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Private Equity Holding AG (XSWX:PEHN) Shiller PE Ratio

: 6.01 (As of Today)
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As of today (2024-04-16), Private Equity Holding AG's current share price is CHF70.60. Private Equity Holding AG's E10 for the fiscal year that ended in Mar23 was CHF11.74. Private Equity Holding AG's Shiller PE Ratio for today is 6.01.

The historical rank and industry rank for Private Equity Holding AG's Shiller PE Ratio or its related term are showing as below:

XSWX:PEHN' s Shiller PE Ratio Range Over the Past 10 Years
Min: 5.62   Med: 11.26   Max: 27.27
Current: 6.01

During the past 13 years, Private Equity Holding AG's highest Shiller PE Ratio was 27.27. The lowest was 5.62. And the median was 11.26.

XSWX:PEHN's Shiller PE Ratio is ranked better than
91.1% of 764 companies
in the Asset Management industry
Industry Median: 12.69 vs XSWX:PEHN: 6.01

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years.

Private Equity Holding AG's adjusted earnings per share data of for the fiscal year that ended in Mar23 was CHF-0.367. Add all the adjusted EPS for the past 10 years together and divide 10 will get our E10, which is CHF11.74 for the trailing ten years ended in Mar23.

Shiller PE for Stocks: The True Measure of Stock Valuation


Private Equity Holding AG Shiller PE Ratio Historical Data

The historical data trend for Private Equity Holding AG's Shiller PE Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Private Equity Holding AG Annual Data
Trend Mar14 Mar15 Mar16 Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23
Shiller PE Ratio
Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 11.91 9.23 8.39 6.68 6.71

Private Equity Holding AG Semi-Annual Data
Mar14 Sep14 Mar15 Sep15 Mar16 Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23
Shiller PE Ratio Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only - 6.68 - 6.71 -

Competitive Comparison

For the Asset Management subindustry, Private Equity Holding AG's Shiller PE Ratio, along with its competitors' market caps and Shiller PE Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Private Equity Holding AG Shiller PE Ratio Distribution

For the Asset Management industry and Financial Services sector, Private Equity Holding AG's Shiller PE Ratio distribution charts can be found below:

* The bar in red indicates where Private Equity Holding AG's Shiller PE Ratio falls into.



Private Equity Holding AG Shiller PE Ratio Calculation

For Shiller PE Ratio, the earnings of the past 10 years are inflation-adjusted and averaged. The result is used for P/E calculation. Since it looks at the average over the last 10 years, the Shiller PE Ratio is also called PE10.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The same calculation is applied here to individual companies.

Private Equity Holding AG's Shiller PE Ratio for today is calculated as

Shiller PE Ratio=Share Price/ E10
=70.60/11.74
=6.01

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Private Equity Holding AG's E10 for the fiscal year that ended in Mar23 is calculated as:

For example, Private Equity Holding AG's adjusted earnings per share data for the fiscal year that ended in Mar23 was:

Adj_EPS=Earnings per Share (Diluted)/CPI of Mar23 (Change)*Current CPI (Mar23)
=-0.367/106.2447*106.2447
=-0.367

Current CPI (Mar23) = 106.2447.

Private Equity Holding AG Annual Data

Earnings per Share (Diluted) CPI Adj_EPS
201403 7.295 101.224 7.657
201503 7.857 100.339 8.319
201603 6.282 99.475 6.710
201703 4.242 100.040 4.505
201803 1.040 100.836 1.096
201903 9.779 101.571 10.229
202003 6.095 101.048 6.408
202103 35.532 100.800 37.451
202203 34.412 103.205 35.426
202303 -0.367 106.245 -0.367

Add all the adjusted EPS together and divide 10 will get our E10.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.


Private Equity Holding AG  (XSWX:PEHN) Shiller PE Ratio Explanation

Compared with the regular PE Ratio, which works poorly for cyclical businesses, the Shiller PE Ratio smoothed out the fluctuations of profit margins during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Shiller PE Ratio should give similar results to regular PE Ratio.

Compared with the PS Ratio, the Shiller PE Ratio makes the comparison between different industries more meaningful.


Be Aware

Shiller PE Ratio assumes that over the long term, businesses and profitability revert to their means. If a company's business model does not work in the future compared with the past, Shiller PE Ratio and PS Ratio will give false valuations.


Private Equity Holding AG Shiller PE Ratio Related Terms

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Private Equity Holding AG (XSWX:PEHN) Business Description

Traded in Other Exchanges
N/A
Address
Gotthardstrasse 28, Zug, CHE, CH-6302
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.

Private Equity Holding AG (XSWX:PEHN) Headlines

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