The historical rank and industry rank for Partners Group Holding AG's ROE % or its related term are showing as below:
XSWX:PGHN'
s ROE % Range Over the Past 10 Years
Min: 35.28 Med: 41.87 Max: 60.23
Current: 60.23
During the past 13 years, Partners Group Holding AG's highest ROE % was 60.23%. The lowest was 35.28%. And the median was 41.87%.
XSWX:PGHN's ROE % is ranked better than 97.64% of 1609
companies
in the Asset Management industry
Industry Median: 6.52
vs XSWX:PGHN: 60.23
Partners Group Holding AG (XSWX:PGHN) ROE % Explanation
ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.
The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:
Note:
The net income data used here is two times the semi-annual (Dec. 2025) net income data. The Revenue data used here is two times the semi-annual (Dec. 2025) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.
* 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.
Be Aware
Net Income is used.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % 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 ROE %s can be extremely high.
* 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.
For the Asset Management subindustry, Partners Group Holding AG's ROE %, along with its competitors' market caps and ROE % 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.
Partners Group Holding AG ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Partners Group Holding AG's ROE % distribution charts can be found below:
* The bar in red indicates where Partners Group Holding AG's ROE % 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 ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data,
the net income data used here is two times the semi-annual (Dec. 2025) net income data.
ROE % is displayed in the 30-year financial page.
Partners Group Holding AG (XSWX:PGHN) has a ROE % of 70.62% as of Dec. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Partners Group Holding AG and its competitors. This is 69% above median its historical median of 41.87. Over the past decade, Partners Group Holding AG's ROE % has ranged from 35.28 to 60.23. According to the industry distribution chart, Partners Group Holding AG ranks #38 out of 1609 companies in the Asset Management industry, placing it in the top 2.4%.
Is Partners Group Holding AG's ROE % too high?
Partners Group Holding AG's current ROE % of 70.62% is 69% above median its 10-year median of 41.87. Over the past 10 years, this metric has ranged from a low of 35.28 to a high of 60.23. The Asset Management industry median ROE % is 6.52. Partners Group Holding AG's value of 70.62% is 983.1% above this industry median. Based on the distribution chart, Partners Group Holding AG ranks #38 out of 1609 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Partners Group Holding AG has a GF Score™ of 80/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Partners Group Holding AG's ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Partners Group Holding AG ranks #38 out of 1609 companies for ROE %. This places Partners Group Holding AG in the top 2% of its industry — outperforming the majority of peers. The industry median ROE % is 6.52. Partners Group Holding AG's value of 70.62% is 983.1% above this benchmark. Historically, Partners Group Holding AG's own ROE % has ranged from 35.28 to 60.23 over the past decade. While the company's 10-year median is 41.87 vs. the industry median of 6.52, Partners Group Holding AG has consistently been above 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 ROE % for an Asset Management company?
The median ROE % among Asset Management companies is 6.52, based on 1,609 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Partners Group Holding AG's current ROE % of 70.62% is 983.1% above 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 ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Partners Group Holding AG and its competitors. For the Asset Management industry, the median ROE % is 6.52 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Partners Group Holding AG's current ROE % is 70.62%, which is 69% above median its own 10-year median of 41.87. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Partners Group Holding AG stock overvalued right now?
Based on GuruFocus' analysis, Partners Group Holding AG (XSWX:PGHN) is currently considered Significantly Undervalued. The stock's GF Value™ is CHF1,369.94, compared to a current price of CHF651.80 — trading 52.4% below its estimated fair value. The current ROE % is 70.62%, which is 69% above median its 10-year median of 41.87 and 983.1% above the Asset Management industry median of 6.52. Partners Group Holding AG's overall GF Score™ is 80/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For Partners Group Holding AG (XSWX:PGHN), the current ROE % is 70.62% 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.
Is Partners Group Holding AG (XSWX:PGHN) Overvalued in 2026?
Based on GuruFocus' analysis, Partners Group Holding AG stock appears to be undervalued.
The current stock price of CHF651.80 is trading 52.4% below its estimated GF Value™ of CHF1,369.94.
GuruFocus considers Partners Group Holding AG to be Significantly Undervalued.
Key valuation signals for XSWX:PGHN:
ROE %: 70.62% (69% above median its 10-year median of 41.87)
GF Value™: CHF1,369.94 vs. price of CHF651.80 (52.4% below fair value)
Industry Position: 983.1% above the Asset Management median (#38 of 1609)
No single metric tells the full story. See the XSWX:PGHN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Partners Group is a Swiss-based global alternative asset manager founded in 1996. It manages funds invested in private equity, private credit, real estate, and infrastructure. Most of Partners Group's assets are invested in Europe and the Americas, with a smaller exposure to Asia and the Middle East. Partners Group operates a differentiated business model, offering bespoke client solutions through diversified portfolios tailored to each client individually, semiliquid open-ended funds, alongside traditional closed-end funds.
80GF Score
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