This guide indicates the Bentley University Resources available for obtaining industry and company ratios.
Last Updated: Sep 15, 2015
When looking for Industry Ratios it is important to know about and use the SIC/NAICS codes . Why? If you know the industry code, you can easily identify your industry's ratios within each of the recommended resources listed below. Click here to learn more about SIC/NAICS Codes.
Included below are the Online Databases and Reference Books used to find Industry Ratios:
Resources listed in this section are subscription databases and may only be accessed by current students, faculty, and staff of Bentley University.
Industry ratios reports can be run for up to 20 user-specified data categories by using the "RV" (relative value) function. This resource is only available in the Trading Room.
Search Tip: Start with the name of a public company within the industry. Hover over [Companies/Markets]. Click on [Companies] and search for a Company. Click on [Reports] to access the Ratio Comparison Reports.
FactSet combines more than 200 databases from industry-leading suppliers and powerful analytical tools into a single information system. FactSet has more thn 50 applications that allow users to analyze companies, portfolios, industries, markets, and economies seamlessly. This resource is available in the Trading Room and on the computers in the Library. Only available on campus.
- IBIS World Industry Market Research
Industry reports for over 700 U.S. Industries. Select an Industry Report and then in the Table of Contents on the left click on Key Statistics to get at the Industry Ratios.
- Industry Norms and Key Business Ratios
D&B Key Business Ratios (KBR), provided by Mergent, provides immediate online access to recent competitive industry benchmarking data for public and private companies. 14 key business ratios cover all critical areas of business performance—solvency, efficiency and profitability. Users may search data by SIC and NAICS code, line of business, asset range and year. Users may also download and create reports. Data from (1979-2010) is available through Mergent Archives
. The Bentley Library also has this content in print. REF HC110 .C3 C67 Annual
- Standard & Poor's Net Advantage
Provides key data on more than 50 industries from Advertising to Transportation.
Search Tip: Choose the [Industries] tab at the top of the screen and select an Industry Survey from the drop-down listing. The Trading Room provides Capital IQ, a different product from the same publisher, that provides more granular data and is only available in the Trading Room.
- Value Line
Includes ratios for more than 90 industries. Look for "Value Line Featured Lists" in the middle of the screen and choose an industry from the drop down menu under "Industry Screens".
You can use the following print resources to find industry ratios.
Almanac of business and industrial financial ratios
Call Number: REF HF5681.R25 T68 Annual. Current on Reserve. Previous in Reference.
Troy`s almanac provides updated performance data for 50 operating and financial factors in 192 industries, derived from the latest available IRS figures on US and international companies. The data for each industry are subdivided into 13 categories based on company size. Covers all variety of factors relating to operations, operating costs, financial performance, and an array of critical financial factors in percentages including debt ratio, return on assets, return on equity, and profit margins. Each table is divided into 13 asset sizes to facilitate comparison. Includes descriptive pages that explain the formulas and data used for calculating the ratios. Organized according to NAICS Codes.
Annual statement studies
Call Number: REF HF5681.B2 R6 Annual. Current on Reserve. Previous in Reference.
RMA Annual Statement Studies covers over 700 industries and provides nineteen ratios widely used in the financial services industry with the accompanying balance sheet information. Data is derived directly from 190,000 financial statements of RMA member financial institutions (US) borrowers and prospects. Included are various types of liquidity, coverage, leverage, and operating ratios. Data arrayed by asset and sales size. Six different asset and sales size categories are presented. Four years of trend data is available in each yearly issue. Includes descriptive pages that explain the formulas and data used for calculating the ratios. Organized according to NAICS Codes.
Industry norms and key business ratios
Call Number: REF HF5681.R25 I525 Annual. Current Year on Reserve. Previous in Reference.
Dun & Bradstreet's Industry Ratios include over 800 lines of business. Data is compiled from public and private U. S. Corporations in all size ranges. Contain fourteen indicators of performance grouped into 3 categories: solvency ratios, efficiency ratios & profitability ratios. Key ratios are broken into median figures with upper and lower quartiles. Includes descriptive pages that explain the formulas and data used for calculating the ratios. Organized according to SIC Codes. [Now available Online, see listing in Online Databases box above].
Cost of Capitol Yearbook
Call Number: REF HC110 .C3 C67 Annual. Latest at Reference Desk. Previous in Reference.
Provides data for more than 300 U. S. industries, listed by SIC code. Includes five separate measures of cost of equity and weighted average cost of capital. Includes detailed statistics for sales and profitability, capitalization, beta, multiples, financial ratios, equity returns, and capital structure. Covers information through March of each year. Includes descriptive pages that explain the formulas and data used for calculating the ratios. Ceased publishing in 2013. See next title "Valuation Handbook: Industry Cost of Capital.
Valuation Handbook: Industry Cost of Capital
Call Number: REF HG4028.V3 V345 Annual. Latest at Reference Desk. Previous in Reference.
Incorporates Duff & Phelps risk premium report and data previously included in Ibbotson SBBI valuation yearbook.
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