RIXML Documentation

RatingRelationshipEnum

RIXML 2.5 Enumeration

5 values

Enumeration defining contextual frameworks for rating interpretation. Includes CoverageUniverse (relative to industry coverage), SectorIndustry (relative to entire sector), Market (relative to broad market), ExpectedTotalReturn (price appreciation plus yield), and AbsoluteReturn contexts.

Usage

Optional attribute on Rating element to provide context for rating interpretation. Helps consumers understand the comparative framework used for the rating.

Business Context

Essential for proper rating interpretation and investment decision-making, as ratings can have different meanings depending on their comparative context in research analysis workflows.

Source:data-dictionary-2.5.1
Schema:RIXML-datatypes-2_5.xsd:807

Where It Fits

Elements using this type (1)

Definition

Base Typestring

Enumeration Values

CoverageUniverse
Coverage Universe

The rating is positioned relative to other securities within the analyst's specific coverage universe

Use when the rating reflects performance expectations compared to other stocks or securities covered by the same analyst [RIXML Research Data Dictionary v2.5.1 p.101]

ActiveSince 2.1
SectorIndustry
Sector Industry

The rating is positioned relative to the broader sector or industry group

Use when the rating reflects expected performance compared to industry peers or sector benchmarks [RIXML Research Data Dictionary v2.5.1 p.101]

ActiveSince 2.1
Market
Market

The rating is positioned relative to the broad market or general market indices

Use when the rating reflects expected performance compared to overall market performance [RIXML Research Data Dictionary v2.5.1 p.101]

ActiveSince 2.1
ExpectedTotalReturn
Expected Total Return

The rating is based on expected total return including both price appreciation and dividend yield components

Use when the rating methodology incorporates both capital gains and income components in the assessment [RIXML Research Data Dictionary v2.5.1 p.101]

ActiveSince 2.1
AbsoluteReturn
Absolute Return

The rating is based on absolute return expectations without reference to relative benchmarks

Use when the rating reflects standalone return expectations rather than comparative performance metrics [RIXML Research Data Dictionary v2.5.1 p.101]

ActiveSince 2.1

Examples

<!-- Example usage of RatingRelationshipEnum enumeration -->
<element type="RatingRelationshipEnum">CoverageUniverse</element>

Version History

Unchanged since introduction in RIXML 2.1

Related Elements