Castle Private Equity AGXSWX:CPEN +4.90%32 Pretax Margin % is 86.88% as of Dec. 2025, which is 0% below its 10-year median of 87.09. GuruFocus rates XSWX:CPEN with a GF Score™ of 32/100. The stock has 2 warning signs investors should review. Among 1,572 Asset Management companies, Castle Private Equity AG ranks worse than 59.03% on this metric.
The historical rank and industry rank for Castle Private Equity AG's Pretax Margin % or its related term are showing as below:
XSWX:CPEN'
s Pretax Margin % Range Over the Past 10 Years
Min: 57.94 Med: 87.09 Max: 139.08
Current: 74.65
XSWX:CPEN's Pretax Margin % is ranked worse than 59.03% of 1572
companies
in the Asset Management industry
Industry Median: 89.62
vs XSWX:CPEN: 74.65
Castle Private Equity AG (XSWX:CPEN) Pretax Margin % Explanation
The pretax margin, as know as pretax profit margin, is widely used to measure the operating efficiency of a company before deducting taxes.
The pretax margin is sometimes preferred over the net margin as tax expenditures can make profitability comparisons between companies misleading.
It is a useful tool to compare companies operating in the same sector and less effective when comparing companies from other sectors as each industry generally has different operating expenses and sales patterns.
The long term trend of the pretax margin is a good indicator of the competitiveness and health of the business.
Castle Private Equity AG Pretax Margin % Related Terms
Castle Private Equity AG Pretax Margin % 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: Pretax Margin % Comparison
For the Asset Management subindustry, Castle Private Equity AG's Pretax Margin %, along with its competitors' market caps and Pretax Margin % 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 Pretax Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Castle Private Equity AG's Pretax Margin % distribution charts can be found below:
* The bar in red indicates where Castle Private Equity AG's Pretax Margin % falls into.
* 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 Pretax Margin % of 86.88% as of Dec. 2025. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Castle Private Equity AG and its competitors. This is near median its historical median of 87.09. Over the past decade, Castle Private Equity AG's Pretax Margin % has ranged from 57.94 to 139.08. According to the industry distribution chart, Castle Private Equity AG ranks #928 out of 1572 companies in the Asset Management industry, placing it in the top 59%.
Is Castle Private Equity AG's Pretax Margin % too high?
Castle Private Equity AG's current Pretax Margin % of 86.88% is near median its 10-year median of 87.09. Over the past 10 years, this metric has ranged from a low of 57.94 to a high of 139.08. The Asset Management industry median Pretax Margin % is 89.62. Castle Private Equity AG's value of 86.88% is 3.1% below this industry median. Based on the distribution chart, Castle Private Equity AG ranks #928 out of 1572 companies in the Asset Management industry, which is below the industry midpoint. 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 Pretax Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, Castle Private Equity AG ranks #928 out of 1572 companies for Pretax Margin %. This places Castle Private Equity AG in the lower half of its industry. The industry median Pretax Margin % is 89.62. Castle Private Equity AG's value of 86.88% is 3.1% below this benchmark. Historically, Castle Private Equity AG's own Pretax Margin % has ranged from 57.94 to 139.08 over the past decade. While the company's 10-year median is 87.09 vs. the industry median of 89.62, Castle Private Equity 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 Pretax Margin % for an Asset Management company?
The median Pretax Margin % among Asset Management companies is 89.62, based on 1,572 companies in the industry. Companies in the top quartile (top 25%) have a Pretax Margin % significantly above this median, while those in the bottom quartile fall well below. However, Pretax Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Castle Private Equity AG's current Pretax Margin % of 86.88% is 3.1% 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 Pretax Margin % mean?
A high Pretax Margin % can signal that a stock is expensive relative to its fundamentals. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Castle Private Equity AG and its competitors. For the Asset Management industry, the median Pretax Margin % is 89.62 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Castle Private Equity AG's current Pretax Margin % is 86.88%, which is near median its own 10-year median of 87.09. 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 Pretax Margin % of 86.88%. The current Pretax Margin % is 86.88%, which is near median its 10-year median of 87.09 and 3.1% below the Asset Management industry median of 89.62. 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 Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For Castle Private Equity AG (XSWX:CPEN), the current Pretax Margin % is 86.88% 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.
32GF Score
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