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Dataset Factsheet

EU Taxonomy

This dataset provides EU Taxonomy metrics for publicly listed companies in scope of CSRD. It covers both aggregate and activity-level Taxonomy alignment and eligibility across turnover, OpEx, and CapEx. Standardized to the latest EU Taxonomy disclosure and screening framework (Commission Delegated Regulation (EU) 2026/73 of 4 July 2025), it also restates historical data to ensure comparability across companies and over time. The dataset is highly relevant for SFDR reporting and supports banks and investors in assessing Taxonomy alignment, including Green Asset Ratio calculations.
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Data Characteristics

Company coverage
2000
Geographical Coverage
Europe
Sectorical Coverage
All Sectors
Data Historical Range
From 2021 to 2025
Median Data History
2 years
Data Traceability Rate
100%
Data Frequency
Annual
Average Reporting Lag
3 months
Data format
Point-in-Time

Dimensions and Metrics

15 metrics
Total CAPEX (Denominator)
Total CAPEX of the company used as the denominator for calculating relative EU Taxonomy alignment and eligibility CAPEX metrics.
Level
Total
KPI
CAPEX
Screening Criteria
Denominator
Total OPEX (Denominator)
Total OPEX of the company used as the denominator for calculating relative EU Taxonomy alignment and eligibility OPEX metrics.
Level
Total
KPI
OPEX
Screening Criteria
Denominator
Total Turnover (Denominator)
Total turnover of the company used as the denominator for calculating relative EU Taxonomy alignment and eligibility turnover metrics.
Level
Total
KPI
Turnover
Screening Criteria
Denominator
Total Taxonomy-Eligible CAPEX
Total CAPEX of the company that is eligible according to the EU Taxonomy criteria for sustainable activities.
Level
Total
KPI
CAPEX
Screening Criteria
Eligible
Total Taxonomy-Eligible OPEX
Total OPEX of the company that is eligible according to the EU Taxonomy criteria for sustainable activities.
Level
Total
KPI
OPEX
Screening Criteria
Eligible

