Castle Private Equity AGXSWX:CPEN +4.90%32 Shareholder Yield % is 11.81% as of Dec. 2025, which is 62% below its 10-year median of 31.39. GuruFocus rates XSWX:CPEN with a GF Score™ of 32/100. The stock has 2 warning signs investors should review. Among 1,473 Asset Management companies, Castle Private Equity AG ranks better than 82.82% on this metric.
Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. It is a measure of shareholder return.
As of today, Castle Private Equity AG's Shareholder Yield % was 11.81%.
Castle Private Equity AG (XSWX:CPEN) Shareholder Yield % Explanation
Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. The term was coined by William W. Priest of Epoch Investment Partners in a paper in 2005 entitled The Case for Shareholder Yield as a Dominant Driver of Future Equity Returns. William Priest indicated that "shareholder yield is a term that we came up with to reflect the various ways dividends can be paid to owners of a business in a publicly-traded company."
Dividend Yield % shows how much a company pays out in dividends each year relative to its stock price, which is most obvious form of shareholder return.
Buyback Yield % is the net repurchase of shares outstanding over the market capital of the company. Shares repurchases also increase shareholder value by returning the money back to shareholders.
Net Debt Paydown Yield % is the change in average of four quarters of company's total debt over a company's market cap. Assuming the total value of a company remains that same, shareholder value is increased as debt is reduced.
Castle Private Equity AG Shareholder Yield % Related Terms
Castle Private Equity AG Shareholder Yield % Historical Data
* 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 Shareholder Yield % Chart
XSWX:CPEN vs BLK, BX, KKR: Shareholder Yield % Comparison
For the Asset Management subindustry, Castle Private Equity AG's Shareholder Yield %, along with its competitors' market caps and Shareholder Yield % 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 Shareholder Yield % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Castle Private Equity AG's Shareholder Yield % distribution charts can be found below:
* The bar in red indicates where Castle Private Equity AG's Shareholder Yield % 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.
* All the data are calculated by TTM values. Note that if a companies is traded in several exchanges, then we calculate the company level data for Shareholder Yield % using the primary share class stock data. The calculation result in definition page is for demonstration purpose only, and it's showing the share class level data. Therefore, the numbers in the calculation may differ from elsewhere if the stock is not a primary share.
Castle Private Equity AG (XSWX:CPEN) has a Shareholder Yield % of 11.81% as of Dec. 2025. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on Castle Private Equity AG and its competitors. This is 62% below median its historical median of 31.39. Over the past decade, Castle Private Equity AG's Shareholder Yield % has ranged from 2.96 to 126.78. According to the industry distribution chart, Castle Private Equity AG ranks #253 out of 1473 companies in the Asset Management industry, placing it in the top 17.2%.
Is Castle Private Equity AG's Shareholder Yield % too high?
Castle Private Equity AG's current Shareholder Yield % of 11.81% is 62% below median its 10-year median of 31.39. Over the past 10 years, this metric has ranged from a low of 2.96 to a high of 126.78. The Asset Management industry median Shareholder Yield % is 4.19. Castle Private Equity AG's value of 11.81% is 181.9% above this industry median. Based on the distribution chart, Castle Private Equity AG ranks #253 out of 1473 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. 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 Shareholder Yield % compare to BLK and BX?
According to the Asset Management industry distribution chart, Castle Private Equity AG ranks #253 out of 1473 companies for Shareholder Yield %. This places Castle Private Equity AG in the top 17% of its industry — outperforming the majority of peers. The industry median Shareholder Yield % is 4.19. Castle Private Equity AG's value of 11.81% is 181.9% above this benchmark. Historically, Castle Private Equity AG's own Shareholder Yield % has ranged from 2.96 to 126.78 over the past decade. While the company's 10-year median is 31.39 vs. the industry median of 4.19, Castle Private Equity 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 Shareholder Yield % for an Asset Management company?
The median Shareholder Yield % among Asset Management companies is 4.19, based on 1,473 companies in the industry. Companies in the top quartile (top 25%) have a Shareholder Yield % significantly above this median, while those in the bottom quartile fall well below. However, Shareholder Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Castle Private Equity AG's current Shareholder Yield % of 11.81% is 181.9% 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 Shareholder Yield % mean?
A high Shareholder Yield % can signal that a stock is expensive relative to its fundamentals. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on Castle Private Equity AG and its competitors. For the Asset Management industry, the median Shareholder Yield % is 4.19 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Castle Private Equity AG's current Shareholder Yield % is 11.81%, which is 62% below median its own 10-year median of 31.39. 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 Shareholder Yield % of 11.81%. The current Shareholder Yield % is 11.81%, which is 62% below median its 10-year median of 31.39 and 181.9% above the Asset Management industry median of 4.19. 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 Shareholder Yield % calculated?
Shareholder Yield % is calculated from a company's financial statements. For Castle Private Equity AG (XSWX:CPEN), the current Shareholder Yield % is 11.81% 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 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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