Examples

Company Analysis Report

company analysis assignment

You’ve probably heard a ton of people ask about how a particular company “looks” on paper. But what does this statement really mean?

When people talk about how a company looks on paper, they often refer to the financial aspect of the organization itself. This should answer questions in regards to the risks, strengths, and assets faced by the said company. It also provides a clear picture of where the company stands in the market it is in. But for these elements to be discovered, the company must first conduct a simple analysis to understand where it wants to go and how it could get there.

Company Analysis Report Template

Company Analysis report Template

  • Google Docs
  • Apple Pages

Size: A4, US

B2C Company Analysis Report Example

B2C Company Analysis Example

Size: 211 KB

BioStock Company Analysis Report Example

BioStock Company Analysis Example

Size: 993 KB

BMW Company Analysis Report Example

BMW Company Analysis Example

Size: 277 KB

Definition of a Company Analysis

A company analysis is a comprehensive study done to get to know a company’s health in a number of areas. This analysis is usually written in a report for business owners, associates, and investors to refer to. There are a variety of ways to do this, depending on the specific areas a company wishes to understand, but a good analysis typically centers on the feasibility and productivity of the company, as well as a general overview of its corporate financial health.

Ultimately, a company analysis is used to illustrate the strengths and weaknesses of a company, along with the direction it is headed.

Think about it this way. It’s almost like a road trip. You can’t get to where you’re going unless you know exactly where you are. You need a map, and several directions and means of transport to get to your destination. Each method has its own share of pros and cons that you’re forced to weigh down carefully. You may also see statement analysis examples .

You would also need to consider various factors like time, money, and efficiency when making stern decisions. An outline on the internal and external factors affecting your journey will allow you to avoid the potholes and detours that may slow you down. Otherwise, you’re bound to get lost along the way, wasting a good amount of resources on a path that’s a lot farther than where you’re supposed to be. You may also like customer analysis examples .

With a company analysis, knowing where you’re starting from enables you to bring your company down a better, brighter road toward success. The general analysis will make it easier for you to determine where the company can go, as well as what it would take to get there.

What Is Included in a Company Analysis?

What’s included in a company analysis would usually depend on the primary objectives of a researcher.

An analysis may be done to look into an organization’s sales potential and accomplishments, or perhaps the information generated from the analysis would be used as an operational or investment tool. It’s also possible for the company to perform a standard SWOT analysis to refine its marketing and sales operations. A company analysis provides executives with an in-depth look into the various areas of the organization that may have been overlooked.

Regardless of its purpose, here are a few things that must be investigated in an established analysis:

1. Financial Status

This is the part where you’re required to dig into some of your most important financial records, such as your balance sheets , income statements , cash flow statements , and shareholders equity statements. This offers you a good picture of how money comes in and out of your reach. These documents are typically compiled for a three-to-five-year period to complete the analysis report.

2. Workflow and Efficiencies

See how your company has been performing over a given time period by looking into the different factors that may affect it, including employee sick time and productivity.

3. External Factors

These are the threats that might be affecting the company’s market performance. Some of the most common threats include the current status of the economy and the number of competitors serving the same audience.

On the other end of the spectrum, a company’s external factors may also refer to the opportunities it has to expand its reach and increase sales. It’s important to consider factors like market and economic trends to find out how the company may prosper in a fast-changing industry You may also see sales analysis examples .

4. Internal Factors

This refers to all the items that a company has control over. Everything from financial funding to investment opportunities are considered, along with the physical resources used by the company.

Keep in mind that your employees, administrative management, marketing campaigns and their allocated budget, and even the software programs used by various departments within the organization can greatly influence where the company currently stands. You may also like market analysis examples .

The Purpose of a Company Analysis

The report produced from a company analysis can be useful in more ways than one. This is often presented to investors or financial organizations hoping to provide the company with its much needed cash flow.

Conducting a company analysis is also a great way to take note of where a company stands before it enters a new phase in its journey. Some companies might even want to diversify its investments or create new portfolios for its own growth and development in the marketplace. You may also check out literary analysis examples .

By understanding its current financial commitments along with a forecast of where it’s headed, the company can make better and more informed decisions. After all, you’ll never how your company is truly performing until you take a good look at its present status. You might be interested in industry analysis examples .

Construction Company Analysis Report Example

Construction Company Analysis Example

Size: 116 KB

Formal Company Analysis Report Example

Formal Company Analysis Example

Fundamental Company Analysis Report Example

Fundamental Company Analysis Example

Size: 635 KB

Professional Company Analysis Report Example

Professional Company Analysis Example

Size: 774 KB

General Types of Company Analysis

A company analysis offers several different perspectives on how an organization runs. Listed below are some of the most common examples of an organizational analysis , each of which is designed to examine how a certain area is performing and how it may affect the company’s overall operations.

1. Company Financial Analysis

In spite of what anyone says, the whole existence of a business revolves around the money. This is why it’s important for company leaders to know where the business stands from a financial point of view to prevent potential disasters coming down the pipes. The analysis should give the company a clear glimpse of the money coming in, the money going out, and the money on hand. You may also like needs analysis examples .

2. Company SWOT Analysis

A detailed SWOT analysis is done to study the internal and external factors (strengths, weaknesses, opportunities, and threats) affecting a company’s operations. This includes the organization’s finances, debts, properties, staff, competitors, and the like. This can help the company identify the different areas that need to be addressed accordingly, especially in terms of cutbacks, investments, and potential projects.

3. Company Performance Analysis

Performance indicators may vary depending on the nature of a business, but this generally offers company leaders a good look into which departments are meeting targets, who possesses budget surpluses (if any), and where possible shortfalls are happening. This can help indicate where operations need to be modified using productivity and cost assistance, as well as how profit may be balanced effectively. You may also check out operational analysis examples .

4. Company Productivity Analysis

A productivity analysis report is made to see how a business is getting the most out of its staff. One example for this would be McDonald’s bold move in 2017 to replace cashiers with interactive ordering kiosks.

Besides taking an advanced approach to speed up the business process through the use of technology, this also allowed the company to refocus its staff on quality control and order processing. By replacing manual procedures with automation, the company’s productivity may lead to significant increases in profitability. You might be interested in requirements analysis examples .

In the advent of technology and various software programs utilized in the field of business, several technical and outsourcing solutions prove to be the best options for a company to thrive in a competitive market.

Toyota Motor Corporation Company Analysis Report Example

Toyota Motor Corporation Company Analysis Example

Cleantech Invest Company Analysis Report Example

Cleantech Invest Company Analysis Example

Size: 363 KB

Comparable Company Analysis Report Example

Comparable Company Analysis Example

Size: 461 KB

How to Perform an Effective Company Analysis

There are two ways to start an analysis, either with the use of a template or a special type of software. Noting down your analysis ensures that all company areas are addressed accordingly.

To develop a credible analysis, here are a few guidelines to remember:

1. Determine the type of analysis best suitable for your company.

Select a kind of analysis that best suits your company. This would depend on the scope of the basic analysis and the budget allotted to perform it. For instance, most business intelligence systems come with a hefty price tag, which makes them impractical for businesses that haven’t been operating for too long.

Companies with sophisticated technology integrated into their daily processes often cover larger areas compared to those who apply manual methods—and for obvious reasons.

Simply put, it is necessary for a large corporation to use a fancy business intelligence software to conduct an accurate and efficient analysis on their company. A simple business such as a hair salon or convenience store, on the other hand, may not require a lavish software system to obtain an effective company analysis. You may also see financial analysis examples .

2. Study different analysis methods.

It’s impossible to perform a successful company analysis with little or no knowledge on what to expect from it. Generally, a thorough evaluation of your company should answer what is being done right or wrong based on a specified time period. You may also like regression analysis examples .

Keep in mind that there are different analysis methods designed for financials, marketing, human resources, and others. You can’t do a human resources analysis if you’re a solo entrepreneur, simply because there aren’t any employees to evaluate in the first place. That being said, be sure to understand the different analysis methods before you begin with the first step of the desired process.

3. Choose a method and implement it.

Once you have done your research, you can now implement the selected method. Here, you need to make sure to cover the internal and external factors that impact the business. If you’re doing a company analysis through a software application, percentages and diagrams will be shown to highlight the areas that require improvement. You might be interested in feasibility analysis examples .

But if you’re using a template to complete the analysis, you need to think critically about the competitive circumstances affecting the entire business. Take note that the manual approach does require you to work carefully to ensure that every vital aspect of the business is covered as planned. You may also see fault tree analysis examples .

4. Use statistics to prove your claims.

One of the best ways to generate a reliable analysis is to use statistics to support your findings. Quantitative data can offer an incredible amount of help in solidifying your analysis report. This is usually achieved through direct contact with your target audience. You may also like financial health analysis examples .

Say for example, count the number of people who enter your store but leave without buying anything. You can find out the reason for such behavior by using a survey questionnaire . You can then use this feedback to gain a deeper understanding about what runs through the minds of an average consumer. There are many ways to process and present this data, but it’s best to stick with graphs and tables for a more accurate visual illustration.

5. Evaluate results and make the necessary adjustments.

Review the results from your analysis. Look for weaknesses or areas that require improvement and take the necessary actions to correct them. You can use this analysis to conclude issues and problems present within the organization, and identify possible solutions to address them. You may also check out process analysis examples .

Given how an analysis provides a snapshot of the company during a particular time, it’s important to pay attention to the entire process to figure out the best method for enhancing the company internally and externally.

A company analysis refers to the fundamental assessment of an organization in which company leaders are tasked to analyze the overall profile, security, profitability, goals, and values of a company.

Knowing where the company is starting from and what it’s got to work with in order to accomplish its goals and objectives will contribute greatly to the entity’s growth. Because of this, it’s important for managers and analysts to conduct a thorough analysis on the company’s internal and external components. So if you find yourself in need of a company analysis, make sure to refer to our guidelines and templates for successful evaluation.

Report Generator

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How to Write a Business Analysis Report [Examples and Templates]

company analysis assignment

Table of contents

Business analysis reports are a lot like preparing a delicious meal.

Sometimes, the recipe is simple enough that you only need to use the basic ingredients. Other times, you will have to follow specific instructions to ensure those tasty delicacies turn out just right.

Want to make sure your business report never turns out like a chewy piece of meat? You’ve come to the right place.

Stay tuned until the end of this blog post, and we promise you won’t be hungry… for business knowledge!

What Is a Business Analysis Report?

Why is analytical reporting important, what should be included in a business analysis report, how do you write a business analysis report, business data analysis report examples and templates.

  • Improve Business Reporting with Databox

marketing_overview_hubspot_ga_dashboard_databox

A business analysis report provides information about the current situation of your company. This report is usually created by the management to help in the decision-making process and is usually used by other departments within a company.

Business analysis reports can either focus your research on the effectiveness of an existing business process or a proposed new process. Besides, an effective business analysis report should also assess the results to determine if the process changes had a positive or negative effect on the company’s goals. In fact, according to Databox’s State of business reporting , an overwhelming majority of companies said that reporting improved their performance.

Analytical reports are the bridge that connects your company to an effective, data-driven business intelligence strategy . By leveraging analytical reports , you can make informed decisions about your organization’s most critical issues. You will no longer need to rely on gut instinct or anecdotal evidence when assessing risks, threats, and opportunities. Instead, you will have access to a wealth of reliable data to inform your decisions.

