Financial ratios

This research guide is a path to sources of Canadian and U.S. financial ratio information. It encompasses print and electronic resources available in the Business Information Centre , as well as World Wide Web resources.

canada

  • Blue Book of CBS Stock Reports
  • (Canadian Business Service)

    Updated bi-weekly R HG 5158 B68

    Provides a range of ratios including return on assets, return on equity, long-term debt to equity, and EBITDA margin. Ratios are available for the previous six years. Stock reports are arranged by industry for easy inter-company comparisons.

  • Industry Norms & Key Business Ratios
  • (Dun & Bradstreet Canada)

    Annual, 2001 - R HF 3221 D861

    Ask for cd-rom at BIC’s Reference Desk.

    A database drawn from the financial statements of over 300,000 Canadian companies and searchable by asset size. Provides 14 common ratios for solvency, profitability, and efficiency for each 2-, 3-, and 4-digit (SIC code) industry segment. Ratios are offered in upper, median, and lower quartiles. Data are aggregated by SIC code.

  • Industry Studies: part of Bond rating service
  • (Dominion Bond Rating Service)

    (R HG 5158 D65 )

    Ask for cd-rom at BIC’s Reference Desk.

    These studies for various industry sectors usually include a selection of balance sheet, liquidity, profitability, and other ratios. Data are provided for the year the study was issued plus five or more previous years .

  • Key ratios for 1,100 Canadian companies (Investors’ Digest of Canada)
  • Monthly Periodical

    Lists value and profitability ratio data for companies, grouped by industry.

    Generally printed on blue paper for easy identification of issue containing this special.

  • FP Advisor
  • Updated monthly.

    Corporate Reports contains financial ratio information for all quarters in the current and previous fiscal year as well as six years worth of a range of ratios. Historical reports are also available.

    Industry reports provides an in-depth analysis of 23 industries in which Canada's top traded companies compete. Covering over 20 ratios addressing performance, safety, earnings quality, and profitability.

united states

  • Almanac of Business and Industrial Financial Ratios (Leo Troy)
  • Annual , 1996- (R HF 5681 R25 A5)

    Also known as the Troy Almanac. Covers 4.3 million U.S. companies. Provides performance data for 50 operating and financial items in 179 industries. Ratios are supplied both for all companies within a given industry and for only those with net income. 10-year historical ratio trends are also included.

  • Annual Statement Studies (Risk Management Association)
  • Annual 1986 - R HF 5681 B2 R75

    Provides composite financial data on manufacturing, wholesaling, retailing, service, agricultural and contracting lines of business. Data are arranged by SIC code. Current, quick, sales, debt, and profitability ratios are included for the current year plus four previous years.

  • Mergent Industry Survey
  • Semi-annually: 2002 - R HC 106 .8 M66

    Tracks 3,500 companies, arranged in 137 industry groups. Ranks companies by current and P/E ratios. Also provides one-, three-, and five-year growth rates for EPS.

  • Standard & Poor’s NetAdvantage.
  • Industry Surveys

    Each survey concludes with a comparative company analysis table containing various ratios, such as current, debt, P/E, EPS, dividend payout, and tangible book value per share. Data for the current year plus five previous years are provided.

general information

    Bragg, Steven M. Business ratios and formulas: a comprehensive guide
    R HF 5961 B73 2007

    Brigham, Eugene F. et al. "Financial Statement Analysis." Canadian Financial Management, 4 th ed., pp. 771-787.
    R HG 4026 B75 1994

    Canadian Institute of Chartered Accountants. Using Ratios and Graphics in Financial Reporting.
    R HF 5681 R25 U7 1993

    Fridson, Martin S. , et al. Financial statement analysis: a practioner’s guide
    R HF 5681 .B2 F772 2002

    Gates, Sheldon Wilbur. 101 Business Ratios: a manager's handbook of definitions, equations and computer algorithms.
    R HF 5681 R25 G38 1993

    Petty, J. William, et al . See financial ratios. Basic financial management.
    R HG 4026 B3 1994

    Reilly, Frank K et al. “ Chapter 10 :” Investment analysis and portfolio management.
    R HG 4521 R396 2003

    Stickney, Clyde P . et al. “Ratio anaysis see also specific ratios ” Financial reporting and statement analysis a strategic perspective.
    R HF 5635 S857 2004



    Wikipedia - Financial ratio

    Provides definition and links to other financial ratios for definition and formula data.

     





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