Finding company/industry ratios

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 the peers of your target company.  To get pre-calculated industry ratios, select Markets (top navigation bar) and choose a broad industry, then go to Industry Profile > Key Stats & Ratios.

SFU students, faculty and staff must register with a valid SFU email address in order to access S & P Capital IQ. This step must usually be completed while you are on campus. While courses are online due to COVID-19, remote registration is permitted.  See this blog post for details. Once you are registered, you will have off-campus access.

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.

A remote-access option is available for Bloomberg during the period that campus access is restricted due to COVID-19, but it is restricted to assignment use only. Instructors should contact Mark Bodnar (mbodnar@sfu.ca) in such cases.  Whenever possible, please use the other sources on this list first.  

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

During the COVID-19 campus closures, a small number of Thomson Reuters Eikon IDs can be borrowed for 3-day loans. This option is most appropriate for graduate students and faculty members doing complicated research that often requires complex searches. 

Compustat - Capital IQ (North America & Global)   
A database with financial data on thousands of publicly-traded companies from around the world. (Different from S&P Capital IQ listed above.) 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

  • Note: A quick route to US-traded company ratios within the WRDS version is to choose Compustat, then click on Tools, then on 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.

Mergent Intellect: Key Business Ratios
Industry averages based on many private and public companies. Note: Earlier editions of D&B Key Business Ratios  (2001-2011) are also available online via CHASS.

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.

Business and Economy - U.S. Census Bureau
A portal to data on US industries from such sources as the Quarterly financial report for manufacturing, mining and trade corporations and the Quarterly Workforce Indicators

Statistics Canada

  • Financial performance indicators for Canadian business.
    • 1996-98 up to 2009-2011 data: online for SFU researchers via ABACUS. (No editions published after the one from 2013 containing 2009-2011 data.)
       
  • Financial and taxation statistics for enterprises
    • Annual aggregate data of Canadian enterprises classified by 67 industry groups.
    • Discontinued as a separate publication in 2016, but current data is available in CANSIM table 180-0003.
    • Older issues available in print in the Bennett Library Statistics Canada collection (6th floor): 61-219.
       
  • Quarterly financial statistics for enterprises 
    • Quarterly ratios for 22 Canadian financial and non-financial sectors. 
    • Discontinued as a separate publication in 2016, but current data is available in CANSIM tables 187-0001 and 187-0002.

About ratios

Web sites

Books

Try searching for the the following subject term in the Library's catalogue: Ratio analysis

A few books to start you off:

Related SFU Library guides