Here are some essential benefits of analytical reporting:

  • Improve communication and foster collaboration – The most obvious benefit of business analysis report writing is an improvement in communication between all stakeholders involved in the project. Also, analytical business reports can help you to generate more trust and foster better collaboration among your employees and colleagues. By using data analytics reporting tools , you will be able to monitor your employees’ performance on a day-to-day basis. This will allow you to hold them accountable for their actions and give them greater freedom within the business as they know that their superiors have faith in their decision-making capabilities.
  • Increase productivity – Without this level of shared insight, businesses struggle to stay on top of their most important tasks and can become less efficient. An effective analytical business report provides the information needed for more efficient internal processes and helps you find more time for strategic activities such as improving your business strategy or working on long-term goals .
  • Innovation – In today’s digital age, the pressure to innovate was never greater. When consumers basically have everything they want at their fingertips, stepping up to the plate with a new and improved product or service has never been more important. With an accessible dashboard in place, you will be able to create data-driven narratives for each of your business’ critical functions. For example, if you are a software company, you can use the insights gained from report analysis done with your dashboard software to tailor your product development efforts to the actual needs of your customers. By doing so, you will be able to develop products that are better tailored to specific customer groups. You can also use the same information for developing new marketing strategies and campaigns.
  • Continuous business evolution – When it comes to digital businesses, data is everything. No model lasts forever, so having access to a business dashboard software that allows you to constantly keep tabs on your business’ performance will help you refine it as time goes on. If there are any glitches in your business model, or if something isn’t panning out as expected, the insight offered by a business analysis report can help you improve upon what works while scrapping what doesn’t.

A business analysis report has several components that need to be included to give a thorough description of the topic at hand. The structure and length of business analysis reports can vary depending on the needs of the project or task.

They can be broken down into different sections that include an:

  • Executive summary
  • Study introduction
  • Methodology
  • Review of statistics

Reports of this nature may also include case studies or examples in their discussion section.

A report can be written in a formal or informal tone, depending on the audience and purpose of the document. While a formal tone is best for executives , an informal tone is more appropriate for technical audiences . It is also a good idea to use something like an executive summary template to report on the results repeatedly with ease.

A good business analysis report is detailed and provides recommendations in the form of actionable steps. Here we have listed some simple steps that you need to follow to write a good business analysis report. Report writing is a major part of the business analysis process. In this section, you will learn how to write a report for your company:

Preparation

Presentation.

Obtain an overview of what you want to analyze in the business report . For example, if you are writing a business analysis report on how to improve customer service at an insurance company, you will want to look through all the customer service processes to determine where the problems lie. The more prepared you are when starting a project, the easier it will be to get results. Here is what your preparation should look like:

Set your goals

The first step in writing this document is to set your goals . What do you hope to accomplish with this paper? Do you need to assess the company’s finances? Are you looking for ways to make improvements? Or do you have outside investors who want to know if they should buy into the company? Once you know what your goal is, then you can begin setting up your project.

PRO TIP: How Well Are Your Marketing KPIs Performing?

Like most marketers and marketing managers, you want to know how well your efforts are translating into results each month. How much traffic and new contact conversions do you get? How many new contacts do you get from organic sessions? How are your email campaigns performing? How well are your landing pages converting? You might have to scramble to put all of this together in a single report, but now you can have it all at your fingertips in a single Databox dashboard.

Our Marketing Overview Dashboard includes data from Google Analytics 4 and HubSpot Marketing with key performance metrics like:

  • Sessions . The number of sessions can tell you how many times people are returning to your website. Obviously, the higher the better.
  • New Contacts from Sessions . How well is your campaign driving new contacts and customers?
  • Marketing Performance KPIs . Tracking the number of MQLs, SQLs, New Contacts and similar will help you identify how your marketing efforts contribute to sales.
  • Email Performance . Measure the success of your email campaigns from HubSpot. Keep an eye on your most important email marketing metrics such as number of sent emails, number of opened emails, open rate, email click-through rate, and more.
  • Blog Posts and Landing Pages . How many people have viewed your blog recently? How well are your landing pages performing?

Now you can benefit from the experience of our Google Analytics and HubSpot Marketing experts, who have put together a plug-and-play Databox template that contains all the essential metrics for monitoring your leads. It’s simple to implement and start using as a standalone dashboard or in marketing reports, and best of all, it’s free!

marketing_overview_hubspot_ga_dashboard_preview

You can easily set it up in just a few clicks – no coding required.

To set up the dashboard, follow these 3 simple steps:

Step 1: Get the template 

Step 2: Connect your HubSpot and Google Analytics 4 accounts with Databox. 

Step 3: Watch your dashboard populate in seconds.

Assess the Company’s Mission

It’s almost impossible to write a business analysis report without access to the company’s mission statement. Even if you don’t plan on using the mission statement as part of your business analysis summary, it can help you understand the company’s culture and goals. Mission statements are typically short and easy to read, but they may not include every area of focus that you want to include in your report.

Thus, it is important to use other sources when possible. For example, if you are writing a business analysis report for a small start-up company that is just beginning to market its product or service, review the company website or talk directly with management to learn what they believe will be most crucial in growing the company from the ground up.

Stakeholder Analysis

Who is your audience? Create the reader’s persona and tailor all information to their perspective. Create a stakeholder map that identifies all the groups, departments, functions, and individuals involved in this project (and any other projects related to this one). Your stakeholder map should include a description of each group’s role.

Review Financial Performance

Review the financing of the business and determine whether there are any potential threats to the company’s ability to meet its future financial obligations. This includes reviewing debt payments and ownership equity compared with other types of financing such as accounts receivable, cash reserves, and working capital. Determine whether there have been any changes in the funding over time, such as an increase in long-term debt or a decrease in owners’ equity.

Apart from reviewing your debt payments and ownership equity with other types of financing, wouldn’t it be great if you could compare your financial performance to companies that are exactly like yours? With Databox, this can be done in less than 3 minutes.

For example, by  joining this benchmark group , you can better understand your gross profit margin performance and see how metrics like income, gross profit, net income, net operating increase, etc compare against businesses like yours.

One piece of data that you would be able to discover is the average gross profit a month for B2B, B2C, SaaS and eCommerce. Knowing that you perform better than the median may help you evaluate your current business strategy and identify the neccessary steps towards improving it.

Instantly and Anonymously Benchmark Your Company’s Performance Against Others Just Like You

If you ever asked yourself:

  • How does our marketing stack up against our competitors?
  • Are our salespeople as productive as reps from similar companies?
  • Are our profit margins as high as our peers?

Databox Benchmark Groups can finally help you answer these questions and discover how your company measures up against similar companies based on your KPIs.

When you join Benchmark Groups, you will:

  • Get instant, up-to-date data on how your company stacks up against similar companies based on the metrics most important to you. Explore benchmarks for dozens of metrics, built on anonymized data from thousands of companies and get a full 360° view of your company’s KPIs across sales, marketing, finance, and more.
  • Understand where your business excels and where you may be falling behind so you can shift to what will make the biggest impact. Leverage industry insights to set more effective, competitive business strategies. Explore where exactly you have room for growth within your business based on objective market data.
  • Keep your clients happy by using data to back up your expertise. Show your clients where you’re helping them overperform against similar companies. Use the data to show prospects where they really are… and the potential of where they could be.
  • Get a valuable asset for improving yearly and quarterly planning . Get valuable insights into areas that need more work. Gain more context for strategic planning.

The best part?

  • Benchmark Groups are free to access.
  • The data is 100% anonymized. No other company will be able to see your performance, and you won’t be able to see the performance of individual companies either.

When it comes to showing you how your performance compares to others, here is what it might look like for the metric Average Session Duration:

company analysis assignment

And here is an example of an open group you could join:

company analysis assignment

And this is just a fraction of what you’ll get. With Databox Benchmarks, you will need only one spot to see how all of your teams stack up — marketing, sales, customer service, product development, finance, and more. 

  • Choose criteria so that the Benchmark is calculated using only companies like yours
  • Narrow the benchmark sample using criteria that describe your company
  • Display benchmarks right on your Databox dashboards

Sounds like something you want to try out? Join a Databox Benchmark Group today!

Examine the “Four P’s”

“Four P’s” — product , price , place, and promotion . Here’s how they work:

  • Product — What is the product? How does it compare with those of competitors? Is it in a position to gain market share?
  • Price — What is the price of the product? Is it what customers perceive as a good value?
  • Place — Where will the product be sold? Will existing distribution channels suffice or should new channels be considered?
  • Promotion — Are there marketing communications efforts already in place or needed to support the product launch or existing products?

Evaluate the Company Structure

A business analysis report examines the structure of a company, including its management, staff, departments, divisions, and supply chain. It also evaluates how well-managed the company is and how efficient its supply chain is. In order to develop a strong strategy, you need to be able to analyze your business structure.

When writing a business analysis report, it’s important to make sure you structure your work properly. You want to impress your readers with a clear and logical layout, so they will be able to see the strengths of your recommendations for improving certain areas of the business. A badly written report can completely ruin an impression, so follow these steps to ensure you get it right the first time.

A typical business analysis report is formatted as a cover page , an executive summary , information sections, and a summary .

  • A cover page contains the title and author of the report, the date, a contact person, and reference numbers.
  • The information section is backed up by data from the work you’ve done to support your findings, including charts and tables. Also, includes all the information that will help you make decisions about your project. Experience has shown that the use of reputable study materials, such as  StuDocu  and others, might serve you as a great assistant in your findings and project tasks.
  • A summary is a short overview of the main points that you’ve made in the report. It should be written so someone who hasn’t read your entire document can understand exactly what you’re saying. Use it to highlight your main recommendations for how to change your project or organization in order to achieve its goals.
  • The last section of a business analysis report is a short list of references that include any websites or documents that you used in your research. Be sure to note if you created or modified any of these documents — it’s important to give credit where credit is due.

The Process of Investigation

Explain the problem – Clearly identify the issue and determine who is affected by it. You should include a detailed description of the problem you are analyzing, as well as an in-depth analysis of its components and effects. If you’re analyzing a small issue on a local scale, make sure that your report reflects this scale. That way, if someone else reads your work who had no idea about its context or scope, they would still be able to understand it.

Explain research methods – There are two ways to do this. Firstly, you can list the methods you’ve used in the report to determine your actions’ success and failure. Secondly, you should add one or two new methods to try instead. Always tell readers how you came up with your answer or what data you used for your report. If you simply tell them that the company needs to improve customer service training then they won’t know what kind of data led you to that conclusion. Also, if there were several ways of addressing a problem, discuss each one and why it might not work or why it may not be appropriate for the company at this time.

Analyze data – Analyzing data is an integral part of any business decision, whether it’s related to the costs of manufacturing a product or predicting consumer behavior. Business analysis reports typically focus on one aspect of an organization and break down that aspect into several parts — all of which must be analyzed in order to come to a conclusion about the original topic.

The Outcome of Each Investigation Stage

The recommendations and actions will usually follow from the business objectives not being met. For example, if one of your goals was to decrease costs then your recommendations would include optimization strategies for cost reduction . If you have more than one suggestion you should make a list of the pros and cons of each one. You can make several recommendations in one report if they are related. In addition, make sure that every recommendation has supporting arguments to back them up.

Report Summary

Every business analysis report should start with a summary. It’s the first thing people see and it needs to capture their attention and interest. The report summary can be created in two ways, depending on the nature of the report:

  • If the report is a brief one, that simply gives a summary of the findings, then it can be created as part of the executive summary.
  • But if it’s a long report, it could be too wordy to summarise. In this case, you can create a more detailed overview that covers all the main aspects of the project from both an internal and external point of view.

