Financial Ratio Benchmarks

What is RMA's Financial Ratio Benchmarks? The original Annual Statement Studies, this publication is the only source of financial statement benchmarks derived directly from more than 265,000 statements of financial institution borrowers and prospects. These financial statements come directly to RMA from our member institutions, which get their data straight from the customer. Order both publications and save!

Financial Ratio Benchmarks includes:

• Nineteen classic financial statement ratios, clearly defined. It's like getting a free financial textbook with your purchase.
• Common-size balance sheet and income statement. Six balance sheet and income statement line items are presented in common-size format.
• Data arrayed by asset and sales size. Six different asset and sales size categories are presented to ensure a perfect match to your situation.
• Unique information. No other information provider gets their data from where we get ours.
• More than 740 industries presented using the North American Industry Classification System (NAICS) codes.
• Trend data available for the past five years. You'll get the most up-to-date information for the current period, and you'll be able to compare it quickly to the past five periods.
• RMA's Credit and Lending Dictionary.

More Information:

• FAQs
• Definition of Ratios (PDF)
• Sample Financial Ratio Benchmarks (PDF)
• Listing of industries in the Annual Statement Studies^® sorted by NAICS (PDF)

Ordering Information

• Order individual books, select the "Add to Cart" button below.
• Order both books and save! 
• Subscribe and save time and money!  (PDF)
• eStatement Studies^SM contains data from both books on the Web.
• Individual NAICS download
• Licensing the RMA Annual Statement Studies^® Data for: Accountants, Consultants, and Business Valuation Professionals (PDF)

Professional Members: $200