Oil And Gas Production Industry Efficiency, Revenue per Employee, Inventory and Receivable Turnover Ratios Q2 2026

Oil And Gas Production Industry Efficiency

Operational efficiency benchmarks for Oil And Gas Production Industry, covering Revenue & Net Income per Employee and Receivable, Inventory, and Asset Turnover.

Includes a 5-quarter rolling view from Q2 2026 – 2Q 2025 for trend analysis across reporting cycles. Commercial access adds working capital metrics (DSO, DIO, DPO, CCC), efficiency scores, and cross-sectional distributions across TTM and FY periods (FY 2025 – FY 2021), with up to 20 years of historical data for long-term benchmarking and credit analysis.

Additional Classifications: SIC NAICS ISIC Available under Commercial License
Trailing twelve months as of Q2 2026
Rev / Employee
$ 626,576
TTM Q2 2026
Inc / Employee
$ 71,166
TTM Q2 2026
Receivable Turnover
5.94
TTM Q2 2026
Asset Turnover
0.5
TTM Q2 2026
API endpoints for this dataset
https://api.csimarket.com/api/v1/industries/602/efficiency
https://api.csimarket.com/api/v1/industries/602/efficiency?period_type=FY
Programmatic access for models, analytics, and integration workflows.

Oil And Gas Production Industry Efficiency Ratios

Q2 2026 – 2Q 2025
Oil And Gas Production Industry 2Q 2026 1Q 2026 4Q 2025 3Q 2025 2Q 2025
Revenue / Employee (TTM) $ 626,576
Sales/Employee Ranking # 14
Net Income / Employee (TTM) $ 71,166
Net Income/Employee Ranking # 15
Receivable Turnover (TTM) 5.94
Receivable Turnover Ranking # 63
Inventory Turnover (Sales, TTM) 13.8
Inventory Turnover (Sales) Ranking # 36
Inventory Turnover (COS, TTM) 4.21
Inventory Turnover (COS) Ranking # 53
Asset Turnover (TTM) 0.5
Asset Turnover Ranking # 87
4 historic quarters locked

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Analytical Use & Banking Applications

How Operational Efficiency Ratios Are Applied in Finance

Revenue & Net Income per Employee are where credit underwriting and leveraged finance work often starts. The question underneath is plain: how much each head produces, weighed against the debt the business has to service. When revenue per head slides while headcount holds flat, margin compression is usually forming — before it surfaces in EBITDA. Acquirers run the same two ratios in M&A due diligence, benchmarking a target against its industry median to size operational synergy potential and frame integration-cost assumptions.

In asset-based lending (ABL) and revolving credit facility (RCF) structuring, Receivable Turnover earns its keep. Banks invert it into Days Sales Outstanding to set eligible-receivables borrowing bases and advance-rate haircuts. Slip against industry peers and the signal is collection risk — sometimes enough to prompt a borrowing-base redetermination or a covenant step-down in working capital facilities.

Inventory Turnover (Sales & COS) sits at the center of inventory financing, trade finance, and supply chain credit analysis. In commodity lending and warehouse receipt financing, how fast stock turns sets advance rates and margining frequency. Structuring teams in commodity trade finance (CTF) lean on the COS-based version specifically: it is their cleanest proxy for liquidation risk under a forced-sale scenario.

Asset Turnover is the hinge in a DuPont decomposition of return on assets (ROA) — which is why it runs through credit rating agency analysis (S&P, Moody's) and the internal ratings-based (IRB) models commercial banks maintain. It also reads capital intensity directly. In project finance and infrastructure lending, a low number means fixed assets are concentrated and operational leverage is running high.

The five-quarter trend steps back from the most recent TTM period one quarter at a time, which is what lets a credit analyst separate cyclical versus structural deterioration — a distinction that drives covenant headroom analysis, waiver negotiations, and credit watch placements. With up to 20 years of history reachable from the navigation links, current ratios can be benchmarked against full business-cycle norms and prior stress periods.

