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Ratio analysis

Finding company/industry ratios

Bloomberg  Key Source
Available on one machine near the scanners and photocopiers on the main (3rd) floor of the W.A.C. Bennett Library (SFU Burnaby). See the database description for help guides and for details on how to log into this database.
Bloomberg offers real-time and historical information on bonds, equities, commodities, currencies and funds in international markets. Bloomberg also provides company and executive profiles, analysts' forecasts, news on worldwide financial markets, and audio and video interviews and presentations by key players in business and finance.

Business Source Complete
Scholarly and trade journals in all areas of business. Try searching for a combination of the name of an industry or company with Subjects such as Ratios or Ratio analysis or Investment analysis or Financial ratios or specific ratios such as Debt-to-equity ratio.

Compustat (North America & Global) Key Source
A database with financial data ona thousands of publicly-traded companies from around the world. Compustat is not a simple database to use: expect to spend time practicing with it to get what you need.

  • Compustat is available via WRDS.  Undergraduate students should choose the "General access" option to use WRDS.
  • Note: A quick route to US-traded company ratios within the WRDS version is to choose Compustat,  then click on  Tools , then Data and Ratios (XLS), then enter the ticker symbols of your target companies. Also try the Complete Financial Statements (XLS) option in the same Tools area.

Dun & Bradstreet: Industry norms & key business ratios. (2001-2011 editions only)
Industry averages based on many private and public companies. The data in this source is classified by US Standard Industrial Classification (SIC) codes. You can browse within the database to find your industry, or consult the SIC code manual [Reference: HF 1041 U613 1987 or online at].

Statistics Canada Reports
Current ratios (and other data) for Canadian companies. This site is just one example of the many on the web that offer company data. See Yahoo's Finance Research Center or Google Finance for similar sites dealing with US and non-North American companies. (Financial Post) This resource will be cancelled June 30, 2017
Current and historical financial and operating details on largest publicly-traded companies in Canada. Includes key descriptive and financial information, as well as added details such as analysts' recommendations and major operating ratios. The industry reports part of this database offers operating and financial ratios for more than 20 very broad Canadian industries based on a sample of companies in each industry.

MINT Global Key Source
A database that covers 60,000 publicly-traded companies + 217 million private companies from 225 countries. Includes detailed financials (with details on whether GAAP/IFRS, etc. were used). Also includes "peer group" analysis in which you can choose the factors that determine your peer group (national vs. global, number of companies, grouping by revenue/sales, etc.) and retrieve financial ratios for each peer. Note: For more advanced search and retrieval options with the same data, try ORBIS.

S&P Industry Surveys with strong US coverage (and some global coverage).  Older editions of the Industry Surveys are on the 4th floor at Bennett. (HC 106.6 S74)

Quarterly financial report for manufacturing, mining and trade corporations. U.S. Census Bureau. 
Industry-level data -- not company-specific data. Based upon an extensive sample survey, the report presents estimated statements of income and retained earnings, balance sheets, and related financial and operating ratios for the domestic operations of all U.S. manufacturing corporations with domestic assets over $250,000, and U.S. corporations in the mining and trade areas with domestic assets over $50 million. Some older print editions available in the SFU Library.

Financial Performance Data (formerly known as the SME Benchmarking Tool and Performance Plus)
Innovation, Science, and Economic Development Canada: Performance benchmarks for small and medium-sized Canadian enterprises. Industry-level financials only - no named companies. Based on Revenue Canada data.

Thomson Reuters Eikon + Datastream  Key Source
Detailed profiles of 70,000 companies including full Worldscope standardized fundamentals (1600+ items) and Reuters "as-stated" fundamentals, as well as lists of peer companies and their financial ratios.  

About ratios

Web sites


Try the following terms in the Subject section of the Library's catalogue:

A few books to start you off:

  • Analyzing financial ratios / American Institute of Certified Public Accountants.
    Bennett Library (HF 5681 R25 A49 2006)
  • The art of company valuation and financial statement analysis : a value investor's guide with real-life case studies. 2014.
    Online for SFU researchers
  • Canadian managerial finance. 3rd ed. 1989.
    Bennett Library (HG 4090 H34 1989)
    See Ratio analysis, pp. 97-137.
  • Edgar online guide to decoding financial statements : tips, tools, and techniques for becoming a savvy investor
    Bennett Reference (HF 5681 B2 T32 2004)
  • Financial analysis and decision making : tools and techniques to solve financial problems and make effective business decisions. 2003
    Bennett & Belzberg Libraries: HG 4026 V364 2003
  • Financial ratios. 2016.
    Online for SFU researchers

  • Financial ratios : how to use financial ratios to maximise value and success for your business. 2008
    Bennett, Belzberg & Fraser Libraries (HF 5681 R25 B85 2008)
  • Financial statement analysis : a practitioner's guide. 4th ed. 2011.
    Online for SFU researchers
  • Financial statement analysis: theory, application, and interpretation. 6th ed. 1998.
    Bennett Library (HF 5681 B2 B46 1998)
  • Techniques of financial analysis. 11th ed. 2003.
    Bennett Library (HG 4026 H44 2003)
  • Winning business : how to use financial analysis and benchmarks to outscore your competition. 1999.
    Bennett Library (HF 5681 R25 G55 1999)

Related SFU Library guides