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Private Equity Holding AGXSWX:PEHN -2.21%31 Return-on-Tangible-Asset is 4.47% as of Mar. 2026, which is 1% below its 10-year median of 4.50. GuruFocus rates XSWX:PEHN with a GF Score™ of 31/100. The stock has 3 warning signs investors should review. Among 1,632 Asset Management companies, Private Equity Holding AG ranks worse than 81.74% 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. Private Equity Holding AG's annualizedNet Income for the quarter that ended in Mar. 2026 was CHF16.49 Mil. Private Equity Holding AG's average total tangible assets for the quarter that ended in Mar. 2026 was CHF369.11 Mil. Therefore, Private Equity Holding AG's annualized Return-on-Tangible-Asset for the quarter that ended in Mar. 2026 was 4.47%.
The historical rank and industry rank for Private Equity Holding AG's Return-on-Tangible-Asset or its related term are showing as below:
XSWX:PEHN'
s Return-on-Tangible-Asset Range Over the Past 10 Years
Min: -3.52 Med: 4.5 Max: 25.75
Current: -3.52
During the past 13 years, Private Equity Holding AG's highest Return-on-Tangible-Asset was 25.75%. The lowest was -3.52%. And the median was 4.50%.
XSWX:PEHN's Return-on-Tangible-Asset is ranked worse than 81.74% of 1632
companies
in the Asset Management industry
Industry Median: 4.51
vs XSWX:PEHN: -3.52
Private Equity Holding AG (XSWX:PEHN) 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.
Private Equity Holding AG Return-on-Tangible-Asset Related Terms
Private Equity Holding AG Return-on-Tangible-Asset Historical Data
* Premium members only.
The historical data trend for Private Equity Holding 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.
Private Equity Holding AG Return-on-Tangible-Asset Chart
XSWX:PEHN vs BLK, BX, KKR: Return-on-Tangible-Asset Comparison
For the Asset Management subindustry, Private Equity Holding 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.
Private Equity Holding AG Return-on-Tangible-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Private Equity Holding AG's Return-on-Tangible-Asset distribution charts can be found below:
* The bar in red indicates where Private Equity Holding 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 (Mar. 2026) net income data.
What does a Return-on-Tangible-Asset of 4.47% mean?
Private Equity Holding AG (XSWX:PEHN) has a Return-on-Tangible-Asset of 4.47% as of Mar. 2026. Return on tangible assets is the ratio of current-period net income to average two-period tangible assets. View historical data on Private Equity Holding AG and its competitors. This is near median its historical median of 4.50. According to the industry distribution chart, Private Equity Holding AG ranks #1334 out of 1632 companies in the Asset Management industry, placing it in the top 81.7%.
Is Private Equity Holding AG's Return-on-Tangible-Asset too high?
Private Equity Holding AG's current Return-on-Tangible-Asset of 4.47% is near median its 10-year median of 4.50. The Asset Management industry median Return-on-Tangible-Asset is 4.51. Private Equity Holding AG's value of 4.47% is 0.9% below this industry median. Based on the distribution chart, Private Equity Holding AG ranks #1334 out of 1632 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Private Equity Holding AG has a GF Score™ of 31/100, reflecting its overall financial health beyond just this single metric.
How does Private Equity Holding AG's Return-on-Tangible-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, Private Equity Holding AG ranks #1334 out of 1632 companies for Return-on-Tangible-Asset. This places Private Equity Holding AG in the lower half of its industry. The industry median Return-on-Tangible-Asset is 4.51. Private Equity Holding AG's value of 4.47% is 0.9% below this benchmark. While the company's 10-year median is 4.50 vs. the industry median of 4.51, Private Equity Holding 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 Return-on-Tangible-Asset for an Asset Management company?
The median Return-on-Tangible-Asset among Asset Management companies is 4.51, based on 1,632 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. Private Equity Holding AG's current Return-on-Tangible-Asset of 4.47% is 0.9% 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 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 Private Equity Holding AG and its competitors. For the Asset Management industry, the median Return-on-Tangible-Asset is 4.51 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Private Equity Holding AG's current Return-on-Tangible-Asset is 4.47%, which is near median its own 10-year median of 4.50. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Private Equity Holding AG stock overvalued right now?
Private Equity Holding AG (XSWX:PEHN) has a current Return-on-Tangible-Asset of 4.47%. The current Return-on-Tangible-Asset is 4.47%, which is near median its 10-year median of 4.50 and 0.9% below the Asset Management industry median of 4.51. Private Equity Holding AG's overall GF Score™ is 31/100 with 3 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 Private Equity Holding AG (XSWX:PEHN), the current Return-on-Tangible-Asset is 4.47% as of Mar. 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.
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.
31GF Score
Get the complete analysis for XSWX:PEHN
Return-on-Tangible-Asset is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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