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1.2.5 PRIVATEMETRICS.PRIVATE_EQUITY_COMPARABLE

PRIVATE_EQUITY_COMPARABLE (METRIC, CURRENCY, AGEINMONTHS, ENDDATE, WINDOWINYEARS, INDUSTRIALACTIVITIES, REVENUEMODELS, CUSTOMERMODELS, LIFECYCLEPHASES, VALUECHAINTYPES, COUNTRIES, SIZE, GROWTH, LEVERAGE, PROFITS, COUNTRYRISK, UNIVERSE, FACTORWEIGHT, TYPE)

Perform a comparable computation for private equity. This involves finding datapoints which have similar PECCS classifications and factor values (the comparables dataset) and averaging the metric values

Parameters

METRIC: Text

The Metric for which the comparable has to be evaluated. (“PriceToSales”, “PriceToEarnings”, “PriceToEBITDA”, “PriceToBook”, “EVToSales”, “EVToEBITDA”, “TotalReturns”)

CURRENCY: Text

The currency of monetary factor inputs such as SIZE ('USD', ‘EUR’, ‘GBP’)

AGEINMONTHS: Number

The age of the company in month. The comparable computation will keep companies within 6 months of this value. If set, ENDDATE and WINDOWINYEARS will be ignored

ENDDATE: Date

The max date of the comparable dataset

WINDOWINYEARS: Number

The window in years of the comparable dataset. In other words, the min date of the comparable dataset = ENDDATE - WINDOWINYEARS

INDUSTRIALACTIVITIES: Range(Text), Text

Comma-separated or cell range selection of industrial activity PECCS code. See here for definitions. (“AC01”, “AC02”, etc..)

REVENUEMODELS: Range(Text), Text

Comma-separated or cell range selection of revenue model PECCS code. See here for definitions. (“RM01”, “RM02”, etc..)

CUSTOMERMODELS: Range(Text), Text

Comma-separated or cell range selection of revenue model PECCS code. See here for definitions. (“CM01”, “CM02”, etc..)

LIFECYCLEPHASES: Range(Text), Text

Comma-separated or cell range selection of revenue model PECCS code. See here for definitions. (“LP01”, “LP02”, etc..)

VALUECHAINTYPES: Range(Text), Text

Comma-separated or cell range selection of revenue model PECCS code. See here for definitions. (“VC01”, “VC02”, etc..)

COUNTRIES: Range(Text), Text

Range of countries as three-letter ISO code. The possible values can be obtained by calling PRIVATEMETRICS.COUNTRIES()

SIZE: Number/ Text

Revenue. Absolute value (in CURRENCY) or quintile (“Q1”, “Q2”, “Q3”, “Q4”, “Q5”)

GROWTH: Number (Percentage)/ Text

Revenue growth month-on-month. Absolute value or quintile (“Q1”, “Q2”, “Q3”, “Q4”, “Q5”)

LEVERAGE: Number (Percentage)/ Text

Total Debt / Revenue. Absolute value or quintile (“Q1”, “Q2”, “Q3”, “Q4”, “Q5”)

PROFITS: Number (Percentage)/ Text

EBITDA margin. Absolute value or quintile (“Q1”, “Q2”, “Q3”, “Q4”, “Q5”)

COUNTRYRISK: Range(Text), Text

Term spread. Specify 3-letter country ISOs or quintile (“Q1”, “Q2”, “Q3”, “Q4”, “Q5”)

UNIVERSE: Text

“BMU”, “PEU”, “MIU” for broadmarket, PE-backed and Market universe respectively. See here for more details

FACTORWEIGHT: Number (Decimal)

Number between 0 and 1. At the two extremes, 1 indicates that the comparables is purely based on factors whilst 0 indicates that the comparables is purely based on PECCS. Anything in between is a weighted-average between the two

TYPE: Text

To determine how to aggregate the comparables dataset. Default is “mean”. (“mean”, “median”, “datumCount”, “companyCount”,  “p25”, “p75”, “min”, “max”, “vol”, “var97_5”, “var99”)

vol, var97_5 and var99 are only applicable for “TotalReturns” metric

Returns

number

Examples

CODE
=PRIVATEMETRICS.PRIVATE_EQUITY_COMPARABLE("PriceToSales",,DATE(2023,12,31),1,,,,,,,,,"Q1",,,"MIU",1,"mean")
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