Castle Private Equity AG (XSWX:CPEN) Cyclically Adjusted Book per Share: CHF13.07 (As of Dec. 2025)


XSWX:CPEN Castle Private Equity AG XSWX:CPEN
32 GF Score
Price CHF3.00
! 2 Warning Signs
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What is Castle Private Equity AG Cyclically Adjusted Book per Share?

Castle Private Equity AG XSWX:CPEN +4.90% 32 Cyclically Adjusted Book per Share is CHF13.07 as of Dec. 2025. GuruFocus rates XSWX:CPEN with a GF Score™ of 32/100. The stock has 2 warning signs investors should review.

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. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Book per Share and the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years.

Castle Private Equity AG's adjusted book value per share data for the fiscal year that ended in Dec. 2025 was CHF4.763. Add all the adjusted book value per share for the past 10 years together and divide the count will get our Cyclically Adjusted Book per Share, which is CHF13.07 for the trailing ten years ended in Dec. 2025.

During the past 12 months, Castle Private Equity AG's average Cyclically Adjusted Book Growth Rate was -8.80% per year. During the past 3 years, the average Cyclically Adjusted Book Growth Rate was -5.90% per year. During the past 5 years, the average Cyclically Adjusted Book Growth Rate was -3.70% per year. During the past 10 years, the average Cyclically Adjusted Book Growth Rate was -6.90% per year. Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the Cyclically Adjusted Book Growth Rate using Cyclically Adjusted Book per Share data.

During the past 13 years, the highest 3-Year average Cyclically Adjusted Book Growth Rate of Castle Private Equity AG was 1.40% per year. The lowest was -22.50% per year. And the median was -1.00% per year.

As of today (2026-06-29), Castle Private Equity AG's current stock price is CHF 3.00. Castle Private Equity AG's Cyclically Adjusted Book per Share for the fiscal year that ended in Dec. 2025 was CHF13.07. Castle Private Equity AG's Cyclically Adjusted PB Ratio of today is 0.23.

During the past 13 years, the highest Cyclically Adjusted PB Ratio of Castle Private Equity AG was 1.19. The lowest was 0.21. And the median was 0.52.


Castle Private Equity AG  (XSWX:CPEN) Cyclically Adjusted Book per Share Explanation

If a company grows much fast than inflation, Cyclically Adjusted Book per Share may underestimate the company's equity. Cyclically Adjusted PB Ratio can seem to be too high even the actual PB Ratio is low.

For the Cyclically Adjusted PB Ratio, the book value of the past 10 years are inflation-adjusted and averaged. The result is used for P/B calculation. Since it looks at the average over the last 10 years, the Cyclically Adjusted PB Ratio is also called CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted book value per share of a company over the past 10 years.

Castle Private Equity AG's Cyclically Adjusted PB Ratio of today is calculated as

Cyclically Adjusted PB Ratio=Share Price/Cyclically Adjusted Book per Share
=3.00/13.07
=0.23

* 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.

During the past 13 years, the highest Cyclically Adjusted PB Ratio of Castle Private Equity AG was 1.19. The lowest was 0.21. And the median was 0.52.


Be Aware

Cyclically Adjusted PB Ratio works better for cyclical companies. It gives you a better idea on the company's real book value.


Castle Private Equity AG Cyclically Adjusted Book per Share Related Terms


Castle Private Equity AG Cyclically Adjusted Book per Share Historical Data

* Premium members only.

The historical data trend for Castle Private Equity AG's Cyclically Adjusted Book per Share 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.

Castle Private Equity AG Cyclically Adjusted Book per Share Chart

Castle Private Equity AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted Book per Share
Get a 7-Day Free Trial Premium Member Only Premium Member Only 15.93 15.69 15.10 14.33 13.07

Castle Private Equity AG Semi-Annual Data
Dec15 Jun16 Dec16 Jun17 Dec17 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Cyclically Adjusted Book per Share Get a 7-Day Free Trial 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 15.10 0.00 14.33 0.00 13.07

XSWX:CPEN vs BLK, BX, KKR: Cyclically Adjusted Book per Share Comparison

For the Asset Management subindustry, Castle Private Equity AG's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB 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.


Castle Private Equity AG Cyclically Adjusted PB Ratio vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Castle Private Equity AG's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where Castle Private Equity AG's Cyclically Adjusted PB Ratio falls into.


