Ranking Companies by Industry Using Financial Data

Summary

The document addresses how to calculate each company’s percentile rank for dividend yield and PEG ratio within its industry, using a universe such as the S&P 500 Pure Value Index. The suggested workflow is to retrieve ticker, industry, PEG, and dividend-yield data from a financial data provider, then sort the spreadsheet by industry and by the metric of interest. Separate worksheets can be used for each metric, making the within-industry ordering visible without manually assembling comparison groups one company at a time.

This is a practical data-handling suggestion rather than a detailed ranking methodology. It does not explain how to convert sorted positions into percentile ranks, handle missing or stale observations, resolve ties, or ensure that industry classifications and metric definitions are consistent. Those choices matter if the resulting ranks will inform research or portfolio decisions; the approach mainly reduces repetitive manual collection and comparison.

Key ideas

• Collect company identifiers, industry classifications, PEG ratios, and dividend yields in one dataset.
• Sort observations by industry and then by the financial metric to inspect relative standing.
• Use separate worksheets or equivalent views for different metrics.
• A sorted list does not by itself specify percentile conventions or treatment of missing values and ties.

Tags

# Company rank within an industry


# Company rank within an industry












I'm looking at the list of companies in the S&P 500 Pure Value Index. For each firm, I want to obtain the dividend yield industry percentile rank and the PEG ratio industry percentile rank.

I've tried Google Finance and Morningstar. The process involves adding by hand specific industry stocks to a portfolio, exporting the data to excel, using percentrank.exc() and vlookup()... Doing this for 100+ stocks in 100+ industries is error prone and can take days.

Is there a faster, more accurate way of obtaining industry rank based on financial data? Does Bloomberg have this functionality?

## Answer by emcor (score 1, accepted)

https://quant.stackexchange.com/a/14159

You may get the S&P500 tickers and download the corresponding fields PEG, DivYield, Industry from Bloomberg into Excel.

Then you can just sort the values in excel once by industry and then by PEG to directly see the ranks. You may use two sheets for PEG and DivYield.

Shown in full with attribution under the source's licence. Licence: CC BY-SA 4.0 (Stack Exchange)

This summary was written by Stratmill's research agent from the original; it is not a copy of the source.