Everything comes down to this section. A presentation is designed to inform, persuade and influence decision-makers to take the next action steps.

Sometimes a slide or two can make them change their mind or open new horizons. These days, digital dashboards are becoming increasingly popular when it comes to presenting data in business reports. Dashboards combine different visualizations into one place, allowing users to get an overview of the information they need at a glance rather than searching through a bunch of documents or spreadsheets trying.

Databox offers dynamic and accessible digital dashboards that will help you to convert raw data into a meaningful story. And the best part is that you can do it with a ‘blink of an eye’ even if you don’t have any coding or designs skills. There is also an option of individual report customization so that you can tailor any dashboard to your own needs.

Pre-made dashboard templates can be extremely useful when creating your own business analysis report. While examples serve as inspiration, templates allow you to create reports quickly and easily without having to spend time (and money) developing the underlying data models.

Databox dashboard templates come with some of the most common pre-built metrics and KPIs different types of businesses track across different departments. In order to create powerful business insights within minutes, all you need to do is download any of our free templates and connect your data source — the metrics will populate automatically.

Business Report Examples and Templates

Databox business dashboard examples are simple and powerful tools for tracking your business KPIs and performance. These dashboards can be used by executive teams and managers as well as by senior management, marketing, sales, customer support, IT, accounting, and other departments. If you are new to this kind of reporting, you may not know how to set up a dashboard or what metrics should be displayed on it. This is where a premade template for business dashboards comes in handy.

For example, this Google Ads Report Template is designed to give you a simple way to keep track of your campaigns’ performance over time, and it’s a great resource for anyone who uses Google’s advertising platform, regardless of whether they’re an SMB, an SME or an enterprise.

Google ads dashboard

KPI Report Examples and Templates

KPIs are the foundation of any business analysis, and they can come in a multitude of forms. While we’ve defined KPIs as metrics or measurements that allow you to assess the effectiveness of a given process, department, or team, there are a number of ways to evaluate your KPIs. Through the use of color-coding, user-friendly graphs and charts, and an intuitive layout, your KPIs should be easy for anyone to understand. A good way to do this is by having a dedicated business analyst on your team who can take on the task of gathering data, analyzing it, and presenting it in a way that will drive actionable insights. However, if you don’t have a dedicated analyst or don’t want to spend money on one, you can still create KPI reporting dashboards using free KPI Databox templates and examples .

For example, this Sales Overview template is a great resource for managers who want to get an overview of their sales team’s performance and KPIs. It’s perfect for getting started with business analysis, as it is relatively easy to understand and put together.

sales overview dashboard

Performance Report Examples and Templates

All businesses, regardless of size or industry, need to know how well they are performing in order to make the best decisions for their company and improve overall ROI. A performance dashboard is a strategic tool used to track key metrics across different departments and provide insight into the health of a business. Databox has a collection of 50+ Performance Dashboard Examples and Templates which are available for free download.

For example, if your business is investing a lot into customer support, we recommend tracking your customer service performance with this Helpscout Mailbox Dashboard which will give you insights into conversations, your team’s productivity, customer happiness score, and more.

Helpscout dashboard example

Executive Report Examples and Templates

An executive dashboard is a visual representation of the current state of a business. The main purpose of an executive dashboard is to enable business leaders to quickly identify opportunities, identify areas for improvement, pinpoint issues, and make data-informed decisions for driving sales growth, new product launches, and overall business growth. When an executive dashboard is fully developed, as one of these 50+ Databox Free Executive Examples and Templates , it offers a single view of the most important metrics for a business at a glance.

For example, you probably have more than one set of financial data tracked using an executive dashboard software : invoices, revenue reports (for accounting), income statements, to mention a few. If you want to view all this data in one convenient place, or even create a custom report that gives you a better picture of your business’s financial health, this Stripe Dashboard Template is a perfect solution for you.

Stripe dashboard

Metrics Report Examples and Templates

Choosing the right metrics for your business dashboard can be crucial to helping you meet your business objectives, evaluate your performance, and get insights into how your business is operating. Metrics dashboards are used by senior management to measure the performance of their company on a day-to-day basis. They are also used by mid-level managers to determine how their teams are performing against individual goals and objectives. Databox provides 50+ Free Metrics Dashboard Examples and Templates that you can use to create your company’s own dashboards. Each is unique and will depend on your business needs.

For example, if you are looking for ways to track the performance of your DevOps team, and get the latest updates on projects quickly – from commits, and repository status, to top contributors to your software development projects, this GitHub Overview Dashboard is for you.

GitHub overview dashboard

Small Business Report Examples and Templates

A lot of small business owners don’t realize how important it is to have a proper dashboard in place until they actually use one. A dashboard can help you track and compare different metrics, benchmark your performance against industry averages, evaluate the effectiveness of your marketing and sales strategies, track financials, and much more. So if you’re looking for a tool to help you measure and manage your small business’ performance, try some of these 50+ Free Small Business Dashboard Examples and Templates .

For example, this Quickbooks Dashboard template can help you get a clear understanding of your business’s financial performance, ultimately allowing you to make better-informed decisions that will drive growth and profitability.

Quickbooks dashboard

Agency Report Examples and Templates

Agency dashboards are not a new concept. They have been around for years and are used by companies all over the world. Agency dashboards can be powerful tools for improving your marketing performance, increasing client loyalty, and landing new clients. There is no single correct way to create an agency dashboard. Everyone has their own goals and objectives, which will ultimately determine which data points you choose to include or track using a client dashboard software , but with these Databox 100+ Free Agency Dashboard Examples and Templates you have plenty of options to start with.

For example, you can use this Harvest Clients Time Report to easily see how much time your employees spend working on projects for a particular client, including billable hours and billable amount split by projects.

Harvest Clients Time Report dashboard

Better Business Reporting with Databox

Business analysis is all about finding smart ways to evaluate your organization’s performance and future potential. And that’s where Databox comes in.

Databox can be a helpful tool for business leaders who are required to analyze data, hold frequent meetings, and generate change in their organizations. From improving the quality and accessibility of your reporting to tracking critical performance metrics in one place, and sharing performance metrics with your peers and team members in a cohesive, presentable way, allow Databox to be your personal assistant in these processes, minimize the burdens of reporting and ensure you always stay on top of your metrics game.

Sign up today for free to start streamlining your business reporting process.

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Company Analysis Report: Examples, Templates, Components

Home Blog Business Management Company Analysis Report: Examples, Templates, Components

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Company analysis is a thorough assessment of a company's performance for deep understanding of its current state and future potential. It involves a thorough assessment of various aspects, including financial stability, market presence, and competitive advantage, to uncover valuable insights. These insights are crucial for investors, creditors, and business partners in making effective decisions and formulating strategies.

Company analysis report focuses on examining a company’s financial performance, shedding light on essential indicators such as revenue growth, profitability ratios, liquidity position, and efficiency metrics. By closely analyzing these financial aspects, we gain insights into the company's financial health, stability, and its ability to generate sustainable returns. Additionally, operational efficiency metrics provide valuable information on the company's effectiveness in delivering products or services to the market.

In addition to the company performance analysis report, it also includes a SWOT analysis report, which assesses the company's internal strengths and weaknesses, as well as external opportunities and threats.

What is a Company Analysis Report?

Business analysis report of a company is a comprehensive assessment of it’s performance, operations, and strategic position. The Company Analysis report gives insights into the company's strengths, weaknesses, opportunities, and threats thus allowing stakeholders to make informed decisions. Writing a report on company analysis typically includes an evaluation of various components such as business opportunities, market planning, customer segmentation, territory design, marketing strategies, and more.

Business analysts play a vital role in gathering and analyzing data, identifying business requirements, and proposing solutions to improve operational efficiency and achieve business objectives. Therefore, incorporating the best Business Analyst training practices enhances the quality and accuracy of the analysis.

Components to Analyze Business Opportunities

1. market planning.

  • Market Segmentation: Divide the target market into distinct groups based on characteristics such as demographics, psychographics, and behavior.
  • Target Market Selection: Determine the most attractive market segments to focus on based on their size, growth potential, profitability, and alignment with the company's capabilities.
  • Positioning Strategy: Define how the company wants to be perceived in the market relative to its competitors, emphasizing unique value propositions and differentiation.
  • Marketing Mix: Develop strategies for product/service, pricing, distribution, and promotion to effectively reach and engage the target market.

2. Customer Segmentation

  • Identify Customer Needs: Understand the needs, preferences, and pain points of different customer segments to tailor products, services, and marketing messages accordingly.
  • Customer Profiling: Create detailed profiles of each customer segment, including demographics, psychographics, purchasing behavior, and motivations.
  • Customer Lifetime Value: Assess the long-term value of each customer segment to prioritize resource allocation and develop customer retention strategies.

3. Territory Design

  • Geographic Analysis: Evaluate geographical areas and regions to determine market potential, customer density, and logistical considerations.
  • Sales Territory Allocation: Divide the market into sales territories , considering factors such as customer distribution, sales potential, and sales rep capacity.
  • Resource Allocation: Determine the allocation of sales, marketing, and operational resources across different territories based on their strategic importance and potential.

4. Marketing

  • Marketing Strategies: Develop strategies for branding, advertising, digital marketing, public relations, and customer relationship management to effectively reach and engage the target market.
  • Campaign Evaluation: Measure the success of marketing campaigns by evaluating important metrics.
  • Customer Feedback Analysis: Analyze customer feedback, reviews, and surveys to identify areas for improvement and gather insights for future marketing efforts.

Business analysts play a crucial role in understanding market dynamics, gathering and analyzing data, and translating insights into actionable strategies. KnowledgeHut best Business Analyst training offers a comprehensive curriculum that covers various aspects of market analysis, customer profiling, and marketing strategies.

How to Write a Company Analysis?

Writing a business analysis report of a company involves a structured approach to examine the company's performance, operations, and strategic position. Below are the steps:

1. Preparation

  • Define the purpose and scope of the analysis.
  • Collect relevant data and information about the company, its industry, competitors, and market trends.
  • Identify the key stakeholders and their information needs.

2. Structure

  • Executive Summary: Provide a concise overview of the report's findings and recommendations.
  • Study Introduction: Introduce the company and its background, including its mission, vision, and core values.
  • Methodology: Explain the research methods, data sources, and analytical tools used.
  • Review of Statistics: Give a detailed analysis of each component, including market analysis, SWOT analysis, financial analysis, etc.
  • Conclusion: Give a summary of the main findings and insights derived from the analysis
  • References: Citations of the sources used in the report, ensuring credibility and transparency.

3. Presentation

  • Use clear and concise language.
  • Include visual aids such as charts, graphs, and tables to support the analysis.
  • Organize the report in a logical and structured manner.
  • Provide an unbiased evaluation that presents both the strengths and weaknesses of the company

Business Management training equips professionals with the necessary skills in strategic planning, organizational analysis, and decision-making. By incorporating principles and techniques learned in business management training, analysts can provide valuable insights and recommendations to drive business success.

What Should be Included in the Company Analysis Report?

 1. executive summary.

An executive summary is a condensed version of a comprehensive document or report. It provides an overview of the full report's essential points, key findings, and recommended actions. The executive summary is a valuable tool for quickly sharing the main points and significance of the report. It helps communicate the key findings and recommendations in a concise way without reading the entire report.

