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Business Description
Private Equity Holding AG
NAICS : 523920
ISIN : CH0006089921
Share Class Description:
XSWX:PEHN: Ordinary SharesDescription
Private Equity Holding AG offers institutional and private investors the opportunity to invest in a broadly diversified private equity portfolio within a simple legal and tax-optimized structure. The company's investment is managed by Alpha Associates. Their business model consists of Investing in Private Equity Fund, Acquisition of Fund interest on the Secondary markets, and direct co-investments. It has a presence in the United States of America, Europe, and the Rest of the World.
Financial Strength
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Equity-to-Asset | 0.88 | |||||
| Debt-to-Equity | 0.14 | |||||
| Debt-to-EBITDA | N/A |
N/A
|
N/A
| |||
| Interest Coverage | N/A |
N/A
|
N/A
| |||
| Piotroski F-Score | 4/9 | |||||
| WACC vs ROIC | ||||||
Growth Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | -39.7 | |||||
| 3-Year EPS without NRI Growth Rate | -40.4 | |||||
| 3-Year Book Growth Rate | 4.7 |
Momentum Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 47.3 | |||||
| 9-Day RSI | 42.19 | |||||
| 14-Day RSI | 41.21 | |||||
| 3-1 Month Momentum % | -3.95 | |||||
| 6-1 Month Momentum % | 4.89 | |||||
| 12-1 Month Momentum % | 5.49 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 1.43 | |||||
| Dividend Payout Ratio | 0.13 | |||||
| 3-Year Dividend Growth Rate | 24.1 | |||||
| Forward Dividend Yield % | 1.43 | |||||
| 5-Year Yield-on-Cost % | 1.07 | |||||
| 3-Year Average Share Buyback Ratio | 0.9 | |||||
| Shareholder Yield % | -1.24 |
Profitability Rank
2/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Net Margin % | 95.75 | |||||
| FCF Margin % | -6.5 | |||||
| ROE % | 4.98 | |||||
| ROA % | 4.4 | |||||
| Years of Profitability over Past 10-Year | 9 |
GF Value Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 9.32 | |||||
| PE Ratio without NRI | 9.32 | |||||
| Shiller PE Ratio | 5.87 | |||||
| PEG Ratio | 0.78 | |||||
| PS Ratio | 8.91 | |||||
| PB Ratio | 0.45 | |||||
| Price-to-Tangible-Book | 0.45 | |||||
| EV-to-Revenue | 11.55 | |||||
| EV-to-FCF | -176.78 | |||||
| Price-to-Projected-FCF | 0.51 | |||||
| Price-to-Peter-Lynch-Fair-Value | 0.78 | |||||
| Price-to-Graham-Number | 0.43 | |||||
| FCF Yield % | -0.74 | |||||
| Forward Rate of Return (Yacktman) % | 14.57 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
Private Equity Holding AG Executives
DetailsGF Value
Analyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil CHF) | 19.524 | ||
| EPS (TTM) (CHF) | 7.516 | ||
| Beta | 0.28 | ||
| 3-Year Sharpe Ratio | -0.16 | ||
| 3-Year Sortino Ratio | -0.22 | ||
| Volatility % | 16.89 | ||
| 14-Day RSI | 41.21 | ||
| 14-Day ATR (CHF) | 1.741806 | ||
| 20-Day SMA (CHF) | 71.98 | ||
| 12-1 Month Momentum % | 5.49 | ||
| 52-Week Range (CHF) | 65 - 78 | ||
| Shares Outstanding (Mil) | 2.47 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 4 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Private Equity Holding AG Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Private Equity Holding AG Stock Events
| Event | Date | Price (CHF) | ||
|---|---|---|---|---|
| No Event Data | ||||
Private Equity Holding AG Frequently Asked Questions
What is Private Equity Holding AG(XSWX:PEHN)'s stock price today?
The current price of XSWX:PEHN is CHF70.00. The 52 week high of XSWX:PEHN is CHF78.00 and 52 week low is CHF65.00.
When is next earnings date of Private Equity Holding AG(XSWX:PEHN)?
The next earnings date of Private Equity Holding AG(XSWX:PEHN) is 2025-05-10 Est..
Does Private Equity Holding AG(XSWX:PEHN) pay dividends? If so, how much?
The Dividend Yield %  of Private Equity Holding AG(XSWX:PEHN) is 1.43% (As of Today), Highest Dividend Payout Ratio of Private Equity Holding AG(XSWX:PEHN) was 0.64. The lowest was 0.02. And the median was 0.24. The  Forward Dividend Yield % of Private Equity Holding AG(XSWX:PEHN) is 1.43%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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