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Business: Banking & Finance: EBSCO: Business Searching Interface

Online research guide for Business majors--Banking & Finance concentration

Public or Private (Parent or Subsidiary): Why It Matters

Before trying to do research on a company--especially before choosing a company to base a project/paper on--first determine if the company is public or private. 

Public companies are traded on a stock exchange (e.g. NYSE, NASDAQ), and since members of the public can become part-owners of those companies, the SEC requires them to publish extensive information, especially financial information, so the public can make informed decisions.

Private companies are not traded on any public stock exchange, so they do not have the SEC disclosure requirements of public companies.  These companies can be owned by families, small groups, individual investors, and/or any combination.  Some large private companies include Cargill, Mars, and State Farm.

  • Since private companies are not required to disclose/publish any information about themselves, there is less information available about private companies--this is especially true for financial information.

 

For all companies, but especially public companies, you also need to check whether the company you're considering is a Parent or Subsidiary.  In today's business world, many companies, even those which used to be independent, are now subsidiaries of large conglomerates.  A good example is The Walt Disney Company (Disney)--subsidiaries include ESPN and ABC television networks, multiple theme parks, and multiple movie studio names including Pixar and Marvel Studios.  (https://www.thewaltdisneycompany.com/about/)

**So, financial information for subsidiaries is often filed under the name of the parent company.  Also, some subsidiaries of public companies are privately-held.**

If you're having trouble with this essential initial stage of your company research, please contact the library for assistance (so you're searching our databases under the correct name).

Step One

A company's website is a valuable source of information.  Many companies, especially large and publicly-traded companies, have extensive websites that provide much of the basic information you might need for a paper or project.  (See the main Company Information page for an example using the Bank of America website.)

If you need help navigating one of these websites, please contact the library.

EBSCO: Company Profiles - MarketLine Reports

Business Source Premier, one of the multiple databases that make up EBSCOhost, has a useful feature that is most easily accessible when you start with that database ONLY, instead of searching across all of the databases.

MarketLine Company Profile Reports include information in many useful categories including:

  • Company Overview
  • Key Facts
  • Business Description
  • History
  • Key Employees, Key Employee Biographies
  • Major Products & Services
  • Top Competitors

Depending on the type of company, profiles might also include SWOT Analyses, Revenue Analyses, and other areas.  Some private companies do have reports available, but they will not usually have financial information.


When you first access EBSCO, instead of choosing the first option, EBSCOhost Web, click on "Business Searching Interface".

Next, in the blue menu bar at the top, click on "Company Profiles."

Now you have the option of browsing an alphabetical list (put in the first word(s) of the company name, e.g. Samsung),

or you can click the radio button next to "Match Any Words" and enter a term like "bank."

In addition to a link to the PDF of the report, the results include the location of the company and its industry. 

If you click on the company name, you will see a brief overview of the company. Also on this page, you will see links for pre-made searches in EBSCO in areas that might include Academic Journals, Trade Publications, and SWOT Analyses.  The links will only appear if there is content in that area, so some companies might only have 2 or 3 links (or none).

Library Database References

**When using a generated citation, you must double check it for accuracy! It’s not unusual for a database to have an error in a citation!**

Database information is typically not included in most references because sources can be found in multiple platforms. The goal of a citation is to allow the reader to find the source, not to tell them how to find the source. Meaning a particular article may be found in Ebsco, or Gale, on the publisher's website. Database information is only included if they have "original, proprietary content and works of limited circulation" (Business Insights, Proquest dissertations & theses, Cochrane database of systematic reviews). URLs are usually not included because the reader would need to login to access the source, but your professor may request that you include them.

The citation tool above results in this for an article:

Peters, R., & Quinn, M. (2018). Agrowtopia: Cultivating Community, Consciousness and Capital on Campus. Journal of Case Studies, 36(3). Retrieved from https://bi.gale.com/global/article/GALE|A597895516/48398b0d65e763958fb4d0e51125f445?u=centpenn_itc1#

The correct citation will not include the database information because the article can be found in other databases or through an online search. If there were a DOI, the DOI url would be included. If there were page numbers, they would be included after the issue number. Since there isn't a DOI, or page numbers, and the URL would take the reader to a login page the URL is not included. The reference ends after the volume number.

