Answered By: IESE Library Last Updated: Mar 31, 2025 Views: 179
Use Orbis where you can find ratios for worldwide companies. Search by company name and click on Financials and Global Ratios in the left-hand menu.
Use Sabi where you can find ratios for Spanish companies. Search by company name and click on Financial Data and Global Ratios under the tab "Display a specific section".
Use Factiva, type the company name into the main search bar to load the company overview page. Then, select the "Financials" tab and go to the "Key Ratios" section. Also, click on "Switch to Factiva" and go to the previous interface. Then, click on "Companies/Markets" at the top of the page, then select "Company." Search your company by name or ticker, then click on "Reports" in the left-hand menu and select "Ratio Comparison Report" or click on "Financial Results" in the left hand menu and select "Key Ratios".
PitchBook: search for a company by name, select the correct company from the search results, and open its profile page. Navigate to the "Financials" tab, then scroll down to the "Ratios" section.
Capital IQ, type the company name in the search box, select the correct entity if more than one appears, select “Ratios” under the “Financials/Valuation” section on the left-hand menu.
Compustat, available through WRDS, gives company financials for US and Canadian companies.
LSEG Workspace (formerly Refinitiv Workspace). One of the most time-saving search strategy is to use the templates available in the Template Library to directly download data into a pre-formatted spreadsheet. These pre-built templates eliminate the need to create formulas or adjust layout settings manually, saving you valuable time. To access the Template Library via the Workspace Excel add-in, simply click on Templates:
The Library includes more than a hundred templates. You can find the one that best for your needs by browsing the categories on the left sidebar or entering relevant keywords in the search bar.
Review the template description to identify the most useful for your purpose, then click Download to open it in a new Excel spreadsheet:
Each template includes:
• A dedicated instructions sheet explaining how to use it.
• One or more sheets containing the requested data.
As indicated in the Instructions sheet, you can replace the sample RIC code with the one you need (e.g., AAPL.O for Apple Inc.) and press Enter. The template will then automatically update all sheets with the relevant financial and valuation data.
Bloomberg, available at Barcelona Library Financial room. Search for the ticker symbol or company name, select the desired company, and press <GO>. Type FA (Financial Analysis), then select column 5: Ratios.
See also:
- Yahoo! Finance provides industry ratios for US firms. Find the company, and then select competitors, or use Yahoo! Finance Sectors.
- Take a look at Bizratios.com - Small Business Ratios or Key Business Ratios from creditguru.com.
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