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This guide gathers in one place the links to company financial datasets, industry ratios, background information, news on finance topics and academic research articles for corporate finance and financial markets.
This online version of Dun & Bradstreet's Industry Norms and Key Business Ratios includes current benchmarking data for U.S. public and private businesses using parameters of solvency, profitability and efficiency for 800 lines of business. Features include importing and exporting of data. For historical ratios (older than current five years), use the Mergent Archives.
This resource contains composite financial data from over 250,000 anonymous financial statements of manufacturing, wholesaling, retailing, service, and contracting businesses operating in 762 industries. This tool is designed for comparing one company's performance relative to other companies in the same line of business along measures of liquidity, debt/default probability, sales and operations. Help using eStatement Studies.
We have a couple of online sources that provide ratios, but they are limited in the number of companies they follow and/or the type of ratios they provide. However, if you are in those databases already, it may be simple to pull the ratios directly from them.
When you do an industry search, and display the results, ratios are listed under the tab to the far right, "Key Statistics." Please provide feedback on whether this database was useful to you or not..IBISWorld is now including RMA ratios under the data tab for an industry report.
This interactive application teaches how to generate and compare financial ratios to one another and to baseline industry measures. Ratios included here fall into the following categories: valuation, profitability, capitalization, financial soundness, solvency, liquidity, and efficiency. Learning materials include an accompanying slide deck and formulae for ratios. Concepts can be transferred to using other WRDS (e.g., Compustat) or ratios data sources (RMA, D&B, Mergent).
How do I use ratio information?
These books provide background on understanding and using ratio analysis.
This perennial favorite beginner’s guide to reading and understanding financial reports has been updated. It’s intended for investors, lenders, business leaders, analysts, and managers who want to read, analyze, and interpret financial accounting reports. Designed specifically for non-specialists, this reader-friendly resource covers the fundamentals of financial reporting in jargon-free English.
Handbook of Business and Financial Ratios by Michael Tryan
Presents numerous ratios that represent guidelines in assessing, interpreting and planning financial data to meet the objectives of managing a business entity more effectively. It shows how to calculate and use ratios in analyzing past performance results and making industry comparisons.
This is a pioneering book that integrates functional analysis of a business enterprise with stock market valuation. It moves beyond the convention of financial statement analysis to first evaluate every function of management and then integrate this into the total corporate functioning of an enterprise, leading to its valuation in the stock market.
Understanding and Analyzing Financial Statements by Karen P. Schoenebeck
This book combines elements from both finance and accounting to help practitioners identify the most suitable method for analysis, showing when and how methods can be applied in different contexts and under specific constraints. It describes how business valuation techniques can be applied to calculate value in case of transactions, litigation, IPOs, and the fair value under an IFRS framework.It describes the Integrated Valuation Approach (IVA) and provides methods based on the International Valuation Standards issued by the International Valuation Standards Council. Valuation standards allow for an alignment of both the methods and their application, providing a common basis for valuers.