Research Guides: Business: Ratios & Beta

Company Ratios

Mergent Online
In-depth financial information & annual reports for U.S. & international companies. Also includes industry information & biographies of corporate executives. Full text.
Citing Mergent Online as a Source.
Value Line Investment Survey
One-page financial summaries for about 1,000 companies. P/E ratio; Revenues/share; Cash flow/share; Earnings/share;
Dividends/share; Capital spending/share; Book value/share.
The library only subscribes to the Value Line Investment Survey, not the other products available from Value Line.

Industry Ratios

IBISWorld
Detailed reports on over 1,300 US industries that include: supply chain information, historical and forecasted revenue data, operating strengths and weaknesses, analysis of external drivers, the competitive landscape, and industry ratios. Also contains some company-level reports.
IBISWorld Tutorials

The Books Below can be found in the library:

Note: Online students not near Montclair State University can check to see if these books are available near them by clicking on the book title and checking the Libraries Worldwide section of the book's record.

RMA Annual Statement Studies
This book contains financial data for hundreds of industries.
Descriptions of the ratios reported are in the front of the book.
Almanac of Business and Industrial Financial Ratios
Statistics on nearly 200 industries. The glossary in the front explains the data.

Beta

Beta attempts to measure the volatility of a stock by comparing its price to that of the S&P 500 Index over the last five years.
The more risky a stock is the higher its beta will become.

Historical Beta information for companies is only readily available via the Bloomberg Terminals that are located in the School of Business and the Research Insight / Compustat database. The use of these tools is restricted to students and faculty in Montclair State's School of Business. Please contact your department regarding access.

Mergent Online contains only the most recent beta number, but no historical data.
However, one can combine stock price data from Mergent Online (above) and index data from Yahoo! Finance (below) into one spreadsheet to perform the calculations. See the instructions below.