Finding company/industry ratios
S&P Capital IQ
Search for your target company, then navigate to Financials/Valuation > Ratios. Also explore 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.
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.
Refinitiv Eikon + Datastream
Detailed profiles of 70,000 companies including easily downloadable financial statements and lists of sector peers. (Formerly known as Thomson Reuters Eikon + Datastream)
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 North American 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 subject terms such as Ratios, Ratio analysis, Investment analysis, or Financial ratios or for 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 as 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.)
- 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
About ratios
Web sites
- Analyzing Your Financial Position — part of the CCH Business Owner's Toolkit
- 6 Basic Financial Ratios and What They Reveal — from Investopedia
Books
Try searching for the the following subject term in the Library's catalogue: Ratio analysis
A few books to start you off:
- Analysing financial performance : using integrated ratio analysis. 2021
- The art of company valuation and financial statement analysis: a value investor's guide with real-life case studies. 2014.
- Financial analysis & decision making: tools and techniques to solve financial problems and make effective business decisions. 2003.
- Financial ratios for executives : how to assess company strength, fix problems, and make better decisions. 2015.
- Financial ratios. 2016.
- Financial ratios: how to use financial ratios to maximise value and success for your business. 2008 [print]
- Financial Statement Analysis (2022)
- Financial statement analysis and security valuation. 2013. [print]
- Financial statement analysis : a practitioner's guide. 2022.
- Financial statement analysis: basis for management advice. 2020.
- The fundamentals of financial statement analysis as applied to the Coca-Cola Company. 2015.
- International financial statement analysis. 2015.
- The meaning of company accounts. 8th ed. 2017.
- Rational investing with ratios: Implementing ratios with enterprise value and behavioral finance. 2020.