2. Study Introduction

The study introduction provides a concise overview of the company, its industry, and the purpose of the analysis. It summarizes the key aspects of the company, like its history, mission, and organizational structure. It also highlights its products or services and target market. Lastly, it clearly states the purpose of the analysis.

3. Methodology

The methodology section provides a concise explanation of the research methods, data sources, and analytical tools used. It outlines the approach taken to gather and analyze information. This includes describing the primary and secondary research methods employed. It also highlights the key data sources utilized, such as financial reports, industry publications, market research reports, and academic studies.

4. Review of Statistics

A review of statistics in a company analysis report is an essential aspect of evaluating the performance and financial health of a company. The review of the statistics section provides a detailed report of various aspects of the company such as market analysis, SWOT analysis, financial analysis, and more. This section gives an in-depth analysis of each aspect, with supporting data thus providing valuable insights

5. Conclusion

The conclusion of a company analysis report summarizes the key findings and insights derived from the analysis. It provides an overview of the company's performance, financial health, and overall outlook. The conclusion serves as a concise summary of the main findings and insights derived from the analysis. It highlights the major findings of the entire company analysis report. The conclusion also includes recommendations based on the analysis.

6. References

In a company analysis report, references refer to the information sources used to gather data and support the analysis and conclusions presented in the report. Including references in a company analysis report is essential for providing credibility and allowing readers to verify the sources of information and data used in the analysis.

Importance of Company Analysis Reporting

  • Decision Making:  Company analysis reports provide essential information and insights that aid decision making. These reports are assessed by investors and shareholders before investing in a company. The analysis helps them evaluate the company's financial strength, growth potential, and overall performance.
  • Risk Assessment: Company analysis reports assist in assessing the risks associated with a company. By evaluating factors such as financial stability, market position, industry trends, and competitive landscape, stakeholders can identify potential risks.
  • Performance Evaluation : Analysis reports enable stakeholders to evaluate the company's performance against its objectives, competitors, and industry benchmarks. By reviewing key financial metrics, operational efficiency, market share, and other relevant factors, stakeholders gain insights into the company's strengths, weaknesses, and areas for improvement.
  • Transparency and Accountability : Company analysis reports promote transparency and accountability. These reports contain detailed information about the company's financial position, performance, and strategies. These reports allow stakeholders to hold the company's management accountable for their actions and decisions.
  • Investor Relations: For publicly traded companies, analysis reports play a crucial role in maintaining positive investor relations. These reports provide shareholders and potential investors with a comprehensive understanding of the company's financial performance, prospects, and risks. Thereby influencing investment decisions and investor confidence.
  • Strategic Planning:  Company analysis reports support strategic planning by providing valuable insights into the company's internal and external environment. This information helps management identify areas for improvement, formulate business strategies, allocate resources effectively, and make informed decisions to drive the company's growth and success.
  • Regulatory Compliance: Analysis reports contribute to regulatory compliance, particularly for publicly traded companies that are required to disclose financial information to regulatory bodies and stakeholders. By adhering to reporting standards and providing accurate and transparent data, companies demonstrate compliance and maintain trust with regulators and the market.

Company Analysis Report Examples

Here is a company analysis report sample PDF template

  • Sample Company Analysis Report Template
  • Company Investment Analysis Report Template
  • Company Financial Analysis Report Template

In conclusion, a company analysis report serves as a valuable tool for stakeholders to assess a company's performance, financial health, and prospects. It helps evaluate performance, identify business opportunities, and make informed decisions. The report enables stakeholders to make informed investment decisions by providing transparent and accurate information. 

It also fosters transparency, strengthens investor relations, and supports regulatory compliance. Ultimately, the company analysis report serves as a comprehensive source of information, empowering stakeholders to understand the company's position, identify areas for improvement, and drive its growth and success. By evaluating various components such as market planning, customer segmentation, and marketing strategies, stakeholders can gain insights to drive productivity, innovation, and continuous improvement within the organization.

Frequently Asked Questions (FAQs)

  • Executive summary: This is a concise overview of the entire company analysis report
  • Study introduction: This section introduces the purpose and scope of the company analysis.
  • Methodology: The methodology section outlines the approach and methods used to conduct the company analysis.
  • Review of statistics: This section presents and analyzes relevant statistics and data related to the company's performance, financials, market position, or any other relevant metrics
  • Conclusion: The conclusion section provides a summary of the main findings and insights from the analysis.
  • References: This section lists the sources and references cited throughout the company analysis report

Limited data availability, biased information, complex market dynamics, and accurate forecasting of future trends.

The factors considered in company analysis include financial performance, market positioning, industry trends, management competence, competitive landscape, growth strategies, risk factors, stakeholder analysis, customer segmentation, regulatory factors, and the company's strategic initiatives.

To make informed investment decisions, evaluate partnerships, negotiate contracts, and develop strategic plans aligned with company goals.

Investors, financial analysts, potential partners, and stakeholders seeking insights into a company's viability and potential.

Profile

Mansoor Mohammed

Mansoor Mohammed is a dynamic and energetic Enterprise Agile Coach, P3M & PMO Consultant, Trainer, Mentor, and Practitioner with over 20 years of experience in Strategy Execution and Business Agility. With a background in Avionics, Financial Services, Banking, Telecommunications, Retail, and Digital, Mansoor has led global infrastructure and software development teams, launched innovative products, and enabled Organizational Change Management. As a results-driven leader, he excels in collaborating, adapting, and driving partnerships with stakeholders at all levels. With expertise in Change Management, Transformation, Lean, Agile, and Organizational Design, Mansoor is passionate about aligning strategic goals and delivering creative solutions for successful business outcomes. Connect with him to explore change, Agile Governance, implementation delivery, and the future of work.

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4 Examples of Business Analytics in Action

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  • 15 Jan 2019

Data is a valuable resource in today’s ever-changing marketplace. For business professionals, knowing how to interpret and communicate data is an indispensable skill that can inform sound decision-making.

“The ability to bring data-driven insights into decision-making is extremely powerful—all the more so given all the companies that can’t hire enough people who have these capabilities,” says Harvard Business School Professor Jan Hammond , who teaches the online course Business Analytics . “It’s the way the world is going.”

Before taking a look at how some companies are harnessing the power of data, it’s important to have a baseline understanding of what the term “business analytics” means.

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What Is Business Analytics?

Business analytics is the use of math and statistics to collect, analyze, and interpret data to make better business decisions.

There are four key types of business analytics: descriptive, predictive, diagnostic, and prescriptive. Descriptive analytics is the interpretation of historical data to identify trends and patterns, while predictive analytics centers on taking that information and using it to forecast future outcomes. Diagnostic analytics can be used to identify the root cause of a problem. In the case of prescriptive analytics , testing and other techniques are employed to determine which outcome will yield the best result in a given scenario.

Related : 4 Types of Data Analytics to Improve Decision-Making

Across industries, these data-driven approaches have been employed by professionals to make informed business decisions and attain organizational success.

Check out the video below to learn more about business analytics, and subscribe to our YouTube channel for more explainer content!

Business Analytics vs. Data Science

It’s important to highlight the difference between business analytics and data science . While both processes use big data to solve business problems they’re separate fields.

The main goal of business analytics is to extract meaningful insights from data to guide organizational decisions, while data science is focused on turning raw data into meaningful conclusions through using algorithms and statistical models. Business analysts participate in tasks such as budgeting, forecasting, and product development, while data scientists focus on data wrangling , programming, and statistical modeling.

While they consist of different functions and processes, business analytics and data science are both vital to today’s organizations. Here are four examples of how organizations are using business analytics to their benefit.

Business Analytics | Become a data-driven leader | Learn More

Business Analytics Examples

According to a recent survey by McKinsey , an increasing share of organizations report using analytics to generate growth. Here’s a look at how four companies are aligning with that trend and applying data insights to their decision-making processes.

1. Improving Productivity and Collaboration at Microsoft

At technology giant Microsoft , collaboration is key to a productive, innovative work environment. Following a 2015 move of its engineering group's offices, the company sought to understand how fostering face-to-face interactions among staff could boost employee performance and save money.

Microsoft’s Workplace Analytics team hypothesized that moving the 1,200-person group from five buildings to four could improve collaboration by increasing the number of employees per building and reducing the distance that staff needed to travel for meetings. This assumption was partially based on an earlier study by Microsoft , which found that people are more likely to collaborate when they’re more closely located to one another.

In an article for the Harvard Business Review , the company’s analytics team shared the outcomes they observed as a result of the relocation. Through looking at metadata attached to employee calendars, the team found that the move resulted in a 46 percent decrease in meeting travel time. This translated into a combined 100 hours saved per week across all relocated staff members and an estimated savings of $520,000 per year in employee time.

The results also showed that teams were meeting more often due to being in closer proximity, with the average number of weekly meetings per person increasing from 14 to 18. In addition, the average duration of meetings slightly declined, from 0.85 hours to 0.77 hours. These findings signaled that the relocation both improved collaboration among employees and increased operational efficiency.

For Microsoft, the insights gleaned from this analysis underscored the importance of in-person interactions and helped the company understand how thoughtful planning of employee workspaces could lead to significant time and cost savings.

2. Enhancing Customer Support at Uber

Ensuring a quality user experience is a top priority for ride-hailing company Uber. To streamline its customer service capabilities, the company developed a Customer Obsession Ticket Assistant (COTA) in early 2018—a tool that uses machine learning and natural language processing to help agents improve their speed and accuracy when responding to support tickets.

COTA’s implementation delivered positive results. The tool reduced ticket resolution time by 10 percent, and its success prompted the Uber Engineering team to explore how it could be improved.

For the second iteration of the product, COTA v2, the team focused on integrating a deep learning architecture that could scale as the company grew. Before rolling out the update, Uber turned to A/B testing —a method of comparing the outcomes of two different choices (in this case, COTA v1 and COTA v2)—to validate the upgraded tool’s performance.

Preceding the A/B test was an A/A test, during which both a control group and a treatment group used the first version of COTA for one week. The treatment group was then given access to COTA v2 to kick off the A/B testing phase, which lasted for one month.

At the conclusion of testing, it was found that there was a nearly seven percent relative reduction in average handle time per ticket for the treatment group during the A/B phase, indicating that the use of COTA v2 led to faster service and more accurate resolution recommendations. The results also showed that customer satisfaction scores slightly improved as a result of using COTA v2.

With the use of A/B testing, Uber determined that implementing COTA v2 would not only improve customer service, but save millions of dollars by streamlining its ticket resolution process.

Related : How to Analyze a Dataset: 6 Steps

3. Forecasting Orders and Recipes at Blue Apron

For meal kit delivery service Blue Apron, understanding customer behavior and preferences is vitally important to its success. Each week, the company presents subscribers with a fixed menu of meals available for purchase and employs predictive analytics to forecast demand , with the aim of using data to avoid product spoilage and fulfill orders.

To arrive at these predictions, Blue Apron uses algorithms that take several variables into account, which typically fall into three categories: customer-related features, recipe-related features, and seasonality features. Customer-related features describe historical data that depicts a given user’s order frequency, while recipe-related features focus on a subscriber’s past recipe preferences, allowing the company to infer which upcoming meals they’re likely to order. In the case of seasonality features, purchasing patterns are examined to determine when order rates may be higher or lower, depending on the time of year.

Through regression analysis—a statistical method used to examine the relationship between variables—Blue Apron’s engineering team has successfully measured the precision of its forecasting models. The team reports that, overall, the root-mean-square error—the difference between predicted and observed values—of their projection of future orders is consistently less than six percent, indicating a high level of forecasting accuracy.

