Key Business Ratios
A Bellevue University Library Guide
What is Key Business Ratios?
Key Business Ratios provides 14 key business ratios for companies and industries, including solvency ratios.,efficiency ratios, and profitability ratios.
How to access Key Business Ratios
Mouse over Find on the library homepage then click on Databases. Now click on the letter K under "Browse by title." If off campus, you will be prompted for your BU login. Once you are logged into one database, you are logged into all of them until you close your browser.
How to use Key Business Ratios
The Did You Know page will come up first, click Continue which will bring you to a spreadsheet. The spreadsheet has three tabs; subtabs appear when you select a tab. By default, the page opens to the Reports tab and Industry sub-tab, and displays the industry data for the first SIC code listed.
Reports Tab - Industry
- To select a different industry, use the SIC drop down menu or enter a NAICS code.
- This will change the Line of Business box to the correct industry. Alternately, you can start by selecting a line of business. However, these are not in alphabetical order but rather in numerical order corresponding to the SIC codes found ito the left.
- The table displayed shows the industry averages for the selected industry for the last five years. Mouse over the blue information button for a quick description of this ratio.
- Upper, median, and lower ratios are provided for each year. The number of sample company statements used to compile the data for that industry is shown under the year.
- Use the Group By drop down menu to group by size (asset range) or region.
- The lower portion of the report below shows the median variance for each ratio and year.
Report Tab - Company
- Select the Reports tab and Company sub-tab On the form provided; fill in one or more of the search fields. Note that the Company Type is set to private by default, if searching for public companies be sure to change this, then click on Search.
- To find a specific company, enter the exact company name. When the company appears, check the box in front of it and click on Submit.to bring up the report, which includes the solvency, efficiency, and profitability ratios, as well as working capital, management effectiveness, and bank & insurance ratios.
- To bring up multiple companies within an industry, use a SIC or NAICS code. You can further filter results by specifying a city, state, or country (for United States, use USA).All the companies that fit the criteria will be listed.
- Check the box next to the company you would like to view or select multiple companies to calculate combined ratios.
Ratios Tab - Industry
- From the Business Performance menu, select either Solvency, Efficiency, or Profitability,.These will be displayed to the right of the screen after you choose an industry.
- Click on Search to directly enter either a SIC number Line of Business, or both.
- Alternately, select either a NAICS, SIC, or Line of Business from the drop-down menus. You may also select a year and asset range. You may select more than one NIACS or SIC code. All asset ranges and dates for those industries will be displayed but you can choose an asset range if you prefer.
- When your results come up, click on the page icon to display a ratio spreadsheet..
- You may also view Industry reports within Mergent's First Research database by clicking on the NAICS or SIC code.next to an industry in the results. When redirected there, click on "Submit" to view.
Reports tab - My Financials: Performing a Comparative Analysis
- Enter the values from a company's financial statement in the relevant fields for one or more years. Now click on either Save or Compare.
- When you choose Save, a pop-up box will appear where you can enter a template name and email-ID. You can then access this later in My Profile.
- If you click on Compare, you will have two options: Compare Against Industry or Compare Against Company.
- When you choose Compare Against Industry, follow prompts, selecting options from the SIC, Line of Business, or Asset Range/Region drop down menus. Now click on Submit and a ratio spreadsheet will appear with these three columns: Subject, Median, and Variance. The company you entered will be in the Subjects column.
- When you Compare Against Company, input data in the SIC Code box and select an option from the Compare with Field drop down menu. Other areas such as DUNS Number, NAICS, location, etc. can also be filled in
- Results will be compiled and you will see up to five companies displayed; which will also be displayed on a graph.
- For more details of using this feature, consult he Quick Help Guide (see below).
Help and Support
Key Business Ratios provides three types of help guides: Click on Help Guide at the top right hand portion of the page. You can choose from the Help Guide, Ratio Guide, and a Quick Reference Guide. The Ratio Guide describes the various types of ratios. The Help Guide provides screenshots with the basic functions of KBR explained The Quick Reference Guide has more detailed instructions and is also illustrated with screenshots.
Printing, Exporting. and Saving
All reports from KBR can be printed or exported onto a spreadsheet or a PDF document.. After report is displayed in one of these formats, it can be saved using the File and Save As function.