RMA Annual Statement Studies Valuation Edition

Financial statement peer comparison based on enhanced version of RMA Annual Statement Studies Data

RMA Annual Statement Studies Valuation Edition

The RMA Valuation Edition database provides enhanced financial benchmarking data specifically tailored for professional valuators, featuring extensive regional and national financial metrics.

Detailed Description:

This specialized edition includes data from RMA Annual Statement Studies, enhanced with additional financial ratios, distribution curves, detailed income statements, balance sheets in both dollars and percentages, and industry-specific growth rates. Users can conduct precise benchmarking analyses against comprehensive regional and national financial data.

Key Features:

Enhanced financial ratios with complete distribution curves.
Detailed national and regional balance sheets and income statements.
Industry-specific growth rate data.
Coverage across multiple regions for targeted analysis.
Customizable analysis capability for accurate financial benchmarking.

Publisher

RMA. Available individually and within bundles through ValuSource.

Detailed Description

RMA Annual Statement Studies Valuation Edition has all of the data the standard edition contains, plus a great deal more. See below for details on the additional data.

The RMA Annual Statement Studies data is the only source of financial ratio benchmarks derived directly from more than 250,000 statements of financial institution borrowers and prospects. These financial statements come directly from member institutions that get their data straight from the businesses they serve.

RMA Annual Statement Studies™ Valuation Edition is the only database drawn from the RMA Annual Statement Studies data that is designed specifically to meet the needs of the valuation professional — and it is only available from ValuSource.

Contains both national and regional data, in addition to nationally based balance sheets, ratios, and income statements, the Valuation Edition also lets you select from six different regions, so you can include the effects of regional economic activity. Use the Valuation Edition’s regional data to increase the accuracy of your financial statement benchmarks.

(1) Northeast
Connecticut, Delaware, Maine, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont

(2) Southeast
Alabama, Florida, Georgia, Maryland, North Carolina, Puerto Rico, South Carolina, Tennessee*, Virginia, Washington, D.C., West Virginia

(3) Central
Illinois, Indiana, Kentucky, Michigan*, Missouri*, Ohio

(4) South Central
Arkansas, Louisiana, Mississippi, Oklahoma, Tennessee*, Texas

(5) North Central
Iowa, Kansas*, Michigan*, Minnesota, Missouri*, Nebraska*, North Dakota, South Dakota, Wisconsin

(6) West
Alaska, Arizona, California, Colorado, Guam, Hawaii, Idaho, Kansas*, Montana, Nebraska*, Nevada, New Mexico, Oregon, Utah, Washington, Wyoming

* State spans two regions

Features

For each ratio in the traditional RMA Annual Statement Studies report, the Valuation Edition contains ten ratios and a standard deviation. You can now see the entire distribution curve and easily rank a company against RMA Annual Statement Studies™ norms
Regional data helps more accurately benchmark a company’s performance in relation to regional economic activity (regions include Northeast, Southeast, Central, South Central, North Central, and West)
Percentages and real dollar values are presented. The Valuation Edition contains an Income Statement and Balance Sheet presented in dollars ($) as well as in percentages (%)

Video

Articles

Articles Published

The following articles include references to BIZCOMPS® and transactional data:

Data Source

Source

The RMA Annual Statement Studies® Valuation Edition is a specialized resource developed collaboratively by the Risk Management Association (RMA) and ValuSource, tailored specifically for business valuation professionals. It enhances the standard RMA Annual Statement Studies by providing more granular data and analytical tools to support precise financial benchmarking.

1. Data Source

The foundational data for the Valuation Edition is sourced directly from RMA’s member financial institutions. These institutions contribute anonymized financial statements from their small and medium-sized business clients. This practice ensures that the data reflects real-world financial conditions across various industries. The database encompasses over 250,000 financial statements, offering a robust basis for industry comparisons.

2. Key Features of the Valuation Edition

Decile-Based Financial Ratios: Unlike the standard edition, the Valuation Edition provides the full distribution curve for each financial variable, allowing professionals to rank a company’s performance percentile-wise within its industry.
National and Regional Data: Users can access data segmented by six U.S. regions, facilitating more localized and relevant benchmarking.
Detailed Financial Statements: The edition includes income statements and balance sheets presented in both dollar amounts and percentages, aiding in comprehensive financial analysis.
Enhanced Analytical Tools: Integrated with ValuSource’s software, the Valuation Edition allows for seamless data export to Excel and supports advanced financial analysis within valuation projects.

This enriched dataset and its analytical capabilities make the RMA Annual Statement Studies® Valuation Edition a valuable tool for professionals seeking detailed financial benchmarks for valuation purposes.

Available individually and within bundles through ValuSource.