XSWX:CPEN
32GF Score
Castle Private Equity AG XSWX:CPEN
Cyclically Adjusted Book per Share is just one metric. See GF Score™, valuation, warning signs, and more.
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Castle Private Equity AG Cyclically Adjusted Book per Share Calculation

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. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Book per Share and the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years.

What is Cyclically Adjusted Book per Share? How do we calculate Cyclically Adjusted Book per Share?

Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years. Let's use an example to explain.

If we want to calculate the Cyclically Adjusted Book per Share of Wal-Mart (WMT) for Dec. 31, 2010, we need to have the inflation data and the book value per share from 2001 through 2010.

We adjusted the 2001 book value per share data with the total inflation from 2001 through 2010 to the equivalent book value in 2010. If the total inflation from 2001 to 2010 is 40%, and Wal-Mart's book value is $1 a share in 2001, then the 2001's equivalent book value in 2010 is $1.4 a share. If Wal-Mart's book value is $1 again in 2002, and the total inflation from 2002 through 2010 is 35%, then the equivalent 2002 book value in 2010 is $1.35. So on and so forth, you get the equivalent book value per share of past 10 years. Then you add them together and divided the sum by the count to get Cyclically Adjusted Book per Share.

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.

For example, Castle Private Equity AG's adjusted Book Value per Share data for the fiscal year that ended in Dec. 2025 was:

Adj_Book=Book Value per Share /CPI of Dec. 2025 (Change)*Current CPI (Dec. 2025)
=4.763/107.1957*107.1957
=4.763

Current CPI (Dec. 2025) = 107.1957.

Castle Private Equity AG Annual Data

Book Value per Share CPI Adj_Book
201612 17.356 99.380 18.721
201712 18.278 100.213 19.552
201812 17.812 100.906 18.922
201912 14.706 101.063 15.598
202012 13.767 100.241 14.722
202112 13.565 101.776 14.287
202212 9.781 104.666 10.017
202312 7.491 106.461 7.543
202412 6.601 107.128 6.605
202512 4.763 107.196 4.763

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book per Share.

What does a Cyclically Adjusted Book per Share of CHF13.07 mean?
Castle Private Equity AG (XSWX:CPEN) has a Cyclically Adjusted Book per Share of CHF13.07 as of Dec. 2025. Cyclically adjusted book value per share represents the company's inflation-adjusted book value per share over a 10-year period. View historical data on Castle Private Equity AG and its competitors.
Is Castle Private Equity AG's Cyclically Adjusted Book per Share too high?
Castle Private Equity AG's current Cyclically Adjusted Book per Share is CHF13.07. Overall, Castle Private Equity AG has a GF Score™ of 32/100, reflecting its overall financial health beyond just this single metric.
How does Castle Private Equity AG's Cyclically Adjusted Book per Share compare to BLK and BX?
Castle Private Equity AG's Cyclically Adjusted Book per Share of CHF13.07 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 Cyclically Adjusted Book per Share for an Asset Management company?
A good Cyclically Adjusted Book per Share depends on the Asset Management industry context. However, Cyclically Adjusted Book per Share 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 Cyclically Adjusted Book per Share mean?
A high Cyclically Adjusted Book per Share can signal that a stock is expensive relative to its fundamentals. Cyclically adjusted book value per share represents the company's inflation-adjusted book value per share over a 10-year period. View historical data on Castle Private Equity AG and its competitors. Castle Private Equity AG's current Cyclically Adjusted Book per Share is CHF13.07. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Castle Private Equity AG stock overvalued right now?
Castle Private Equity AG (XSWX:CPEN) has a current Cyclically Adjusted Book per Share of CHF13.07. The current Cyclically Adjusted Book per Share is CHF13.07. Castle Private Equity AG's overall GF Score™ is 32/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted Book per Share calculated?
Cyclically Adjusted Book per Share is calculated from a company's financial statements. For Castle Private Equity AG (XSWX:CPEN), the current Cyclically Adjusted Book per Share is CHF13.07 as of Dec. 2025. 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.

Castle Private Equity AG Business Description

Other Exchanges 0QOO:UKCLQN:Germany
Address Schutzenstrasse 6, Pfaffikon, CHE, CH-8808
Castle Private Equity AG is engaged in private equity investments. Its investment policy aims at maximization of the long-term value advancement by way of realizing the Group's funds by harvesting the portfolio of private equity investments as their underlying assets are realized. The company has a geographic presence in Asia, Europe, North America, and Others.
32GF Score

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Cyclically Adjusted Book per Share is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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