2.3.6 private_equity_comparable_boundaries

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

Parameters

metric (string, required):
The metric for which the comparable has to be evaluated.
Supported metrics include: "DividendOverRevenue", "EbitdaToSales", "EbitToSales", "EvToEbitda", "EvToSales", "Leverage", "NetDebtToAssets", "NetDebtToEquity", "NetIncomeToSales", "NetOperatingIncome", "PriceToBook", "PriceToEarnings", "PriceToEbitda", "PriceToSales", "ReturnOnAssets", "ReturnOnCapitalEmployed", "ReturnOnEquity", "RevenueGrowth", "Size", "TotalReturns".
factor_name (string, required):
The factor for which to obtain the quintile boundaries.
Supported factors include: "Size", "Growth", "Profits", "Leverage", and "TermSpread".
currency (string, optional):
The currency of monetary factor inputs, such as size.
Acceptable currencies include: "EUR", "GBP", "LCU", "USD".
age_in_months (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, end_date and window_in_years will be ignored.
end_date (date, required):
The maximum date of the comparable dataset.
window_in_years (int, optional):
The window in years of the comparable dataset. The minimum date of the dataset is calculated as end_date - window_in_years.
industrial_activities (list of strings, optional):
List of industrial activity PECCS codes. See 4.2 Activity Classification for the complete definitions.
Acceptable values include "AC01", "AC02".
revenue_models (list of strings, optional):
List of revenue model PECCS codes. See 4.4 Revenue Model for the complete definitions.
Acceptable values include "RM01", "RM02".
customer_models (list of strings, optional):
List of customer model PECCS codes. See 4.5 Customer Model for the complete definitions.
Acceptable values include "CM01", "CM02".
lifecycle_phases (list of strings, optional):
List of lifecycle phase PECCS codes. See 4.3 Lifecycle Phases for the complete definitions.
Acceptable values include "LP01", "LP02".
value_chain_types (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: "MIU" for market index universe, and "PEU" for PE-backed universe. Refer to 1. privateMetrics® Market Indices and 2. PEU and BMU Benchmarks for more information, respectively.

Example

PY

response = await service.private_equity_comparable_boundaries(
    metric="PriceToSales",
    factor_name="Size",
    # currency=None,
    # age_in_months=None,
    end_date=date(2023, 11, 30),
    window_in_years=5,
    industrial_activities=["AC01"],
    revenue_models=["RM02"],
    customer_models=["CM01"],
    lifecycle_phases=["LP02"],
    value_chain_types=["VC03"],
    countries=["USA"],
    universe="PEU"
)

#Sample Response
#{
#    "data": {
#        "results": {
#            "1": {
#                "minimum": 1.03,
#                "maximum": 4.19
#            },
#            "2": {
#                "minimum": 4.19,
#                "maximum": 16.7
#            },
#            "3": {
#                "minimum": 16.7,
#                "maximum": 29.7
#            },
#            "4": {
#                "minimum": 29.7,
#                "maximum": 58.6
#            },
#            "5": {
#                "minimum": 58.6,
#                "maximum": 385.0
#            }
#        }
#    }
#}