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Private Equity Holding AG (XSWX:PEHN) Equity-to-Asset : 0.88 (As of Sep. 2023)


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What is Private Equity Holding AG Equity-to-Asset?

Equity to Asset ratio is calculated as total stockholders equity divided by total asset. Private Equity Holding AG's Total Stockholders Equity for the quarter that ended in Sep. 2023 was CHF368.77 Mil. Private Equity Holding AG's Total Assets for the quarter that ended in Sep. 2023 was CHF418.30 Mil. Therefore, Private Equity Holding AG's Equity to Asset Ratio for the quarter that ended in Sep. 2023 was 0.88.

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

XSWX:PEHN' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.64   Med: 0.88   Max: 1
Current: 0.88

During the past 13 years, the highest Equity to Asset Ratio of Private Equity Holding AG was 1.00. The lowest was 0.64. And the median was 0.88.

XSWX:PEHN's Equity-to-Asset is ranked better than
57.79% of 1727 companies
in the Asset Management industry
Industry Median: 0.83 vs XSWX:PEHN: 0.88

Private Equity Holding AG Equity-to-Asset Historical Data

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

* Premium members only.

Private Equity Holding AG Equity-to-Asset Chart

Private Equity Holding AG Annual Data
Trend Mar14 Mar15 Mar16 Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23
Equity-to-Asset
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.82 0.81 0.84 0.91 0.89

Private Equity Holding AG Semi-Annual Data
Mar14 Sep14 Mar15 Sep15 Mar16 Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23
Equity-to-Asset 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 - 0.91 0.90 0.89 0.88

Competitive Comparison of Private Equity Holding AG's Equity-to-Asset

For the Asset Management subindustry, Private Equity Holding 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.


Private Equity Holding AG's Equity-to-Asset Distribution in the Asset Management Industry

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

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



Private Equity Holding 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.

Private Equity Holding AG's Equity to Asset Ratio for the fiscal year that ended in Mar. 2023 is calculated as

Equity to Asset (A: Mar. 2023 )=Total Stockholders Equity/Total Assets
=376.641/421.352
=0.89

Private Equity Holding AG's Equity to Asset Ratio for the quarter that ended in Sep. 2023 is calculated as

Equity to Asset (Q: Sep. 2023 )=Total Stockholders Equity/Total Assets
=368.772/418.302
=0.88

* 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  (XSWX:PEHN) 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%.


Private Equity Holding AG Equity-to-Asset Related Terms

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Private Equity Holding AG (XSWX:PEHN) Business Description

Traded in Other Exchanges
N/A
Address
Gotthardstrasse 28, Zug, CHE, CH-6302
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.

Private Equity Holding AG (XSWX:PEHN) Headlines

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