2.2.6 Private Equity Comparable Boundaries

Purpose

Evaluates the quintile boundaries for a given metric within the private equity comparables dataset.

Endpoint

POST

/compute-service/v2/pe-comparables/boundaries/by/profiles

Parameters

• metric (string, required):
  The metric for which the comparable has to be evaluated.
  Supported metrics are: "DividendOverRevenue", "EbitdaToSales", "EbitToSales", "EvToEbitda", "EvToSales", "Leverage", "NetDebtToAssets", "NetDebtToEquity", "NetIncomeToSales", "NetOperatingIncome", "PriceToBook", "PriceToEarnings", "PriceToEbitda", "PriceToSales", "ReturnOnAssets", "ReturnOnCapitalEmployed", "ReturnOnEquity", "RevenueGrowth", "Size", "TotalReturns".

• factorName (string, required):
  The factor for which to obtain the quintile boundaries.
  Supported factors are: "Growth", "Leverage", "Profits", "Size", "TermSpread".

• reportingCurrency (string, optional):
  The currency of monetary metric, such as NetOperatingIncome, Size and TotalReturns.
  Supported currencies are: "EUR", "GBP", "LCU", "USD". Default value is "USD" if omitted.

• age (int, optional):
  The age of the company in months, and the value should be between 24 and 240. Note that the computation extends 6-month before and after the specified age. For instance, 24 would indicate inclusion of companies of age between 18-month and 30-month.
  If this parameter is set, startDate and endDate will be ignored.

• startDate (string, optional):
  The starting date for the comparable dataset. If supplied, the value has to be formatted as YYYY-MM-DD.

• endDate (string, optional):
  The maximum date of the comparable dataset. If supplied, the value has to be formatted as YYYY-MM-DD.

• peccsCountryProfile (object, optional):
  Filters to be applied to comparables dataset by PECCS and country profiles:

  • industrialActivities (list of strings, optional):
    List of industrial activity PECCS codes. See 4.2 Activity Classification for the complete definitions.
    Acceptable values include "AC01", "AC02".

  • revenueModels (list of strings, optional):
    List of revenue model PECCS codes. See 4.4 Revenue Model for the complete definitions.
    Acceptable values include "RM01", "RM02".

  • customerModels (list of strings, optional):
    List of customer model PECCS codes. See 4.5 Customer Model for the complete definitions.
    Acceptable values include "CM01", "CM02".

  • lifecyclePhases (list of strings, optional):
    List of lifecycle phase PECCS codes. See 4.3 Lifecycle Phases for the complete definitions.
    Acceptable values include "LP01", "LP02".

  • valueChainTypes (list of strings, optional):
    List of value chain type PECCS codes. See 4.6 Value Chain Types for the complete definitions.
    Acceptable values include "VC01", "VC02".

  • countries (list of strings, optional):
    List of country ISO codes. Values can be obtained by referring to Privatemetrics® Country Codes.

• universe (string, optional):
  Universe of companies in the dataset.
  Supported universes are "PEU" for private equity universe and "MIU" for market index universe. Default value is "PEU" if omitted.

Example

• Request

  JSON

  {
      "metric": "priceToSales",
      "factorName": "Profits",
      "startDate": "2022-07-31",
      "endDate": "2024-07-31",
      "peccsCountryProfile": {
          "industrialActivities": [
              "AC01"
          ],
          "countries": [
              "USA"
          ]
      },
      "universe": "PEU"
  }
  

• Response

  JSON

  {
      "data": {
          "results": {
              "1": {
                  "minimum": 0.0600248574906724,
                  "maximum": 0.09455386215094905
              },
              "2": {
                  "minimum": 0.09455386215094905,
                  "maximum": 0.0978
              },
              "3": {
                  "minimum": 0.0978,
                  "maximum": 0.0978
              },
              "4": {
                  "minimum": 0.0978,
                  "maximum": 0.0978
              },
              "5": {
                  "minimum": 0.0978,
                  "maximum": 0.1175
              }
          }
      }
  }