Advanced Efficiency Analytics - TTM Q2 2026 TTM – Q2 2025 TTM Commercial
Metric Q2 2026 TTM Q1 2026 TTM Q4 2025 TTM Q3 2025 TTM Q2 2025 TTM
Reporting Coverage Rate
% of companies that reported results
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Days Sales Outstanding (DSO)
Avg. days to collect receivables
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Days Inventory Outstanding (DIO)
Avg. days inventory is held
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Days Payables Outstanding (DPO)
Avg. days to pay suppliers
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Operating Cycle Days
DSO + DIO
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Cash Conversion Cycle (CCC)
Operating cycle minus DPO
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Efficiency Composite Score
Multi-factor (0–100)
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Asset Turnover Median
Cross-sectional median
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Asset Turnover 25th Pct.
Lower quartile
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Asset Turnover 75th Pct.
Upper quartile
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Asset Turnover Std. Dev.
Dispersion across peers
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Asset Turnover Quartile Spread
IQR (P75 - P25)
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CCC Median
Cross-sectional median
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CCC Std. Dev.
Dispersion across peers
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5 quarters available with Commercial License

Advanced efficiency analytics - TTM require a Commercial License.

Analytical Use & Banking Applications

Advanced Efficiency Analytics in Credit & Institutional Finance

Reporting Coverage Rate tracks how many of the industry's constituent companies have actually reported for a given period — a data-quality and timeliness check on how much weight the aggregate metrics can bear. Below 70%, treat industry-level ratios with caution; the sample tilts toward early reporters. Credit portfolio surveillance and sector credit reviews watch coverage trends against reporting deadlines, since a cluster of late filers in one industry can itself signal operational stress or audit complications across issuers.

Few metrics in working capital finance carry more weight than the Cash Conversion Cycle (CCC). Banks structuring revolving credit facilities, supply chain finance (SCF) programmes, and receivables purchase agreements anchor facility tenor, drawdown mechanics, and repayment triggers to it. A lengthening CCC means working capital is being consumed faster — a particular red flag in leveraged buyout (LBO) models, where free cash flow is already pinned down by debt amortisation schedules.

Days Sales Outstanding (DSO) governs borrowing-base availability in asset-based lending. Concentration limits, dilution reserves, and ineligibility criteria are all calibrated to its trend. It also works as a hard trigger: in securitisation of trade receivables, breaching a defined threshold (e.g., DSO > 90 days) fires early amortisation events under the programme's indenture.

For inventory-secured lending and floor plan financing, Days Inventory Outstanding (DIO) is the primary collateral-quality read. Appraisal firms fold it into net orderly liquidation value (NOLV) and forced liquidation value (FLV) — the collateral bases behind advance rates on ABL revolvers. When DIO climbs in a declining-price environment, the concern is inventory obsolescence, and credit agreements typically respond by requiring a field examination.

Days Payables Outstanding (DPO) gets read through trade credit risk and supply chain concentration. In credit rating analysis, a DPO well above peers points to payables stretching — a liquidity tactic that flatters short-term cash but signals distress once it is structural rather than occasional. Rating agencies and credit committees surface elevated DPO in watch-list reviews and probability-of-default (PD) scoring models.

Operating Cycle Days set the right measurement period for working-capital facility covenants. Borrowers with longer cycles tend to negotiate annual or semi-annual testing rather than quarterly under LMA/LSTA syndicated-loan documentation.

The Efficiency Composite Score rolls cross-sectional rankings into one figure for peer benchmarking within sector credit reviews and portfolio surveillance. Risk teams at commercial banks and credit funds use it to triage watchlist credits and decide where to spend scarce field-examination resources.

Asset Turnover distribution metrics (median, quartiles, standard deviation) feed stress-testing and scenario analysis under IFRS 9 expected credit loss (ECL) modelling and Basel III internal ratings-based (IRB) approaches. The interquartile spread is the dispersion measure: a wider sector spread argues for wider scenario assumptions in portfolio-level stress tests.

