Answered By: Cynthia Churchwell
Last Updated: May 13, 2024     Views: 503

Q.
HBS Alumni Research Tips: Target list of companies

How can alumni create a list of companies by industry, location, and/or size?


A.

D&B Hoovers is a great tool to create a list of companies (potential employers, suppliers, customers, competitors, etc.).

1. Click “Build a Company List.”

2. Click Location to specify criteria; it can be broad (regions, countries, states) or narrow (cities or counties).

3. Click Size to specify parameters, e.g. sales ($millions) or employees.  

4. Click Company Type to specify Ownership Type (public, private, nonprofit, etc.) or to type keywords to appear in the Business Description.

5. Click Industry to choose an industry.

6. Click “View Results” to see the list of companies built.

8. To export results to Excel, click “Download.” Note that there are download limits.  If there are not sufficient credits for the download, the first thing to try is to end the session and log in again.  After repeated unsuccessful download attempts, Ask Us for assistance.

Mergent provides access to private and public U.S and international business and industry data.

1. Scroll down the page and select 'Advanced Search,' then select, 'Company Criteria.' 

2. Add all relevant filters such as Location, Industry, Size and Financial Information.

3. Select, 'Search,' to apply all your filters.

4. Click on the download arrow to export into Exces or CSV file.

Morningstar Investment Research Center allows you to screen for stocks, mutual funds, and exchange-traded funds.

1. Click on "Screen" (located under Tools).

2. From "Investment Type," choose either stocks, CEFs, ETFs, or Mutual Funds.

3. Apply all other relevant filters, such as Classification, Ratings, Reference, Valuation, and Profitability. 

4. After choosing your criteria, select "Apply."

5. Click on the download arrow to export into Excel. Please note, only the top 50 results can be exported.  

 

For more information on alumni resources, including video tutorials, please refer to our 'Baker Library Resources for Alumni' learning module.