Research Guides: Company and Industry Research: Financial Ratios for Industries

Finding Financial Ratios for Industries

Financial ratios show the mathematical relationship between two numbers related to an industry's performance. Once a ratio has been calculated according to the relevant formula, the ratio can be used to help determine how well a particular industry is doing.

Databases such as Capital IQ give industry data by sector performance. The following screengrab illustrates this:

And when exploring each sector, for example Health Care, it gives the Constituent Performance in terms of Market Cap, Price, Volume, Total Revenue, etc.

Here's how to find industry ratios in various SMU Libraries databases:

Capital IQ
S&P Capital IQ is a web-based platform that has private and public company information, executive profiles, industry analysis, basic commodities information, economic data, historical and future estimates, and a screening function to create lists of companies/people using various criteria.
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Bloomberg Professional Services
Bloomberg provides real-time and historical pricing, indicative and fundamental data, charts and graphs on different topics, customized analytics, and market news. Use this database to obtain financial and business information, including real-time and intra-day data.

Booking instructions: Book a terminal here and use the corresponding Bloomberg computer in the Investment & Data Studio at Level 3. Limited to one booking per user per day.
Login Instructions: Click on the Bloomberg icon on the desktop and login using the Bloomberg login ID & PW. Optional: Create an individual Bloomberg account.
Guides: How do I use Bloomberg, FAQs and Bloomberg Market Concepts.

Important Note: Bloomberg has ceased its extended temporary remote access service with effect from 30 June 2022. For access to Bloomberg, please visit the Investment & Data Studio.
FactSet
FactSet provides data and analytics for global financial and economic markets. Use FactSet to access news and quotes, company and industry analysis and reports, screening features, and tools to analyze securities and portfolios.

Booking instructions: Book a terminal here and access the Investment & Data Studio FactSet terminal. Limited to one booking per user per day.
Login instructions: Click on the FactSet icon on the desktop and wait for the application to load automatically.
Guides: How do I use FactSet.