FindingtheGemsPart2 - Chicago Association of Law Libraries

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Finding the Gems Part 2
Business & Industry Data
Paty Schintgen, Research Supervisor
Bain & Company
DRAFT
This information is confidential and was prepared by Bain & Company solely for the use of our client; it is not to be relied on by any 3rd party without Bain's prior written consent.
Agenda
• Stock prices and financials
• Competitors
• Market share/Market size
• Market Research
• Mergers & Acquisitions
• Industry Ratios
• Economic and Industry Forecasts
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This information is confidential and was prepared by Bain & Company solely for the use of our client; it is not to be relied on by any 3rd party without Bain's prior written consent.
Stock prices and financials
Vendor
Website
http://finance.yahoo.com
Content
• Data from
CapitalIQ a
reputable
source
http://www.google.com/finan • Data from
Thomson
ce
Reuters
http://global.factiva.com
Comments/Cost
• Free
• Free
• Stock price
• Subscription
under
Companies/Mar
kets tab
• No Financials
https://www.capitaliq.com
Terminal
Bloomberg
• Pricing and
financials with
advanced
functionality
• Subscription
• Historical data • Subscription
in excel wizard
and under HP
on the terminal
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This information is confidential and was prepared by Bain & Company solely for the use of our client; it is not to be relied on by any 3rd party without Bain's prior written consent.
Competitors
Vendor
Website
Factiva
www.Factiva.com
Content
Comments/
Cost
• Datamonitor Company
reports – “top competitors”
• Subscription
• Conference call transcripts
Hoovers.com
www.hoovers.com
• Basic report lists competitors • Subscription
Or
Via Alacra or Nexis
CapitalIQ
www.capitaliq.com
Bloomberg
Terminal
OneSource
www.onesource.com
SEC.gov
www.sec.gov
• Company tearsheet
• Subscription
• Ticker <Equity> RV <Go>
• Subscription
• Company profile
• Subscription
• Competitors listed in 10K
• Free
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This information is confidential and was prepared by Bain & Company solely for the use of our client; it is not to be relied on by any 3rd party without Bain's prior written consent.
Market share/market size
Vendor
Website
Nexis
www.nexis.com
Industry
publications
Trade
Associations
Market Research
Aggregators
http://www.specialissues.com/lol/
Content
Comments/
Cost
• Marketshare Reporter
• Subscription
• RDS Tablebase
• Can
purchase
book (MS
Reporter)
• List of magazine special
issues by industry
• Varies
http://www.weddles.com/association • List of associations by
industry
s/index.cfm
www.profound.com
Alacra
• Market reports include
size/share tables
• Varies
• Subscription
www.marketresearch.com
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This information is confidential and was prepared by Bain & Company solely for the use of our client; it is not to be relied on by any 3rd party without Bain's prior written consent.
Market Research
Title
Website
Content
Comments/
Cost
Marketresearch.com
www.marketresearch.com
• Most reports must be
purchased in full
• Free to use,
but pay
report costs
MarketResearch.com
Profound
http://www.profound.com
• Can purchase by the
table for many reports
• Subscription
based
Alacra
www.alacra.com
OneSource
www.onesource.com
Factiva
www.factiva.com
• TF Market Research
• Subscription
based
• IBIS/Freedonia/Datamon
itor
• Industry section contains • Subscription
Freedonia Focus,
based
Datamonitor and
Business Monitor reports
(Emerging only)
• Search Datamonitor
Market research
• Subscription
based
• Mergent Industry reports
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This information is confidential and was prepared by Bain & Company solely for the use of our client; it is not to be relied on by any 3rd party without Bain's prior written consent.
M&A databases
Bloomberg
Capital IQ
Mergerstat via
Nexis or Alacra
SDC
Coverage
1997-present
1998-present
(limited coverage (limited non-US
prior)
coverage prior)
1993-present
(limited non-US
coverage prior)
US, 1979present; World,
1985-present
Industry
screening
• SIC
• Primary SIC
• SIC
• Industry
sector
• CapitalIQ
industry
classification
(maps to SIC
or NAICS)
• Industry
sector
• Secondary SIC • NAICS
• Industry group • Macro industry
• Dwlds to excel • Industry group
in Nexis
• Industry
sector
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This information is confidential and was prepared by Bain & Company solely for the use of our client; it is not to be relied on by any 3rd party without Bain's prior written consent.
Additional M&A resources
News
Search Factiva or Nexis for deal announcements and analysis
• Factiva - use the subject Acquisitions/Mergers/Takeovers to screen for merger
related articles
• Nexis – The Daily Deal for merger news
Books
Mergerstat Review
Published annually by Mergerstat, $179
Contents:
•Annual review of each year’s statistics
•Industry, geographic activity
•List of transactions by SIC code
https://www.mergerstat.com/newsite/bookStore.asp#Review
Merger & Acquisition Sourcebook
Published annually by NVST, $450
Contents:
•Public & private M&A deals
•In-depth industry valuations
•News analysis
http://www.nvst.com/pubs/masource-pub.asp
League Tables/M&A Analysis
Thomson Deals Intelligence
•Published quarterly, FREE with registration
•http://online.thomsonreuters.com/DealsIntelligence
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This information is confidential and was prepared by Bain & Company solely for the use of our client; it is not to be relied on by any 3rd party without Bain's prior written consent.
Industry ratios
Vendor
RMA
Content
Comments/Cost
• Private company financial statement
benchmarks by company size
• OneSource
Cost of Capital Quarterly
• Industry ratios including Beta and
Margins
• In Print
Almanac of Business &
Financial Ratios
• Financial statement norms for over
150 industries
• In Print
Integra
• Company financial benchmarks by
revenues size
• Online thru
Microbelt or Nexis
• In Print
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This information is confidential and was prepared by Bain & Company solely for the use of our client; it is not to be relied on by any 3rd party without Bain's prior written consent.
Economic Forecasts
Title
Website
Content
Comments/
Cost
Wall Street Journal
http://online.wsj.com/public/re • Inflation, GDP, Interest
sources/documents/infoRates, Unemployment
flash08.html?project=EFORECA
and housing
ST07
• Free!
Moody’s Economy.com
http://www.economy.com/hom • Hundreds of economic
e/products/databases.asp?type
and industry forecast
variables
=1
• $55 per
http://www.eiu.com/site_info.a • City and country
sp?info_name=ed_Online_servi
forecasts thru BVD or
Alacra at site
ces&entry1=edNav&rf=0
• $ Varies
http://www.aspenpublishers.co • US and International
m/blue-chip-publications.htm
Interest Rate forecasts
Subscription
at site/per
report thru
Alacra
EIU
Blue Chip Financial
Forecasts
Or
Alacra
• Call to order
866-2753266
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This information is confidential and was prepared by Bain & Company solely for the use of our client; it is not to be relied on by any 3rd party without Bain's prior written consent.
Bio
Paty Schintgen has been doing business research for over 10 years. She received
her MS from the University of Illinois while in the position of Senior Researcher at
Financial Relations board, a private investor relations firm in Chicago. From there
she moved to Intecap, an intellectual property consulting firm. For the last 6
years, Paty has been the Supervisor of the Chicago office at Bain & Company, a
top management consulting firm. She is currently specializing in Industrial Goods
research and leads a team of IG researchers in North America.
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This information is confidential and was prepared by Bain & Company solely for the use of our client; it is not to be relied on by any 3rd party without Bain's prior written consent.
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