Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. As of today (2026-06-27), PEH Wertpapier AG's Beta is 0.8506.
PEH Wertpapier AG (FRA:PEH) Beta Explanation
Beta is a measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole. We usually compare beta to 1. A beta of 1 indicates that the security's price will move with the market. A beta of less than 1 means that the security will be less volatile than the market. A beta of greater than 1 indicates that the security's price will be more volatile than the market.
Beta is primarily used in the Capital Asset Pricing Model (CAPM) to calculate the Cost of Equity, which can be used in the calculation of WACC %. The formula of Cost of Equity is:
Cost of Equity = Risk-Free Rate of Return + Beta of Asset * (Expected Return of the Market - Risk-Free Rate of Return)
PEH Wertpapier AG Beta Related Terms
PEH Wertpapier AG Beta Historical Data
* Premium members only.
The historical data trend for PEH Wertpapier AG's Beta 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.
For the Asset Management subindustry, PEH Wertpapier AG's Beta, along with its competitors' market caps and Beta 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.
PEH Wertpapier AG Beta vs Asset Management Industry
For the Asset Management industry and Financial Services sector, PEH Wertpapier AG's Beta distribution charts can be found below:
* The bar in red indicates where PEH Wertpapier AG's Beta falls into.
Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. A stock's beta can be calculated by dividing the product of the covariance of the individual stock's returns and the market's returns by the variance of the market's returns over a specified period. Basically, GuruFocus uses the returns calculated over three-year period.
PEH Wertpapier AG (FRA:PEH) has a Beta of 0.8506 as of Jun. 27, 2026. Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. View historical data for PEH Wertpapier AG and its competitors.
Is PEH Wertpapier AG's Beta too high?
PEH Wertpapier AG's current Beta is 0.8506. Overall, PEH Wertpapier AG has a GF Score™ of 72/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does PEH Wertpapier AG's Beta compare to BLK and BX?
PEH Wertpapier AG's Beta of 0.8506 can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Beta for an Asset Management company?
A good Beta depends on the Asset Management industry context. However, Beta should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Beta mean?
A high Beta can signal that a stock is expensive relative to its fundamentals. Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. View historical data for PEH Wertpapier AG and its competitors. PEH Wertpapier AG's current Beta is 0.8506. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is PEH Wertpapier AG stock overvalued right now?
Based on GuruFocus' analysis, PEH Wertpapier AG (FRA:PEH) is currently considered Significantly Undervalued. The stock's GF Value™ is €57.37, compared to a current price of €29.00 — trading 49.5% below its estimated fair value. The current Beta is 0.8506. PEH Wertpapier AG's overall GF Score™ is 72/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Beta calculated?
Beta is calculated from a company's financial statements. For PEH Wertpapier AG (FRA:PEH), the current Beta is 0.8506 as of Jun. 27, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is PEH Wertpapier AG (FRA:PEH) Overvalued in 2026?
Based on GuruFocus' analysis, PEH Wertpapier AG stock appears to be undervalued.
The current stock price of €29.00 is trading 49.5% below its estimated GF Value™ of €57.37.
GuruFocus considers PEH Wertpapier AG to be Significantly Undervalued.
Key valuation signals for FRA:PEH:
Beta: 0.8506
GF Value™: €57.37 vs. price of €29.00 (49.5% below fair value)
No single metric tells the full story. See the FRA:PEH stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
PEH Wertpapier AG is an independent financial service provider in German-speaking countries. It offers asset management for private clients as well as special products and investment solutions for institutional investors. The various services offered by the company include asset management, wealth planning, general consultation, and foundation management. Additionally, it also operates various investment funds to cater to the demands of long-term investors who want to benefit from the growth opportunities of equity markets. The group is divided into three segments: PEH Asset Management, PEH Administration/Service segment, which generates maximum revenue, and PEH Sales. Geographically, it derives maximum revenue from Luxembourg, and the rest from Germany.
72GF Score
Get the complete analysis for FRA:PEH
Beta is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
FRA:PEH has been successfully added to your 
