Castle Private Equity AG (XSWX:CPEN) ROE % Adjusted to Book Value: 8.12% (As of Dec. 2025)


XSWX:CPEN Castle Private Equity AG XSWX:CPEN
32 GF Score
Price CHF3.00
! 2 Warning Signs
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What is Castle Private Equity AG ROE % Adjusted to Book Value?

Castle Private Equity AG XSWX:CPEN +4.90% 32 ROE % Adjusted to Book Value is 8.12% as of Dec. 2025. GuruFocus rates XSWX:CPEN with a GF Score™ of 32/100. The stock has 2 warning signs investors should review.

Castle Private Equity AG's ROE % for the quarter that ended in Dec. 2025 was 5.60%. Castle Private Equity AG's PB Ratio for the quarter that ended in Dec. 2025 was 0.69. Castle Private Equity AG's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was 8.12%.

Castle Private Equity AG ROE % Adjusted to Book Value Related Terms

Castle Private Equity AG ROE % Adjusted to Book Value Historical Data

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The historical data trend for Castle Private Equity AG's ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value Chart

Castle Private Equity AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 24.09 -17.37 6.71 -5.93 3.54

Castle Private Equity AG Semi-Annual Data
Dec15 Jun16 Dec16 Jun17 Dec17 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
ROE % Adjusted to Book Value 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 12.46 -25.14 18.91 0.29 8.12

XSWX:CPEN vs BLK, BX, KKR: ROE % Adjusted to Book Value Comparison

For the Asset Management subindustry, Castle Private Equity AG's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Castle Private Equity AG's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Castle Private Equity AG's ROE % Adjusted to Book Value falls into.


XSWX:CPEN
32GF Score
Castle Private Equity AG XSWX:CPEN
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Castle Private Equity AG ROE % Adjusted to Book Value Calculation

Castle Private Equity AG's ROE % Adjusted to Book Value for the fiscal year that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=2.44% / 0.69
=3.54%

Castle Private Equity AG's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=5.60% / 0.69
=8.12%

* 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.

What does a ROE % Adjusted to Book Value of 8.12% mean?
Castle Private Equity AG (XSWX:CPEN) has a ROE % Adjusted to Book Value of 8.12% as of Dec. 2025. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Castle Private Equity AG and its competitors.
Is Castle Private Equity AG's ROE % Adjusted to Book Value too high?
Castle Private Equity AG's current ROE % Adjusted to Book Value is 8.12%. Overall, Castle Private Equity AG has a GF Score™ of 32/100, reflecting its overall financial health beyond just this single metric.
How does Castle Private Equity AG's ROE % Adjusted to Book Value compare to BLK and BX?
Castle Private Equity AG's ROE % Adjusted to Book Value of 8.12% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % Adjusted to Book Value for an Asset Management company?
A good ROE % Adjusted to Book Value depends on the Asset Management industry context. However, ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Castle Private Equity AG and its competitors. Castle Private Equity AG's current ROE % Adjusted to Book Value is 8.12%. 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 ROE % Adjusted to Book Value of 8.12%. The current ROE % Adjusted to Book Value is 8.12%. Castle Private Equity AG's overall GF Score™ is 32/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For Castle Private Equity AG (XSWX:CPEN), the current ROE % Adjusted to Book Value is 8.12% 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 Business Description

Other Exchanges 0QOO:UKCLQN:Germany
Address Schutzenstrasse 6, Pfaffikon, CHE, CH-8808
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.
32GF Score

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ROE % Adjusted to Book Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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