Pengana Private Equity Trust (ASX:PE1) Risk Assessment

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
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.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
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.

ASX:PE1 Pengana Private Equity Trust ASX:PE1
55 GF Score
Price A$1.49
GF Value A$1.08
Valuation Significantly Overvalued
! 4 Warning Signs
View Full Analysis

What is Pengana Private Equity Trust Risk Assessment?

Risk Assessment represents the investment risk of a stock derived from our exclusive method. It suggests how risky the investment opportunity is based on the valuation and the fundamental performance of the stock. It is derived from following key aspects:

1. GuruFocus internally developed valuations of the stock, such as GF valuation.
2. Quality Rank, a business quality indicator developed by GuruFocus.
3. Fundamental performance: Piotroski F-Score, Altman Z-Score, Beneish M-Score, etc.
4. Growth opportunities: 5-year revenue growth rate, 5-Year EPS without NRI Growth Rate, etc.

Value investors are always willing to find undervalued stocks. However, not all the undervalued stocks are good deals, we should also be careful of how risky the investment opportunity is. We believe that if the company's financial strength and profitability are strong, and the stock price is within a reasonable range of the GF valuation, or stock has a high return with its price being undervalued, then it might be a good investment opportunity with low risk.

Based on those aspects listed above, GuruFocus believes the risk assessment of Pengana Private Equity Trust is: High Risk: High uncertainty with risk-return tradeoff.

Pengana Private Equity Trust  (ASX:PE1) Risk Assessment Explanation

Based on the four aspects listed above, GuruFocus provides the following 7 evaluations:

All-in-One Screener Examples (1)
Low Risk: Strong fundamentals, worth long-term holding
Moderate Risk: Sensitive, better choose undervalued stock
High Risk: High uncertainty with risk-return tradeoff
High Risk: Good fundamentals, beware of shrinking business
High Risk: Sensitive to economic or industry trends
High Risk: High uncertainty
No Data: Cannot be evaluated

(1) These are some simple examples. You can access our Risk Assessment filter under All-in-One Screener’s Fundamental tab and set your own criteria.

Pengana Private Equity Trust Risk Assessment Related Terms

ASX:PE1 vs BLK, BX, KKR: Risk Assessment Comparison

For the Asset Management subindustry, Pengana Private Equity Trust's Risk Assessment, along with its competitors' market caps and Risk Assessment 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.

Pengana Private Equity Trust Risk Assessment vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Pengana Private Equity Trust's Risk Assessment distribution charts can be found below:

* The bar in red indicates where Pengana Private Equity Trust's Risk Assessment falls into.


ASX:PE1
55GF Score
Pengana Private Equity Trust ASX:PE1
Risk Assessment is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Is Pengana Private Equity Trust (ASX:PE1) Overvalued in 2026?

Based on GuruFocus' analysis, Pengana Private Equity Trust stock appears to be overvalued. The current stock price of A$1.49 is trading 37.5% above its estimated GF Value™ of A$1.08. GuruFocus considers Pengana Private Equity Trust to be Significantly Overvalued.

Key valuation signals for ASX:PE1:

  • Risk Assessment:
  • GF Value™: A$1.08 vs. price of A$1.49 (37.5% above fair value)
  • GF Score™: 55/100 with 4 warning signs

No single metric tells the full story. See the ASX:PE1 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Pengana Private Equity Trust Business Description

Address 1 Farrer Place, Suite 27.01, Level 27, Governor Philip Tower, Sydney, NSW, AUS, 2000
Pengana Private Equity Trust is an Australia-based company engaged in providing a diversified portfolio of private market investments via a listed investment trust structure. The Trust's investment objective is to generate, over an investment horizon of at least 10 years, returns and capital growth through a selective and diversified approach to private markets.
55GF Score

Get the complete analysis for ASX:PE1

Risk Assessment is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

A$1.49
Price
A$1.08
GF Value