Partners Group Holding AG (STU:P2H) Tariff Resilience Score: 8/10 (As of Jul. 12, 2026)


STU:P2H Partners Group Holding AG STU:P2H
73 GF Score
Price €743.60
GF Value €1,452.85
Valuation Significantly Undervalued
! 4 Warning Signs
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What is Partners Group Holding AG Tariff Resilience Score?

Partners Group Holding AG STU:P2H +1.92% 73 Tariff Resilience Score is 8 as of Jul. 12, 2026. GuruFocus rates STU:P2H with a GF Score™ of 73/100 and a GF Value™ of €1,452.85 (Significantly Undervalued). The stock has 4 warning signs investors should review. Among 1,692 Asset Management companies, Partners Group Holding AG ranks better than 90.48% on this metric.

Partners Group Holding AG has the Tariff Resilience Score of 8, which implies that the company might have Highly Resilient.

Partners Group Holding AG has Partners Group Holding AG is a global private markets investment manager. Its exposure to tariffs is indirect, through its portfolio companies. The firm's diversified investments and ability to shift focus geographically provide resilience against tariff impacts.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Partners Group Holding AG might have Highly Resilient.

Partners Group Holding AG  (STU:P2H) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Partners Group Holding AG Tariff Resilience Score Related Terms

STU:P2H vs BLK, BX, KKR: Tariff Resilience Score Comparison

For the Asset Management subindustry, Partners Group Holding AG's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score 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 Tariff Resilience Score vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Partners Group Holding AG's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Partners Group Holding AG's Tariff Resilience Score falls into.


STU:P2H
73GF Score
Partners Group Holding AG STU:P2H
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 8 mean?
Partners Group Holding AG (STU:P2H) has a Tariff Resilience Score of 8 as of Jul. 12, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Partners Group Holding AG ranks #161 out of 1692 companies in the Asset Management industry, placing it in the top 9.5%.
Is Partners Group Holding AG's Tariff Resilience Score too high?
Partners Group Holding AG's current Tariff Resilience Score is 8. Based on the distribution chart, Partners Group Holding AG ranks #161 out of 1692 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 73/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Partners Group Holding AG's Tariff Resilience Score compare to BLK and BX?
According to the Asset Management industry distribution chart, Partners Group Holding AG ranks #161 out of 1692 companies for Tariff Resilience Score. This places Partners Group Holding AG in the top 10% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for an Asset Management company?
A good Tariff Resilience Score depends on the Asset Management industry context. However, Tariff Resilience Score 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 Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Partners Group Holding AG's current Tariff Resilience Score is 8. 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 (STU:P2H) is currently considered Significantly Undervalued. The stock's GF Value™ is €1,452.85, compared to a current price of €743.60 — trading 48.8% below its estimated fair value. The current Tariff Resilience Score is 8. Partners Group Holding AG's overall GF Score™ is 73/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Partners Group Holding AG (STU:P2H), the current Tariff Resilience Score is 8 as of Jul. 12, 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.

Is Partners Group Holding AG (STU:P2H) Overvalued in 2026?

Based on GuruFocus' analysis, Partners Group Holding AG stock appears to be undervalued. The current stock price of €743.60 is trading 48.8% below its estimated GF Value™ of €1,452.85. GuruFocus considers Partners Group Holding AG to be Significantly Undervalued.

Key valuation signals for STU:P2H:

  • Tariff Resilience Score: 8
  • GF Value™: €1,452.85 vs. price of €743.60 (48.8% below fair value)
  • GF Score™: 73/100 with 4 warning signs

No single metric tells the full story. See the STU:P2H stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Partners Group Holding AG Business Description

Address Unternehmer-Park 3, Baar, Zug, CHE, 6340
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.
73GF Score

Get the complete analysis for STU:P2H

Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€743.60
Price
€1,452.85
GF Value