Industry Financial Information and Financial Ratios
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 a brief description of the resource
and its primary features and notes any information that is available free online.
Select from the following resources:
Industry Financial Ratios
Five-year comparative financial statement analysis includes income statements with expense detail, balance
sheets, cash flow statements, and key financial ratios for more than 5,500 different lines of business.
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 sales. Reports are available in three-year and five-year
versions by sales size range on a national, state and metropolitan area level. Sample reports are available
Annual financial statement analysis includes common-size income statements and balance sheets and key
financial and operating ratios for over 780 industries. Income and expense ratios include gross profit,
operating expenses, operating income, profit before taxes, officer compensation, and depreciation expense
as a percentage of sales. Print reports include five years of historical information, with the most recent
year's data broken down by sales and assets size range. Online reports also include cash flow analysis
measures and offer users the option for additional breakdowns by region. Sample report can be viewed free
Integra Industry Benchmarking Data
Five-year financial 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 other selling, general, and administrative expenses in both dollars and as a percentage
of sales. Benchmarking reports are available in "Quick Trends", three-year, and five-year versions, with
the five-year version containing the most detailed analysis. Sample reports can be viewed free online.
Fintel Industry Metrics Reports
Benchmarking analysis reports provide income, expense, and balance sheet data and liquidity, utilization,
and profitability ratios for over 2,500 industries, with data segmented by company size into small, medium,
large, and all companies measures. Reports are available in one-year and four-year versions, with the
latter version including a cash flow analysis, and offer users the option for additional breakdowns by
net sales, total assets, geographic region (e.g., state, county, and metropolitan area), ownership type
(e.g., public, private), age of firm, and number of employees. Sample screenshots from selected report
sections 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 expense items in both dollars and as a percentage
of sales. Excerpts from prior editions can be viewed online by searching Google Books for the above title.
ValuSource IRS Corporate Ratios
Interactive software application provides comparative performance measures for over 250 industry groups
based on ten years of IRS corporate 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 which includes screenshots from selected report sections can be viewed online.
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