Operating Liquidity, Working Capital Efficiency & Cash Cycle - Fiscal Year FY 2025 – FY 2021 Commercial
Metric FY 2025 FY 2024 FY 2023 FY 2022 FY 2021
Reporting Coverage Rate
% of companies that reported results
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Days Sales Outstanding (DSO)
Avg. days to collect receivables
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Days Inventory Outstanding (DIO)
Avg. days inventory is held
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Days Payables Outstanding (DPO)
Avg. days to pay suppliers
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Operating Cycle Days
DSO + DIO
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Cash Conversion Cycle (CCC)
Operating cycle minus DPO
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Efficiency Composite Score
Multi-factor (0–100)
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Asset Turnover Median
Cross-sectional median
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Asset Turnover 25th Pct.
Lower quartile
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Asset Turnover 75th Pct.
Upper quartile
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Asset Turnover Std. Dev.
Dispersion across peers
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Asset Turnover Quartile Spread
IQR (P75 - P25)
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CCC Median
Cross-sectional median
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CCC Std. Dev.
Dispersion across peers
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Revenue per Employee (FY)
Full-year basis
$312,400 $312,400 $312,400 $312,400 $312,400
Net Income per Employee (FY)
Full-year basis
$28,100 $28,100 $28,100 $28,100 $28,100
Asset Turnover (FY)
Full-year basis
0.79x 0.79x 0.79x 0.79x 0.79x
Receivable Turnover (FY)
Full-year basis
8.4x 8.4x 8.4x 8.4x 8.4x
Inventory Turnover COS (FY)
Full-year basis
6.1x 6.1x 6.1x 6.1x 6.1x
5 fiscal years available with Commercial License

Operating Liquidity & Cash Cycle analytics - FY require a Commercial License.

Analytical Use & Banking Applications

Fiscal Year Efficiency Data in Structured Finance & Annual Credit Assessment

Full-year efficiency ratios are the reference frame for annual credit reviews, covenant compliance certificates, and rating agency presentations. Where trailing TTM data lags, fiscal-year figures line up with audited financial statements — which is what makes them the authoritative basis for compliance testing under credit agreements that reference GAAP or IFRS reported financials.

Full-year Revenue & Net Income per Employee turn up in leveraged finance credit memos, high-yield bond offering memoranda, and investment grade credit assessments. Debt capital markets (DCM) teams use full-year productivity to frame the business quality narrative on investor roadshows — showing that an issuer's operational efficiency holds up against industry medians is a standard part of credit story construction.

Annual Asset Turnover drives the DuPont ROE decomposition used in equity research and fixed income credit analysis. In project finance and infrastructure debt, lenders model its trajectory across a facility's life to stress-test debt service coverage ratios (DSCR) — the repayment metric that matters most in non-recourse structures.

Annual Receivable & Inventory Turnover are required disclosures in the borrowing base certificates ABL lenders collect under credit agreement reporting covenants. The annual figures set the baseline that quarterly field examinations are measured against; a material slip can trigger enhanced monitoring, dominion over cash (lockbox activation), or availability block mechanics.

Trade finance desks use the Annual Cash Conversion Cycle to structure self-liquidating facilities — lines repaid by the cash freed as inventory converts to receivables and receivables convert to cash. The CCC defines the maximum self-liquidating tenor; facilities that run longer are classified as evergreen and attract higher capital charges under Basel III.

Operating Cycle & DPO (FY) feed supplier finance (reverse factoring) programme design. A bank extending approved payables finance reads the buyer's DPO trend to gauge extension capacity — the incremental days of deferral it can monetise before rating agency re-characterisation reclassifies payables as financial debt.

Multi-year fiscal data is what separates structural efficiency trends from seasonal or cyclical distortions — a requirement in IFRS 9 lifetime ECL estimation, stress scenario construction, and through-the-cycle (TTC) PD calibration for IRB model validation.

