Balance Sheet Ratios and Benchmarking

Benchmarking and key business figures are an integral part in corporate management. Balance sheet ratios offer appropriate approaches for identifying starting points for positioning and improving one’s own competitive position. The Austrian Institute for SME Research analyses the economic situation and development of all industries and sectors of the Austrian economy on the basis of comprehensive annual financial statement data.

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Selected Projects

Balance Sheet Ratios

The balance sheet database of the Austrian Institute for SME Research allows for intercompany comparisons by using key business figures. The database for the current analysis year 2017/18 includes around 87,100 anonymized annual financial statements (double-entry accounting) and around 31,900 income and expenditure statements for 2016.

Industry averages can be calculated for almost all sectors of the economy. In addition to standardized products, it is also possible to carry out specific special evaluations.

Contact

Arash Robubi

more information

Economic analyses

Within the framework of economic analyses, annual financial statement data from the balance sheet database of the Austrian Institute for SME Research is examined for industries, economic sectors or regions. In the analyses, for example, the asset structure, the quality of financing, the cost structure, as well as profitability and productivity of companies are examined.

Economic analyses have already been carried out for the following sectors (exemplary list): small and medium-sized enterprises (SMEs), trade and crafts, commerce, industry, transport, tourism, information and consulting, the metal industry, the automotive industry, printers, pharmacies, the food industry and the construction industry.

Contact

Arash Robubi

Rating Models

The Austrian Institute for SME Research has two Rating models:

The Industry Rating Model is an efficient tool for a future-oriented credit rating of numerous business sectors in Austria. The model considers all key areas of influence. It describes the creditworthiness of an industry and provides clear information considering the future probability of default (PD). Reports are available for 146 industries or industry groups.

The Company Rating Model by the Austrian Institute for SME Research is a rating tool that enables an objective estimation at the individual company level.

Contact

Wolfgang Ziniel

more information

Handelsrechner (trade calculator)

The trade calculator has been developed as a free online tool for Small and medium-sized enterprises (SMEs) in trade, that allows companies to anonymously analyze their own annual financial statements simply and clearly and compare it with industry averages for SMEs. The evaluations can be used for internal company analyses, which are becoming increasingly important for corporate controlling. In addition, the results of the trade calculator can be used for the preparation for bank meetings. Since banks also work with current industry averages, a conscientious examination is indispensable in advance. The data source for the online tool is the balance sheet database of the Austrian Institute for SME Research, which contains 18,000 anonymized annual financial statements of retail companies (p.a.).

On behalf of:

Austrian Federal Economic Chamber

Contact

Wolfgang Ziniel

Ihre Ansprechpersonen

Arash Robubi

Senior Researcher
a.robubi@kmuforschung.ac.at
+43 1 5059761-32

Wolfgang Ziniel

Senior Researcher
w.ziniel@kmuforschung.ac.at
+43 1 5059761-29

Tatjana Zlatev

Researcher
t.zlatev@kmuforschung.ac.at
+43 1 505 97 61 - 37
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Das österreichische Lebensmittelgewerbe 2019 (The Austrian Food Industry 2019)

In the period from 2019 to 2021, annual facts and figures on the situation and development in the food industry will be provided, with the data broken down by occupational groups. Both the latest available current figures and the development over time since 2010 are presented.

Completed
2019/10
Asset 2

Handelsrechner (trade calculator)

Array

Asset 2

Rating Models

The Austrian Institute for SME Research has two Rating models

Asset 2

Balance Sheet Ratios

The balance sheet database of the Austrian Institute for SME Research allows for intercompany comparisons by using key business figures.

Asset 2

Finanzierungsstruktur und Ertragslage der Betriebe der Sparte Information und Consulting (Financing Structure and Income Situation in Information and Consulting)

This analysis of the financing structure and income situation is based on about 8,000 balance sheets an 3,500 income statements of companies from the information and consulting sector.

Completed
2016/10
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