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Market Sizing, Financial Analysis, and the UC B&E Library Resources

Market Sizing, Financial Analysis, and the UC B&E Library Resources. Special Topics Lecture BA 5080 Fall Semester , 2012-2013. Presentation Outline. Market Sizing Defining a market niche Finding “hard” data Making assumptions Financial Analysis Why it’s important How to calculate ratios

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Market Sizing, Financial Analysis, and the UC B&E Library Resources

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  1. Market Sizing, Financial Analysis, and the UC B&E Library Resources Special Topics Lecture BA 5080 Fall Semester, 2012-2013

  2. Presentation Outline • Market Sizing • Defining a market niche • Finding “hard” data • Making assumptions • Financial Analysis • Why it’s important • How to calculate ratios • UC B&E Library Resources • Overview • Edgar & Hoover’s • Analyst report databases • News reports, books, & journal articles • Market sizing data

  3. Market Sizing – Defining a Market Niche • Geographic scope • Target customer profile • Title/description • Revenues • Spending • Wants/needs

  4. Market Sizing – Finding “hard” data • Macro-level economic data is rarely exactly what you want – take what you can get • Look for common demographic categories which are close to what you are looking for • Remember to adjust the macro-level data in your assumptions

  5. Market Sizing – Making Assumptions • Assumptions based on “hard” data • Assumptions based on anecdotal evidence • Arbitrary assumptions based on “educated guesses”

  6. Financial Analysis – Why It’s Important • Profitability Measures • Important for understanding a company’s business model • Liquidity Measures • Important for understanding a company’s ability to pay its bills • Leverage Measures • Important for understanding a company’s actual “hard” value • Activity Measures • Important for understanding when & how cash and products flow in/out of a company • Other Measures • Important for understanding a company’s attractiveness for investors, its inner workings, and deals and accounting practices which impact the company structurally

  7. Financial Analysis – How to Calculate Ratios • See “Guide to Case Analysis”, pp. 4-6.

  8. B&E Library Resources - Overview • One of the top 10 Business & Economics libraries in the USA • The main databases we are using in class are widely available to many of the companies you may end up working for • Learning to navigate these databases quickly to find, “cherry pick”, and present value-added information is a skill set which is in demand by a wide variety of employers • Listing this skill set on your resume, with the distinction of having acquired it by using UC’s B&E library, will differentiate you from other job candidates • The more you surf around ALL the resources in UC’s B&E library, the more you will actually be able to “back up” this differentiation by recommending appropriate resources to your employer which are only available through UC B&E library

  9. B&E Library ResourcesEdgar & Hoover’s • Databases which are the starting points for any kind of market research • Edgar gives you all the information you need to calculate financial ratios on companies • Hoover’s gives you a standardized platform to use as a starting point for understanding the industry environment of a company

  10. B&E Library ResourcesAnalyst Report Databases • Databases which give you lots of value-added information from which to “cherry pick” • Investext (Thomson One): Search on company, click on “Research” tab • Datamonitor 360: Search on company, click on “Industries” tab, expand “Industries” list, choose most relevant industry • IBISWorld: Search on NAICS code (2007), choose most relevant industry • Mergent Industry Reports: Search on company, click on “Reports” tab, then “Industry Reports” tab, choose most relevant industry

  11. B&E Library ResourcesNews, Book, & Journal Searches • Search tools which allow you to scan vast selections of news reports, books, and journal articles for specific “nuggets” of information • Factiva allows you to search news reports (make sure to use the “search form” screen) • Summon, UC’s library search engine, allows you to search books and journal articles (make sure to use the “advanced search” screen)

  12. B&E Library ResourcesMarket Sizing Data • The UC B&E Library has a WIDE array of resources useful for finding “hard” data upon which to base market sizing estimates • The “One Stop Business Research” page gives you a good overview of these resources, organized in useful categories • Two good categories to start with are “Economic Data (US)” and Economic Data (World)”

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