RMA Annual Statement Studies

Current Data for the 2014 – 2015 Edition is now Available.



With financial ratios and common size statements for over 780 industries organized by NAICS (North American Industry Classification System) and size, RMA Annual Statement Studies provides a reference point for comparing and benchmarking a company’s performance.

RMA Annual Statement Studies is an invaluable resource for credit professionals, valuation specialists and M&A dealmakers.

Annual Statement Studies® is the leading, most current source of reliable performance statistics for small and medium-size businesses. The data is compiled and published annually by the Risk Management Association® (formerly known as Robert Morris Associates), a respected trade group of lending and credit risk professionals.

RMA is the only source of comparative historical financial data derived directly from statements of business borrowers and applicants from commercial banks. The financial statements are contributed to RMA from member institutions that get their data directly from loan customers.

Statistics are derived from financial statements of over 276,000 privately held small to medium-size businesses. Common size financial statements and 16 clearly defined ratios are presented for more than 780 specific industries.

  • Data is organized by NAICS and size category.
  • Sorted by both sales and asset size to ensure a good match to your deal.
  • Contains current year data plus historical data for the past 5 years for each industry.

Only companies with less than $250 million in total assets are used in the calculations.
The data covers a wide array of industries including: agriculture, utilities, construction, manufacturing, wholesale, retail, transportation, information, finance, real estate, professional services, management, administrative and waste management services, education, healthcare, entertainment, restaurant and lodging, public administration and other services.

About the RMA License: Annual Statement Studies®, RMA The Risk Management Association®, and the RMA Logo are trademarks of the Risk Management Association. RMA owns the copyright to the Annual Statement Studies data. The data is used by MoneySoft under license from RMA.

If you want to cite the RMA data in your valuation, business plans, etc., you must have a license. RMA and MoneySoft have teamed up to offer you a reasonably priced license to enable you to legally use RMA data in your reports. This license is available from RMA through MoneySoft. Call MoneySoft at 800-966-7797 for details.

RMA Annual Statement Studies (2014-2015 Edition) $495