Use Cases

Asset Management
SFDR Product Design & MonitoringUse standardized EU Taxonomy data to screen investment universes, design sustainability-focused products, and monitor Taxonomy alignment over time. Activity-level metrics help support fund classification, product construction, and ongoing sustainability analysis.
MiFID II Sustainability PreferencesAssess products against clients' EU Taxonomy preferences by measuring the share of Taxonomy-eligible and Taxonomy-aligned underlying exposures. Support distributor and adviser workflows with consistent company-level metrics.
Portfolio Construction & AnalyticsIntegrate Taxonomy metrics into security selection, portfolio analytics, and exposure monitoring. Compare issuers and sectors using standardized turnover, OpEx, and CapEx alignment data.
EET and Client ReportingSupport population of ESG and distributor reporting templates, including EU ESG Template fields that rely on Taxonomy metrics. Improve consistency across reporting periods with standardized historical data.
Engagement & StewardshipIdentify issuers with low or improving Taxonomy alignment, benchmark them against peers, and support engagement on disclosure quality, transition plans, and sustainable activity growth.
Financial Institutions & Banking
Green Asset Ratio Input DataUse company-level Taxonomy metrics as a core input to Green Asset Ratio and related banking taxonomy calculations, alongside internal exposure and prudential data.
Sustainable Lending & OriginationAssess borrowers and financed activities using standardized Taxonomy eligibility and alignment data to support green lending strategies, origination screening, and sustainable finance product design.
Portfolio Steering & Transition FinanceMonitor the Taxonomy profile of lending and investment portfolios, identify sectors with low alignment, and support transition finance strategies with comparable company and sector benchmarks.
Regulatory and Supervisory Reporting SupportSupport taxonomy-related disclosure and internal reporting workflows with consistent issuer-level data that can feed regulatory calculations and management reporting.
FinTech
Sustainable Finance Data ProductsEmbed standardized EU Taxonomy metrics into analytics platforms, screening tools, reporting solutions, and sustainability dashboards for buy-side and banking clients.
Portfolio and Exposure Analytics ToolsBuild tools for issuer screening, portfolio comparison, and Taxonomy exposure analysis using historical and activity-level data across turnover, OpEx, and CapEx.
Regulatory Reporting SolutionsSupport automation of taxonomy-related reporting workflows by providing normalized company-level metrics that can be integrated into client reporting systems.
Corporates
Peer BenchmarkingBenchmark Taxonomy eligibility and alignment against listed peers and sector averages to understand relative positioning and identify disclosure or strategy gaps.
Investor Relations & Sustainability CommunicationUse peer and sector comparisons to contextualize company Taxonomy performance for investors, lenders, and other stakeholders.
Capital Allocation & StrategyInform strategic planning by comparing how peers translate CapEx, turnover, and OpEx into Taxonomy alignment over time.
Professional Services & Consulting
Taxonomy Implementation AdvisoryGuide clients through taxonomy implementation processes with data-driven insights and benchmarks. Support alignment assessment and gap analysis using comprehensive taxonomy metrics and sector comparisons.
Regulatory Compliance SupportAssist clients in meeting taxonomy-related regulatory requirements across different jurisdictions. Provide data-backed recommendations for improving taxonomy alignment and disclosure practices.
Strategic PlanningHelp clients develop taxonomy-aligned business strategies and transition plans. Support target-setting and roadmap development with benchmark-based insights and peer analysis.
Technical Screening Criteria AssessmentSupport clients in assessing compliance with technical screening criteria across different activities. Provide detailed gap analysis and improvement recommendations based on taxonomy requirements and peer performance.
DNSH & Minimum Safeguards VerificationAssist clients in verifying compliance with Do No Significant Harm criteria and minimum safeguards. Enable comprehensive assessment of taxonomy alignment requirements using standardized verification frameworks.
Research & Academia
Policy Impact AnalysisAnalyze the effectiveness of the EU Taxonomy regulation in driving sustainable investment and economic transformation. Study taxonomy alignment trends across sectors and assess implications for sustainable finance policy.
Sustainable Finance ResearchConduct empirical research on taxonomy alignment patterns and their relationship with financial performance. Study the impact of taxonomy criteria on capital allocation and market behavior.
Environmental Objective AnalysisStudy the contribution of different economic activities to environmental objectives under the taxonomy. Analyze the effectiveness of taxonomy criteria in driving environmental improvements across sectors.

Unique Data Value Proposition

Tracenable's EU taxonomy data sets the market benchmark for precision, standardization, and reliability. Learn why our data stands apart:
Fully Compliant with the Latest Standards
Our EU Taxonomy dataset is standardized to the latest EU Taxonomy disclosure and screening framework, including Commission Delegated Regulation (EU) 2026/73 of 4 July 2025. Historical data is restated under the same framework to support comparability across companies and over time.
Unbiased Data Integrity
We validate reported Taxonomy metrics through consistency checks, cross-referencing, and mathematical reconciliation. This helps improve data quality and comparability while preserving the integrity of company-reported figures without introducing model-based estimates.
Precision in Every Figure
Our advanced cross-source data precision matching algorithm ensures delivery of the most granular taxonomy metrics. For instance, we capture exact activity-level figures like 1,671,540 EUR rather than rounded-sm aggregates, enabling detailed compliance analysis and accurate regulatory reporting.
End-to-End Data Traceability
Every taxonomy data point is linked to its original source document with exact page references and coordinates, complemented by documented calculation methodologies. This transparency enables confident verification of taxonomy metrics and supports regulatory compliance processes.