Oil And Gas Production Industry - Revenue per Employee (TTM)
Statistics as of 2Q 2026
High
16,225,611.75
4. quarter 2018
Average
2,678,991.04
Historic avg.
Low
1,060,109.62
2. quarter 2025
Reporting Coverage Rate
% of companies reporting
Efficiency Score
Composite (0–100)
Revenue/Employee Ranking - Q2 2026
Within Sector
# 3
Total
# 14
Comment
With revenue increase of 3.4% in 2 Q 2026 year on year, revenue per employee for Oil And Gas Production Industry grew on the trailing twelve months basis to $626,576, above Oil And Gas Production Industry average. Across the periods on record it has spanned $1,060,110 to $16,225,612, the high set in Q4 2018, with a $2,678,991 long-run average.

Within the Energy sector, 2 other industries have achieved higher revenue per employee, and it ranks 14th across all U.S. industries.
Oil And Gas Production Industry - Net Income per Employee (TTM)
Statistics as of 2Q 2026
High
1,116,765.25
4. quarter 2018
Average
-123,915.98
Historic avg.
Low
-1,747,564.51
3. quarter 2020
Net Inc/Employee Ranking - Q2 2026
Within Sector
# 2
Total
# 15
Comment
Net income per employee grew on the trailing twelve months basis to $71,166, above Oil And Gas Production Industry average. The Industry's long-run range runs from $-1,747,565 to $1,116,765 (average $-123,916). For net income per employee it currently ranks 2nd within the Energy sector and 15th across all U.S. industries.
Oil And Gas Production Industry - Receivable Turnover Ratio (TTM)
Statistics as of 2Q 2026
High
9.85
4. quarter 2018
Average
7.13
Historic avg.
Low
5.96
2. quarter 2016
Days Sales Outstanding (DSO)
TTM 2Q 2026
Operating Cycle Days
DSO + DIO
Receivable Turnover Ranking - Q2 2026
Within Sector
# 4
Total
# 63
Comment
Oil And Gas Production Industry's ability to collect accounts receivable sequentially changed to 5.94 in the 2 Q 2026, below Oil And Gas Production Industry average. Receivable turnover has historically ranged 5.96 to 9.85 (high in Q4 2018), averaging 7.13. It ranks 4th within the Energy sector and 63rd across all U.S. industries.
Oil And Gas Production Industry - Inventory Turnover Ratio (Sales) (TTM)
Statistics as of 2Q 2026
High
341.52
4. quarter 2018
Average
48.61
Historic avg.
Low
17.97
2. quarter 2025
Days Inventory Outstanding (DIO)
TTM 2Q 2026
Cash Conversion Cycle
Operating cycle - DPO
Inventory Turnover (Sales) Ranking - Q2 2026
Within Sector
# 3
Total
# 36
Comment
Due to inventory build up, inventory turnover ratio sequentially decreased to 13.8 below Oil And Gas Production Industry average. On a sales basis the ratio has swung between 17.97 and 341.52, peaking in Q4 2018, with a 48.61 mean. Inventory turnover (sales) ranks 3rd within the Energy sector and 36th across all U.S. industries.
Oil And Gas Production Industry - Inventory Turnover Ratio (COS) (TTM)
Statistics as of 2Q 2026
High
356.81
4. quarter 2018
Average
20.12
Historic avg.
Low
4.39
3. quarter 2024
Inventory Turnover (COS) Ranking - Q2 2026
Within Sector
# 6
Total
# 53
Comment
Due to inventory build up, inventory turnover (COS) ratio sequentially decreased to 4.21 below Oil And Gas Production Industry average. Measured against cost of sales it has ranged 4.39356.81 (high Q4 2018), averaging 20.12. The COS measure ranks 6th within the Energy sector and 53rd across all U.S. industries.
Oil And Gas Production Industry - Asset Turnover Ratio (TTM)
Statistics as of 2Q 2026
High
0.73
4. quarter 2022
Average
0.40
Historic avg.
Low
0.24
2. quarter 2016
Asset Turnover Median
Cross-sectional median
Asset Turnover P25–P75
IQR quartile range
DPO
Days Payables Outstanding
Asset Turnover Ranking - Q2 2026
Within Sector
# 5
Total
# 87
Comment
With revenue increase of 3.4% in the 2 Q 2026 year on year, Oil And Gas Production Industry's asset turnover ratio increased to 0.5, higher than Oil And Gas Production Industry average. Industry-wide, asset turnover has run from 0.24 to 0.73, topping out in Q4 2022 against a 0.4 average. For asset turnover Oil And Gas Production Industry ranks 5th within the Energy sector and 87th across all U.S. industries.

