Research Guides: Business: Company Research: Ratios

Company Ratios

Factiva
Select Companies/Markets from the top green options bar, then Company and search by name or ticker. From your results, choose Financial Results and then Key Ratios from the drop down box. Ratios are available for latest 5 years. Alternatively, select Reports and choose Ratio Comparison. Includes ratios for industry, sector and S&P 500.

Mergent Online
Mergent Online (formerly FIS Online) is a database of corporate information covering over 22,000 US and foreign public companies.
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Information available for each company includes the following:

A complete corporate history including acquisitions and changes in ownership structure
Lists of subsidiaries, property holdings, and key personnel
Up to 25 years of annual and quarterly financial data, including balance sheets, income statements, cash flow statements, and financial ratios
Up to 10 years of scanned, full-image, annual reports, along with full coverage of SEC filings
Extensive information about the corporation's current long term debt
Links to recent news reports
Reports on insider and institutional owners
Morningstar.com
Search for company, then select Key Ratios on the left menu bar. Ratios available for 10 years. Limited to 2 simultaneous users.

Nexis Uni
Choose Get Company Info, then search for a company name. From result, choose Financial Information from the left menu and scroll down to Ratio Analysis. Latest 3 years are available.

Industry Ratios

Financial ratios are used to compare a company against an industry average or other companies in order to benchmark or measure a company’s performance. Industry ratios are also useful when creating the financial components of a business plan.

Almanac of Business and Financial Ratios
Call number: Ref. HF5681 .R25T68
Available in paper only in Reference . Organized by NAICS codes. Has operating and financial ratios for up to 12 asset size groups within each industry. Covers from 1972 - current.
Annual Statement Studies
Call number: Ref. HF5681 .B2R64
From Robert Morris Associates, available in paper only in Reference. Organized by NAICS codes. Each industry is presented in several asset size groups and ratios are divided into upper, median, and lower quartiles. Balance sheet and income data are also given for each industry segment. Available for 1965-current.

Key Business Ratios
Provides financial ratios (solvency, efficiency, profitability) for several hundred industry categories and is now integrated in Mergent Intellect. Information before 2015 can be found in Mergent Archives.
Business & Economics Portfolio
Research Insights & Top-Line Indicators including Business Cycle Indicators, Consumer Confidence Index, Employment Trends Index, and Measure of CEO Confidence.
First time users must create an account using your UTK email.

Bloomberg
Industry ratios reports can be run for up to 20 user-specified data categories by using the "RV" (relative value) function. This resource is only available at the College of Business.

IBISWorld Industry Research Reports
It provides industry reports for over 700 U.S. Industries. Select an Industry Report and then on the Table of Contents tab, on the left click on Key Statistics to get to the Industry Ratios.
NetAdvantage
Provides key data on more than 50 industries from Advertising to Transportation. Search Tip: Choose the [Industries] tab at the top of the screen and select an Industry Survey from the listing.
Screen reader users or users of keyboard navigation will require assistance with this resource. Please contact eproblems@utk.edu.
Value Line
Includes ratios for more than 90 industries.
Search Tip: Under "Quick Index", click on [Standard Edition], and then click on [Look-up Industry].
Search by Industry name or browse the listing.

Yahoo Industry Center
The Yahoo Industry Center is a free resource that has some industry information. The industry browser allows you to browse industries by performance rankings, including ROE, P/E ratio, market cap, price change, price to book value, profit margin, price to book value, long term debt, and more.