Peters, R., & Quinn, M. (2018). Agrowtopia: Cultivating community, consciousness and capital on campus. Journal of Case Studies, 36(3).

In Business Insights there is a good chance you will be retrieving items that are not articles, but reports and other data. These sources do not have the citation tool option. These reports might not be found elsewhere so the name of the database is included, along with the retrieval date if they update over time and are not archived.

Author. (Year, Month day of publication). Title of the report [Type of report]. Database name.

OR, if the content updates and you should include the retrieval date:

Author. (Year, Month day of publication). Title of the report [Type of report]. Retrieved date, from Database name.

For example:

GlobalData. (2019, March). Starbucks Corp - Financial and strategic analysis review. Business Insights.

New Constructs. (2022, February 19). Meta Platforms Inc. (FB) [Investment report]. Retrieved March 11, 2022, from Business Insights.

Starbucks Corp. [Company profile]. (2019). Business Insights. Retrieved February 13, 2020, from Business Insights.

McDonald's Corp. (2020).  [McDonald's Corp. interim - last 5 periods Income statement]. Retrieved February 18, 2020, from Business Insights.

** When using a generated citation, you must double check it for accuracy! It’s not unusual for a database to have an error in a citation!**

Database information is not included in most references because sources can be found in multiple platforms. The goal of a citation is to allow the reader to find the source, not to tell them how to find the source. Meaning a particular article may be found in Ebsco, or Gale, on the publisher's website. Database information is only included if they have "original, proprietary content and works of limited circulation" (Proquest dissertations & theses, Cochrane database of systematic reviews). URLs are not included because the reader would need to login to access the source.

In Credo, either use the citation tool at the top of the page or find the APA citation following each entry.

credo cite tool

Copy and paste the citation, and then make any necessary corrections.

This is how a citation from a reference work is generally structured.

Author's last name, First initial. Middle initial. (Year). Title of entry. In Title of reference work (edition). Publisher name.

This is what the copied citation looks like using the citation tools in Credo:

credo APA citation screenshot

Almost correct, but it does not need the URL in 7th edition APA. This is how it should look:

Posluszny, D., Spencer, S., & Baum, A. (2007). Post-traumatic stress disorder. In S. Ayers, A. Baum, C. McManus, & et. al. (Eds.), Cambridge handbook of psychology, health and medicine (2nd ed.). Cambridge University Press.

The following example, is if there is no author.

Hormone therapy. (2016). In Merriam Webster's Medical Dictionary. Merriam-Webster. 

** When using a generated citation, you must double check it for accuracy! It’s not unusual for a database to have an error in a citation!**

Database information is not included in most references because sources can be found in multiple platforms. The goal of a citation is to allow the reader to find the source, not to tell them how to find the source. Meaning a particular article may be found in Ebsco, or Gale, on the publisher's website. Database information is only included if they have "original, proprietary content and works of limited circulation" (Proquest dissertations & theses, Cochrane database of systematic reviews). URLs are not included because the reader would need to login to access the source.

Ebook Central has a Citation tool available both on the Detail Page and in the Reader view of the ebook. Ebook central cite book tool screenshot       Ebook Central Cite tool in read online

Book and ebook citations are treated the same. They require the following elements: author(s), year of publication, book title, book edition (if applicable), and publisher name. Ebook Central does not need to be listed as the database.

Author's last name, initials. (year of publication). Title of book: With only capitalization of first word of title and subtitle and any proper nouns. Publisher. DOI or URL

Ebook Central Citation tool example

Change the format in the drop-down box to APA. The citation ends after the publisher's name because there is no DOI and the URL will not work without logging in. "Dark Knight" is one of Batman's most well-known nicknames, and the name Batman is also a proper noun, so all three words should be capitalized. You also don't need to include the business structure information (Limited). The corrected citation is:

Brooker, W. (2012). Hunting the Dark Knight: Twenty-first century Batman. I.B. Tauris & Company.

 

**When using a generated citation, you must double check it for accuracy! It’s not unusual for a database to have an error in a citation!**

Database information is not included in most references because sources can be found in multiple platforms. The goal of a citation is to allow the reader to find the source, not to tell them how to find the source. Meaning a particular article may be found in Ebsco, or Gale, on the publisher's website. Database information is only included if they have "original, proprietary content and works of limited circulation" (Proquest dissertations & theses, Cochrane database of systematic reviews). URLs are usually not included because the reader would need to login to access the source.

