Private Markets Intelligence Infrastructure
Buyout · Primaries
Public market baseline for US lower middle market industrials. Universe: ~40 public US industrials companies, $300M–$3B market cap, annual data 2013–2024. Fundamentals sourced from SEC 10-K and 10-Q filings via EODHD Financial APIs. XLI total return includes dividend reinvestment. Lower middle market PE managers should outperform this benchmark by a meaningful margin — matching a passive large cap index after fees and illiquidity is a red flag.
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Powered by Claude · Data sourced from EODHD Financial APIs via SEC filings
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Benchmark Report
AI-generated summary of current benchmark data and implications for manager evaluation
Data: EODHD Financial APIs — fundamentals sourced from SEC 10-K and 10-Q filings, price data from exchange-reported closing prices including dividend reinvestment. Universe constructed from US public industrials companies $300M–$3B market cap. Figures represent annual medians. This tool provides public market context only and does not constitute investment advice.