Private Equity Holding AG (XSWX:PEHN) Debt-to-Equity: 0.04 (As of Mar. 2026) — 69% Below Median

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XSWX:PEHN Private Equity Holding AG XSWX:PEHN
31 GF Score
Price CHF62.00
! 3 Warning Signs
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What is Private Equity Holding AG Debt-to-Equity?

Private Equity Holding AG XSWX:PEHN -2.21% 31 Debt-to-Equity is 0.04 as of Mar. 2026, which is 69% below its 10-year median of 0.13. GuruFocus rates XSWX:PEHN with a GF Score™ of 31/100. The stock has 3 warning signs investors should review. Among 955 Asset Management companies, Private Equity Holding AG ranks better than 84.71% on this metric.

Private Equity Holding AG's Short-Term Debt & Capital Lease Obligation for the quarter that ended in Mar. 2026 was CHF0.00 Mil. Private Equity Holding AG's Long-Term Debt & Capital Lease Obligation for the quarter that ended in Mar. 2026 was CHF14.48 Mil. Private Equity Holding AG's Total Stockholders Equity for the quarter that ended in Mar. 2026 was CHF347.77 Mil. Private Equity Holding AG's debt to equity for the quarter that ended in Mar. 2026 was 0.04.

A high debt to equity ratio generally means that a company has been aggressive in financing its growth with debt. This can result in volatile earnings as a result of the additional interest expense.

The historical rank and industry rank for Private Equity Holding AG's Debt-to-Equity or its related term are showing as below:

XSWX:PEHN' s Debt-to-Equity Range Over the Past 10 Years
Min: 0.04   Med: 0.13   Max: 0.24
Current: 0.04

During the past 13 years, the highest Debt-to-Equity Ratio of Private Equity Holding AG was 0.24. The lowest was 0.04. And the median was 0.13.

XSWX:PEHN's Debt-to-Equity is ranked better than
84.71% of 955 companies
in the Asset Management industry
Industry Median: 0.21 vs XSWX:PEHN: 0.04

Private Equity Holding AG  (XSWX:PEHN) Debt-to-Equity Explanation

In the calculation of Debt to Equity, we use the total of Short-Term Debt & Capital Lease Obligation and Long-Term Debt & Capital Lease Obligation divided by Total Stockholders Equity. In some calculations, Total Liabilities is used to for calculation.


Be Aware

Because a company can increase its ROE % by having more financial leverage, it is important to watch the leverage ratio when investing in high ROE % companies.


Private Equity Holding AG Debt-to-Equity Related Terms


Private Equity Holding AG Debt-to-Equity Historical Data

* Premium members only.

The historical data trend for Private Equity Holding AG's Debt-to-Equity 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.

Private Equity Holding AG Debt-to-Equity Chart

Private Equity Holding AG Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
Debt-to-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.10 0.12 0.14 0.04 0.04

Private Equity Holding AG Semi-Annual Data
Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
Debt-to-Equity 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 0.14 0.03 0.04 0.07 0.04

XSWX:PEHN vs BLK, BX, KKR: Debt-to-Equity Comparison

For the Asset Management subindustry, Private Equity Holding AG's Debt-to-Equity, along with its competitors' market caps and Debt-to-Equity 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 Debt-to-Equity vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Private Equity Holding AG's Debt-to-Equity distribution charts can be found below:

* The bar in red indicates where Private Equity Holding AG's Debt-to-Equity falls into.


XSWX:PEHN
31GF Score
Private Equity Holding AG XSWX:PEHN
Debt-to-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
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Private Equity Holding AG Debt-to-Equity Calculation

Debt to Equity measures the financial leverage a company has.

Private Equity Holding AG's Debt to Equity Ratio for the fiscal year that ended in Mar. 2026 is calculated as

Private Equity Holding AG's Debt to Equity Ratio for the quarter that ended in Mar. 2026 is calculated as

* 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.

Frequently Asked Questions Learn more about Debt-to-Equity →
What does a Debt-to-Equity of 0.04 mean?
Private Equity Holding AG (XSWX:PEHN) has a Debt-to-Equity of 0.04 as of Mar. 2026. Debt-to-Equity ratio represents the ratio of total debt to total company equity. View historical data on Private Equity Holding AG and its competitors. This is 69% below median its historical median of 0.13. Over the past decade, Private Equity Holding AG's Debt-to-Equity has ranged from 0.04 to 0.24. According to the industry distribution chart, Private Equity Holding AG ranks #146 out of 955 companies in the Asset Management industry, placing it in the top 15.3%.
Is Private Equity Holding AG's Debt-to-Equity too high?
Private Equity Holding AG's current Debt-to-Equity of 0.04 is 69% below median its 10-year median of 0.13. Over the past 10 years, this metric has ranged from a low of 0.04 to a high of 0.24. The Asset Management industry median Debt-to-Equity is 0.21. Private Equity Holding AG's value of 0.04 is 81% below this industry median. Based on the distribution chart, Private Equity Holding AG ranks #146 out of 955 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Private Equity Holding AG has a GF Score™ of 31/100, reflecting its overall financial health beyond just this single metric.
How does Private Equity Holding AG's Debt-to-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, Private Equity Holding AG ranks #146 out of 955 companies for Debt-to-Equity. This places Private Equity Holding AG in the top 15% of its industry — outperforming the majority of peers. The industry median Debt-to-Equity is 0.21. Private Equity Holding AG's value of 0.04 is 81% below this benchmark. Historically, Private Equity Holding AG's own Debt-to-Equity has ranged from 0.04 to 0.24 over the past decade. While the company's 10-year median is 0.13 vs. the industry median of 0.21, Private Equity Holding AG has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Debt-to-Equity for an Asset Management company?
The median Debt-to-Equity among Asset Management companies is 0.21, based on 955 companies in the industry. Companies in the top quartile (top 25%) have a Debt-to-Equity significantly above this median, while those in the bottom quartile fall well below. However, Debt-to-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Private Equity Holding AG's current Debt-to-Equity of 0.04 is 81% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Debt-to-Equity mean?
A high Debt-to-Equity can signal that a stock is expensive relative to its fundamentals. Debt-to-Equity ratio represents the ratio of total debt to total company equity. View historical data on Private Equity Holding AG and its competitors. For the Asset Management industry, the median Debt-to-Equity is 0.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Private Equity Holding AG's current Debt-to-Equity is 0.04, which is 69% below median its own 10-year median of 0.13. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Private Equity Holding AG stock overvalued right now?
Private Equity Holding AG (XSWX:PEHN) has a current Debt-to-Equity of 0.04. The current Debt-to-Equity is 0.04, which is 69% below median its 10-year median of 0.13 and 81% below the Asset Management industry median of 0.21. Private Equity Holding AG's overall GF Score™ is 31/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Debt-to-Equity calculated?
Debt-to-Equity is calculated from a company's financial statements. For Private Equity Holding AG (XSWX:PEHN), the current Debt-to-Equity is 0.04 as of Mar. 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.

Private Equity Holding AG Business Description

Address Bahnhofstrasse 13, Zurich, CHE, 8001
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.
31GF Score

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