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Private Equity Holding AG (XSWX:PEHN) Return-on-Tangible-Equity : 3.76% (As of Sep. 2023)


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What is Private Equity Holding AG Return-on-Tangible-Equity?

Return-on-Tangible-Equity is calculated as Net Income divided by its average total shareholder tangible equity. Total shareholder tangible equity equals to Total Stockholders Equity minus Intangible Assets. Private Equity Holding AG's annualized net income for the quarter that ended in Sep. 2023 was CHF14.02 Mil. Private Equity Holding AG's average shareholder tangible equity for the quarter that ended in Sep. 2023 was CHF372.71 Mil. Therefore, Private Equity Holding AG's annualized Return-on-Tangible-Equity for the quarter that ended in Sep. 2023 was 3.76%.

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

XSWX:PEHN' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -1.36   Med: 8.7   Max: 31.3
Current: -1.36

During the past 13 years, Private Equity Holding AG's highest Return-on-Tangible-Equity was 31.30%. The lowest was -1.36%. And the median was 8.70%.

XSWX:PEHN's Return-on-Tangible-Equity is ranked worse than
75.15% of 1674 companies
in the Asset Management industry
Industry Median: 4.505 vs XSWX:PEHN: -1.36

Private Equity Holding AG Return-on-Tangible-Equity Historical Data

The historical data trend for Private Equity Holding AG's Return-on-Tangible-Equity 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 Return-on-Tangible-Equity Chart

Private Equity Holding AG Annual Data
Trend Mar14 Mar15 Mar16 Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23
Return-on-Tangible-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 10.46 6.43 31.30 23.62 -0.24

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
Return-on-Tangible-Equity 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 35.13 15.44 5.62 -6.42 3.76

Competitive Comparison of Private Equity Holding AG's Return-on-Tangible-Equity

For the Asset Management subindustry, Private Equity Holding AG's Return-on-Tangible-Equity, along with its competitors' market caps and Return-on-Tangible-Equity 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 Return-on-Tangible-Equity Distribution in the Asset Management Industry

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

* The bar in red indicates where Private Equity Holding AG's Return-on-Tangible-Equity falls into.



Private Equity Holding AG Return-on-Tangible-Equity Calculation

Private Equity Holding AG's annualized Return-on-Tangible-Equity for the fiscal year that ended in Mar. 2023 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Mar. 2023 )  (A: Mar. 2022 )(A: Mar. 2023 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Mar. 2023 )  (A: Mar. 2022 )(A: Mar. 2023 )
=-0.923/( (396.453+376.641 )/ 2 )
=-0.923/386.547
=-0.24 %

Private Equity Holding AG's annualized Return-on-Tangible-Equity for the quarter that ended in Sep. 2023 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Sep. 2023 )  (Q: Mar. 2023 )(Q: Sep. 2023 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Sep. 2023 )  (Q: Mar. 2023 )(Q: Sep. 2023 )
=14.022/( (376.641+368.772)/ 2 )
=14.022/372.7065
=3.76 %

* 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-Equity, the net income of the last fiscal year and the average total shareholder tangible equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is two times the semi-annual (Sep. 2023) net income data. Return-on-Tangible-Equity is displayed in the 10-year financial page.


Private Equity Holding AG  (XSWX:PEHN) Return-on-Tangible-Equity Explanation

Return-on-Tangible-Equity measures the rate of return on the ownership interest (shareholder's tangible equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' tangible equity (shareholders equity minus intangibles). Return-on-Tangible-Equity shows how well a company uses investment funds to generate earnings growth. Return-on-Tangible-Equitys between 15% and 20% are considered desirable.


Be Aware

Net Income is used.

Because a company can increase its Return-on-Tangible-Equity by having more financial leverage, it is important to watch the leverage ratio when investing in high Return-on-Tangible-Equity companies. Like Return-on-Tangible-Asset, Return-on-Tangible-Equity is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their Return-on-Tangible-Equitys can be extremely high.


Private Equity Holding AG Return-on-Tangible-Equity 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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