By employing predictive analytics to better understand customers, Blue Apron has improved its user experience, identified how subscriber tastes change over time, and recognized how shifting preferences are impacted by recipe offerings.

Related : 5 Business Analytics Skills for Professionals

4. Targeting Consumers at PepsiCo

Consumers are crucial to the success of multinational food and beverage company PepsiCo. The company supplies retailers in more than 200 countries worldwide , serving a billion customers every day. To ensure the right quantities and types of products are available to consumers in certain locations, PepsiCo uses big data and predictive analytics.

PepsiCo created a cloud-based data and analytics platform called Pep Worx to make more informed decisions regarding product merchandising. With Pep Worx, the company identifies shoppers in the United States who are likely to be highly interested in a specific PepsiCo brand or product.

For example, Pep Worx enabled PepsiCo to distinguish 24 million households from its dataset of 110 million US households that would be most likely to be interested in Quaker Overnight Oats. The company then identified specific retailers that these households might shop at and targeted their unique audiences. Ultimately, these customers drove 80 percent of the product’s sales growth in its first 12 months after launch.

PepsiCo’s analysis of consumer data is a prime example of how data-driven decision-making can help today’s organizations maximize profits.

Which HBS Online Business Essentials Course is Right for You? | Download Your Free Flowchart

Developing a Data Mindset

As these companies illustrate, analytics can be a powerful tool for organizations seeking to grow and improve their services and operations. At the individual level, a deep understanding of data can not only lead to better decision-making, but career advancement and recognition in the workplace.

“Using data analytics is a very effective way to have influence in an organization,” Hammond says . “If you’re able to go into a meeting, and other people have opinions, but you have data to support your arguments and your recommendations, you’re going to be influential.”

Do you want to leverage the power of data within your organization? Explore Business Analytics —one of our online business essentials courses —to learn how to use data analysis to solve business problems.

This post was updated on March 24, 2023. It was originally published on January 15, 2019.

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4.23: Assignment- Marketing Plan, Part I

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Student Instructions: Complete the following information about the organization and products and/or services you will focus on as you develop a complete marketing plan throughout the course. You may need to do research to get answers to the questions below. Be sure the organization and offering you select will 1) remain interesting to you for the duration of the course, and 2) have sufficient information available for you to conduct research and make informed recommendations in your marketing plan.

Company Profile

  • Company Name:
  • Major products and/or services (names, types):
  • Products and/or services your marketing plan will focus on:
  • Target customers:
  • Distribution channel(s):
  • Headquarters (city, state, country):
  • Year founded:
  • Number of employees:
  • Annual revenue (estimated)
  • Key competitors:
  • Link to Web site:
  • Link to Yahoo! Finance information page (for public companies):

Market Segmentation and Targeting

  • What problem does your product or service solve?
  • Describe the total market for your solution: Who are potential customers?
  • What are the key segments within this market?
  • Identify and briefly describe 1–3 segments that this company serves.
  • Which segment does this marketing plan focus on, and why? Why do you believe this segment will offer growth and profit opportunities?

Situation and Company Analysis

Economic environment.

Discuss factors that affect your consumers’ purchasing power and spending patterns. What is the economic environment that you are operating in? Is it a growth, recovery or recession? Will it be easy to find staff? What is the current interest rate i.e. is it increasing or decreasing? What is consumer confidence like?

Technical Environment

The technological environment changes rapidly. You need to make sure that you are aware of trends in your industry and other industries could affect your business. New technologies create new markets and can influence you consumers and competitors. Industry environment What are the trends in your industry? Are there new entrants in the market? Has a substitute product been introduced? Are there changes in industry practices or new benchmarks to use?

Competitive Environment

How many competitors do you have? Who are the key competitors? What are the key selling points or competitive advantages of each one. What is your advantage over competitors? Is the market large enough to support you and competitors?

Political Environment

Consider the political environment for the areas that your business will trade and operate in. Is there a stable political system? Are there any licenses and regulations that you should be aware of? Do you need to win support to be able to operate?

SWOT Analysis

Instruction: Complete the table below with descriptive responses and explanation as you answer the questions below.

  • Does the organization have a strong brand presence?
  • What resources are available for marketing activities?
  • Does the the company have unique products or services that satisfy the needs of their target market?
  • What makes the company’s products or services unique?
  • What value is brought to customers?
  • Does the organization have a weak brand presence?
  • Are resources insufficient for marketing activities?
  • Does the company lack distinctive products or services?
  • Do current products or services fail to satisfy the needs of customers?
  • Do current products or services fail to bring value to customers?

Opportunities

  • What is the unique opportunity that the company is trying to take advantage of?
  • Does the target market have any unfulfilled needs that the company can satisfy?
  • Are there emerging target markets with needs that the company can satisfy?
  • Are there ways the company and its competitors can benefit by working together?
  • Are there opportunities for collaborating with customers to build brand presence?
  • Describe and analyze if market demand is increasing?
  • Are there changes in the government regulations that will affect the company?
  • Describe any emerging global issues that will affect the company?
  • What are the tactics that competitors use to pursue customers?
  • What are the strengths of the company’s biggest and or emerging competitors?
  • In what ways are the competitors’ products or services superior to the company’s offerings?
  • How are competitors likely to respond to any changes in the way the company markets?
  • Is the company behind in adopting new technologies for marketing?
  • Describe any ways in which international competitors are taking away market share?
  • What do customers dislike about the company?
  • Describe and analyze if market demand is decreasing?

Mission, Objectives, and Goals

State the mission or business purpose: what the organization wants to achieve, in market-oriented terms. (Example: Disney’s mission could be, “We create happiness by providing the finest in entertainment for people of all ages.)

List 1–3 objectives that move the organization a step closer to achieving the mission. (Example: A Disney objective could be, “To be the most popular theme park for international visitors.”)

Convert objectives into specific marketing goals that are easy to measure and evaluate. (Example: Our goal is to increase market share of international theme park visitors by 10% in the next two years.”)

Sample Grading Rubric

Company profile grading rubric.

Total points possible for Company Profile Assignment: 10 pts.

Market Segmentation and Targeting Grading Rubric

Total points possible for Market Segmentation and Targeting Assignment: 10 pts.

Situation and Company Analysis Grading Rubric

Total points possible for Situation and Company Analysis Assignment: 50 pts.

Total points possible for Marketing Plan, Part 1 Assignment (Consists of Company Profile Assignment, Market Segmentation and Targeting Assignment, and Situation and Company Analysis Assignment combined): 100 pts.

Contributors and Attributions

  • Assignment: Marketing Plan, Part I . Provided by : Lumen Learning. License : CC BY: Attribution
  • SWOT and Integrated Marketing Communications Templates. Authored by : Melissa Barker. License : CC BY: Attribution

Business Study Notes

B.Com, M.Com. BBA & MBA Exam Study Online

Company Analysis – Fundamental Analysis of a Company

In company analysis analysts consider the basic financial variables for the estimation of the intrinsic value of the company. These variables contain sales, profit margin, tax rate, depreciation, asset utilization, sources of financing and other factors. The conduction of further analysis of company include the competitive position of the company in the industry, technological changes, management, labor relations, foreign competition and so on.

How to do the Company Analysis

Company analysis actually provides the indication of the estimated value & potential of the company along with the comprehension of its financial variables. Common stock  can be valued by the investors by using dividend discount model . Similarly earnings multiplier model can be used for estimation of intrinsic value for a short run. Intrinsic value (or estimated value) is the product of expected multiplier or P/E ratio and the estimated earnings per share (EPS).

Estimated Value of Stock = V o = Estimated EPS x Expected P/E Ratio

Relative valuation techniques are used by many investors in which comparison of P/E ratio, P/S ratio and P/B ratio of the company is made with many benchmarks in order to ascertain the relative value of the company. Another effective way adopted by investors is to find out whether the stock is properly valued, undervalued or overvalued without being much exact about the absolute amount.

Majority of investors considers the P/E ratio and the Earning Per Share while accessing the value of the stocks of company.

The Financial Statements

Major financial data about company is obtained from its financial statements while doing the process of company analysis. Following are included in the category of financial statements.

  • Balance Sheet

Income Statement

  • Cash Flow Statement

The Balance Sheet

The balance sheet represents the Portfolio of assets and liabilities & owner’s equity of a company at particular point of time. The accounting conventions dictate the amounts at which items are carried on the balance sheets. Cash is the real dollar amount while marketable securities can be at market value or cost. Assets and stockholders equity are based on the book value. The careful analysis of the balance sheet of a company is important for the investors. The investors want to know those companies which are really profitable and are different from the ones which pump up their performance by taking too much debt whose recovery is a big issue. Balance sheet is really important to analyze while doing company analysis for making investment.

In Company analysis process Investors frequently use income statement to evaluate the current performance of management and forecasting of the future profitability of the company. The flows for certain period (one year) are represented by the income statement.

The investors are more interested for the After-tax net income item of the income statement which is divided by the number of common shares outstanding to ascertain the earnings per share. The success of the company is viewed from the earnings from its continuing operations and these earnings are mostly reported as earnings in the financial press. Nonrecurring income is kept separate from the continuing income.

The Cash Flow Statement

The cash flow statement is the third financial statement of the company which includes the items of the balance sheet and income statement as well as other ones. It provides the picture of the travelling of the cash in and out of the company. There are three part of cash flow statement which are

  • Cash from operating activities
  • Cash from investing activities
  • Cash from financing activities

The quality of earnings is examined by the investors with the help of cash flow statement. For example if inventories are increasing more quickly than sales this indicate serious problem by likely softening of the demand. Similarly cutting back of capital expenditures by a company indicate problem. Moreover it is also problematic if the accounts receivables increase more quickly than the sales which shows the poor recovery of the debts by the company.

Certifying the Statements

The Generally Accepted Accounting Principles (GAAP) provides the basis to derive earnings from the balance sheet. Accounting professionals developed certain rules on the basis of historical costs which are followed by the company. The earnings in the financial statements are certified by an auditor from an independent accounting firm.

Reading Footnotes

There are certain foot notes at the end of the financial statements that should be considered by the investors which mostly gives the information on the accounting methods being used and how income is reorganized etc. These footnotes may easily put the company analysis process in the right direction.

Analyzing Profitability of a Company

There are many factors that collectively provide basis for the culmination of the EPS in the company. Key financial ratios are considered to examine these determining factors. The increasing or decreasing profitability of a company is ascertained by examining the components of the EPS.

EPS = ROE x Book Value per Share

Where book value per share is the accounting value of equity of shareholders on the basis of per share and ROE is the return on equity. Book value changes slowly so ROE is the main variable that should be focused. These ratios are calculated as follow.

EPS = Net Income after Taxes / Outstanding Shares

Book Value per Share = Shareholder’s Equity / Outstanding Shares

ROE = Net Income after Taxes / Stockholder’s Equity

ROE reflects the accounting rate of return that stockholders are in on their part of the entire capital employed to finance the company. The accounting value of the stockholder’s equity is measured by the book value per share.

The earnings growth and dividend growth is determined by the ROE which is the key component. Many important variables collectively provide basis of ROE. The investors and analysts try to split the ROE into its important components for the identification of the severe effects on the ROE and forecasting of the future trends in ROE.

