Compiling a Company Profile
DIRECTIONS: Assume that you are working for a smaller company that wants to expand into a new
market and has eventual plans of growing into a large enterprise. You have been asked by your
supervisor to compile a company profile of one of your competitors and to provide a report of the
industry and demographic landscape that is applicable to the type of business in which you work and to
the geographic area to which you are going to expand.
Choose an existing company that you want to profile. For ease of locating information for this
assignment, please choose a publicly-traded company. Wherever appropriate include a citation to the
resource from which you extracted the information – I just want to be able to know from which
database you collected the information. You must use at least five different resources (databases) to
locate the required information.
In addition, please provide a short paragraph describing your current business: what type of business it
is; where it is located; any products it sells or services it provides; the geographic area in which you are
expanding. You can be as creative (or not!) as you want to be. Just give me the setting so I know from
where you are coming in terms of the company, industry and geographic region you are profiling for this
assignment.
The format of the finished product is up to you (e.g. paragraph form, bulleted lists, as a report, as an
internal memorandum, etc.), but the information should be organized in a logical manner.
Your profile should address the following (in no particular order):*
 Company Name
 Basic contact information, including location of company headquarters and website
 Brief overview of the company (e.g. founding date, products or services it sells, any interesting
information unique to that company, etc.)
 Reported annual sales (net sales) for the last 3 years
 Ticker symbol
 Primary NAICS Code(s)
 Legal actions by or against the company within the past 3 years (list up to 3, include parties’
names, court and short description of issue)
 Any news stories published concerning this company or the services or products it sells within
the past year (if several, mention no more than the 3 most current articles; if none, describe
your search process, including which database(s) you looked at)
 Major competitors
 Date most recent annual report was filed
 Most recent filing of the company according to EDGAR
 Any applicable industry reports (identify name(s) of report(s) and date(s) filed)
 Choose one of the industry reports (if more than one) and browse through the information
provided. Based on the industry report, what is the market share concentration of the industry?
From where (which section of the report) did you locate this information?
o NB, if you cannot find an industry report applicable to the company you are profiling,
please describe your search process, including which database(s) you looked at
 Identify the geographic area to which your company would like to expand. Determine at least
three different demographic characteristics that would be relevant to your company in its
expansion and note the particular statistics for each. Also note from which table and dataset
you obtained the information.
*If you cannot locate any of the above, please indicate as such and describe your search process
involved, including which databases you looked at