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Castle Private Equity AGXSWX:CPEN +2.90%27 Equity-to-Asset is 0.99 as of Dec. 2025, which is 1% below its 10-year median of 1.00. GuruFocus rates XSWX:CPEN with a GF Score™ of 27/100. The stock has 2 warning signs investors should review. Among 1,635 Asset Management companies, Castle Private Equity AG ranks better than 90.83% on this metric.
Castle Private Equity AG (XSWX:CPEN) Equity-to-Asset Explanation
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%.
Castle Private Equity AG Equity-to-Asset Related Terms
Castle Private Equity AG 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.
XSWX:CPEN vs BLK, BX, KKR: Equity-to-Asset Comparison
For the Asset Management subindustry, Castle Private Equity AG'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.
Castle Private Equity AG Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Castle Private Equity AG's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Castle Private Equity AG's Equity-to-Asset falls into.
Castle Private Equity AG Equity-to-Asset Calculation
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.
Castle Private Equity AG's Equity to Asset Ratio for the fiscal year that ended in Dec. 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.
Castle Private Equity AG (XSWX:CPEN) has a Equity-to-Asset of 0.99 as of Dec. 2025. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Castle Private Equity AG and its competitors. This is near median its historical median of 1.00. Over the past decade, Castle Private Equity AG's Equity-to-Asset has ranged from 0.99 to 1.00. According to the industry distribution chart, Castle Private Equity AG ranks #150 out of 1635 companies in the Asset Management industry, placing it in the top 9.2%.
Is Castle Private Equity AG's Equity-to-Asset too high?
Castle Private Equity AG's current Equity-to-Asset of 0.99 is near median its 10-year median of 1.00. Over the past 10 years, this metric has ranged from a low of 0.99 to a high of 1.00. The Asset Management industry median Equity-to-Asset is 0.83. Castle Private Equity AG's value of 0.99 is 19.3% above this industry median. Based on the distribution chart, Castle Private Equity AG ranks #150 out of 1635 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Castle Private Equity AG has a GF Score™ of 27/100, reflecting its overall financial health beyond just this single metric.
How does Castle Private Equity AG's Equity-to-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, Castle Private Equity AG ranks #150 out of 1635 companies for Equity-to-Asset. This places Castle Private Equity AG in the top 9% of its industry — outperforming the majority of peers. The industry median Equity-to-Asset is 0.83. Castle Private Equity AG's value of 0.99 is 19.3% above this benchmark. Historically, Castle Private Equity AG's own Equity-to-Asset has ranged from 0.99 to 1.00 over the past decade. While the company's 10-year median is 1.00 vs. the industry median of 0.83, Castle Private Equity AG 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 1,635 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. Castle Private Equity AG's current Equity-to-Asset of 0.99 is 19.3% 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 Castle Private Equity AG 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. Castle Private Equity AG's current Equity-to-Asset is 0.99, which is near median its own 10-year median of 1.00. 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 Equity-to-Asset of 0.99. The current Equity-to-Asset is 0.99, which is near median its 10-year median of 1.00 and 19.3% above the Asset Management industry median of 0.83. Castle Private Equity AG's overall GF Score™ is 27/100 with 2 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 Castle Private Equity AG (XSWX:CPEN), the current Equity-to-Asset is 0.99 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 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.
27GF Score
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