MBA 223-1: Corporate Financial Reporting

Ratios -- Industry Norms

Almanac of Business and Industrial Financial Ratios (aka Troy Almanac)
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

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

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.
HC101 .S77 Reference

Ratios -- Data Sources

In addition to the databases below, also find ratio data for small companies:

Financial Studies of the Small Business
Financial Research Associates. Annual (ends in 2006).
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

Also note that Yahoo Finance calculates some ratios and is freely available.

  • Mergent Online
    Provides financial information on U.S.and international companies.
  • Factiva
    Ratio Comparison Reports show key financial ratios for a company compared against industry, sector and S&P 500 Index aggregate ratios. To access Ratio comparison Reports, click on the Companies/Markets tab at the top of the homepage, then click on Company at the top of the page. Search for a company, then click Reports on the left-hand side of the page. Finally, under the drop-down menu for reports, click on Ratio Comparison Report.
  • LexisNexis Academic
    Find a downloadable table showing key ratios for the past few years. To access ratios, click on the Business tab at the top of the Lexis homepage. Search for a company then click Financial Information in the Reports menu on the left-hand side of the page
  • Value Line Research Center
    Use Value Line to retrieve a one-sheet company analysis that includes key ratios.

Ratios -- General Background

For a quick crash course in financial ratios, check out Richard Roth's Financial Ratio Tutorial at Investopedia.  The books below offer greater depth of information.

Please note: the book list displays poorly due to a software glitch.  Please scroll down to view the full list.


Financial Analysis: Tools and Techniques Read at Google Read at Google


Handbook of Business and Financial Ratios Read at Google Read at Google

Last Update: June 03, 2011 15:43