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MBE 316: Marketing Principles: III. Five-year Financial Trends

Guide to resources for company profiling and industry analysis

General Description of the Company

Company History (may be in the form of a timeline)

A. Five-year Financial Trends

  1. Revenue and Profit
  2. Stock Prices

B. Stock Performance

How to Find Financial Reports

Use Market Atlas (Mergent Market Atlas) to gather company financials.

  1. Find Market Atlas under Business Databases.
  2. Search for your company.
  3. Select the Financials Tab.
  4. Select 5-Year as the Time Period.
  5. Highlight Total Revenue and Net Income.
  6. Construct a Excel Spreadsheet or 5x6 table in Excel - include Currency and Scale above Total Revenue.
  7. Don't forget to site source under table. (In-text)
  8. Add comments to help your reader understand quick chart information (highs and lows or other interesting information).
  9. Screenshot Stock Price (labelled "Price") graphic or chart under Key Statistics in the Overview tab - select 5y to get the 5-year statement.
  10. Don't forget to site source under table. (In-text)
  11. Add comments to help your reader understand quick chart information (highs and lows or other interesting information).