EstimateActualEnum
RIXML 2.5 Enumeration
Distinguishes between different types of financial data: Actual (historical publicly disseminated figures), Estimate (proprietary calculated figures), and Consensus (market consensus figures)
Usage
Required attribute in FinancialValue elements to specify whether financial figures represent actual historical data, analyst estimates, or consensus projections
Business Context
Critical for financial analysis workflows, allowing consumers to distinguish between historical facts and forward-looking estimates when evaluating investment recommendations
Where It Fits
Elements using this type (1)
Definition
| Base Type | string |
Enumeration Values
Actual |
| Actual |
Represents financial figures that are based on reported, confirmed data rather than projections or forecasts Use when the financial data reflects actual reported results, such as announced quarterly earnings or confirmed balance sheet figures [RIXML Research Data Dictionary v2.5.1 p.61] ActiveSince 2.1 |
Estimate |
| Estimate |
Represents financial figures that are projected or forecasted rather than based on actual reported results Use when the financial data represents analyst projections, company guidance, or other forward-looking estimates [RIXML Research Data Dictionary v2.5.1 p.61] ActiveSince 2.1 |
Consensus |
| Consensus |
Represents financial figures that are aggregated from multiple analyst estimates to form a collective forecast Use when the financial data represents the average or median of multiple analyst estimates for a particular metric [RIXML Research Data Dictionary v2.5.1 p.61] ActiveSince 2.1 |
Examples
<!-- Example usage of EstimateActualEnum enumeration -->
<element type="EstimateActualEnum">Actual</element>Version History
Unchanged since introduction in RIXML 2.1
Semantic Relationships
Requires1 relationship
The estimateAction attribute can only be used when the financial value is an estimate
RIXML Research Data Dictionary v2.5.1, p.62— Elements and Attributes
Contrasts With1 relationship
Actual figures represent historical publicly disseminated data while estimates are proprietary calculated figures from publishers
RIXML Research Data Dictionary v2.5.1, p.81— EstimateActualEnum