Data Dictionary

Attribute Type/Format Description Example
isinAlphanumeric StringInternational Securities Identification Number (ISIN) of the primary publicly traded financial instrument associated with the company.US42704L1044
leiAlphanumeric StringLegal Entity Identifier (LEI)549300TP80QLITMSBP82
figiAlphanumeric StringFinancial Instrument Global Identifier (FIGI) of the primary publicly traded financial instrument associated with the company.BBG00WNPK2F5
tickerStringTicker symbol of the primary publicly traded financial instrument associated with the company.HRI
mic_codeStringMarket Identifier Code (MIC) of the primary publicly traded financial instrument associated with the company.XNGS
exchangeStringStock exchange of the primary publicly traded financial instrument associated with the company.NASDAQ
permidNumerical StringPermanent Identifier4295900057
company_nameStringLegal name of the company.HERC HOLDINGS INC
countryCategorical StringCountry where the company's headquarters are located.United States
sectorStringSector in which the company operates.Technology
industryStringIndustry classification of the company.Software - Application
year_of_disclosureYear (YYYY)Year in which the data point was disclosed.2023
reporting_periodYear (YYYY)Period for which the data point was measured, assessed, or is applicable.2023
metricStringThe specific measurement or data points requested.Total Taxonomy-Aligned Turnover
levelCategorical StringLevel of data distinguishing between Total or Activities.Total
kpiCategorical StringKey Performance Indicator (KPI) requested (turnover, OPEX or CAPEX).Turnover
screening_criteriaCategorical StringEU Taxonomy screening criteria (Aligned, Eligible or Denominator).Aligned
activitiesArray of StringsEconomic activities that meet the EU Taxonomy's criteria for environmentally sustainable classifications.4.9 CCM/CCA - Transmission and distribution of electricity
relative_valueNumerical FloatProportion of turnover, OPEX, or CAPEX.0.156
relative_value_unitCategorical StringUnit of measurement of the relative value.Percentage of Total Turnover
absolute_valueNumerical FloatAmount of turnover, OPEX, or CAPEX in absolute terms.3978900000
absolute_value_ccyCategorical StringCurrency in which the absolute value is reported.EUR
scope_of_disclosureCategorical StringOganizational boundaries used for data consolidation.Operational Control
pct_contribution_to_ccmNumerical FloatProportion of eligible/aligned turnover/OPEX/CAPEX from the activity(ies) contributing to the Climate Change Mitigation (CCM) EO.0.156
pct_contribution_to_ccaNumerical FloatProportion of eligible/aligned turnover/OPEX/CAPEX from the activity(ies) contributing to the Climate Change Adaptation (CCA) EO.0
pct_contribution_to_wtrNumerical FloatProportion of eligible/aligned turnover/OPEX/CAPEX from the activity(ies) contributing to the Water and Marine Resources (WTR) EO.0
pct_contribution_to_ceNumerical FloatProportion of eligible/aligned turnover/OPEX/CAPEX from the activity(ies) contributing to the Circular Economy (CE) EO.0
pct_contribution_to_ppcNumerical FloatProportion of eligible/aligned turnover/OPEX/CAPEX from the activity(ies) contributing to the Pollution Prevention and Control (PPC) EO.0
pct_contribution_to_bioNumerical FloatProportion of eligible/aligned turnover/OPEX/CAPEX from the activity(ies) contributing to the Biodiversity and Ecosystems (BIO) EO.0
activities_contribution_typeCategorical StringContribution type of the activity(ies) according to the Taxonomy classification (Enabling, Transitional or Substantial). When the contribution type cannot be clearly determined, the value is set to "Not Specified".Enabling
not_assessed_activities_non_materialNumerical FloatProportion of turnover/OPEX/CAPEX from the activity(ies) that were not assessed for taxonomy alignment/eligibility because they were deemed non-material by the reporting company.0.05
source_namesArray of StringsNames of the sources from which the reported data was obtained.Corporate Responsibility Report
company_idStringTracenable's internal company identifier.dfb6bd7b-facf-4d0f-86a2-f1eedf191946
document_idStringUnique document identifier to see the source of the data point.4a32b902-ae42-4692-ae96-b42c99fdd2f9
traceability_source_urlStringURL linking to the Tracenable platform, where each data point can be verified. Enables direct access to the audit trail for validation and transparency purposes.https://tracenable.com/source-trace?data-request-id-hash=U8yYrY3CMUDM&project=eu-taxonomy