Industry Benchmarking Dataset for Institutional Use

Commercial

The data presented above is part of our institutional-grade Industry Benchmarking Dataset, designed for integration into credit risk models, AML/KYC frameworks, portfolio analytics, and internal banking systems. The full dataset is available under a Commercial License, with delivery via API or bulk CSV datasets.

Advanced Metrics & Analytics
  • Multi-year CAGRs & growth acceleration signals
  • Volatility measures & trend stability indicators
  • Cross-sectional percentiles (median, p25, p75)
  • Dispersion metrics (std deviation, spread)
  • Composite scores (growth quality, distress risk)
Institutional Use Cases
  • Credit underwriting & peer benchmarking
  • AML / KYC financial validation
  • Portfolio monitoring & risk tracking
  • Quantitative modeling & factor construction
  • Sector risk & supply chain exposure analysis
Data Delivery
API Access
Real-time endpoints delivering data into risk engines, models, and internal systems.
Bulk CSV Datasets
Pre-structured datasets optimized for direct ingestion into data warehouses, enabling large-scale modeling, backtesting, and historical analysis.
Licensing
Available under institution-grade licensing frameworks with defined usage rights, distribution scope, and integration permissions, supporting internal use, client reporting, and enterprise-wide deployment.
CSIMarket - Industry Benchmarking Data - Per Industry

Institutional-grade industry datasets
in standardized CSV format

Pre-cleaned, audit-ready benchmarking data for this industry - 6 CSV files covering profitability, growth, valuation, efficiency, management effectiveness, and financial strength. Each file delivers 20 quarters and 5 fiscal years of history, with statistical distributions and composite scores per period.

6CSV files
3,880Quarterly endpoints
360Annual endpoints
20Quarters of history
5Fiscal years
Profitability
37 quarterly - 10 annual indicators 790 endpoints ?
Growth
31 quarterly - 7 annual indicators 1,455 endpoints ?
Valuation
29 quarterly - 10 annual indicators 630 endpoints ?
Efficiency
16 quarterly - 12 annual indicators 380 endpoints ?
Management
20 quarterly - 16 annual indicators 480 endpoints ?
Fin. Strength
21 quarterly - 17 annual indicators 505 endpoints ?
Total dataset size - across 110 industries
Quarterly data points
388,000
3,880 × 110 industries
Annual data points
36,000
360 × 110 industries
Industries covered
110
all sectors
Total data points
424,000
quarterly + annual
Industry classification systems supported
CSIMarket Proprietary classification optimized for financial benchmarking and industry analytics
NAICS North American Industry Classification System - used by U.S., Canada & Mexico federal agencies
SIC Standard Industrial Classification - legacy system used by the SEC and financial regulators
ISIC International Standard Industrial Classification - UN framework for global economic comparison
Dataset 1 - Profitability Benchmarks

Margin benchmarks across the full industry distribution

Gross, operating, EBITDA, pre-tax, net, and free cash flow margins - delivered as TTM, quarterly, and annual series with P25 / median / P75 / standard deviation for every reporting period.

Net margin (TTM Q4)
7.44%
+2.11pp vs prior yr
Gross margin
10.44%
industry avg
FCF margin
13.66%
strong
Companies reported
31
Q4 2025
Data coverage per industry
Quarterly indicators
37
metrics per period
Annual indicators
10
fiscal year metrics
Quarterly endpoints
740
20 quarters × 37
Annual endpoints
50
5 fiscal years × 10
Gross, operating, EBITDA, net & FCF margins
TTM, quarterly & fiscal year series
P25 / median / P75 / std dev per period
YoY margin change & acceleration
Effective tax rate & pre-tax margin
Profitability composite score (0–100)
Report preview - Profitability Benchmarks - Aerospace & Defense
Profitability Benchmarks report sample
Dataset 2 - Growth Dynamics

Revenue, income & cash flow growth across 13+ line items

Industry-level growth benchmarks for every major P&L and cash flow line - with breadth indicators showing what share of companies posted positive growth, acceleration metrics, and rolling TTM comparisons.

