Industry Financial Ratios and Benchmarking Data
The following guide provides sources for industry financial statements, ratios, and other benchmarking data for a wide range of industries. Each entry listed below includes the name of the publisher, a brief description of the resource's primary features, and notes any information that is available free online.
Select from the following resources:
Five-year comparative financial statement analysis includes income statements, balance sheets, cash flow analysis, and key financial ratios for over 5,500 industries. Income and expense analysis details operating expenses (e.g., cost of sales, officer compensation, salary and wages, employee benefits, rent, depreciation, taxes, advertising, repairs, bad debt, and interest expense) in both dollars and as a percentage of net sales. Reports are available in three-year and five-year versions by sales size range on a national, state, and metro area level. Sample national and local reports are available free online.
ValuSource's RMA Annual Statement Studies® Valuation Edition
Web-based subscription service provides data from the RMA Annual Statement Studies publication described below in an expanded format that allows the user to perform a decile ranking analysis to determine where a subject company ranks on the industry curve for each RMA common-size and ratio variable, and also offers the option for additional breakdowns by geographic region (Northeast, Southeast, Central, North Central, South Central, and West including Hawaii and Alaska). Data can be downloaded to Microsoft® Excel or into any ValuSource business valuation software product.
RMA Annual Statement Studies®
Annual financial statement analysis includes common-size balance sheets and income statements and key financial and operating ratios for over 780 industries. Income and expense ratios include gross profit, operating expenses, operating profit, profit before taxes, officer compensation, and depreciation expense as a percentage of sales. Print edition provides five years of data, with the most recent year broken out by total assets and sales size range. Individual industry downloads which mirror the print edition format are available online. Sample report can be viewed online.
IBISWorld Industry Research Reports
IBISWorld research reports provide in-depth analysis and forecasts for over 1,000 industries, with the financial benchmarking section of these reports providing an analysis of industry costs and profits as a percentage of sales by major category (e.g., cost of sales, salaries and wages, depreciation expense, marketing expense, rent and utilities expense, other costs and expenses, and earnings before interest and taxes) for the current year along with commentary on trends for selected categories over the last five years. Sample report which includes the industry benchmarking section is available free online.
First Research Industry Profiles
Company financial benchmark information section of these profiles includes common-size income statement and balance sheet data and key financial and operating ratios for over 900 industries, with average measures for the most recent year reported for all companies and by sales size range for small, medium, and large firms. Income statement ratios include gross margin, officer compensation, operating expenses, operating income, net income, and EBITDA (earnings before interest, taxes, depreciation, and amortization) as a percentage of net revenue. Sample profile is available online.
Integra Benchmarking Data | Microbilt Corporation
Five-year benchmarking analysis includes income statements, balance sheets, cash flow analysis, and over 60 financial ratios by sales size range for over 900 industries. Income statement analysis includes cost of sales, officer compensation, employee benefits, advertising, bad debts, rent, depreciation and amortization, interest expense, and selling, general, and administrative expenses in dollars and as a percentage of net sales. Reports are available in "Quick Trends", three-year, and five-year versions, with the five-year version containing the most detailed analysis. Sample reports are available online.
Almanac of Business & Industrial Financial Ratios
Annual publication provides comparative performance measures for 199 industries based on IRS data for over 5 million companies. Data for individual industries is segmented into 13 asset size categories and includes selected income, expense, and balance sheet data and industry average ratios for each asset size category. Income statement analysis includes cost of operations, officer compensation, salaries and wages, employee benefits, taxes, interest, depreciation, and other expenses in dollars and as a percentage of net sales. Excerpts from past editions can be viewed online at Google Books.
Supplier Relations US, LLC
Comprehensive research reports provide industry-level income statements and balance sheets for U.S. manufacturers in over 400 industries, with income and expense categories including revenue, cost of materials, payroll and fringe benefits, gross profit, other costs, and net income, and balance sheet ratios including cash and government securities to total current liabilities, total current assets to total current liabilities, pre-tax net earnings return on total assets, and pre-tax net earnings return on stockholders' equity. Summary description and detailed table of contents is available free online.
ValuSource IRS Corporate Ratios
Interactive web-based application provides comparative performance measures for over 250 industry groups based on 10 years of IRS tax return data. Information provided includes common-size income, expense, and balance sheet data and industry average ratios, with data categorized within a specific group by asset size. Data for individual industries can be selected on a single year, multi-year, and with or without net income basis and can be exported to Excel or Excel-based valuation applications for additional analysis. Sample report with selected screenshots and excerpts is available online.
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