BIZ 2401 and the Library A world of resources at your fingertips

Traci Welch MoritzPublic Services Librarian/Assistant Professor

Heterick Memorial Library

Goals for the Day

• S&P NetAdvantage

• BizMiner• Passport• eStatement

Studies

• Hoovers• Morningstar• US Census

Bureau

Finding Industry Information

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).

Business and Industry

http://www.census.gov/econ/

Tools for Describing the Industry

• Passport (formally Global Marketing information Database – GMID)

• Standard & Poor’s Industry Surveys

• BizMiner Academic

• Morningstar• Value Line• Hoover’s

Accessing Resources

Accessing Resources

Choose Business

S&P NetAdvantage

To locate an Industry Survey, choose the "Industries" tab from the top

S&P NetAdvantage

Then choose the html or pdf of the report. Most are updated quarterly, some less often

S&P NetAdvantage

“downloadable company data” will open

spreadsheets of comparative peer

company data for that industry

Passport• Understand industry

market performance trends and drivers

• Identify factors influencing the business environment

• Understand customers through effective profiling

• Anticipate opportunities by monitoring changing trends

• 115 million internationally comparable statistics on industries,

• countries and consumers• Forward looking analysis

from global, regional, country and

• company perspectives• Insightful comment from

expert analysts• Updated daily with our

latest research for 205 countries

Passport

BizMiner• A statistical research database that includes

both basic and highly granular trend analysis through in seven report series:

• Industry Financial Profiles

• US Market Research Profiles

• Local (State and Metro Area) Market Research Profiles

• Sole Proprietor Profit and Loss Profiles

• Startup Proprietor Profit and Loss Profiles

• Local Market Vitality Profiles

• Area Demographic Profiles

BizMiner

BizMiner

Search by NAICS or use the industry “drill down” to find

industry information

See the various BizMiner tutorials at the Database tab on the Research Guide

Tools for Describing the Market• Passport

• S&P Netadvantage• ValueLine

• Morningstar• 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

Industry ratios• Why use them?

– Analyze a company’s performance– Benchmark against a competitor– Compare company’s financial performance to industry

average to reveal relationships between items appearing on balance sheets and income statements• For example: Current assets to current liabilities

Net income to net sales

Some resources allow for keyword searching but the best

Search strategy is to use industry codes (SIC or NAICS)

ResourcesBizminer -- see ppt on Research Guide

eStatement -- can search by keyword or NAICS code

Keyword search isn’t that great so prepare a list of synonyms ie, auto, automobile, car, vehicle

More Resources

• Historical Statistics of the U.S. at: http://hsus.cambridge.org/HSUSWeb/HSUSEntryServlet

• World Data Analyst • Proquest Statistical Abstract of the U.S

• Proquest Statistical Insight

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

http://www.onu.edu/library/

Reference librarians on duty 8a-4:30p, 6-9pMonday – Thursday, 8a-4:30p Friday

One-on-one sessions available by appointment

reference@onu.edu t-moritz@onu.edu

Questions