Get Financial Ratios

Obtain financial metric benchmarks by NAICS code

Select NAICS Industry Code

GET /v1/industry-data/industry-codes to get a list of valid NAICS codes. You can also pass in keywords as parameters to find specific business types. For example, GET /v1/industry-data/industry-codes?keyword=restaurants returns a list of NAICS codes related to restaurants.

Sample Response

{
  "industryCodes": [
    {
      "industryCode": "445240",
      "industryName": "Meat Retailers",
      "industryLevel": 4
    },
    {
      "industryCode": "7225",
      "industryName": "Restaurants and Other Eating Places",
      "industryLevel": 2
    },
    {
      "industryCode": "72251",
      "industryName": "Restaurants and Other Eating Places",
      "industryLevel": 3
    },
    {
      "industryCode": "722511",
      "industryName": "Full-Service Restaurants",
      "industryLevel": 4
    },
    {
      "industryCode": "722513",
      "industryName": "Limited-Service Restaurants",
      "industryLevel": 4
    }
  ]
}

Obtain Financial Metrics by NAICS code

Once you have a NAICS code to search, use the summary statistics endpoint like this example to get back benchmark financial metrics for this industry GET /v1/industry-data/summary-statistics?industryCode=722511. Note, the count in the response shows you how many financial statements were used to calculate each benchmark ratio.

