Analysts’ Handbook

Valuation and Comparison Data

for the S&P 500

Standard & Poor’s Analysts’ Handbook presents a unique set of analytical tools based on the
S&P Stock Price Indices from 1992 forward. The index level data includes the S&P 500, S&P 500
Industrial Composite and GICS® based data including: Sectors, Industry Groups,

Valuation and Industries and Sub-Industries.
comparison data for
the S&P 500 Standard & Poor's Stock Price Index is designed to measure large-cap U.S. stock market
performance. The constituent stocks are selected on the basis of their industry group representation,

Market comparison market size and liquidity within the U.S. economy. The Standard & Poor’s Analysts’
factors that affect Handbook–available in both annual and monthly editions–provides income and balance sheet
industry price actions
indexed data across each industry while providing key financial ratios.

Entire or partial Money managers and analysts use Standard & Poor’s Analysts’ Handbook to compare the major
portfolio performance market factors affecting industry price actions, such as sales, profit margins, earnings, dividends,
evaluation
book value and capital expenditures. The handbook provides underlying data used for valuation and
For more information visit benchmark comparisons, historical correlations, time-series analysis and technical analysis.
www.standardandpoors.com
or call: By providing for key industry statistics and financial ratios, in-depth technical analysis and historical
correlations, Standard & Poor’s Analysts’ Handbook brings you essential industry comparative data
Americas
to support your vital business and investment decisions.
800.357.0769

Europe
*The Global Industry Classification Standard (GICS) 4-level structure has been widely accepted as an industry
44.20.7826.8580
analysis framework for investment research, portfolio management and asset allocation. Standard & Poor’s and
Asia MSCI jointly launched GICS in 1999.
852.2532.8000

Program #AHB703
 MK-AHB7-03

Standard & Poor’s Analysts’ Handbook is available in both Annual and Monthly editions
Annual Edition Content Includes

Per Share Data Items Income and Balance Sheet Liabilities

• Net Sales Income Account • Short-term debt
• EBITDA • Net Sales • Accounts Payable
• EBITDA Margin • Costs & Expenses • Income Tax Payable
• Depreciation & Amortization • Operating Income • Other Current Liabilities
• OIADP (Operating Income After • Other Income • Total Current Liabilities
Depreciation) • Total Income • Long Term Debt
• OIADP Margin • Depreciation & Amortization • Def Taxes & Investment Tax Credits
• Income Taxes • Interest Expense • Minority Interest
• Cash Flow • Special Items • Other Liabilities
• Diluted Earnings Per Share • Minority Interest • Preferred Stock
• Diluted Earnings as a Percent of Sales • Income Taxes • Common Stock
• Dividends per Share • Net Income • Capital Surplus
• Dividend Payout • Preferred Dividends • Retained Earnings
• Dividend Yields • Savings from Common Stock • Less Treasury Cost
High Equivalents • Total Liabilities
Low • Common Earnings Financial Ratios
Close • Common Dividends • Current Ratio
• Prices • Balance After Dividends • Quick Ratio
High • Debt to Total Assets (%)
Low Assets
• Debt to Total Equity (%)
• Cash & Equivalent
Close • Debt to Total Capital (%)
• Net Receivables
• Price/Earnings Diluted Ratio • Inventory Turnover
• Inventories
High • Total Assets Turnover
• Other Current Assets
Low • Profit Margin (%)
• Total Current Assets
Close • Return on Total Assets (%)
• Net Property, Plant & Equipment
• Total Return Index
• Other Assets
• Price to Book Value Ratio
• Total Assets
• Working Capital
• Capital Expenditures
• Book Value Per Share
• Percent Return

Monthly Edition Content Includes (most recent 16 quarters)

• Price • Basic Earnings • Yield
High Quarterly High
Low 4 Qs Total Low
Close Percent of Sales Close
• Sales • Diluted P/E Ratio • Total Return Index
Quarterly High • Current and Future Earnings
4Qs Total Low Estimates
• Diluted Earnings Close
Quarterly • Dividends
4 Qs Total Quarterly
Percent of Sales 4 Qs Total
Percent of Diluted EPS