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
            }
        }
    }
}