{
  "summaryStatistics": [
    {
      "metric": "currentRatio",
      "firstQuartile": 0.44805169272425593,
      "median": 1.1563836176273576,
      "thirdQuartile": 2.9895831148066683,
      "mean": 2.7890709191054657,
      "count": 72390
    },
    {
      "metric": "accountsPayableDays",
      "firstQuartile": 0,
      "median": 5.124054022733685,
      "thirdQuartile": 24.08721666074782,
      "mean": 15.207359414660804,
      "count": 78931
    },
    {
      "metric": "accountsReceivableDays",
      "firstQuartile": 0,
      "median": 0,
      "thirdQuartile": 0.05005880165515249,
      "mean": 0.541990289356342,
      "count": 77892
    },
    {
      "metric": "inventoryDays",
      "firstQuartile": 6.47336406286706,
      "median": 10.949512108182772,
      "thirdQuartile": 18.616406888764875,
      "mean": 14.760203933759023,
      "count": 62669
    },
    {
      "metric": "ebitdaMargin",
      "firstQuartile": 0.0162,
      "median": 0.0633,
      "thirdQuartile": 0.1218,
      "mean": 0.04847434334429722,
      "count": 80719
    },
    {
      "metric": "overhead",
      "firstQuartile": 0.3351915415205945,
      "median": 0.42864899348608393,
      "thirdQuartile": 0.5332572714676223,
      "mean": 0.42203533216180295,
      "count": 72774
    },
    {
      "metric": "quickRatio",
      "firstQuartile": 0.169615548454433,
      "median": 0.642152248684695,
      "thirdQuartile": 1.94972368652524,
      "mean": 1.928564747550886,
      "count": 71145
    },
    {
      "metric": "debtServiceRatio",
      "firstQuartile": 0.9096710005440335,
      "median": 2.9932011338420974,
      "thirdQuartile": 8.630100325390213,
      "mean": 6.003524350856603,
      "count": 22800
    },
    {
      "metric": "fixedAssetTurnover",
      "firstQuartile": 1.8627636167176203,
      "median": 3.165144579415335,
      "thirdQuartile": 5.362697815011023,
      "mean": 4.11716523316231,
      "count": 69412
    },
    {
      "metric": "grossProfitMargin",
      "firstQuartile": 0.5123701603406579,
      "median": 0.6231405236404194,
      "thirdQuartile": 0.6879044044169081,
      "mean": 0.592993348918611,
      "count": 81976
    },
    {
      "metric": "interest",
      "firstQuartile": 0,
      "median": 0.0015238932360616083,
      "thirdQuartile": 0.009978766159814478,
      "mean": 0.006392795573833537,
      "count": 75510
    },
    {
      "metric": "profitPerEmployee",
      "firstQuartile": -522.7227250000001,
      "median": 1140.917,
      "thirdQuartile": 4439.932675,
      "mean": 2261.831229693006,
      "count": 3974
    },
    {
      "metric": "salesPerEmployee",
      "firstQuartile": 34290.337725,
      "median": 49010.109899999996,
      "thirdQuartile": 68144.4276,
      "mean": 54584.271381259874,
      "count": 3778
    },
    {
      "metric": "interestCoverage",
      "firstQuartile": 1.3448681640532394,
      "median": 4.674364531700238,
      "thirdQuartile": 13.576316771716353,
      "mean": 9.854784395090997,
      "count": 47588
    },
    {
      "metric": "adjustedNetProfitBeforeTaxes",
      "firstQuartile": -0.013344740353233018,
      "median": 0.02926711750345309,
      "thirdQuartile": 0.08592023772330737,
      "mean": 0.02439717567920066,
      "count": 81593
    },
    {
      "metric": "netProfitBeforeTaxes",
      "firstQuartile": -0.01387707348104086,
      "median": 0.02825645267741979,
      "thirdQuartile": 0.08456743201420322,
      "mean": 0.02439183686790814,
      "count": 81606
    },
    {
      "metric": "rent",
      "firstQuartile": 0.0427734329653687,
      "median": 0.062343341688443285,
      "thirdQuartile": 0.08755980191118957,
      "mean": 0.0682376224419954,
      "count": 55329
    },
    {
      "metric": "advertising",
      "firstQuartile": 0.0036427953127396327,
      "median": 0.008978001461157561,
      "thirdQuartile": 0.018716645747096493,
      "mean": 0.01316669476540823,
      "count": 50959
    },
    {
      "metric": "payroll",
      "firstQuartile": 0.2058464762554846,
      "median": 0.26638483937952584,
      "thirdQuartile": 0.3239300081764409,
      "mean": 0.2667733726030256,
      "count": 53116
    },
    {
      "metric": "netIncome",
      "firstQuartile": -0.013531432425044801,
      "median": 0.02772687801357187,
      "thirdQuartile": 0.08373707335284164,
      "mean": 0.006225676636081513,
      "count": 80488