Analyzing Return on Equity (ROE)

ROE = ROA x Leverage

ROA is an important complement of return on investment (ROE) and is used to measure the profitability of a company. ROE measures the return to stockholders while ROA measures the return on assets. The effects of leverage must be considered by going from ROA to ROE. The measure of how a company fiancé its assets, is referred to as leverage ratio. The company can either takes debt or utilizes only equity for financing its assets. The debt is although cheaper but more risky due to the associated regular interest payments which must be paid consistently from preventing bankruptcy. The returns to shareholders are either magnified with leverage or diminish with it. By the judicious use of debt financing, certain ROA can be magnified into higher ROE. On the other hand ROE is lowered than ROA by the injudicious use of Debt.

Leverage = Total Assets / Stockholder’s Equity

Analyzing Return on Assets (ROA)

One of significant measure of the profitability of the company is the ROA. ROA is product of two factors

ROA = Net Income Margin x Turnover

Net Income Margin = Net Income / Sales

Turnover = Sales / Total Assets

The net income margin which affects the ROA measures earning power of a company on its sales. Efficiency is measured by the asset turnover. The ROA measures the profitability of a company by showing how efficiently & effectively the assets of a company are used. It is clear that the return is better when there is higher net income for a certain amount of assets.

Earnings Estimates

The estimated EPS is used by the investor to value the stock. Current stock price is a function of the price earnings ratio (P/E) and the future earnings estimate. The investor required following three things when conducting fundamental security analysis               using EPS.

  • Ascertaining of how to get an earnings estimate
  • Viewing the accuracy of any earning estimate acquired
  • Comprehending the role of earnings surprises in influencing stock prices

The price earnings ratio is very important consideration in doing company analysis. The P/E ratio shows how much of per dollar earnings investors presently are volitionally to pay for a stock. The market’s summary evaluation of the prospects of the company is reflected by P/E ratio.

Determinants of P/E Ratio

Conceptually the price earnings ratio (P/E) is a function of three factors

P/E = D 1 /E 1            

           k – g

Where k = required rate of return for stock

g = Expected growth rate in dividends

D 1 /E 1 = expected dividend payout ratio

These three factors and their likely changes should be considered by the investors who are trying to determine the P/E ratio that will prevail for certain stock.

  • The higher expected payout ratio indicates the higher the P/E ratio provided other things being equal. In fact the others are rarely equal. The expected growth rate in earnings & dividends (g) will likely decline if the payout ratio rises. This will severely affect P/E ratio. The reason for this decline is the availability of the lesser funds for the purpose of reinvestment in the company.
  • There is inverse relationship between k and P/E ratio. The increase k will reduce the P/E ratio and similarly decrease in the k will enhance the P/E ratio provided other things being equal. The reason behind this is that required rate of return is the discount rate. Discount rates and P/E ratio moves inversely to each other.
  • g and P/E are directly related. The increase in the g will enhance the P/E ratio provided other things being equal.

Company analysis is also known as the fundamental analysis of a company in which we analyze the company profile, securities, profitability, goals, values and objectives, etc.

Author at Business Study Notes

Hello everyone! This is Richard Daniels, a full-time passionate researcher & blogger. He holds a Ph.D. degree in Economics. He loves to write about economics, e-commerce, and business-related topics for students to assist them in their studies. That's the sole purpose of Business Study Notes . Love my efforts? Don't forget to share this blog.

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Company Analysis: How do Investors evaluate a company?

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Company Analysis? Now, this is a really important topic to discuss if you are looking to create long-term wealth out of stocks. For long-term wealth creation, it is extremely important to understand the company you are going to invest in.

This entire process of giving a refined look to a company is known as Fundamental Analysis and this is one of the best ways to understand how investors evaluate a company for long-term investment. Or else just get to an overall idea on the topic, Read on!

2. Bottom Up Approach

Why do you do company analysis.

Now, obviously, you know the answer, it is because the annual reports and the financial statements help you in evaluating the performance of the company so that you can select good stocks for your portfolio.

Now what do these good stocks look like and what are the criteria?

Suggested read: Stock selection criteria – follow the fundamental way of selecting a stock

Company Analysis: How do Investors evaluate a company? 2

Now let us quickly come to the most important part of the blog:

Steps in the company analysis process

1. identify company and industry’s economic characteristic.

We need to start off by knowing about the company and the industry it operates in.

Suppose we want to invest in Dabur .

So to be quick enough, you can use the Stockedge app .

Here, type the name of the company, and go to the “Show Profile” section in the Stockedge app. Also, we will get the details of the company in the “About” section on the company’s website.

Here, we will get a brief idea of the past as well as the present situation of the company, the places and the number of manufacturing facilities the company operates, and also some briefs about the sector, here, FMCG.

Analyze stock using stockedgeweb app

This step will help us in getting an idea as to which part of the value chain does the company fits in and its closest competitors which might be operating in that area.

2. Identify and know about the products and/or services

After getting to know the overview of the company, we need to go through its products and services which it offers to its customers.

For that, we can again visit the “Show Profile” section in the Stockedge app or we can visit the “Products” section on the company website.

Suppose we want to know about the products ‘Dabur’ manufactures and sells, we can just log on to the website and under ‘Products’ section we will see the verticals it is present in like, Healthcare, Home and Personal care and Foods category.

dabur-products

We have to also look at the nature of the product being offered by the firm, uniqueness of the product, demand and supply dynamics, brand awareness in the geographical area it is present in.

The market shares and to which market by geography it caters too.

For example, IRCTC is the only company that offers a platform to book online railway tickets for travelers. There is no competitor for this type of service in India which is a big positive for the company.

Whereas taking on any Auto company such as Maruti Suzuki, which offers cars of various segments to its customers. Herein, there are a lot of players and the company has to fight to retain its market share.

This is how we analyze the products or services offered by the company.

Suggested read: Assessing management quality before investing

3. Understanding the risks and concerns about the company

Every business and industry carries its own set of risks and concerns which might impact the performance and profitability of the company.

So, as an investor, it is very important to get an idea as to the risks the company is exposed to in case of any eventualities.

For example, crude oil is an important component in the manufacturing of paints which constitutes around 55% of the raw materials, so the fluctuations in the crude prices will likely impact the EBITDA and the margins of the company manufacturing paints .

So we need to check and analyze, to which extent will that particular risk affect the business and can the company overcome it.

For example, Currency volatility is an important risk for the IT industry as it generates the majority of the revenues from other countries. Here we need to check that how and to what extent will currency appreciation or depreciation impact the company’s performance.

enterprise risk management

The Company’s Annual Report also contains the risks and concerns that the company is exposed to.

We can get it under ‘Management Discussion and Analysis, where it will list the risks which the company might face in its operations along with the steps it is taking to overcome those situations.

4. Analyzing the Financial Statements:

This is one of the most important steps in the process to analyze a company.

The financial statement gives us the actual quantitative picture of any company which is an important part.

When evaluating the Income Statements, we check on the margins, the top line, and the bottom line.

To do it the least possible time, you can check the fundamentals using the Stockedge app, to get a visual idea of the trend of the revenues, the EBITDA as well as the PAT growth of a company.

Company Analysis: How do Investors evaluate a company? 3

From the Balance Sheet, we get an idea as to how strong the company financially is.

Cash Flow Statements gives us a thorough picture of the Cash balance which is generated from the company’s operating, investing, and financing activities. It helps in understanding the firm’s liquidity position.

Suggested read: Figures and Financial Statements

Finally, it is also important to go through the ratios in a comparative manner, in relation to the past periods or relative to the other players in the industry.

Fundamental Analysis Factors affecting company analysis

1. qualitative factors.

These factors take into consideration the business model, competitive advantage, Management, and Corporate governance.

Under the business model, we need to see what the company does, what does it sell along the prices at which it sells.

Let’s say, for example, HUL is an industry leader in the FMCG space which knows how to tackle economic downturns.

When the consumption slowdown happened in the late FY19 and the early FY20, most of the FMCG company’s revenues and profitability were impacted, wherein HUL was able to report stable growth which was due to its presence in a wide range of products in the FMCG which no other company had.

Competitive advantage shows the uniqueness of the company from its peers.

The above example, also shows that how HUL has a competitive advantage over others of being present in the lowest category of products to the highest category of products.

If the company is doing something different then it will affect its profitability to a large extent in the long term.

These kinds survive better than their peers.

Management and Corporate Governance generally go hand in hand.

As we know that the management is the people who are driving the company.

HDFC Bank, Tata Group are good examples of strong and ethical management along with good corporate governance where the company takes efforts to inform investors about updates.

It takes into consideration that all the company abides by the regulatory laws and has a long history of reputation in the business.

Thus, it is important to get an idea of the company’s quality of management as to how experienced are they and whether they are guilty of any kind of fraud in the past.

Proper and ethical management will always think about the well-being of the company and its stakeholders.

Sound management will also abide by the rules and regulations set up by the government or the regulators. So, it is very important to have dynamic and ethical management to head an organization.

2. Quantitative Factors

In the quantitative factors, we deal with the Industry growth and the company’s growth along with its peers.

There will be a few times when the company will outperform the industry but also some times when it will underperform the industry.

The fact that the company would be able to outperform its industry or not depends on the growth and size of the company compared to the industry.

The smaller the company, the higher growth is expected out of it and vice versa.

For example, HUL is the industry leader in the FMCG industry, which has grown at 8.48% CAGR over the past 5 years whereas, Marico which is a much smaller player compared to HUL has grown by 18.05% CAGR over the past 5 years. This shows that smaller companies tend to grow faster as they have more room for growth.

Along with these, the other quantitative factors affecting the analysis are the financial statements.

A company with very good growth but with a weak balance sheet can be considered to be a risky investment.

Companies having a large number of competitors in their segment will have more pricing pressure and thus lower margins.

FMCG companies cannot just hike or lower the prices as there are too many competitors which might get affected whereas, in the airline’s industry, only a few players operate which enables them to hike or reduce their prices whenever they want.

Hence, to summarize, in the airline industry the players have pricing power, on the other hand, the FMCG players do not enjoy the pricing power.

This pricing power phenomenon affects the margins. In the FMCG industry margins do not fluctuate much, whereas, in the airline industry the margins do get affected due to the fluctuations in the prices of the fares.

Hence we need to take into account both qualitative as well as quantitative factors in order to get an in-depth understanding of the company.

Methods of Company Analysis

Primarily company analysis can be segregated into two methods:

1. Top Down Approach

In the top-down approach, the investors start analyzing by looking at the macroeconomic factors like monetary policy, inflation, economic growth, broader events before digging deep into the individual stock.

The investor looks for the factors, events prevailing in the market and tries to understand the opportunity that could be derived from it.

In this approach, we start by analyzing the individual companies and then building a portfolio based on the specific attributes.

Investors tend to focus on the micro-economic factors in this method of investing.

Read Also: What is the right method of selecting stocks?

How do we evaluate the company fundamentals?

  • First we need to have a brief overview about the company’s business model. As discussed earlier, we need to see how the company manufactures and sells its products or services.

From the point of getting the raw materials to selling the products; a series of steps need to be taken.

For example, let’s say in the case of Dabur, first, we need to get an idea about the company from the About >> Corporate Profile section.

Then, we can get further details about the company’s business model from the Annual Report which is published annually.

Dabur

The business model analysis includes getting the information of the raw material as to how it is supplied to the retailers.

This step will help us to get an idea of how are the different products manufactured and are supplied to the various suppliers.

  • Post getting to know about the business model, we need to check the financials of the company. We will get these from the Profit & Loss Statements. Analyzing the financials and the balance sheet will help us to get an idea of the financial position of the company.

