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Pengana Private Equity TrustASX:PE1 +0.68%55 Equity-to-Asset is 0.97 as of Dec. 2025, which is 1% below its 10-year median of 0.98. GuruFocus rates ASX:PE1 with a GF Score™ of 55/100 and a GF Value™ of A$1.07 (Significantly Overvalued). The stock has 4 warning signs investors should review. Among 1,627 Asset Management companies, Pengana Private Equity Trust ranks better than 78.43% on this metric.
Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.
For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.
Pengana Private Equity Trust Equity-to-Asset Related Terms
Pengana Private Equity Trust Equity-to-Asset Historical Data
* 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.
ASX:PE1 vs BLK, BX, KKR: Equity-to-Asset Comparison
For the Asset Management subindustry, Pengana Private Equity Trust's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset 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.
Pengana Private Equity Trust Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Pengana Private Equity Trust's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Pengana Private Equity Trust's Equity-to-Asset falls into.
Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.
Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.
Pengana Private Equity Trust's Equity to Asset Ratio for the fiscal year that ended in Jun. 2025 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.
Pengana Private Equity Trust (ASX:PE1) has a Equity-to-Asset of 0.97 as of Dec. 2025. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Pengana Private Equity Trust and its competitors. This is near median its historical median of 0.98. Over the past decade, Pengana Private Equity Trust's Equity-to-Asset has ranged from 0.92 to 1.00. According to the industry distribution chart, Pengana Private Equity Trust ranks #351 out of 1627 companies in the Asset Management industry, placing it in the top 21.6%.
Is Pengana Private Equity Trust's Equity-to-Asset too high?
Pengana Private Equity Trust's current Equity-to-Asset of 0.97 is near median its 10-year median of 0.98. Over the past 10 years, this metric has ranged from a low of 0.92 to a high of 1.00. The Asset Management industry median Equity-to-Asset is 0.83. Pengana Private Equity Trust's value of 0.97 is 16.9% above this industry median. Based on the distribution chart, Pengana Private Equity Trust ranks #351 out of 1627 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Pengana Private Equity Trust has a GF Score™ of 55/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Pengana Private Equity Trust's Equity-to-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, Pengana Private Equity Trust ranks #351 out of 1627 companies for Equity-to-Asset. This places Pengana Private Equity Trust in the top 22% of its industry — outperforming the majority of peers. The industry median Equity-to-Asset is 0.83. Pengana Private Equity Trust's value of 0.97 is 16.9% above this benchmark. Historically, Pengana Private Equity Trust's own Equity-to-Asset has ranged from 0.92 to 1.00 over the past decade. While the company's 10-year median is 0.98 vs. the industry median of 0.83, Pengana Private Equity Trust has consistently been above 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 Equity-to-Asset for an Asset Management company?
The median Equity-to-Asset among Asset Management companies is 0.83, based on 1,627 companies in the industry. Companies in the top quartile (top 25%) have a Equity-to-Asset significantly above this median, while those in the bottom quartile fall well below. However, Equity-to-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Pengana Private Equity Trust's current Equity-to-Asset of 0.97 is 16.9% above 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 Equity-to-Asset mean?
A high Equity-to-Asset can signal that a stock is expensive relative to its fundamentals. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Pengana Private Equity Trust and its competitors. For the Asset Management industry, the median Equity-to-Asset is 0.83 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Pengana Private Equity Trust's current Equity-to-Asset is 0.97, which is near median its own 10-year median of 0.98. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Pengana Private Equity Trust stock overvalued right now?
Based on GuruFocus' analysis, Pengana Private Equity Trust (ASX:PE1) is currently considered Significantly Overvalued. The stock's GF Value™ is A$1.07, compared to a current price of A$1.49 — trading 39.3% above its estimated fair value. The current Equity-to-Asset is 0.97, which is near median its 10-year median of 0.98 and 16.9% above the Asset Management industry median of 0.83. Pengana Private Equity Trust's overall GF Score™ is 55/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Equity-to-Asset calculated?
Equity-to-Asset is calculated from a company's financial statements. For Pengana Private Equity Trust (ASX:PE1), the current Equity-to-Asset is 0.97 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.
Is Pengana Private Equity Trust (ASX:PE1) Overvalued in 2026?
Based on GuruFocus' analysis, Pengana Private Equity Trust stock appears to be overvalued.
The current stock price of A$1.49 is trading 39.3% above its estimated GF Value™ of A$1.07.
GuruFocus considers Pengana Private Equity Trust to be Significantly Overvalued.
Key valuation signals for ASX:PE1:
Equity-to-Asset: 0.97 (near median its 10-year median of 0.98)
GF Value™: A$1.07 vs. price of A$1.49 (39.3% above fair value)
Industry Position: 16.9% above the Asset Management median (#351 of 1627)
No single metric tells the full story. See the ASX:PE1 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Pengana Private Equity Trust is an Australia-based company engaged in providing a diversified portfolio of private market investments via a listed investment trust structure. The Trust's investment objective is to generate, over an investment horizon of at least 10 years, returns and capital growth through a selective and diversified approach to private markets.
55GF Score
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