This is one in a series of research guides produced by the Thomas J. Long Business & Economics Library at the University of California, Berkeley.
Financial and operating ratios for various industries and types of business are available in a variety of publications. The following is representative of publications providing ratios. Unless otherwise noted, they are located in the Thomas J. Long Business & Economics Library.
Last updated 07/2005.
Almanac of Business and Industrial Financial Ratios
Prentice Hall. Annual.
Data extracted from U.S. IRS tax forms, C and S. IRS data are the only publicly available source of financial information on all active corporations, not just large, publicly traded corporations. Organized by SIC code.
HF5681 .R25T68 Reference
Census of Manufacturers
U. S. Census Bureau. Quinquennial.
Provides selected operating ratios for each 4-digit manufacturing SIC.
Government & Social Sciences Information Service: HD9724 .U52
Also available on the reference statistical workstation in the Long Library Reference section.
Financial Studies of the Small Business
Financial Research Associates. Annual.
Data selected from over 30,000 financial statements of small firms, contributed by over 1,500 independent CPA firms nationwide. Covers firms with total capitalization under $1 million.
HD2346 .U5F5 Reference
Industry Norms and Key Business Ratios: One Year
Dun & Bradstreet, Inc. Annual.
Information from over 1 million financial statements from public and private U.S. corporations, partnerships, and proprietorships, in all size ranges, including over 800 different lines of business.
HG4027 .I55 Reference
Manufacturing USA
Gale Research. Annual.
Comprehensive information on industrial activity for 459 manufacturing industries. Statistical data on establishments, employment, compensation, production & capital expenditures. Ratios for 20 important industrial measurements. 25,000 company listings. 15-year data series, including projections.
HD9721 .M364 Reference
101 Business Ratios: A Manager's Handbook of Definitions, Equations, and Computer Algorithms
McLane Publications. c1993.
HF5657.4 .G38 1993 Reference
RMA Annual Statement Studies
Robert Morris Associates. Annual.
Composite financial data on manufacturing, wholesaling, retailing, service, and contracting businesses. Financial statements on each industry shown in common form & accompanied by widely used ratios. Comparative historical data included.
HG1507 .R65 Reference
Standard & Poor's Industry Surveys
Standard & Poor's Corp. Quarterly.
Narrative and quantitative analyses of domestic industries. 1,000+ companies. Company ratio and balance sheet comparisons provided under Basic Analysis section. Earnings Supplement lists revenues, earnings, and rankings for last four quarters.
Latest at Circulation desk: Financial No. 12
Next-to-latest in Reference: HC101 .S77
Other publications providing ratios may be located by looking under the subject operating ratios in the Statistical Masterfile on the library's reference workstations, in the Statistical Reference Index (Reference, HA 214 ,A12 S7), or in the American Statistics Index or Index to International Statistics located in the Government & Social Sciences Information Service, 2nd floor, Doe (Main) Library. The accompanying SRI microfiche collection is located in the cabinets located in the Long Library Reference area.
Combined Financial, Merchandising & Operating Results of Retail Stores
National Retail Merchants Association. Annual.
Merchandising summary reports by division and by department detail.
SRI microfiche A8250-3 Reference
Finance, Insurance & Real Estate USA: Industry Analysis, Statistics, and Leading Organizations
Gale Research. Annual.
Comprehensive guide to statistics on the finance, insurance, and real estate industries covering 36 major sectors and their activities. Combines federal and private sources of data and includes more than 2,600 corporate participants. State data, rankings, and maps included. Covers local data on 2,500 companies.
HG1 .F3 1995 Reference
Financial and Operating Ratios Survey
Society of Plastics Industry. Annual.
SRI microfiche A8920-4 Reference
Financial and Operating Results of Department and Specialty Stores
National Retail Merchants Association. Annual.
Financial & operating trends over a 10-year span.
HF5465 .U5N35F5 Reference
SRI microfiche C9580-2 Reference
Gas Facts
American Gas Association. c1992.
TP723 .A58 1991 Reference
SRI microfiche A1775-3 Reference
Management Reports
National Retail Hardware Association. Annual.
Details financial operating data for hardware stores and home centers.
SRI microfiche A8275-1 Reference
National Average Report
Federal Reserves Banks. Annual.
Develops individual bank income and cost data along functional lines and provides comparisons of these data within each bank from year to year and with groups of other banks.
HG2493 .F86 Reference
Operating Results of Independent Supermarkets
Food Marketing Institute. Annual.
SRI microfiche A4950-4 Reference
Restaurant Industry Operations Report
National Restaurant Association. Annual.
SRI microfiche A8200-3 Reference
Finance, Insurance & Real Estate Industry Analyses, Statistics, and Leading Organizations
Gale Research Inc. Annual.
Combines federal statistics with company and nonprofit information; presents industries at the national, state, and urban level. Includes general employment, revenue and payroll statistics, indices of change, selected business ratios, leading companies, occupations employed by industries, and industry data by state. 2,100 services, grouped into 151 industries.
HD9981.4 .S4 Reference
Manufacturing USA
Gale Research Inc. Annual.
Covers activity in 458 manufacturing industries and over 21,000 top manufacturing corporations.
HD9721 .M364 Reference
Statistical Year Book of the Electric Utility Industry
Edison Electric Institute. Annual.
Includes operating ratios for electric utility industry.
SRI microfiche A4700-1 Reference
Wholesale and Retail Trade USA
Gale Research Inc. Biennial.
Provides industry analyses for 133 wholesale and retail industries and includes over 6,000 organizations.
HF5421 .W48 Reference