
  • 4. SIC vs. NAICS • NAICS = N. American Industrial Classification system (1990’s), work began 1987 • 6- digit system – better suited to a more complex business environment • Accommodates needs of U.S., Mexican, Canadian firms http://www.naics.com/info.htm http://www.naics.com/search.htm http://www.census.gov/eos/www/naics/ http://www.webstersonline.com/
  • 5. DUNS • Data Universal Numbering System. Provided by Dun & Bradstreet, a DUNS number is used by the government to identify contractors and their locations. A DUNS number is frequently required to register with the CCR (Central Contractor Register).
  • 6. Tools for Describing the Industry • Global Marketing information Database - GMID • Standard & Poor’s Industry Surveys • Valueline • Morningstar • Hoover’s
  • 7. Accessing Resources Click on Databases or Research Guide
  • 8. Accessing Resources Choose Business
  • 10. S&P NetAdvantage To locate an Industry Survey, choose the "Industries" tab from the top
  • 11. S&P NetAdvantage Use the drop down menu to select the industry you are researching, for example "Restaurants":
  • 12. S&P NetAdvantage The Industry Survey appears in the next screenshot. Use the link that is circled to make the Survey appear in its own window
  • 13. S&P NetAdvantage Use the links on the top left part of the screen to access different sections of the Industry Survey. The links on the top right hand part of the screen will display a variety of financial information about the industry and show how the top companies in the industry are ranked financially
  • 14. S&P Netadvantage PDF is also an option.
  • 15. BizMiner • A statistical research database that includes both basic and highly granular trend analysis through in seven report series: •Industry Financial •Sole Proprietor Profit Profiles and Loss Profiles •US Market Research •Startup Proprietor Profit Profiles and Loss Profiles •Local (State and Metro •Local Market Vitality Area) Market Research Profiles Profiles •Area Demographic Profiles
  • 18. GMID • Understand industry • 115 million internationally market performance comparable statistics on trends and drivers industries, • Identify factors • countries and consumers influencing the • Forward looking business environment analysis from • Understand customers global, regional, country through effective and profiling • company perspectives • Anticipate • Insightful comment from opportunities by expert analysts monitoring changing trends • Updated daily with our latest research for 205 countries
  • 19. Tools for Describing the Market • Global Marketing information Database – GMID • S&P Netadvantage • ValueLine • Morningstar • Mergent • Hoover’s
  • 20. Value Line Investment Survey Search by industry categories or by firms and then related firms.
  • 21. Value Line – Industry Lookup
  • 24. Mergent Online Search options, basic search is the default
  • 25. Mergent Online – Advanced Search Limiting features to focus search
  • 26. Mergent Online – Company Search Click here to find and download information.
  • 27. Mergent Online - Reports Choose items for report
  • 28. Mergent Online - Reports Choose report format
  • 29. More Resources • Historical Statistics of the U.S. at: http://hsus.cambridge.org/HSUSWeb/HSUSEnt ryServlet • Statistical Abstract of the United States at: http://www.census.gov/compendia/statab/ • World Data Analyst • Lexis Nexis Statistical
  • 30. Bureau of the Census
  • 31. Business Websites • http://staff.lib.muohio.edu/~hurstsj/Websites/bj.html - - Website of the business librarian at Miami University of Ohio about websites, other very valuable info provided • http://www.forbes.com/lists -- lists of company info on a variety of topics • http://finance.yahoo.com -- search engine • http://www.sec.gov/edgar/searchedgar/webusers.htm -- SEC Edgar Site to search for filings, annual reports, 10-Ks and proxy statements • http://www.thomasnet.com -- Thomas Registry
  • 32. Questions http://www.onu.edu/library/ Reference librarians on duty 8a-4p, 6-9p Monday – Thursday, 8a-4p Friday and 10a-3:30p Sundays, One-on-one sessions available by appointment Email t-moritz@onu.edu Phone 2473 Instant Messaging Chat Reference