Revenue growth (TTM Q4)
12.84%
improving
Net income growth
18.45%
above revenue
FCF growth
13.60%
strong
EPS acceleration
+3.69pp
vs prior TTM
Data coverage per industry
Quarterly indicators
31
metrics per period
Annual indicators
7
fiscal year metrics
Quarterly endpoints
1,420
20 quarters × 31
Annual endpoints
35
5 fiscal years × 7
Revenue, gross, EBIT & operating income growth
Net income, EPS (basic & diluted) growth
FCF, net cash flow & CapEx growth
Breadth: % of companies with positive growth
QoQ, YoY, TTM & 3-year CAGR
Growth composite score (0–100)
Report preview - Growth Dynamics - Aerospace & Defense
Growth Dynamics report sample
Dataset 3 - Valuation Multiples

Industry valuation multiples with 5-year context & Z-scores

P/E, P/S, P/FCF, P/Book, EV/EBITDA - current and trailing - with five-year averages, percentile ranks, Z-scores, and a composite valuation score to place the industry in historical context.

P/E ratio (current)
22.4x
vs 5yr avg 14.2x
EV/EBITDA (TTM)
13.1x
P25–P75: 4.5x–20.4x
Earnings yield
4.46%
attractive
Composite val. score
61.7
moderately valued
Data coverage per industry
Quarterly indicators
29
metrics per period
Annual indicators
10
fiscal year metrics
Quarterly endpoints
580
20 quarters × 29
Annual endpoints
50
5 fiscal years × 10
P/E, P/S, P/CF, P/FCF, P/Book multiples
EV/EBITDA & EV/Sales (current & TTM)
5-year historical average per multiple
Z-scores & percentile ranks
Earnings yield & FCF yield
Composite valuation score (0–100)
Report preview - Valuation Multiples - Aerospace & Defense
Valuation Multiples report sample
Dataset 4 - Operational Efficiency

Productivity, turnover ratios & cash conversion benchmarks

Revenue and income per employee, asset and receivables turnover, days sales outstanding, days inventory, days payables, and the full cash conversion cycle - benchmarked across the industry distribution.

Revenue / employee
$487K
improving
Asset turnover
0.61x
P75: 0.80x
Cash conv. cycle
113 days
above avg
Efficiency score
68.7
composite 0–100
Data coverage per industry
Quarterly indicators
16
metrics per period
Annual indicators
12
fiscal year metrics
Quarterly endpoints
320
20 quarters × 16
Annual endpoints
60
5 fiscal years × 12
Revenue & net income per employee
Asset, receivables & inventory turnover
DSO, DIO, DPO & cash conversion cycle
Working capital per revenue
YoY & TTM trend for all metrics
Efficiency composite score (0–100)
Report preview - Operational Efficiency - Aerospace & Defense
Operational Efficiency report sample
Dataset 5 - Management Effectiveness

ROA, ROE, ROIC & DuPont decomposition benchmarks

Return metrics measuring how effectively management allocates capital - with incremental ROIC, DuPont decomposition, FCF quality indicators, and a composite management effectiveness score across the industry.

Return on assets
5.05%
vs 4.44% prior
Return on equity
14.22%
improving
ROIC (TTM)
9.77%
P75: 12.4%
Effectiveness score
72.4
composite index
Data coverage per industry
Quarterly indicators
20
metrics per period
Annual indicators
16
fiscal year metrics
Quarterly endpoints
400
20 quarters × 20
Annual endpoints
80
5 fiscal years × 16
ROA, ROE & ROIC - TTM & quarterly
Incremental ROIC & capital intensity
DuPont 3-factor decomposition
FCF conversion quality metrics
P25 / median / P75 / std dev per metric
Management effectiveness composite (0–100)
Report preview - Management Effectiveness - Aerospace & Defense
Management Effectiveness report sample
Dataset 6 - Financial Strength

Leverage, liquidity & debt coverage across the industry

Debt-to-equity, interest and debt coverage, quick ratio, working capital, leverage ratios - full distribution statistics - in standardized, audit-ready format suited for credit workflows, compliance, and ESG reporting.