We will get the Financials and Balance Sheet in the Annual Report from where we can analyze the performance of the company compared to the previous fiscal year.

Also, we can get the financials, balance sheet, and cash flow from our own Stockedge app.

Now, the financial analysis should also be done on a comparable approach, like how is the revenue growth, PAT growth, or the margins expansion/contraction compared to the industry leader i.e HUL.

Only then it is possible for us to conclude whether the company fared well or was average. Balance Sheets can be analyzed on a year-on-year change basis.

Cash Flow Statements should also be analyzed on the basis of three activities: Operating, Investing, and Financing activities.

  • Finally, we need to compare with these data with the peers which will help us understand about the company from a comparative point of view. This step will help us understand how the company is actually performing compared to the industry players.

For the final comparable analysis, we need to prepare an excel wherein we get the few closest comparables of Dabur which are present in the FMCG industry.

From there we can analyze the revenue growth, PAT growth, margins, and debt levels among others.

We also need to conduct a ratio analysis with the peers which will help us get a fair idea of how does the company operates and also its strengths and weaknesses.

For ratio analysis, we have to write down the ratios we need to compare on an excel sheet and compare it individually with its peers.

For the competitors of Dabur , we can go to Dabur>>Fundamentals>>Sector. This will show us all the players present in the industry. But we need to choose the ones which are the closest ones based on Market cap and business model.

analyzing company fundamental using Stockedge web application

Thus, as we can see that company analysis is a long and tedious process that involves hours of dedicated work.

Analysts are trained professionals who do this day in and day out.

But being a retail investor it is not always possible to give so much time for the analysis.

Thus, that basic investing and accounting knowledge is sufficient to generate moderate returns.

Thus to create wealth you need to find out where to collect data from. Learn how to do the fundamental analysis of a company step-by-step .

Tools for Company Analysis

Thus for collecting data to study deeply about a company you can check out the StockEdge App which has comprehensive data on the company from Technical’s to Fundamentals from options to ratio analysis.

Or you can check out some broker reports on the company from the website researchbytes.com

Once you have planned for the tools to use you are ready to ride on creating wealth for yourself.

Frequently Asked Questions

What’s the difference between company analysis and business analysis.

Company analysis gives the performance of a particular company. It includes all the areas of business in which it is engaged and in all the segments and how they are performing.

On the other hand business analysis is the examination of the business in which the company is engaged and how well it is doing in that context with regard to other companies in a similar business.

What is Company Analysis?

Company analysis is the process by which investors evaluate securities, the company’s profile, profitability, and its products and services for the investment process.

What are the factors of company analysis?

Factors affecting company analysis are qualitative factors and quantitative factors. Qualitative factors are business models, competitive advantage, Management, and corporate governance. Quantitative factors deal with company growth and industry growth along with its peers.

Key Takeaways

Company Analysis is the process of evaluating a company’s profitability, profile, product and services

It’s important for any investor to perform a thorough analysis in order to get a fair view of the company he/she is interested in.

It is important to go through the ratios in a comparative manner, in relation to the past periods or relative to the other players in the industry.

It is important to get an idea of the company’s quality of management as to how experienced are they and whether they are guilty of any kind of frauds in the past.

Cash Flow Statements gives us a thorough picture of the Cash balance which is generated from the company’s operating, investing and financing activities.

We need to take into account both qualitative as well as the quantitative factors in order to get an in depth understanding about the company.

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Resources: Discussions and Assignments

Module 4 assignment: marketing plan, part i, student instructions.

Complete the following information about the organization and products and/or services you will focus on as you develop a complete marketing plan throughout the course. You may need to do research to get answers to the questions below. Be sure the organization and offering you select will 1) remain interesting to you for the duration of the course, and 2) have sufficient information available for you to conduct research and make informed recommendations in your marketing plan.

Company Profile

  • Company Name:
  • Major products and/or services (names, types):
  • Products and/or services your marketing plan will focus on:
  • Target customers:
  • Distribution channel(s):
  • Headquarters (city, state, country):
  • Year founded:
  • Number of employees:
  • Annual revenue (estimated)
  • Key competitors:
  • Link to Web site:
  • Link to Yahoo! Finance information page (for public companies):

Market Segmentation and Targeting

  • What problem does your product or service solve?
  • Describe the total market for your solution: Who are potential customers?
  • What are the key segments within this market?
  • Identify and briefly describe 1–3 segments that this company serves.
  • Which segment does this marketing plan focus on, and why? Why do you believe this segment will offer growth and profit opportunities?

Situation and Company Analysis

Economic environment.

Discuss factors that affect your consumers’ purchasing power and spending patterns. What is the economic environment that you are operating in? Is it a growth, recovery or recession? Will it be easy to find staff? What is the current interest rate i.e. is it increasing or decreasing? What is consumer confidence like?

Technical Environment

The technological environment changes rapidly. You need to make sure that you are aware of trends in your industry and other industries could affect your business. New technologies create new markets and can influence you consumers and competitors.  Industry environment What are the trends in your industry? Are there new entrants in the market? Has a substitute product been introduced? Are there changes in industry practices or new benchmarks to use?

Competitive Environment

How many competitors do you have? Who are the key competitors? What are the key selling points or competitive advantages of each one. What is your advantage over competitors? Is the market large enough to support you and competitors?

Political Environment

Consider the political environment for the areas that your business will trade and operate in. Is there a stable political system? Are there any licenses and regulations that you should be aware of? Do you need to win support to be able to operate?

SWOT Analysis

Instruction: Complete the table below with descriptive responses and explanation as you answer the questions below.

  • Does the organization have a strong brand presence?
  • What resources are available for marketing activities?
  • Does the the company have unique products or services that satisfy the needs of their target market?
  • What makes the company’s products or services unique?
  • What value is brought to customers?
  • Does the organization have a weak brand presence?
  • Are resources insufficient for marketing activities?
  • Does the company lack distinctive products or services?
  • Do current products or services fail to satisfy the needs of customers?
  • Do current products or services fail to bring value to customers?

Opportunities

  • What is the unique opportunity that the company is trying to take advantage of?
  • Does the target market have any unfulfilled needs that the company can satisfy?
  • Are there emerging target markets with needs that the company can satisfy?
  • Are there ways the company and its competitors can benefit by working together?
  • Are there opportunities for collaborating with customers to build brand presence?
  • Describe and analyze if market demand is increasing?
  • Are there changes in the government regulations that will affect the company?
  • Describe any emerging global issues that will affect the company?
  • What are the tactics that competitors use to pursue customers?
  • What are the strengths of the company’s biggest and or emerging competitors?
  • In what ways are the competitors’ products or services superior to the company’s offerings?
  • How are competitors likely to respond to any changes in the way the company markets?
  • Is the company behind in adopting new technologies for marketing?
  • Describe any ways in which international competitors are taking away market share?
  • What do customers dislike about the company?
  • Describe and analyze if market demand is decreasing?

Mission, Objectives, and Goals

State the mission or business purpose: what the organization wants to achieve, in market-oriented terms. (Example: Disney’s mission could be, “We create happiness by providing the finest in entertainment for people of all ages.)

List 1–3 objectives that move the organization a step closer to achieving the mission. (Example: A Disney objective could be, “To be the most popular theme park for international visitors.”)

Convert objectives into specific marketing goals that are easy to measure and evaluate. (Example: Our goal is to increase market share of international theme park visitors by 10% in the next two years.”)

Sample Grading Rubric

Company profile grading rubric.

Total points possible for Company Profile Assignment: 10 pts.

Market Segmentation and Targeting Grading Rubric

Total points possible for Market Segmentation and Targeting Assignment: 10 pts.

Situation and Company Analysis Grading Rubric

Total points possible for Situation and Company Analysis Assignment: 50 pts. Total points possible for Marketing Plan, Part 1 Assignment (Consists of Company Profile Assignment, Market Segmentation and Targeting Assignment, and Situation and Company Analysis Assignment combined): 100 pts.

  • Assignment: Marketing Plan, Part I . Provided by : Lumen Learning. License : CC BY: Attribution
  • SWOT and Integrated Marketing Communications Templates. Authored by : Melissa Barker. License : CC BY: Attribution

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SWOT analysis: Examples and templates

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A SWOT analysis helps you identify strengths, weaknesses, opportunities, and threats for a specific project or your overall business plan. It’s used for strategic planning and to stay ahead of market trends. Below, we describe each part of the SWOT framework and show you how to conduct your own.

Whether you’re looking for external opportunities or internal strengths, we’ll walk you through how to perform your own SWOT analysis, with helpful examples along the way. 

What is a SWOT analysis?

A SWOT analysis is a technique used to identify strengths, weaknesses, opportunities, and threats for your business or even a specific project. It’s most widely used by organizations—from small businesses and non-profits to large enterprises—but a SWOT analysis can be used for personal purposes as well. 

While simple, a SWOT analysis is a powerful tool for helping you identify competitive opportunities for improvement. It helps you improve your team and business while staying ahead of market trends.

What does SWOT stand for?

SWOT is an acronym that stands for: 

Opportunities

Strengths, weaknesses, opportunities, and threats

When analyzed together, the SWOT framework can paint a larger picture of where you are and how to get to the next step. Let’s dive a little deeper into each of these terms and how they can help identify areas of improvement. 

Strengths in SWOT refer to internal initiatives that are performing well. Examining these areas helps you understand what’s already working. You can then use the techniques that you know work—your strengths—in other areas that might need additional support, like improving your team’s efficiency . 

When looking into the strengths of your organization, ask yourself the following questions:

What do we do well? Or, even better: What do we do best?

What’s unique about our organization?

What does our target audience like about our organization?

Which categories or features beat out our competitors?

 Example SWOT strength:

Customer service: Our world-class customer service has an NPS score of 90 as compared to our competitors, who average an NPS score of 70.

Weaknesses in SWOT refer to internal initiatives that are underperforming. It’s a good idea to analyze your strengths before your weaknesses in order to create a baseline for success and failure. Identifying internal weaknesses provides a starting point for improving those projects.

Identify the company’s weaknesses by asking:

Which initiatives are underperforming and why?

What can be improved?

What resources could improve our performance?

How do we rank against our competitors?

Example SWOT weakness:

E-commerce visibility: Our website visibility is low because of a lack of marketing budget , leading to a decrease in mobile app transactions.

Opportunities in SWOT result from your existing strengths and weaknesses, along with any external initiatives that will put you in a stronger competitive position. These could be anything from weaknesses that you’d like to improve or areas that weren’t identified in the first two phases of your analysis. 

Since there are multiple ways to come up with opportunities, it’s helpful to consider these questions before getting started:

What resources can we use to improve weaknesses?

Are there market gaps in our services?

What are our business goals for the year?

What do your competitors offer?

Example SWOT opportunities:

Marketing campaign: To improve brand visibility, we’ll run ad campaigns on YouTube, Facebook, and Instagram.

Threats in SWOT are areas with the potential to cause problems. Different from weaknesses, threats are external and ‌out of your control. This can include anything from a global pandemic to a change in the competitive landscape. 

Here are a few questions to ask yourself to identify external threats:

What changes in the industry are cause for concern?

What new market trends are on the horizon?

Where are our competitors outperforming us?

Example SWOT threats:

New competitor: With a new e-commerce competitor set to launch within the next month, we could see a decline in customers.

