RMA Annual Statement Studies® (with License)

Standard Edition - 1 Year Subscription $495.00
RMA Annual Statement Studies® (with License)

Financial statement benchmarking data for over 700 industries. Common size income statement and balance sheet comparisons are included along with 19 operating ratios.

Business Valuation/Ratio Analysis/Credit Analysis Data

The RMA Annual Statement Studies® have been used by over 500,000 financial professionals as a source of detailed industry financial data for comparing businesses to industry in valuation reports, company/industry ratio analyses and credit decisions.


Highly Accurate Industry Data derived from 150,000 small and medium sized U.S. businesses

Data summarized from financial statements provided to commercial banks.

Statement Financial data includes:

  • Sixteen "classic" financial ratios with full explanation of each term including Current Ratio, Quick Ratio, Sales/Receivables, Cost of Sales/Inventory, Cost of Sales/Payables, Sales/Working Capital, EBIT/Interest, Debt/Equity, EBIT/Assets, Sales/Total Assets, Officers Compensation/Sales and more.
  • Now contains industry Z-scores to help determine solvency risk and the potential for a business to fail compared with the industry.
  • 20 common size (% of assets) Balance Sheet line items and 6 common size (% of revenue) Income Statement line items.
  • Data is broken down by over 600 industries searchable by NAICS code.
  • Data is broken down within each industry by 6 different asset sizes or sales sizes.
  • Trend data from the four previous years to contrast current period to five year data.

Up-to-date, consistent data year-after-year.

The RMA Annual Statement Studies® data is more current than other sources and has been produced in a consistent format for 80 years. You can be certain that you can compare data between years.

License to use data in reports.

The Risk Management Association® does not allow users to reproduce their data without permission. We offer a version specially licensed to let you legally use RMA Annual Statement Studies® data in your valuation reports.

2 Editions Now Available

The Standard Edition contains everything listed above.

The Valuation Edition contains everything listed in the Standard Edition plus

  • Regional Data. In addition to National Data, you get data split into the following regions:
    • Northeast: Connecticut, Delaware, Maine, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont
    • Southeast: Alabama, Florida, Georgia, Maryland, North Carolina, Puerto Rico, South Carolina, Tennessee (spans 2 regions), Virginia, Washington, D.C., West Virginia
    • Central: Illinois, Indiana, Kentucky, Michigan (spans 2 regions), Missouri (spans 2 regions), Ohio
    • South Central: Arkansas, Louisiana, Mississippi, Oklahoma, Tennessee (spans 2 regions), Texas
    • North Central: Iowa, Kansas (spans 2 regions), Michigan (spans 2 regions), Minnesota, Missouri (spans 2 regions), Nebraska (spans 2 regions)\, North Dakota, South Dakota, Wisconsin
    • West: Alaska, Arizona, California, Colorado, Guam, Hawaii, Idaho, Kansas(spans 2 regions), Montana, Nebraska(spans 2 regions), Nevada, New Mexico, Oregon, Utah, Washington, Wyoming
  • More Ratios. While the Standard Edition contains ratio averages for each industry, the Valuation Edition shows 10 ratios and a standard deviation so you can see where the company lies on the distribution curve (e.g. upper 10% of companies, upper 20%, lower 10%, etc.).
  • Full Value Financial Statements. Income Statement and Balance Sheet data are presented in real dollars in addition to percentage (common size) formats.
  • Industry growth rates. The Valuation Edition includes one, two, three and four year industry growth rates to use for establishing sustainable growth rates in valuations.