Industry Ratios (Industry norms or benchmarks)
Almanac of Business and Industrial Financial Ratios (Troy)
Hamilton Main Reference HF5681 .R25 T68
Data source is tax returns filed with the IRS. Fifty (50) performance indicators per industry. Approximately 180 lines of business. Current volume in reference; 30+ years of back issues are housed in the 2nd floor general collection.
Industry Norms and Key Business Ratios, Desk-Top Edition (Dun & Bradstreet)
Hamilton Main Reference HF5343 .I64
Data source is financial statements in the D&B Financial Information Database. Includes data from "U.S. corporations, partnerships and proprietorships both public and privately owned, in all size ranges, and includes over 800 different lines of business as defined by the U.S. Standard Industrial Classification (SIC) code numbers." Current volume in reference; 25+ years of back issues are housed in the 2nd floor general collection.
RMA Annual Statement Studies (Robert Morris Associates)
Hamilton Main Reference HF5681 .B2 R6
Data sources are the commercial banking community and RMA (now Risk Management Association, formerly Robert Morris Associates), the association of lending and credit risk professionals. Over 500 lines of business with current and comparative historical data. Current volume in reference; 25+ years of back issues are housed in the 2nd floor general collection.
Create your own "industry group" ratios for publicly-traded companies
Mergent Online (U.S. and international company data) includes financials for U.S. and international public corporations. You can use the database to create a customized reports showing the ratios for publicly traded companies in an industry, and the group averages for those companies.
Step-by-step instructions for creating your own custom lists using Mergent Online's classification criteria search.
Search the database with the classification criteria using NAICS codes, SIC codes, or Mergent Industry Codes (MIC) to help identify peer companies by industry.
Select the country or index to limit the search to a more defined group (when appropriate).
Create your "Company Analysis List" by adding all search results or selected companies.
Move your mouse to the "Expand" link near the "Company Analysis List" bar at the top right of the screen, and choose "Create Comparison Report."
With your new window, choose "Ratios" from the drop down menu in section 2. Select the desired Sub-Categories and years. Check the box toward the bottom to "Include average in heading." This will give you the peer group averages.
When your criteria are set, click the "Create Report" button.
The report will provide the selected ratios for the individual companies and "peer averages" in the header.
Note: These sets include only publicly-traded companies. For private company information, you will need to gather data (when available) using other sources. See the Company Information guide for private company resources.
Other Ratio Sources
Financial Studies of the Small Business
Hamilton Main Reference HD2346 .U5 F55a
LexisNexis Academic
Licensed for UHM use only
Business and financial information including accounting, auditing and taxation; federal, state and international legal materials. Extensive ratios per company, but limited functionality for group comparisons.
Morningstar Investment Research Center
Licensed for UHM use only
Morningstar Investment Center gives faculty, staff, and students access to daily updates on more than 30,000 mutual funds, stocks, closed end funds and exchange traded funds. It also includes Morningstar fund and stock screeners, all 3,500 fund and stock Analyst Reports, Portfolio X-Ray and 150 investment classes.
Standard & Poor's NetAdvantage
Licensed for UHM use only
Comprehensive source of business and investment information. Includes Standard & Poor's Industry Surveys, Stock Reports (key financial data on public companies including peer group analysis), Bond Reports, Corporation Records, The Register of Corporations, Directors and Executives, The Outlook, Mutual Fund Reports, Compustat Excel Analytics, and more. Extensive financials and analysis on more than 10,000 public companies. Basic data for 85,000 private companies.
Value Line Investment Survey
Hamilton Main Reference HG4501 .V26 (Newest issues kept at the Reference Desk)
Industry ratios based on the Value Line companies profiled within the industry available on summary pages.
Understanding Financial Ratios
RMA Annual Statement Studies (Robert Morris Associates) - Provides good explanations of ratios in front section of each edition.
Hamilton Main Reference HF5681 .B2 R6
Business analysis & valuation : using financial statements / Krishna G. Palepu, Paul M. Healy, Victor L. Bernard
Hamilton Main HF5681.V3 P295 2004
Business ratios and formulas : a comprehensive guide / Steven M. Bragg
Hamilton Main HF5691 .B73 2007
Financial analysis : a controller’s guide / Steven M. Bragg
Hamilton Main HG4026.B663 2000
Financial analysis tools and techniques : a guide for managers
Hamilton Main HG4026 .H436 2001
Online via UHM Library subscription to ebrary
Financial intelligence : a manager’s guide to knowing what the numbers really mean / Karen Berman and Joe Knight ; with John Case
Hamilton Main HG4028.B2 B422 2006
Last modified: September 11, 2008 (David Flynn david.flynn@hawaii.edu)
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