    },
    {
      "metric": "debtToEquityRatio",
      "firstQuartile": 0.3559136347034236,
      "median": 1.1016945056255267,
      "thirdQuartile": 3.1555063062377537,
      "mean": 2.8960596671612167,
      "count": 47279
    },
    {
      "metric": "netProfitMargin",
      "firstQuartile": -0.013344740353233018,
      "median": 0.02926711750345309,
      "thirdQuartile": 0.08592023772330737,
      "mean": 0.02439717567980902,
      "count": 81593
    },
    {
      "metric": "operatingProfit",
      "firstQuartile": -0.006651028443648907,
      "median": 0.03835513402401768,
      "thirdQuartile": 0.0959739982359265,
      "mean": 0.03204484063267198,
      "count": 80709
    },
    {
      "metric": "otherIncome",
      "firstQuartile": 0,
      "median": 0,
      "thirdQuartile": 0.000005213400408556812,
      "mean": 0.00034978846355767555,
      "count": 64609
    },
    {
      "metric": "otherExpenses",
      "firstQuartile": 0,
      "median": 0,
      "thirdQuartile": 0.0021006258994096553,
      "mean": 0.0016099966544879816,
      "count": 63478
    },
    {
      "metric": "ownComp",
      "firstQuartile": 0,
      "median": 0,
      "thirdQuartile": 0,
      "mean": 0.000005338811292518922,
      "count": 79655
    },
    {
      "metric": "accountsPayable",
      "firstQuartile": 0,
      "median": 0.023927526283890832,
      "thirdQuartile": 0.09844719564474731,
      "mean": 0.06665857322773924,
      "count": 71005
    },
    {
      "metric": "accountsReceivable",
      "firstQuartile": 0,
      "median": 0,
      "thirdQuartile": 0,
      "mean": 0.0020778502791256002,
      "count": 70652
    },
    {
      "metric": "accumulatedDepreciation",
      "firstQuartile": 0.20220689094585395,
      "median": 0.5287688291336645,
      "thirdQuartile": 1.0139864086205463,
      "mean": 0.5595459755377004,
      "count": 66301
    },
    {
      "metric": "additionalPaidInCapital",
      "firstQuartile": 0,
      "median": 0,
      "thirdQuartile": 0,
      "mean": 0.022183580124366345,
      "count": 69513
    },
    {
      "metric": "amortization",
      "firstQuartile": 0,
      "median": 0,
      "thirdQuartile": 0,
      "mean": 0.00023858966133761728,
      "count": 66313
    },
    {
      "metric": "cash",
      "firstQuartile": 0.021225681989747336,
      "median": 0.08442877504190195,
      "thirdQuartile": 0.20265018938032336,
      "mean": 0.12507756903286482,
      "count": 65421
    },
    {
      "metric": "commonStock",
      "firstQuartile": 0,
      "median": 0,
      "thirdQuartile": 0.007184527401787511,
      "mean": 0.03657760648896046,
      "count": 73597
    },
    {
      "metric": "costOfSales",
      "firstQuartile": 0.3185261299764695,
      "median": 0.37881419926155724,
      "thirdQuartile": 0.47910484318794977,
      "mean": 0.4070066510813888,
      "count": 75038
    },
    {
      "metric": "currentLongTermDebt",
      "firstQuartile": 0,
      "median": 0,
      "thirdQuartile": 0,
      "mean": 0.007395703535534099,
      "count": 62780
    },
    {
      "metric": "depreciation",
      "firstQuartile": 0.0029274216794595337,
      "median": 0.012727161073266163,
      "thirdQuartile": 0.027619323544888504,
      "mean": 0.01768971090255554,
      "count": 75649
    },
    {
      "metric": "grossFixedAssets",
      "firstQuartile": 0.7523187628932962,
      "median": 1.0481580712518144,
      "thirdQuartile": 1.3905940961365202,
      "mean": 1.0746614061324118,
      "count": 56293
    },
    {
      "metric": "grossProfit",
      "firstQuartile": 0.5123701603406575,
      "median": 0.6231405236404195,
      "thirdQuartile": 0.687904404416908,
      "mean": 0.5929933489186112,
      "count": 81976
    },
    {
      "metric": "inventory",
      "firstQuartile": 0.008606688673171126,
      "median": 0.03160209067072617,
      "thirdQuartile": 0.07461741859936813,
      "mean": 0.052796611374587216,
      "count": 75112
    },
    {
      "metric": "longTermLiabilities",
      "firstQuartile": 0.005757808630116059,
      "median": 0.4006107585637246,
      "thirdQuartile": 0.8086863159975383,
      "mean": 0.5371219865657715,
      "count": 72665
    },
    {
      "metric": "netFixedAssets",
      "firstQuartile": 0.26805300585286734,
      "median": 0.5305256731437233,
      "thirdQuartile": 0.7737167230475069,
      "mean": 0.5151154305947114,
