Private Equity Holding AG (XSWX:PEHN) ROC (Joel Greenblatt) %: % (As of Mar. 2026)

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.

XSWX:PEHN Private Equity Holding AG XSWX:PEHN
31 GF Score
Price CHF63.40
! 3 Warning Signs
View Full Analysis

What is Private Equity Holding AG ROC (Joel Greenblatt) %?

Private Equity Holding AG XSWX:PEHN +1.28% 31 ROC (Joel Greenblatt) % is % as of Mar. 2026. GuruFocus rates XSWX:PEHN with a GF Score™ of 31/100. The stock has 3 warning signs investors should review. Among 630 Asset Management companies, Private Equity Holding AG ranks worse than 158730% on this metric.

ROC (Joel Greenblatt) % does not apply to banks and insurance companies.

XSWX:PEHN
31GF Score
Private Equity Holding AG XSWX:PEHN
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis
What does a ROC (Joel Greenblatt) % of % mean?
Private Equity Holding AG (XSWX:PEHN) has a ROC (Joel Greenblatt) % of % as of Mar. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Private Equity Holding AG and its competitors. According to the industry distribution chart, Private Equity Holding AG ranks #999999 out of 630 companies in the Asset Management industry.
Is Private Equity Holding AG's ROC (Joel Greenblatt) % too high?
Private Equity Holding AG's current ROC (Joel Greenblatt) % is %. Based on the distribution chart, Private Equity Holding AG ranks #999999 out of 630 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 ROC (Joel Greenblatt) % compare to BLK and BX?
According to the Asset Management industry distribution chart, Private Equity Holding AG ranks #999999 out of 630 companies for ROC (Joel Greenblatt) %. This places Private Equity Holding AG in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 63.03. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for an Asset Management company?
The median ROC (Joel Greenblatt) % among Asset Management companies is 63.03, based on 630 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % 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 ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Private Equity Holding AG and its competitors. For the Asset Management industry, the median ROC (Joel Greenblatt) % is 63.03 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Private Equity Holding AG's current ROC (Joel Greenblatt) % is %. 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 ROC (Joel Greenblatt) % of %. The current ROC (Joel Greenblatt) % is %. 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 ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Private Equity Holding AG (XSWX:PEHN), the current ROC (Joel Greenblatt) % is % 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 Business Description

Address Bahnhofstrasse 13, Zurich, CHE, 8001
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

ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF63.40
Price