BUSN 303 - McGreevy: Ratios

1. Click on Companies/Markets (outlined in purple)

2. Click on  Company (outlined in purple)

3. Search for the company

4. Select the company from the results list

5. Click on the Financial Results link (outlined in purple)

6. From the drop down menu select the choice Key Ratios

1. Search for the company

2. Click on the Company Financials tab (underneath the blue section of the company's information)

3. Click Ratios (just below the tabs)

4. Use the drop down box to select a time period

5. Then click the Refresh button

6. You can download the results to Excel by clicking on the Download link next to the My Mergent Tools box

1. On the main screen search for a company that is in the industry your are researching (outlined in purple)

2. On the company report page choose the Competitors tab (outlined in purple)

3. Add or remove competitors from the list as needed (or use the list as is)

4. Click the Add All to Company Analysis List link (outlined in purple)

5. Click the Company Analysis List link (outlined in purple)

6. Click the Company Comparison Report link at the top of the page (outlined in purple)

7. On the Comparison Reporting Selection Screen choose the companies you want to use  in section 1 (outlined in purple) and choose the ratios you want to use in section 2 (outlined in blue) using the arrows to move items between the boxes as needed

8. Check the box labeled Include Average and select the year(s) for the report (outlined in red)

9. Select the report format from the drop down box; then click the Creat Report button (outlined in green)

10. On the report look at the Peer Average (outlined in pink) at the top of the column for each ratio - this is the industry average based on the companies you chose to compare

1. Search for the company

2. Select the company from the list

3. Click on the Report Builder tab (underneath the blue section of the company's information)

4. Click Comparison Reports (outlined in purple)

5. Select from the available choices in each section

6. check the Include Average box and coose years (outlined in purple)

7. Select a format from the drop down box and click the Creat Report button (outlined in green)

10. On the report look at the Peer Average (outlined in pink) at the top of the column for each ratio - this is the industry average based on the peer group you chose

Available in the library (click here)

What it Contains

• 50 comparative performance indicators
• Covers all of North America (U.S., Canada, and Mexico) using NAICS data
• Financial information is calculated and derived from the latest available IRS data
• Nearly 5 million U.S. and international companies are included
• Performance data for 50 operating and financial factors in 199 industries
• Data for each industry is divided into 13 categories based on company size
• Competitive norms in actual dollar amounts for revenue and capital factors, such as net receivables, net property, inventories, total assets, portfolio income, and more
• Important average operating costs in percent of net sales, including cost of operations, pensions and benefits, interest, and more
• Ratios for industry-wide results for inventory turnover, current assets to working capital, quick ratio, asset turnover, and others
• Critical financial factors in percentages, including debt ratio, return on assets, and return on equity, and profit margin.

Things to Know

• Organized by the NAICS

• Don’t Know the Code?
  • Try using the Index to look for the industry by name or
  • Try using the http://www.census.gov/eos/www/naics/ website or
  • Look at the following reference books:

Reason you may not find the data you are looking for

if the IRS has suppressed underlying data, sample size, or other reasons affecting a calculated result(s)

Available in the library (click here)

What it Contains

• Public and private companies in over 800 lines of business
• Key financial ratios on more than one million businesses
• 14 key ratios provide important information about industry performance with respect to solvency, efficiency and, profitability
• One-year “typical” balance sheet and income statement returns

Things to Know

• Organized by SIC code

• Don’t Know the Code?

• Try using the Appendix – SIC Numbers Appearing in this Directory, located in the back of the book or
• Try using the http://www.osha.gov/pls/imis/sicsearch.htm website or
• Look at the following reference book:

Standard Industrial Classification Manual (REF HF1041 .U613 1987)

Available in the library (click here)

What it Contains

• Financial ratio benchmarks derived directly from more than 244,000 statements of financial institution borrowers and prospects.
• Covers more than 750 Industries (NAICS codes)
• Nineteen classic financial statement ratios

Things to Know

• Divided into 20 sections outlining major lines of businesses
• Organized by the NAICS (use the NAICS Codes Appearing in the Statement Studies table to find the page numbers)
• Don’t Know the Code?
  • Try browsing the Description of Industries Included in the Statement Studies after the NAICS table or
  • Try using the Index to look for the industry by keyword or
  • Try using the http://www.census.gov/eos/www/naics/ website or
  • Look at the following reference books:

Reasons you may not find the Industry you are looking for 

(you know your industry code, but it is not in the book )
 

• The sample size was too small
• There were significant questions concerning the data
• Did not have the data

Tip:
Don’t recognize a term used in the book? Use the RMA’s Credit & Lending Dictionary in the back of the book after the index

1. On the main screen search for a company (outlined in purple)

2. On the company report page choose the Competitors tab (outlined in purple)

3. Add or remove competitors from the list as needed (or use the list as is)

4. Click the Add All to Company Analysis List link (outlined in purple)

5. Click the Company Analysis List link (outlined in purple)

6. Click the Company Comparison Report link at the top of the page (outlined in purple)

7. On the Comparison Reporting Selection Screen choose the companies you want to use  in section 1 (outlined in purple) and choose the ratios you want to use in section 2 (outlined in blue) using the arrows to move items between the boxes as needed

8. Select the year(s) for the report (outlined in red)

9. Select the report format from the drop down box; then click the Creat Report button (outlined in green)

1. On the main screen search for a company that is in the industry your are researching (outlined in purple)

2. On the company report page choose the Competitors tab (outlined in purple)

3. Add or remove competitors from the list as needed (or use the list as is)

4. Click the Add All to Company Analysis List link (outlined in purple)

5. Click the Company Analysis List link (outlined in purple)

6. Click the Company Comparison Report link at the top of the page (outlined in purple)

7. On the Comparison Reporting Selection Screen choose the companies you want to use  in section 1 (outlined in purple) and choose the ratios you want to use in section 2 (outlined in blue) using the arrows to move items between the boxes as needed

8. Check the box labeled Include Average and select the year(s) for the report (outlined in red)

9. Select the report format from the drop down box; then click the Creat Report button (outlined in green)

10. On the report look at the Peer Average (outlined in pink) at the top of the column for each ratio - this is the industry average based on the companies you chose to compare

1. Search for the company

2. Select the company from the list

3. Click on the Report Builder tab (underneath the blue section of the company's information)

4. Click Comparison Reports (outlined in purple)

5. Select from the available choices in each section

6. check the Include Average box and choose years (outlined in purple)

7. Select a format from the drop down box and click the Create Report button (outlined in green)

8.  On the report look at the Peer Average (outlined in pink) at the top of the column for each ratio - this is the industry average based on the peer group you chose