ValuSource Financial Ratios

Based on IRS data – five million tax returns collected by the IRS (10 years data). Includes I/S, B/S common size and ratios

ValuSource Financial Ratios (Based on IRS Data)

ValuSource Financial Ratios database offers benchmark financial statement ratios derived from comprehensive IRS corporate tax return data, crucial for accurate financial benchmarking.

Detailed Description:

This database provides financial ratio benchmarks compiled directly from over 5 million IRS corporate tax returns, facilitating multi-year and trend analysis across more than 210 industries. Users can select and analyze detailed financial data to effectively benchmark corporate financial performance against industry standards.

Key Features:

Extensive dataset sourced from IRS tax return data.
Comprehensive financial statement ratio benchmarks.
Over 20 years of historical IRS data.
Easy data selection by industry or category.
Export capability for detailed analyses in Excel.

Publisher

ValuSource. Available individually and within bundles through ValuSource.

Detailed Description

ValuSource Financial Ratios is the only source of financial ratio benchmarks derived directly from more than 5 million corporate tax returns collected by the IRS. The database comes with over 20 years of IRS data so you can perform multi-year analysis as well as industry trend analysis.

Features

Select data by industry code or title
View data by both with and without net income categories
Contains over 20 years of IRS data
Export data to Excel

IRS Data Includes

Financial statement ratios. Common-size balance sheet and income statement line items.

Video

Data Source

Source:

The ValuSource Financial Ratios (Based on IRS Data) database derives its information directly from the U.S. Internal Revenue Service (IRS), specifically utilizing data from corporate tax returns (Form 1120) submitted by businesses across various industries. This dataset is compiled from the IRS’s Corporation Source Book of Statistics of Income, which has been published annually since 1916 as mandated by Congress.

1. Data Source and Compilation

Primary Source: The data originates from millions of corporate tax returns collected by the IRS.
Data Processing: ValuSource processes this raw IRS data to compute common-size income statements, balance sheets, and financial ratios. This processing enables the data to be utilized effectively within valuation software and Excel benchmarking tools.
Sample Size: The extensive sample size, encompassing data from over 5 million corporate tax returns, enhances the statistical validity of the financial ratios and benchmarks provided.

2. Key Features

Industry Coverage: The database offers financial benchmarking data for over 210 industries, facilitating comprehensive industry comparisons.
Historical Data: It includes over 20 years of IRS data, allowing for multi-year analysis and industry trend assessments.
Data Accessibility: Users can select data by industry code or title and view data with or without net income categories. The data can be exported to Excel for further analysis.

3. Data Update Cycle

The IRS publishes this data with a time lag; for instance, data from July 1 four years ago to June 30 three years ago is typically published in the spring of the current year. Despite this lag, the large sample size and comprehensive coverage make it a valuable resource for financial benchmarking.

Available from: BVDataWorld and KeyValueData