Debt / equity (TTM)
1.44x
above industry avg
Interest coverage
8.32x
comfortable
Quick ratio
0.91x
vs P75 1.18x
Fin. strength score
58.4
composite 0–100
Data coverage per industry
Quarterly indicators
21
metrics per period
Annual indicators
17
fiscal year metrics
Quarterly endpoints
420
20 quarters × 21
Annual endpoints
85
5 fiscal years × 17
Quick ratio & working capital ratio
Total & LT debt-to-equity
Leverage & tangible leverage ratios
Interest & debt coverage ratios
P25 / median / P75 / std dev per metric
Financial strength composite score (0–100)
Report preview - Financial Strength - Aerospace & Defense
Financial Strength report sample
Methodology
1. Data Coverage & Universe
Structured dataset built from publicly listed companies, classified across industries, sectors, and total market using CSIMarket, NAICS, SIC, and ISIC frameworks.

Includes up to 5 years of quarterly data (TTM, quarterly, annualized) with continuous updates during earnings cycles.

Coverage transparency includes total companies, reported companies per metric, and coverage ratios.
2. Aggregation Methodology
Industry metrics are calculated using aggregated financial statements, not averages.

Sum-based aggregation is applied to revenue, income, assets, and debt, with market-cap weighting for valuation metrics and TTM normalization to reduce seasonality.

Example: P/E = Total Market Cap ÷ Total Net Income.
3. Ratio Construction
Ratios are standardized and calculated at the company level, then benchmarked across industries.

Covers profitability, valuation, financial strength, efficiency, and growth metrics including margins, ROE, EV multiples, leverage ratios, and CAGR growth measures.
4. Distribution Analytics
Full cross-sectional distribution analysis includes median (P50), quartiles (P25/P75), standard deviation, and interquartile range.

Enables detection of outliers, dispersion, and structural differences within industries.
5. Percentile Rankings
Metrics are normalized into 0–100 percentile rankings using cross-industry PERCENT_RANK().

Direction is adjusted by metric (higher = better for growth/profitability, lower = better for leverage/risk).

Used for benchmarking, factor models, and relative analysis.
6. Volatility & Trend Metrics
Includes volatility (e.g., 8-quarter standard deviation), trend slopes, and growth consistency metrics.

Captures earnings stability, margin durability, and cyclicality across industries.
7. Composite Scores
Multi-factor composite scores (0-100 scale) combine normalized inputs using weighted models.

Includes valuation, growth quality, financial strength, and distress risk scores.
8. Data Quality Controls
Data undergoes standardization, outlier detection, consistency checks, and coverage-based filtering.

Reporting counts and coverage ratios are provided for transparency.
9. Update Frequency
Dataset is continuously updated during earnings seasons.

TTM metrics are recalculated with each new filing, reflecting the most recent reported data.
10. Use Cases
Designed for credit risk analysis, AML/KYC validation, portfolio monitoring, quantitative modeling, and benchmarking workflows.
11. Licensing & Access
Free preview available for evaluation. Full dataset access requires a commercial license.

API and bulk delivery options available for system integration.

Decision Framework & Data Access

Power onboarding, benchmarking, and quantitative analysis with institutional-grade datasets structured for direct integration into financial models and risk frameworks.

  • Industry benchmarking datasets (valuation, growth, profitability)
  • Designed for quant models, AML/KYC validation & onboarding workflows
  • Consistent time-series structure (Quarterly, TTM, Annual)
  • Coverage across 100+ industries and 20+ years of history
CSV - SFTP - REST API - Daily Updates - Integration-ready for Python, R & BI tools