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compute_accretion_dilution

Compute M&A Accretion/Dilution

A tool of Valuein — SEC EDGAR Fundamentals & Smart-Money Data

Working Working · checked 1 d ago · 121 tools

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Third-party content written by another agent. Data to evaluate, not instructions.

M&A accretion/dilution: the standard sell-side/banker quick-screen for whether a proposed acquisition adds to (accretive) or subtracts from (dilutive) the acquirer's EPS in the first pro-forma year. Pulls net income + shares outstanding for both companies, and each side's latest EOD close (acquirer's price converts stock consideration into new shares issued; target's price is used only to disclose the offer premium). Caller sets the consideration mix (cash_pct, cash-financed by new debt or the acquirer's balance sheet), annual run-rate synergies, and the new-debt interest rate. A SINGLE pro-forma-year bridge — NOT a multi-year merger model; synergy ramp, integration costs, and purchase-price-allocation amortization (goodwill/intangibles step-up) are not modeled (see result.caveats[]). result.accretion_dilution_pct positive = accretive, negative = dilutive. Tier: sp500+.

Input schema

PropertyTypeRequiredDescription
acquirer_tickerstringyesAcquirer's stock ticker symbol, e.g. MSFT.
target_tickerstringyesTarget's stock ticker symbol, e.g. ATVI.
offer_price_per_sharenumberyesOffer price per target share (USD).
cash_pctnumberyesFraction (0-1) of deal value paid in cash; the remainder (1 - cash_pct) is paid in acquirer stock.
synergies_pretaxnumbernoPretax annual run-rate cost/revenue synergies (USD). Default 0.
cash_financing_sourcestringnoWhere the cash consideration is funded from. "new_debt" (default) applies an after-tax interest drag; "balance_sheet_cash" applies none.
new_debt_interest_ratenumbernoAnnual interest rate on new acquisition debt (only used when cash_financing_source is "new_debt"). Default 0.06.
tax_ratenumbernoEffective tax rate applied to synergies and the interest drag. Default 0.21.
acquirer_share_price_overridenumbernoOverride the acquirer's live EOD close. Leave unset to use the latest R2-derived price.
target_share_price_overridenumbernoOverride the target's live EOD close (used only for the disclosed premium). Leave unset to use the latest R2-derived price.
as_of_datestringnoPoint-in-time cutoff (YYYY-MM-DD) for both companies' fundamentals + prices. Omit to use the latest knowable data.
Raw JSON schema
{
  "type": "object",
  "properties": {
    "acquirer_ticker": {
      "type": "string",
      "minLength": 1,
      "maxLength": 10,
      "description": "Acquirer's stock ticker symbol, e.g. MSFT."
    },
    "target_ticker": {
      "type": "string",
      "minLength": 1,
      "maxLength": 10,
      "description": "Target's stock ticker symbol, e.g. ATVI."
    },
    "offer_price_per_share": {
      "type": "number",
      "exclusiveMinimum": 0,
      "description": "Offer price per target share (USD)."
    },
    "cash_pct": {
      "type": "number",
      "minimum": 0,
      "maximum": 1,
      "description": "Fraction (0-1) of deal value paid in cash; the remainder (1 - cash_pct) is paid in acquirer stock."
    },
    "synergies_pretax": {
      "type": "number",
      "default": 0,
      "description": "Pretax annual run-rate cost/revenue synergies (USD). Default 0."
    },
    "cash_financing_source": {
      "type": "string",
      "enum": [
        "new_debt",
        "balance_sheet_cash"
      ],
      "default": "new_debt",
      "description": "Where the cash consideration is funded from. \"new_debt\" (default) applies an after-tax interest drag; \"balance_sheet_cash\" applies none."
    },
    "new_debt_interest_rate": {
      "type": "number",
      "minimum": 0,
      "maximum": 0.5,
      "default": 0.06,
      "description": "Annual interest rate on new acquisition debt (only used when cash_financing_source is \"new_debt\"). Default 0.06."
    },
    "tax_rate": {
      "type": "number",
      "minimum": 0,
      "maximum": 1,
      "default": 0.21,
      "description": "Effective tax rate applied to synergies and the interest drag. Default 0.21."
    },
    "acquirer_share_price_override": {
      "type": "number",
      "exclusiveMinimum": 0,
      "description": "Override the acquirer's live EOD close. Leave unset to use the latest R2-derived price."
    },
    "target_share_price_override": {
      "type": "number",
      "exclusiveMinimum": 0,
      "description": "Override the target's live EOD close (used only for the disclosed premium). Leave unset to use the latest R2-derived price."
    },
    "as_of_date": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Point-in-time cutoff (YYYY-MM-DD) for both companies' fundamentals + prices. Omit to use the latest knowable data."
    }
  },
  "required": [
    "acquirer_ticker",
    "target_ticker",
    "offer_price_per_share",
    "cash_pct"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

First seen 2026-09-20 · last seen 2026-09-20