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Finance: Ratio Analysis

Industrial and Financial Ratios

Financial ratios are useful indicators of the financial health of companies and businesses.  Financial ratios involve the comparison of various figures from the financial statements in order to measure a company's performance. Some examples are return on investment (ROI), return on assets (ROA), and debt-to-equity.

Annual Statement Studies from the Risk Management Association (formerly Robert Morris Associates). ( DANA REF -- HG1531 .R63 -- Note:Latest edition is available at Reference Desk) Gives current and historical ratios for manufacturing, wholesale, retail, and selected service industries. Includes a bibliography of ratio sources for particular industries. Reports for individual industry sectors (by NAICS code) are now available within the IBISWorld database. (Rutgers-restricted access)

The D&B Industry Norms and Key Business Ratios provides key ratios (at median, upper, and lower quartiles) for industries arranged by SIC number. (CAMDEN, DANA, CARR)

Troy's Almanac of Business and Industrial Financial Ratios. (CAMDEN, DANA, CARR REF HF 5681 .R25 T68) Ratios, grouped by asset size, are listed for industries and product lines, by NAICS code beginning in 2002. Earlier editions used SIC numbers.

Standard & Poor's Analyst's Handbook: Composite Corporate Per Share Data by Industries. (DANA REF HG 4519 .S882). Provides selected income statement items and ratios in relation to S&P stock price indexes. Up to thirty years of annual data are given for each industry.

Quarterly Financial Report (QFR) - Manufacturing, Mining and Trade Corporations. Presents estimated statements of income and retained earnings, balance sheets, and related financial and operating ratios.

Selected Industry Statistics and Financial Ratios are available for sole proprietorships, S-corporations, and corporations from BizStats.

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