Research Guides: Industry Research: Industry Ratios

Sources for Ratio data

There are many other sources for ratio data including business databases. These are some of the few available through the library and the internet.

Business Insights: Global This link opens in a new window
Full-text company & industry intelligence on global corporations.
Searches can be done on company name or ticker symbol, industry code/description (SIC or NAICS), subjects in article, geographic search, or personal name. Searches can be limited by journal name, date range, or content area.

BizStats Financial Ratios
Selected Industry Statistics and Financial Ratios are available for sole proprietorships, S-corporations, and corporations from BizStats website. May require registration.

eStatement Studies (RMA) This link opens in a new window
Source of composite financial data, including balance sheet & income statement information & ratios, provided by member institutions. Arranged by industry & business size. Access includes 2 sets of data: Financial Ratios Benchmarks | Industry Default Probabilities & Cash Flow Measures.
NOTE: eStatement Studies is used to see financials for a business sector, not financials for a particular company.
Key Business Ratios This link opens in a new window
Access to competitive benchmarking data. Researchers can examine industry benchmarks compiled from D&B®’s database of public & private companies, featuring 14 key business ratios in 800 lines of business. (Coverage: latest 3-5 years depending on the Industry Code.) An archive dating back to 1979 is available.
Key Business Ratios Archive This link opens in a new window
Archival access to Key Business Ratios. Includes benchmarking data from public & private companies. (Coverage:1979 to 3-5 years ago)
Marketscope Advisor This link opens in a new window
Extensive market commentary, independent investment analysis, real-time news & extensive data about a broad range of asset classes & sectors.

Quarterly Financial Report for Manufacturing, Mining and Trade Corporations
Presents estimated statements of income and retained earnings, balance sheets, and related financial and operating ratios. Also in U.S. Documents-Microfiche C 3.267:

Value Line Research Center This link opens in a new window
Information about investments, including stocks, mutual funds, options, & convertible securities, as well as special situation stocks.

Yahoo Industry Center
Select Industry, and then Industry Browser for industry ratios.

Other Sources For Industry Ratios

There are a number of resources for gathering industry ratios. The following print sources are available in the library.

Analyst's Handbook. New York: Standard & Poor's Corporation. Annual with monthly supplements. Location: Morris Library - Reference (Ref HG4915 .S74). Location: Morris Library - ( HG4915 .S74) Earlier eds.: Includes composite per share ratios for about 100 covered industries, and the S&P 400, the S&P 40 Utilities, the S&P 20 Transportation, the S&P 40 Financial, and the S&P 500 Composite Companies, etc.

Troy,Leo. Almanac of Business and Industrial Financial Ratios. Englewood Cliffs, N.J. : Prentice-Hall, Annual. Location: Morris Library - Reference (Ref HF5681 .R25 T68) Latest ed. Location: Morris Library (HF5681 .R25 T68) Earlier eds.: Provides ratios, grouped by asset size, are listed for industries and product lines, by NAICS code from the 2002 Edition onwards

Financial Studies of the Small Business. Washington, D. C., : Financial Associates, Annual. Location: Morris Library - Reference (Ref HD2346 .U5 F55a ) Latest ed. Location: Morris Library (HD2346 .U5 F55a) Earlier eds.: Gives nineteen ratios for small businesses with assets under $1,000,000. Arranged in groups by asset size and business category.

D&B Key Business Ratios. Location: Library Databases Location: Morris Library - Reference (Ref HF 5681 .R25 I525) Latest ed; and on database page. Earlier eds. (HF 5681 .R25 I525)- on stacks. Provides key ratios (at median, upper, and lower quartiles) for industries arranged by SIC number.

Annual Statement Studies. Philadelphia : The Risk Management Association (formerly Robert Morris Associates. Location: Morris Library - Reference (Ref HF5681 .B2 R6 ) Latest ed. Location: Morris Library (HF5681 .B2 R6) Earlier eds.: Gives current and historical ratios for manufacturing, wholesale, retail, and selected service industries. Includes a bibliography of ratio sources for particular industries.

RMA annual statement studies. Philadelphia, PA: Robert Morris Associates
Location: Morris Library - Reference (Ref HF5681 .B2 R6) Latest ed.
Location: Morris Library (HF5681 .B2 R6) Earlier eds.
Provides ratios, grouped by asset size, are listed for industries and product lines, by NAICS code from the 2002 Edition onwards