Industry Financial Ratios & Financial Statement Analysis
The following guide provides sources for industry financial ratios and financial statement analysis for a wide range of industries, with information provided for each resource including a description of its primary features and any information that is available free online.
BizMiner Industry Financial Ratios
- Income and expenses in dollars and percentages
- Balance sheets in dollars and percentages
- Profitability and return on investment ratios
- Liquidity and working capital ratios
- Asset turnover and efficiency ratios
- Capital structure and debt service ratios
IBISWorld Industry Research Reports
IBISWorld research reports provide in-depth industry analysis and forecasts for over 1,000 industries, with the cost structure benchmarks section of these reports providing an analysis of industry income and expenses as a percentage of sales by major category (e.g., purchase costs, salaries and wages, depreciation expense, marketing expense, rent expense, utilities expense, other costs and expenses, and earnings before interest and taxes) and the key statistics section including common-size income statements and balance sheets and industry financial ratios. Sample report is available free online.
RMA Annual Statement Studies®
Annual financial statement analysis includes common-size balance sheets and income statements and key industry financial ratios for more than 700 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.
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.
Integra Benchmarking Data | Microbilt Corporation
Five-year benchmarking report includes income statements, balance sheets, cash flow analysis, and key financial ratios by sales size range for over 900 industries. Financial 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. Financial 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.
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.
Industry-Specific Resource Guides
For industry-specific guides that identify resources available from trade associations, research firms, and other sources, see the Industry Resources section which provides resource guides for more than 400 industries, with resource categories covered in these guides including industry analysis, statistics, trends, and forecasts, financial statements and financial ratios, and compensation and salary surveys.
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