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Ratio analysis

Finding company/industry ratios

Bloomberg   
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.

Bloomberg is available on one machine near the scanners and photocopiers on the main (3rd) floor of the W.A.C. Bennett Library (SFU Burnaby). Note that your SFU ID will not work with this database. See our Bloomberg FAQs for sign-in instructions.

MINT Global  
A database that covers 60,000 publicly-traded companies + millions of 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.

Thomson Reuters Eikon + Datastream  
Detailed profiles of 70,000 companies including easily downloadable financial statements and lists of sector peers.

Thomson Reuters Eikon is on one computer in each of our libraries. In Burnaby, it's next to the Bloomberg terminal on the 3rd floor of our Bennett Library.  Stop by the Loans Desk to ask for the current username and password (changed often), then follow these directions to log in. 

Compustat - Capital IQ (North America & Global)  
A database with financial data on 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.

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.

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 the database to find your industry, or consult the SIC code manual [print or online].

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.

S&P Capital IQ  
Search for your target company, then navigate to Financials/Valuation > Ratios.  Also look for Peer Analysis > Quick Comps to gather and average ratios from peer companies.  To get pre-calculate industry ratios, select Markets (top navigation bar) and choose a broad industry, then go to Industry Profile > Key Stats & Ratios.

Quarterly financial report for manufacturing, mining and trade corporations. U.S. Census Bureau. 
Industry-level data -- not company-specific data. Based on 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.

Statistics Canada

About ratios

Web sites

Books

Try the following term in the Subject section of the Library's catalogue: Ratio analysis

A few books to start you off:

Related SFU Library guides