Best Bets for finding Financial Ratios
The following databases are key resources for locating financial ratios for industries and companies:
Note: Industry financial ratios are comparative measures used to assess the financial health of an industry. Each ratio is defined as a mathematical statement between, for example net debt to EBITDA. Other ratios include:
- EBIT/Revenue
- EBITDA/Revenue
- Sales/Total assets
- Capital IQ This link opens in a new windowSearch for any security and select Ratios under Financials/Valuation. Includes profitability, liquidity, solvency, growth, and margin analysis ratios for public firms.
- Mergent Online This link opens in a new windowFind ROA, ROE and other profitability ratios quickly. Also includes debt and asset management ratios as well as liquidity ratios by quarter.
- FactsetSearch for any security and select "Ratio Analysis" under financials.
- EStatement Studies This link opens in a new windowThe online version of the Annual Statement Studies, produced by the Risk Management Association (RMA), includes financial ratios on over 760 industries, industry default probabilities and cash flow measures. Look for the "Financial Ratio Benchmark Data" within the "Financial Discussion" of any "Industry Snapshot" page.
- IBISWorld This link opens in a new windowIncludes reports for major industries with ratio comparisons for small, medium and large companies. See the industry as a whole, in the 'Industry Financial Ratios' section at the end.
- Business Market Research Collection This link opens in a new windowThese quarterly reports cover many U.S. industries and include ratios for small, medium and large companies, as well as industry averages. Search "First Research."
- Factiva This link opens in a new windowSearch 'Companies/Markets' for a Company profile which will contain a "Ratio Comparison" report.
- OSIRIS This link opens in a new windowFind Betas for most indices. Search for the company you are researching, at the company page, use the options on the right, select 'Stock Data' page down to reveal the available Betas.