Castle Private Equity AG (XSWX:CPEN) GF Value Rank: 2 (As of Jul. 14, 2026) — Near Median

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Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
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Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

XSWX:CPEN Castle Private Equity AG XSWX:CPEN
32 GF Score
Price CHF3.02
! 2 Warning Signs
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What is Castle Private Equity AG GF Value Rank?

Castle Private Equity AG XSWX:CPEN 32 GF Value Rank is 2 as of Jul. 14, 2026, which is at its 10-year median of 2.00. GuruFocus rates XSWX:CPEN with a GF Score™ of 32/100. The stock has 2 warning signs investors should review.

Castle Private Equity AG has the GF Value Rank of 2.

GF Value Rank evaluates the exclusive GuruFocus valuation and performance of a stock, rated on a scale from 1 to 10. It is determined by the price-to-GF-Value (P/GF Value) ratio, a proprietary metric calculated based on historical multiples along with an adjustment factor based on a company's past returns and growth and future estimates of the business' performance.

GuruFocus found that for valuation, we cannot simply give stocks a better GF Value rank simply because they have a lower P/GF Value ratio. Backtesting shows that over the long term, the two worst-performing groups are the most expensive group (with the highest P/GF Value ratio) and the least expensive group (with the lowest P/GF Value ratio).

We can understand why the most expensive group underperforms. We were initially puzzled by the underperformance of the least expensive group, but we realized there is a reason why some stocks are super cheap. If they look too undervalued, it is often because the businesses behind them are poor quality. The market realized this and gave them low valuations. In a way, the market is efficient.

After multiple backtesting analyses, we granted the stocks in third-cheapest percentile the highest GF Value rank, as they have performed the best over a full market cycle. Stock performance is actually not as sensitive to valuation as it is to growth and profitability. On average, the companies in the 20%-50% valuation groups have similar performances. Therefore, we should avoid the most expensive and the least expensive stocks. We can be more tolerant of valuation.

A higher score indicates a stock with a relatively low valuation and substantial potential for outperformance. Conversely, a lower score often reflects stocks that are either highly overvalued or deeply undervalued, both of which tend to underperform.

Please click GF Score to see more details on the GF Score's 5 Key Aspects of Analysis.

Castle Private Equity AG GF Value Rank Related Terms

XSWX:CPEN vs BLK, BX, KKR: GF Value Rank Comparison

For the Asset Management subindustry, Castle Private Equity AG's GF Value Rank, along with its competitors' market caps and GF Value Rank 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 GF Value Rank vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Castle Private Equity AG's GF Value Rank distribution charts can be found below:

* The bar in red indicates where Castle Private Equity AG's GF Value Rank falls into.


XSWX:CPEN
32GF Score
Castle Private Equity AG XSWX:CPEN
GF Value Rank is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about GF Value Rank →
What does a GF Value Rank of 2 mean?
Castle Private Equity AG (XSWX:CPEN) has a GF Value Rank of 2 as of Jul. 14, 2026. GF Value Rank is given based on historical multiples along with past returns, growth and future estimates of the business' performance. View historical data on Castle Private Equity AG and its competitors. This is near median its historical median of 2.00. Over the past decade, Castle Private Equity AG's GF Value Rank has ranged from 1.00 to 4.00.
Is Castle Private Equity AG's GF Value Rank too high?
Castle Private Equity AG's current GF Value Rank of 2 is near median its 10-year median of 2.00. Over the past 10 years, this metric has ranged from a low of 1.00 to a high of 4.00. 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 GF Value Rank compare to BLK and BX?
Castle Private Equity AG's GF Value Rank of 2 can be compared against companies in the Asset Management industry. Historically, Castle Private Equity AG's own GF Value Rank has ranged from 1.00 to 4.00 over the past decade. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good GF Value Rank for an Asset Management company?
A good GF Value Rank depends on the Asset Management industry context. However, GF Value Rank should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high GF Value Rank mean?
A high GF Value Rank can signal that a stock is expensive relative to its fundamentals. GF Value Rank is given based on historical multiples along with past returns, growth and future estimates of the business' performance. View historical data on Castle Private Equity AG and its competitors. Castle Private Equity AG's current GF Value Rank is 2, which is near median its own 10-year median of 2.00. 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 GF Value Rank of 2. The current GF Value Rank is 2, which is near median its 10-year median of 2.00. 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 GF Value Rank calculated?
GF Value Rank is calculated from a company's financial statements. For Castle Private Equity AG (XSWX:CPEN), the current GF Value Rank is 2 as of Jul. 14, 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.

Castle Private Equity AG Business Description

Other Exchanges 0QOO:UKCLQN:Germany
Address Schutzenstrasse 6, Pfaffikon, CHE, CH-8808
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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GF Value Rank is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF3.02
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