SWOT analysis example

One of the most popular ways to create a SWOT analysis is through a SWOT matrix—a visual representation of strengths, weaknesses, opportunities, and threats. The matrix comprises four separate squares that create one larger square. 

A SWOT matrix is great for collecting information and documenting the questions and decision-making process . Not only will it be handy to reference later on, but it’s also great for visualizing any patterns that arise. 

Check out the SWOT matrix below for a simple example. As you can see, each of the quadrants lists out the company's strengths, weaknesses, opportunities, and threats.

[Inline illustration] SWOT analysis (Example)

When used correctly and effectively, your matrix can be a great toolkit for evaluating your organization’s strengths and weaknesses. 

How to do a SWOT analysis, with examples 

A SWOT analysis can be conducted in a variety of ways. Some teams like to meet and throw ideas on a whiteboard, while others prefer the structure of a SWOT matrix. However you choose to make your SWOT analysis, getting creative with your planning process allows new ideas to flow and results in more unique solutions. 

There are a few ways to ensure that your SWOT analysis is thorough and done correctly. Let’s take a closer look at some tips to help you get started.

Tip 1: Consider internal factors 

Often, strengths and weaknesses stem from internal processes. These tend to be easier to solve since you have more control over the outcome. When you come across internal factors, you can start implementing improvements in a couple of different ways.

Meet with department stakeholders to form a business plan around how to improve your current situation.

Research and implement new tools, such as a project management tool , that can help streamline these processes for you. 

Take immediate action on anything that can be changed in 24 hours or less. If you don’t have the capacity, consider delegating these items to others with deadlines. 

The way you go about solving internal factors will depend on the type of problem. If it’s more complex, you might need to use a combination of the above or a more thorough problem management process.

Tip 2: Evaluate external factors

External factors stem from processes outside of your control. This includes competitors, market trends, and anything else that’s affecting your organization from the outside in. 

External factors are trickier to solve, as you can’t directly control the outcome. What you can do is pivot your own processes in a way that mitigates negative external factors. 

You can work to solve these issues by:

Competing with market trends

Forecasting market trends before they happen

Improving adaptability to improve your reaction time

Track competitors using reporting tools that automatically update you as soon as changes occur 

While you won’t be able to control an external environment, you can control how your organization reacts to it. 

Let’s say, for instance, that you’re looking to compete with a market trend. For example, a competitor introduced a new product to the market that’s outperforming your own. While you can’t take that product away, you can work to launch an even better product or marketing campaign to mitigate any decline in sales. 

Tip 3: Hold a brainstorming session

Brainstorming new and innovative ideas can help to spur creativity and inspire action. To host a high impact brainstorming session, you’ll want to: 

Invite team members from various departments. That way, ideas from each part of the company are represented. 

Be intentional about the number of team members you invite, since too many participants could lead to a lack of focus or participation. The sweet spot for a productive brainstorming session is around 10 teammates. 

Use different brainstorming techniques that appeal to different work types.

Set a clear intention for the session.

Tip 4: Get creative

In order to generate creative ideas, you have to first invite them. That means creating fun ways to come up with opportunities. Try randomly selecting anonymous ideas, talking through obviously bad examples, or playing team building games to psych up the team.

Tip 5: Prioritize opportunities

Now, rank the opportunities. This can be done as a team or with a smaller group of leaders. Talk through each idea and rank it on a scale of one through 10. Once you’ve agreed on your top ideas based on team capabilities, competencies, and overall impact, it’s easier to implement them.

Tip 6: Take action

It’s all too easy to feel finished at this stage —but the actual work is just beginning. After your SWOT analysis, you’ll have a list of prioritized opportunities. Now is the time to turn them into strengths. Use a structured system such as a business case , project plan, or implementation plan to outline what needs to get done—and how you plan to do it.

SWOT analysis template

A SWOT analysis template is often presented in a grid format, divided into four quadrants. Each quadrant represents one of the four elements. 

Use this free SWOT analysis template to jump-start your team’s strategic planning.

Identify the strengths that contribute to achieving your objectives. These are internal characteristics that give you an advantage. Some examples could be a strong brand reputation, an innovative culture, or an experienced management team.

Next, focus on weaknesses. These are internal factors that could serve as obstacles to achieving your objectives. Common examples might include a lack of financial resources, high operational costs, or outdated technology. 

Move on to the opportunities. These are external conditions that could be helpful in achieving your goals. For example, you might be looking at emerging markets, increased demand, or favorable shifts in regulations.

Lastly, let's address threats. These are external conditions that could negatively impact your objectives. Examples include increased competition or potential economic downturns.

Why is a SWOT analysis important?

A SWOT analysis can help you improve processes and plan for growth. While similar to a competitive analysis , it differs because it evaluates both internal and external factors. Analyzing key areas around these opportunities and threats will equip you with the insights needed to set your team up for success.

Why is a SWOT analysis important?

A SWOT analysis isn’t only useful for organizations. With a personal SWOT analysis, you can examine areas of your life that could benefit from improvement, from your leadership style to your communication skills. These are the benefits of using a SWOT analysis in any scenario. 

1. Identifies areas of opportunity

One of the biggest benefits of conducting an analysis is to determine opportunities for growth. It’s a great starting point for startups and teams that know they want to improve but aren’t exactly sure how to get started. 

Opportunities can come from many different avenues, like external factors such as diversifying your products for competitive advantage or internal factors like improving your team’s workflow . Either way, capitalizing on opportunities is an excellent way to grow as a team.

2. Identifies areas that could be improved

Identifying weaknesses and threats during a SWOT analysis can pave the way for a better business strategy.

Ultimately, learning from your mistakes is the best way to excel. Once you find areas to streamline, you can work with team members to brainstorm an action plan . This will let you use what you already know works and build on your company’s strengths.

3. Identifies areas that could be at risk

Whether you have a risk register in place or not, it’s always crucial to identify risks before they become a cause for concern. A SWOT analysis can help you stay on top of actionable items that may play a part in your risk decision-making process. 

It may be beneficial to pair your SWOT analysis with a PEST analysis, which examines external solutions such as political, economic, social, and technological factors—all of which can help you identify and plan for project risks .

When should you use a SWOT analysis?

You won’t always need an in-depth SWOT analysis. It’s most useful for large, general overviews of situations, scenarios, or your business.

A SWOT analysis is most helpful:

Before you implement a large change—including as part of a larger change management plan

When you launch a new company initiative

If you’d like to identify opportunities for growth and improvement

Any time you want a full overview of your business performance

If you need to identify business performance from different perspectives

SWOT analyses are general for a reason—so they can be applied to almost any scenario, project, or business. 

SWOT analysis: Pros and cons

Although SWOT is a useful strategic planning tool for businesses and individuals alike, it does have limitations. Here’s what you can expect.

The simplicity of SWOT analysis makes it a go-to tool for many. Because it is simple, it takes the mystery out of strategic planning and lets people think critically about their situations without feeling overwhelmed. 

For instance, a small bakery looking to expand its operations can use SWOT analysis to easily understand its current standing. Identifying strengths like a loyal customer base, weaknesses such as limited seating space, opportunities like a rising trend in artisanal baked goods, and threats from larger chain bakeries nearby can all be accomplished without any specialized knowledge or technical expertise.

Versatility

Its versatile nature allows SWOT analysis to be used across various domains. Whether it’s a business strategizing for the future or an individual planning their career path, SWOT analysis lends itself well. 

For example, a tech start-up in the competitive Silicon Valley landscape could employ SWOT to navigate its pathway to profitability. Strengths might include a highly skilled development team; weaknesses could be a lack of brand recognition; opportunities might lie in emerging markets; and threats could include established tech giants. 

Meaningful analysis

SWOT excels in identifying external factors that could impact performance. It nudges organizations to look beyond the present and anticipate potential future scenarios. 

A retail company, for example, could use SWOT analysis to identify opportunities in e-commerce and threats from changing consumer behavior or new competitors entering the market. By doing so, the company can strategize on how to leverage online platforms to boost sales and counteract threats by enhancing the customer experience or adopting new technologies.

Subjectivity and bias

The subjective nature of SWOT analysis may lead to biases. It relies heavily on individual perceptions, which can sometimes overlook crucial data or misinterpret information, leading to skewed conclusions. 

For example, a manufacturing company might undervalue the threat of new entrants in the market due to an overconfidence bias among the management. This subjectivity might lead to a lack of preparation for competitive pricing strategies, ultimately affecting the company's market share.

Lack of prioritization

SWOT analysis lays out issues but falls short on prioritizing them. Organizations might struggle to identify which elements deserve immediate attention and resources. 

For instance, a healthcare provider identifying numerous opportunities for expansion into new services may become overwhelmed with the choices. Without a clear way to rank these opportunities, resources could be spread too thinly or given to projects that do not have as much of an impact, leading to less-than-ideal outcomes.

Static analysis

Since SWOT analysis captures a snapshot at a particular moment, it may miss the evolving nature of challenges and opportunities, possibly leading to outdated strategies. An example could be a traditional retail business that performs a SWOT analysis and decides to focus on expanding physical stores, overlooking the growing trend of e-commerce. As online shopping continues to evolve and gain popularity, the static analysis might lead to investment in areas with diminishing returns while missing out on the booming e-commerce market trend.

SWOT analysis FAQ

What are the five elements of swot analysis.

Traditionally, SWOT stands for its four main elements: strengths, weaknesses, opportunities, and threats. However, a fifth essential element often overlooked is "actionable strategies." Originally developed by Albert Humphrey, SWOT is more than just a list—it's a planning tool designed to generate actionable strategies for making informed business decisions. This fifth element serves to tie the other four together, enabling departments like human resources and marketing to turn analysis into actionable plans.

What should a SWOT analysis include?

A comprehensive SWOT analysis should focus on the internal and external factors that affect your organization. Internally, consider your strong brand and product line as your strengths, and maybe your supply chain weaknesses. Externally, you'll want to look at market share, partnerships, and new technologies that could either pose opportunities or threats. You should also account for demographics, as it helps in market targeting and segmentation.

How do you write a good SWOT analysis?

Writing an effective SWOT analysis begins with research. Start by identifying your strengths, like a strong brand, and your weaknesses, like a small human resources department. Following that, look outward to find opportunities, possibly in technological advancement, and threats, like fluctuations in market share. Many businesses find it helpful to use a free SWOT analysis template to structure this information. A good SWOT analysis doesn't just list these elements; it integrates them to provide a clear roadmap for making business decisions.

What are four examples of threats in SWOT analysis?

New technologies: Rapid technological advancement can make your product or service obsolete.

Supply chain disruptions: Whether due to natural disasters or geopolitical tensions, an unstable supply chain can seriously jeopardize your operations.

Emerging competitors: New players entering the market can erode your market share and offer alternative solutions to your customer base.

Regulatory changes: New laws or regulations can add costs and complexity to your business, affecting your competitiveness.

How do you use a SWOT analysis?

Once you've completed a SWOT analysis, use the results as a decision-making aid. It can help prioritize actions, develop strategic plans that play to your strengths, improve weaknesses, seize opportunities, and counteract threats. It’s a useful tool for setting objectives and creating a roadmap for achieving them.

Plan for growth with a SWOT analysis

A SWOT analysis can be an effective technique for identifying key strengths, weaknesses, opportunities, and threats. Understanding where you are now can be the most impactful way to determine where you want to go next. 

Don’t forget, a bit of creativity and collaboration can go a long way. Encourage your team to think outside of the box with 100+ team motivational quotes .

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