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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 the name of the source or publisher, a brief description of the resource and its primary features, and notes any information that is available free online.

Select from the following resources:

Bizminer
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 online.

RMA Annual Statement Studies
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 edition includes 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 is available 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), firm age, and total number of employees. Sample screenshots from selected report sections are available online.

First Research Industry Profiles
Company benchmark information section of these profiles includes common-size income statement and balance sheet data and key financial benchmarking ratios for more than 900 different industry segments, with average measures for the most recent year reported for all companies and by sales size range for small, medium, and large companies. 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 sales. Sample profile can be downloaded and viewed online.

Integra Industry Benchmarking Data
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 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.

IBISWorld Industry Research Reports
IBISWorld reports provide in-depth analysis and five-year growth forecasts for over 700 industries, with special focus on the underlying structure and external forces and relationships that affect industries and their performance. The cost structure benchmarks section of these reports provide an analysis of industry costs and profits as a percentage of revenue by income and expense category (e.g., purchases, wages, depreciation, marketing, rent and utilities, other costs, and earnings before interest and taxes) and also include commentary on trends for specific items. Sample report can be downloaded and viewed 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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