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MGT2251: Case Competition Research Guide

FACTSET: HOW TO USE FOR COMPANY RESEARCH

When you have logged into FactSet, you will see a menu at the top of the screen that looks like this:

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Click on the 'Company/Security' tab and enter the name of the company you are researching in the search box on the left.  FactSet will auto-suggest matches for your company name.

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The left-hand vertical menu links to different kinds of information about a company.

The Overviews set of options includes:

  • Snapshot: overview of company
  • Entity structure: parent & subsidiary relationships
  • Comps: peer companies for comparison or relative valuation
  • Supply Chain: supplier, customer and partner relationships
  • RBICs: visualization of how a company generates its revenue (revenue streams)
  • GeoRev: revenue exposure by country or region
  • Coronavirus: analysis of COVID-19's impact on the company

The Charts set of options encompasses:

  • Price data
  • Valuation data

The News, Research and Filings set of options includes:

  • Events and transcripts: investor presentations and earnings call transcripts (** you can find useful intelligence about a company here **)
  • Filings: Current and historical orporate filings organized by type - easier to use than SEDAR or EDGAR
NOTE:  FactSet offers limited third-party, external news and research.  Please use other databases listed in the guide to find newspaper, magazine and other media about a company OR to find investment research reports.

The Financials set of options includes:

  • Key items: Snapshot financial data
  • Industry metrics: Not available for all companies, depending on sector
  • Statement data, downloadable into Excel
    • Statement data will appear by default in a standardized format, i.e. normalized to support peer-to-peer comparisons; select the 'As-Reported' option to see financials as released by the company.
    • Statement data will also appear by default in a summary format, i.e. highlighting key items; use the menu on the right-hand side above the statement table to change from 'Summary' to 'Full statement' to see all items reported.
  • Segment History
  • Ratio Analysis

The Transactions set of options includes:

  • M&A Summary, with links to individual transaction summaries
  • PE/VC activity

FACTSET: DOWNLOADING CONTENT

Click on the green downward arrow icon above most data tiles to download a specific tile to a spreadsheet or as a PDF. 

Otherwise, look for a similar download icon in the top navigation bar to download all tiles displayed on screen.