What inputs does compute_lbo accept?

ticker (string, required): Stock ticker symbol of the LBO target, e.g. AAPL. entry_multiple (number, required): EV/EBITDA multiple paid at entry (e.g. 10 = 10x). exit_multiple (number, optional): EV/EBITDA multiple assumed at exit. Defaults to entry_multiple (no multiple expansion/contraction) when omitted. leverage_multiple (number, required): Debt/EBITDA raised at entry (e.g. 5 = 5x leverage). hold_period_years (integer, optional, default 5): Hold period in years (1-10). Defaults to 5. revenue_growth_rate (number, required): Flat annual revenue growth rate applied every year of the hold (e.g. 0.05 = 5%/yr). interest_rate_on_debt (number, optional, default 0.08): Annual interest rate on beginning-of-period LBO debt. Default 0.08 (leveraged debt typically prices above IG). tax_rate (number, optional, default 0.21): Effective tax rate on positive pretax income. Default 0.21. cash_sweep_pct (number, optional, default 1): Fraction (0-1) of each year's FCF swept to debt paydown. Default 1.0 (standard LBO — 100% sweep). dividend_payout_pct (number, optional, default 0): Fraction (0-1) of net income distributed to the sponsor each year (dividend recap style). Default 0 — most LBOs return capital only at exit. minimum_cash (number, optional, default 0): Minimum operating cash left on the pro-forma opening balance sheet. Default 0. entry_ebitda_override (number, optional): Override the EBITDA figure used for both entry and exit multiples. Without this, EBITDA is proxied by operating income. as_of_date (string, optional): Point-in-time cutoff (YYYY-MM-DD) for the seed period. Omit to use the latest knowable annual period.

Which Valuein plans include compute_lbo?

Available on the free tier (token required) and on Pro and Institutional. Not point-in-time safe.

Discovery

Compute LBO Returns (IRR + MOIC)

compute_lbo

Benchmark and above

Leveraged buyout returns analysis: caller provides entry/exit multiples, leverage, and a hold period; the tool builds a Day-1 pro-forma opening balance sheet from the deal's own sources & uses (cash-free, debt-free convention — entry_debt = leverage_multiple x EBITDA, sponsor_...

Example Call

example_call.pypython

# Using the Valuein MCP server from Python (via MCP SDK)# Or call directly from Claude / Cursor after setup result = await client.call_tool(    "compute_lbo",    arguments={    "ticker": "EXAMPLE",    "entry_multiple": 10,    "leverage_multiple": 10,    "revenue_growth_rate": 10})print(result)

Direct tool call:compute_lbo(...)

Inputs

Parameter	Type	Required	Description
`ticker`	string	required	Stock ticker symbol of the LBO target, e.g. AAPL.
`entry_multiple`	number	required	EV/EBITDA multiple paid at entry (e.g. 10 = 10x).
`exit_multiple`	number	optional	EV/EBITDA multiple assumed at exit. Defaults to entry_multiple (no multiple expansion/contraction) when omitted.
`leverage_multiple`	number	required	Debt/EBITDA raised at entry (e.g. 5 = 5x leverage).
`hold_period_years`	integer	optional	Hold period in years (1-10). Defaults to 5.Default: `5`
`revenue_growth_rate`	number	required	Flat annual revenue growth rate applied every year of the hold (e.g. 0.05 = 5%/yr).
`interest_rate_on_debt`	number	optional	Annual interest rate on beginning-of-period LBO debt. Default 0.08 (leveraged debt typically prices above IG).Default: `0.08`
`tax_rate`	number	optional	Effective tax rate on positive pretax income. Default 0.21.Default: `0.21`
`cash_sweep_pct`	number	optional	Fraction (0-1) of each year's FCF swept to debt paydown. Default 1.0 (standard LBO — 100% sweep).Default: `1`
`dividend_payout_pct`	number	optional	Fraction (0-1) of net income distributed to the sponsor each year (dividend recap style). Default 0 — most LBOs return capital only at exit.Default: `0`
`minimum_cash`	number	optional	Minimum operating cash left on the pro-forma opening balance sheet. Default 0.Default: `0`
`entry_ebitda_override`	number	optional	Override the EBITDA figure used for both entry and exit multiples. Without this, EBITDA is proxied by operating income.
`as_of_date`	string	optional	Point-in-time cutoff (YYYY-MM-DD) for the seed period. Omit to use the latest knowable annual period.

Output Fields

tickerseed_period_endresult

Example Response

Illustrative

response.jsonjson

{  "ticker": "AAPL",  "seed_period_end": null,  "result": null}

Shape only — field names match the live schema; values are placeholders, not real filings. See MCP server for the structured response shape.

Notes

Available from the Benchmark plan and above.

Try this tool

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CategoryDiscovery

PIT-safeNo

Min planBenchmark

Inputs13 (4 required)

Plan Access

Sample (guest)

Not included

Benchmark (token)

Available

Pro

Available

Institutional

Available

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Resources

Point-in-Time methodology →Parquet schema reference →Bulk Data API reference →Python SDK guide →

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