      "count": 67285
    },
    {
      "metric": "otherAssets",
      "firstQuartile": 0,
      "median": 0.000493174023179179,
      "thirdQuartile": 0.07770823064059433,
      "mean": 0.0949773254673825,
      "count": 78516
    },
    {
      "metric": "otherCurrentAssets",
      "firstQuartile": 0,
      "median": 0,
      "thirdQuartile": 0.016104684467605625,
      "mean": 0.014104874707260155,
      "count": 67849
    },
    {
      "metric": "otherCurrentLiabilities",
      "firstQuartile": 0.021946024565328834,
      "median": 0.06751427386860571,
      "thirdQuartile": 0.15606594749713737,
      "mean": 0.10799568434837381,
      "count": 67300
    },
    {
      "metric": "otherOperatingExpenses",
      "firstQuartile": 0.007069712276805101,
      "median": 0.11986035653707308,
      "thirdQuartile": 0.18220639562232208,
      "mean": 0.12119555781272737,
      "count": 75990
    },
    {
      "metric": "otherOperatingIncome",
      "firstQuartile": 0,
      "median": 0,
      "thirdQuartile": 0,
      "mean": 0.00021068225248423747,
      "count": 65784
    },
    {
      "metric": "otherStock",
      "firstQuartile": 0,
      "median": 0,
      "thirdQuartile": 0,
      "mean": 0.009646819810406241,
      "count": 75422
    },
    {
      "metric": "preferredStock",
      "firstQuartile": 0,
      "median": 0,
      "thirdQuartile": 0,
      "mean": 0.0000027572882010552576,
      "count": 75603
    },
    {
      "metric": "retainedEarnings",
      "firstQuartile": -0.19450184755194888,
      "median": 0.07935206846920748,
      "thirdQuartile": 0.4948385158971893,
      "mean": 0.03394140565790887,
      "count": 72614
    },
    {
      "metric": "shortTermDebt",
      "firstQuartile": 0,
      "median": 0,
      "thirdQuartile": 0,
      "mean": 0.0005765073044072011,
      "count": 70741
    },
    {
      "metric": "taxes",
      "firstQuartile": 0.0031775304718204616,
      "median": 0.008598929925380649,
      "thirdQuartile": 0.02383494139342606,
      "mean": 0.018166160231826628,
      "count": 3607
    },
    {
      "metric": "totalAssets",
      "firstQuartile": 1,
      "median": 1,
      "thirdQuartile": 1,
      "mean": 0.9999999999912705,
      "count": 81099
    },
    {
      "metric": "totalCurrentAssets",
      "firstQuartile": 0.13917976083288505,
      "median": 0.3115669896424992,
      "thirdQuartile": 0.6093759223790323,
      "mean": 0.3899072439291767,
      "count": 74423
    },
    {
      "metric": "totalCurrentLiabilities",
      "firstQuartile": 0.0903184074030776,
      "median": 0.2018728554083536,
      "thirdQuartile": 0.42202666666666666,
      "mean": 0.34228768316871,
      "count": 68462
    },
    {
      "metric": "totalEquity",
      "firstQuartile": -0.11096943938473994,
      "median": 0.23189936560648877,
      "thirdQuartile": 0.6423930562610927,
      "mean": 0.12059033025678899,
      "count": 78233
    },
    {
      "metric": "totalLiabilities",
      "firstQuartile": 0.45435470063862715,
      "median": 0.7753507688853968,
      "thirdQuartile": 1.0501650314511077,
      "mean": 0.8794096697344815,
      "count": 62831
    },
    {
      "metric": "returnOnEquity",
      "firstQuartile": 0.04821046172541495,
      "median": 0.3369882082591968,
      "thirdQuartile": 0.8311857195390864,
      "mean": 0.4953103126790269,
      "count": 47152
    },
    {
      "metric": "returnOnAssets",
      "firstQuartile": -0.036303061138292764,
      "median": 0.09341894060995184,
      "thirdQuartile": 0.34954397616142985,
      "mean": 0.19675597335326198,
      "count": 78079
    },
    {
      "metric": "salesGrowth",
      "firstQuartile": -0.04340176914917396,
      "median": 0.025616541480220183,
      "thirdQuartile": 0.1107469276578559,
      "mean": 0.058050573231690814,
      "count": 43274
    },
    {
      "metric": "profitGrowth",
      "firstQuartile": -0.34443747931046387,
      "median": 0.014792880181421632,
      "thirdQuartile": 0.47664200521475336,
      "mean": 0.17115739399111232,
      "count": 24206
    },
    {
      "metric": "sales",
      "firstQuartile": 1,
      "median": 1,
      "thirdQuartile": 1,
      "mean": 1,
      "count": 81976
    },
    {
      "metric": "liabilitiesPlusEquity",
      "firstQuartile": 1,
      "median": 1,
      "thirdQuartile": 1,
      "mean": 1,
      "count": 81976
    }
  ]
}