 

 

When you click the Cite tool button the popup screen provides citations in a variety of styles. Scroll down to find the APA citation. Copy & paste it into your paper and then correct it for 7th edition style if necessary. Articles should follow this format:

Author's last name, first initial. middle initial. (Year). Title of article. Title of Journal, volume#(issue#), pages-pages. DOI or URL

In the example below, the first word of the subtitle (after the colon) should be capitalized, but the 'of' in the Journal title should not be.

ebsco APA citation

Corrected citation:

Dury, R. (2016). COPD and emotional distress: Not always noticed and therefore untreated. British Journal of Community Nursing, 21(3), 138–141. https://doi.org/10.12968/bjcn.2016.21.3.138


Business reports are treated differently because these reports might not be found elsewhere; in this situation the name of the database is included. If the information updates over time and is not be archived, include the retrieval date.

Author. (Year, Month day of publication). Title of the report [Type of report]. Database name.

OR, if the content updates and you should include the retrieval date:

Author. (Year, Month day of publication). Title of the report [Type of report]. Retrieved date, from Database name.

Citation example of corrected MarketLine report in Business Source Premier:

MarketLine. (2019, October 28). Company profile: Netflix, Inc. Business source Premier.

[You'll find the date on the first page of the PDF, bottom left.]

**When using a generated citation, you must double check it for accuracy! It’s not unusual for a database to have an error in a citation!**

Database information is not included in most references because sources can be found in multiple platforms. The goal of a citation is to allow the reader to find the source, not to tell them how to find the source. Meaning a particular article may be found in Ebsco, or Gale, on the publisher's website. Database information is only included if they have "original, proprietary content and works of limited circulation" (Proquest dissertations & theses, Cochrane database of systematic reviews). URLs are not included because the reader would need to login to access the source.

Films on Demand does have a Citation tool available directly below the video frame. 

FOD tools cite highlighted

HOWEVER--Films on Demand citations for APA are usually incomplete and should not include a URL (APA citations should only have a retrieval date if the content might change).

You can start with the citation from Films on Demand, but you will need to correct it and finish it yourself with help from a style guide, a librarian, and/or your professor.

Here is an example citation from a Films on Demand video:

Films on Demand incorrect citation from tool

As you can see, the video director or producer is missing.  However, that information is easily available in the database. 

In the image below you can see, in the Details section, that the video producer is Java Films. 

A correct APA citation for this film would be:

Java Films (Producer). (2014). The mobile revolution [Video]. 


Many videos in Films on Demand are divided into segments, and sometimes you might only use a segment in a project/presentation. 

To cite a segment: Add the segment name and number to the citation

Java Films (Producer). (2014). Disruptive technology [segment 13]. In The mobile revolution [Video].

 

**When using a generated citation, you must double check it for accuracy! It’s not unusual for a database to have an error in a citation!**

Database information is not included in most references because sources can be found in multiple platforms. The goal of a citation is to allow the reader to find the source, not to tell them how to find the source. Meaning a particular article may be found in Ebsco, or Gale, on the publisher's website. Database information is only included if they have "original, proprietary content and works of limited circulation" (Proquest dissertations & theses, Cochrane database of systematic reviews). URLs are not included because the reader would need to login to access the source.

Articles should follow this basic format:

Author's last name, first initial. middle initial. (Year). Title of article. Title of Journal, volume#(issue#), pages-pages. DOI or URL

 

Gale tools with cite  circled

This is the citation that Gale displays:

Volkow, N. D., & Blanco, C. (2020). Medications for opioid use disorders: clinical and pharmacological considerations. Journal of Clinical Investigation, 130(1), 10+. Retrieved from https://link.gale.com/apps/doc/A612694392/AONE?u=centpenn_itc1&sid=AONE&xid=64436e81.

It should be:

Volkow, N. D., & Blanco, C. (2020). Medications for opioid use disorders: Clinical and pharmacological considerations. Journal of Clinical Investigation, 130(1), 10-13. http://dx.doi.org/10.1172/JCI134708   

The page numbers indicated (10+) weren't correct. Downloading the article you are able to find the page range on the PDF, and there was a doi provided.

 

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Call or text 717-728-2500 or email Library@centralpenn.edu to make an appointment.

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