2.2.6 PRIVATE_EQUITY_COMPARABLE_BOUNDARIES

Description: Evaluates the comparable boundaries for the metric of private equity-backed companies. It allows users to analyze companies within the Private Equity Universe (PEU) operating in specific industrial activities (e.g., "AC01"). Users can filter companies based on industry, revenue model, lifecycle phase, geographic location, and other factors while defining a specific time window for comparison. This enables a targeted analysis of company metrics, such as size, within a specified context.

Method: POST

Path: /compute-service/pe-comparables/boundaries/by/pe-profile

Parameters:

metric (string, required):
The metric for which the comparable has to be evaluated. Possible values include: "PriceToSales", "PriceToEarnings", "PriceToEBITDA", "PriceToBook", "EVToSales", "EVToEBITDA", "TotalReturns".
age (int, optional):
The age of the company in months. The comparable computation will keep companies within 6 months of this value. If age is set, endDate and windowInYears will be ignored.
startDate (string, date format, required):
The starting date for the comparable dataset.
endDate (string, date format, required):
The maximum date of the comparable dataset.
windowInYears (int, optional):
The window in years of the comparable dataset. The minimum date of the dataset is calculated as endDate - windowInYears
peccsCountryProfile (object, optional):
Specifies the PECCS profile based on various attributes:
- industrialActivities (array of strings, optional):
  Comma-separated list of industrial activity PECCS codes. Possible values include "AC01", "AC02", etc.
- countries (array of strings, optional):
  List of countries as three-letter ISO codes. Possible values can be obtained by calling countries.
universe (string, optional):
Specifies the market universe. Possible values are "PEU" for private equity universe and "MIU" for market index universe.
factorWeight (float, optional):
A decimal value between 0 and 1. At the extremes, 1 indicates that comparables are purely based on factors, while 0 indicates that comparables are purely based on PECCS. Values between 0 and 1 create a weighted average between the two.
factorName (string, required):
The factor for which to calculate quintile boundaries. Possible values include: "Size", "Growth", "Profits", "Leverage", and "TermSpread".

Request Body

CODE

{
    "metric": "priceToSales",
    "startDate": "2022-07-31",
    "endDate": "2024-07-31",
    "age": null,
    "peccsCountryProfile": {
        "industrialActivities": [
            "01"
        ],
        "countries": [
            "USA"
        ]
    },
    "universe": "PEU",
    "factorName": "Profits"
}

Response

CODE

{
    "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
            }
        }
    }
}