Data Resource Centre, University of Guelph

Financial Performance Indicators (FPI)

What is it? Abstract provided through Nesstar WebRetrieval System Financial Performance Indicators for Canadian Business is an authoritative reference source of key financial ratios by industry. It is based on up-to-date, reliable and comprehensive data on Canadian businesses, derived from Statistics Canada databases of financial statements.The indicators are designed to serve as financial performance benchmarks against which individual firms and industries can be compared. It allows firms to precisely position themselves, within their peer group. Volumes 1 and 2: Financial performance indicators area series of 15 commonly used financial ratios. In table 1, the financial ratios are classified into three categories, profitability, solvency and efficiency ratios. The table also indicates the portion of the firms in each industry that experienced profits as opposed to losses. Table 2 sets out a common-sized balance sheet which provides a structural analysis of the balance sheet. Volumes 1 and 2 are available at the national level. Volume 3: Six principal financial ratios, net profit margin, pretax profit margin, gross profit margin, pretax profits to assets, return on equity and liabilities to assets, are presented in volume 3. It also contains year over year sales growth rates for the two most current years and the percentage of all firms that experienced profits as opposed to losses. Volume 3 is available at both the national and provincial levels.

What does it look like?

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Data Resource Centre, University of Guelph

Financial Performance Indicators (FPI)

To start you can select either a Volume on the left OR if you are interested in Volume 3 you can select a geographic region as well on the right hand side. When you make a selection a description of your selection will appear in the Description box.

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Data Resource Centre, University of Guelph

Financial Performance Indicators (FPI)

Click on Search to search through the database for the information youve selected.

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Data Resource Centre, University of Guelph

Financial Performance Indicators (FPI)

1. Search Method a. Select an Industry Select an Industry can drill down a set of folders to view industries. Click on the to view more information. In this example Construction industries in the Non-financial Industries section was selected:

b. Keyword Search Search for an industry by typing a keyword in the Keyword Search box.

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Data Resource Centre, University of Guelph

Financial Performance Indicators (FPI)

c. NAICS Code Search for an industry using a NAICS code.

d. NAICS Title Search for an industry using a NAICS title.

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Data Resource Centre, University of Guelph

Financial Performance Indicators (FPI)

When an idustry is selected, the NAICS code and NAICS title are also available:

2. Data Type Next select the data type of interest. Financial ratios which include: Net profit margin Pretax profit margin Operating profit margin Gross profit margin Operating revenue to net operating assets Return on net operating assets Pretax profit to assets Return on capital employed Return on equity Receivable turnover Inventory turnover Working capital Debt to equity Liabilities to assets Interest coverage Sales year over year % change OR Balance Sheet

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Data Resource Centre, University of Guelph 3. Report Options

Financial Performance Indicators (FPI)

View Industry data as requested OR compare a firm with its industry by entering your own firm data.

4. Continue To run the report

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Data Resource Centre, University of Guelph

Financial Performance Indicators (FPI)

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Data Resource Centre, University of Guelph Other Report Options

Financial Performance Indicators (FPI)

The user can also enter their own firm data and printout a comparison chart with an industry available in FPI

Enter the data in the above table to run the reoprt and compare with industry data click on

icon. To clear all data in the form click on the

icon.

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Data Resource Centre, University of Guelph Other tips and tricks:

Financial Performance Indicators (FPI)

To return to the previous page in the FPI program, click on the This program is recreated for the following 2 year groups:

1996-1997 1997-1999 1998-2000 1999-2001 2000-2002 2001-2003

Each program may have a slightly different interface but performs the same basic functions that are outlined in this document.

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Data Resource Centre, University of Guelph

Financial Performance Indicators (FPI)

APPENDIX: A sample comparison report

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