Library Guides: HM 435: Financial Management in Hospitality Operations (Berks): Company Analysis Research

Business Analysis

Adapted from "Finance Calculation Calculator Insurance Accounting" via Max Pixel, CC0/public domain.

Tip! Visit the company website and look for their investor relations information. (Example for Krispy Kreme: https://investors.krispykreme.com/)

EDGAR (U.S. Securities and Exchange Commission)
Find a company's form 10-K (annual filing) and all other reports required by the SEC. Covers all publicly-traded companies, foreign and domestic.

Value Line
Use company profiles to analyze the financial performance of your company, and industry information to determine the external factors impacting it.
Value Line is the standard investment advisory service. The Web research center provides access to the standard Value Line Investment Survey and to its related resources. For historical Value Line Investment Surveys back to 1997, select "VLIS & SMC - Historical Archives" from the Dashboard.

Bloomberg Business
Bloomberg is one of the most recognized companies in the investment arena. This mega site offers stock quotes, portfolios, company news, indices, IPOs, sector stocks, bonds, treasury issues, currency exchanges, current issues of publications, and educational resources.
MSN Money
Locate market and company news, and stock trades.
Reuters: Markets
Review current events impacting company valuations and finance, and find stock trade information for your company.
Yahoo Finance
Find stock trends, financial data, news and analysis for publicly traded companies.

IBISWorld
Identify external factors in the hospitality industry affecting your company's financial performance and risks.
IBISWorld provides over 700 full-text industry reports, 700 US industry risk rating reports, and information on over 8000 Publicly Traded US Companies as well as hundreds of economic and demographic profiles. Subscription includes access to the US Industry State Reports module.

Ratio Analysis

Key Business Ratios
Identify financial norms and ratios for a given industry, and the financial ratios for a specific company.
Key Business Ratios on the Web provides access to industry financial norms and ratios. These industry benchmarks are compiled from Dun & Bradstreet's database of public and private companies.

Federal Reserve Bank
Find economic research and financial trends produced by the central bank of the US.

Evidence to Support Analysis and Interpretation

Use academic articles and professional trade literature to support your company financial analysis and interpretation.

Business Source Premier
Academic and professional articles for hospitality management and other business disciplines.
An essential article database for business research providing the full text for more than 2,000 periodicals, including about 1,000 scholarly journals. Covers virtually all disciplines in business and economics, including: accounting, economics, econometrics, finance, marketing, management, MIS, QMM and supply chain management.

Not finding what you need?

The following research guides point to additional databases for research in hospitality management and finance.

Hospitality Management
by Sara Hess Last Updated Jun 24, 2025 907 views this year
Finance
by Lauren Reiter Last Updated Jun 24, 2025 976 views this year

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