The 2012-2013 Annual Statement Studies are now available!
RMA would like to thank the participating institutions in the 2012 Annual Statement Studies submission drive. To participate in next year's Annual Statement Studies submission drive, please contact our Annual Statement Studies Department at email@example.com.
The Annual Statement Studies are the only source of composite performance metrics derived directly from the financial statements of financial institutions’ borrowers and prospects. These financial statements come directly to RMA from our member institutions, which get their data straight from their customers.
The Annual Statement Studies will help you to:
- Make better-informed credit decisions in a fraction of the time.
- Improve customer relationships. You will be able to demonstrate to your customers that you really understand their business by helping them identify their strengths and weaknesses.
- Identify prospects.
- Perform immediate benchmarking with the simple-to-use format.
This consistently reliable source of financial statement benchmarks on private businesses (for more than 93 years now!) includes two publications:
Financial Ratios Benchmarks
Comprehensive, detailed data on over 808 industries—derived directly from financial statements.
The standard for financial statement comparative analysis is here. Built around balance sheet and income statement performance measures, these industry reports give you the foundation for understanding the typical companies operating in a particular industry, as well as the basis for comparing specific situations to an industry composite.
Financial Ratio Benchmarks includes:
- Nineteen classic financial statement ratios, clearly defined. It’s like getting a free financial textbook with your purchase.
- Common-size balance sheet and income statement. Six balance sheet and income statement line items are presented in common-size format.
- Data arrayed by asset and sales size. Six different asset and sales size categories are presented to ensure a perfect match to your situation.
- Unique information. No other information provider gets their data from where we get ours.
- More than 808 industries presented using the 2007 North American Industry Classification System (NAICS) codes.
- You’ll get the most up-to-date information for the current period, and you’ll be able to compare it quickly to the past fourteen periods.
Industry Default Probabilities and Cash Flow Measures
Better information for better measures and strategies.
Representing a major content expansion of the Annual Statement Studies, Industry Default Probabilities and Cash Flow Measures contains probability of default estimates, cash flow measures, and change in financial position information for more than 730 industries. It brings together the power of Moody's RiskCalc Plus for private companies and the Statement Studies database to provide distribution statistics on one-year and five-year expected default frequency estimates by industry. These benchmarks add substantial value to the critical analysis of cash flow for private companies.
Industry Default Probabilities and Cash Flow Measures includes:
- Probability of default estimates on a percentage scale, mapped to a .EDF bond rating scale.
- Cash flow measures on a common-size percentage scale.
- Change in position, normalized, year over year, for eight financial statement line items.
- Data arrayed by asset and sales size.
- Trend data available for the past fourteen years.
If you do not have a subscription to eStatement Studies and would like access, you can find ordering information on how to order online or via phone here.
View a recording of our eStatement Studies Web seminar. (This webseminar is FREE)
This seminar walks you through eStatement Studies with a quick demonstration of its features so that you can maximize its benefits and access the data in a way that’s most convenient for your analysis.
University libraries interested in obtaining access to eStatement Studies should visit our eSS for Universities page for more information.
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