Castle Private Equity AGXSWX:CPEN 33 Return-on-Tangible-Asset is 5.53% as of Dec. 2025, which is 118% above its 10-year median of 2.54. GuruFocus rates XSWX:CPEN with a GF Score™ of 33/100. The stock has 2 warning signs investors should review. Among 1,635 Asset Management companies, Castle Private Equity AG ranks worse than 58.41% on this metric.
Return-on-Tangible-Asset is calculated as Net Income divided by its average total tangible assets. Total tangible assets equals to Total Assets minus Intangible Assets. Castle Private Equity AG's annualizedNet Income for the quarter that ended in Dec. 2025 was CHF2.69 Mil. Castle Private Equity AG's average total tangible assets for the quarter that ended in Dec. 2025 was CHF48.58 Mil. Therefore, Castle Private Equity AG's annualized Return-on-Tangible-Asset for the quarter that ended in Dec. 2025 was 5.53%.
The historical rank and industry rank for Castle Private Equity AG's Return-on-Tangible-Asset or its related term are showing as below:
XSWX:CPEN'
s Return-on-Tangible-Asset Range Over the Past 10 Years
Min: -13.67 Med: 2.54 Max: 16.79
Current: 2.56
During the past 13 years, Castle Private Equity AG's highest Return-on-Tangible-Asset was 16.79%. The lowest was -13.67%. And the median was 2.54%.
XSWX:CPEN's Return-on-Tangible-Asset is ranked worse than 58.41% of 1635
companies
in the Asset Management industry
Industry Median: 4.14
vs XSWX:CPEN: 2.56
Castle Private Equity AG (XSWX:CPEN) Return-on-Tangible-Asset Explanation
Return-on-Tangible-Asset measures the rate of return on the average total tangible assets (total assets minus intangible assets). Tangible means physical in nature. Intangible Assets are assets that are not physical in nature, and typically "derive their value from legal or intellectual rights." Return-on-Tangible-Asset measures a firm's efficiency at generating profits from its tangible assets. It shows how well a company uses what it has to generate earnings. Return-on-Tangible-Assets can vary drastically across industries. Therefore, Return-on-Tangible-Asset should not be used to compare companies in different industries.
Be Aware
Like ROE and ROA, Return-on-Tangible-Asset is calculated with only 12 months data. Fluctuations in the companys earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. Return-on-Tangible-Asset can be affected by events such as stock buyback or issuance, and by a companys tax rate and its interest payment. Return-on-Tangible-Asset may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).
Many analysts argue the higher return the better. Buffett states that really high Return-on-Tangible-Asset may indicate vulnerability in the durability of the competitive advantage.
Castle Private Equity AG Return-on-Tangible-Asset Related Terms
Castle Private Equity AG Return-on-Tangible-Asset Historical Data
* Premium members only.
The historical data trend for Castle Private Equity AG's Return-on-Tangible-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.
Castle Private Equity AG Return-on-Tangible-Asset Chart
XSWX:CPEN vs BLK, BX, KKR: Return-on-Tangible-Asset Comparison
For the Asset Management subindustry, Castle Private Equity AG's Return-on-Tangible-Asset, along with its competitors' market caps and Return-on-Tangible-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 Return-on-Tangible-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Castle Private Equity AG's Return-on-Tangible-Asset distribution charts can be found below:
* The bar in red indicates where Castle Private Equity AG's Return-on-Tangible-Asset 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.
In the calculation of annual Return-on-Tangible-Asset, the net income of the last fiscal year and the average total tangible assets over the fiscal year are used. In calculating the quarterly data,
the Net Income data used here is two times the semi-annual (Dec. 2025) net income data.
What does a Return-on-Tangible-Asset of 5.53% mean?
Castle Private Equity AG (XSWX:CPEN) has a Return-on-Tangible-Asset of 5.53% as of Dec. 2025. Return on tangible assets is the ratio of current-period net income to average two-period tangible assets. View historical data on Castle Private Equity AG and its competitors. This is 118% above median its historical median of 2.54. According to the industry distribution chart, Castle Private Equity AG ranks #955 out of 1635 companies in the Asset Management industry, placing it in the top 58.4%.
Is Castle Private Equity AG's Return-on-Tangible-Asset too high?
Castle Private Equity AG's current Return-on-Tangible-Asset of 5.53% is 118% above median its 10-year median of 2.54. The Asset Management industry median Return-on-Tangible-Asset is 4.14. Castle Private Equity AG's value of 5.53% is 33.6% above this industry median. Based on the distribution chart, Castle Private Equity AG ranks #955 out of 1635 companies in the Asset Management industry, which is below the industry midpoint. Overall, Castle Private Equity AG has a GF Score™ of 33/100, reflecting its overall financial health beyond just this single metric.
How does Castle Private Equity AG's Return-on-Tangible-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, Castle Private Equity AG ranks #955 out of 1635 companies for Return-on-Tangible-Asset. This places Castle Private Equity AG in the lower half of its industry. The industry median Return-on-Tangible-Asset is 4.14. Castle Private Equity AG's value of 5.53% is 33.6% above this benchmark. While the company's 10-year median is 2.54 vs. the industry median of 4.14, 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 Return-on-Tangible-Asset for an Asset Management company?
The median Return-on-Tangible-Asset among Asset Management companies is 4.14, based on 1,635 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Asset significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Castle Private Equity AG's current Return-on-Tangible-Asset of 5.53% is 33.6% 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 Return-on-Tangible-Asset mean?
A high Return-on-Tangible-Asset can signal that a stock is expensive relative to its fundamentals. Return on tangible assets is the ratio of current-period net income to average two-period tangible assets. View historical data on Castle Private Equity AG and its competitors. For the Asset Management industry, the median Return-on-Tangible-Asset is 4.14 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Castle Private Equity AG's current Return-on-Tangible-Asset is 5.53%, which is 118% above median its own 10-year median of 2.54. 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 Return-on-Tangible-Asset of 5.53%. The current Return-on-Tangible-Asset is 5.53%, which is 118% above median its 10-year median of 2.54 and 33.6% above the Asset Management industry median of 4.14. Castle Private Equity AG's overall GF Score™ is 33/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Return-on-Tangible-Asset calculated?
Return-on-Tangible-Asset is calculated from a company's financial statements. For Castle Private Equity AG (XSWX:CPEN), the current Return-on-Tangible-Asset is 5.53% 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.
33GF Score
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