Benchmarking Surveys


Measure Your Company’s Performance

FMA compiles a number of industry statistics to serve as benchmarking tools. These survey products provide details on capital spending trends, salaries, hourly wages, benefits, financial, and operating measures to give your company a competitive edge.


Deadline to complete the 2016 Financial Ratio & Operational Benchmarking Survey has been extended until May 6!

The 2016 Financial Ratios and Operational Benchmarking Survey is now open for submissions.

Participate in the Survey Now!


About the 2016 Financial Ratio & Operational Benchmarking Survey:

This tool provides crucial business performance data for company owners and managers in the metal forming, fabricating, and processing industry.

The survey collects financial and operational data on thirty-two metrics in the areas of liquidity, profitability, asset management, debt management, value proposition, and marketing effectiveness. The responses will then be compiled together, and the results reported out anonymously in June. Participants will receive a comprehensive health checkup by comparing their numbers to other companies based on the number of employees, company type, sales volume, geographic region, and plant size.

The thirty-two financial and operational metrics being covered by the 2016 survey include:

  • Current Ratio
  • Quick Ratio
  • Total Current Assets/Total Sales
  • Gross Profit Margin (GPM)
  • Sales Growth
  • Operating Profit Margin (OPM)
  • Operating Return on Equity (OROE)
  • Operating Return on Investment (OROI)
  • Operating Return on Net Assets (ORONA)
  • Operating Return on Total Gross Assets (OROTGA)
  • Earnings Before Interest, Taxes, Depreciation & Amortization (EBITDA)
  • Inventory Turnover
  • Days in Accounts Receivable
  • Days in Accounts Payable
  • Debt Ratio
  • Debt to Equity
  • Sales per Employee
  • Indirect Labor as a Percentage of Sales
  • Direct Labor as a Percentage of Sales
  • Value Add per Payroll Dollar
  • Sales per Square Foot
  • Direct Materials as a Percentage of Sales
  • Customer Returns as a Percentage of Sales
  • Internal Scrap & Rework as Percentage of Sales
  • On Time Delivery Percentage
  • Average Quote Turnaround Time (Days)
  • Overhead Cost Components as a Percentage of Sales
  • Win to Bid Ratio
  • Number of Customers Compromising 50% of Sales
  • Number of Customers Compromising 80% of Sales
  • New Customers Added During Last 12 Months
  • New Customer Dollars as a Percentage of Total


Survey participants will receive:
More participation means more valuable results, so FMA offers all who fully complete the survey a substantial discount on the compiled results.

  • Company-level members who complete the survey will receive the results at no charge
  • Individual-level members who complete it may purchase the results for $75
  • Non-member companies who complete it may purchase the results for $250


What you need to complete the survey:

  • Detailed 2015 Income Statements: Month and Year End
  • 2015 Balance Sheets: Month and Year End
  • Quotation logs, Bookings logs, Invoice Register
  • Payroll and Headcount logs

Download the NEW 2016 Financial Ratio Survey Workbook to calculate numbers prior of starting the survey and streamline the entry process.



Review or begin the survey.

All data submitted remains confidential. The survey results are reported anonymously and feature combined data from all respondents. Compiled results will be delivered to all participants electronically by June 2016.


Please direct questions to Julie Maddock, Education Technical Services Manager at or call customer service at 888-394-4362.


About other FMA Benchmarking Surveys:

Participation in FMA’s Financial Ratios & Operational Benchmarking Survey (open yearly February through mid-April) and Salary/Wage & Benefit Survey (open mid-May through July) also qualifies company-level members to receive the results for free. In addition to these two annual surveys, watch for news of upcoming opportunities to participate in the Capital Spending Forecast and Forming & Fabricating Job Shop Consumption Report.