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Partners Group Holding AG (MEX:PGHN) 1-Year ROIIC % : -12.50% (As of Jun. 2024)


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What is Partners Group Holding AG 1-Year ROIIC %?

1-Year Return on Invested Incremental Capital (1-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 1-year. Partners Group Holding AG's 1-Year ROIIC % for the quarter that ended in Jun. 2024 was -12.50%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Partners Group Holding AG's 1-Year ROIIC % or its related term are showing as below:

MEX:PGHN's 1-Year ROIIC % is ranked worse than
70.42% of 639 companies
in the Asset Management industry
Industry Median: 2.59 vs MEX:PGHN: -12.50

Partners Group Holding AG 1-Year ROIIC % Historical Data

The historical data trend for Partners Group Holding AG's 1-Year ROIIC % 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.

Partners Group Holding AG 1-Year ROIIC % Chart

Partners Group Holding AG Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
1-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 25.85 62.12 62.92 479.81 -1.93

Partners Group Holding AG Semi-Annual Data
Dec14 Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24
1-Year ROIIC % 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 79.01 479.81 607.25 -1.93 -12.50

Competitive Comparison of Partners Group Holding AG's 1-Year ROIIC %

For the Asset Management subindustry, Partners Group Holding AG's 1-Year ROIIC %, along with its competitors' market caps and 1-Year ROIIC % 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's 1-Year ROIIC % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Partners Group Holding AG's 1-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Partners Group Holding AG's 1-Year ROIIC % falls into.



Partners Group Holding AG 1-Year ROIIC % Calculation

Partners Group Holding AG's 1-Year ROIIC % for the quarter that ended in Jun. 2024 is calculated as:

1-Year ROIIC %=1-Year Incremental Net Operating Profit After Taxes (NOPAT)**/1-Year Incremental Invested Capital
=( 19082.1306 (Jun. 2024) - 21190.8257 (Jun. 2023) )/( 92346.601 (Jun. 2024) - 68904.998 (Jun. 2023) )
=-2108.6951/23441.603
=-9.00%***

* 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.

** TTM data of NOPAT and Invested Capital was used to calculate 1-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.


Partners Group Holding AG  (MEX:PGHN) 1-Year ROIIC % Explanation

Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.

High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

Be Aware

It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.


Partners Group Holding AG 1-Year ROIIC % Related Terms

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Partners Group Holding AG Business Description

Traded in Other Exchanges
Address
Zugerstrasse 57, Baar, Zug, CHE, 6341
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, semi-liquid open-ended funds alongside traditional closed-end funds.

Partners Group Holding AG Headlines

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