Castle Private Equity AG (XSWX:CPEN) Tax Rate %: 13.35% (As of Dec. 2025)


XSWX:CPEN Castle Private Equity AG XSWX:CPEN
33 GF Score
Price CHF3.02
! 2 Warning Signs
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What is Castle Private Equity AG Tax Rate %?

Castle Private Equity AG XSWX:CPEN 33 Tax Rate % is 13.35% as of Dec. 2025. GuruFocus rates XSWX:CPEN with a GF Score™ of 33/100. The stock has 2 warning signs investors should review.

Tax Rate % is calculated as Tax Expense divided by its Pre-Tax Income. Castle Private Equity AG's Tax Expense for the six months ended in Dec. 2025 was CHF0.21 Mil. Castle Private Equity AG's Pre-Tax Income for the six months ended in Dec. 2025 was CHF1.55 Mil. Therefore, Castle Private Equity AG's Tax Rate % for the quarter that ended in Dec. 2025 was 13.35%.

Castle Private Equity AG Tax Rate % Related Terms

Castle Private Equity AG Tax Rate % Historical Data

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The historical data trend for Castle Private Equity AG's Tax Rate % 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 Tax Rate % Chart

Castle Private Equity AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Tax Rate %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 2.07 -2.37 6.47 1.17 23.51

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
Tax Rate % 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 3.17 0.46 -0.03 79.65 13.35
XSWX:CPEN
33GF Score
Castle Private Equity AG XSWX:CPEN
Tax Rate % is just one metric. See GF Score™, valuation, warning signs, and more.
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Castle Private Equity AG Tax Rate % Calculation

Tax Rate % is the ratio of tax expense divided by pretax income, usually presented in percent.

Castle Private Equity AG's Tax Rate % for the fiscal year that ended in Dec. 2025 is calculated as

Tax Rate %=Tax Expense (A: Dec. 2025 )/Pre-Tax Income (A: Dec. 2025 )
=0.43/1.829
=23.51 %

Castle Private Equity AG's Tax Rate % for the quarter that ended in Dec. 2025 is calculated as

Tax Rate %=Tax Expense (Q: Dec. 2025 )/Pre-Tax Income (Q: Dec. 2025 )
=0.207/1.55
=13.35 %

* 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.

Frequently Asked Questions Learn more about Tax Rate % →
What does a Tax Rate % of 13.35% mean?
Castle Private Equity AG (XSWX:CPEN) has a Tax Rate % of 13.35% as of Dec. 2025.
Is Castle Private Equity AG's Tax Rate % too high?
Castle Private Equity AG's current Tax Rate % is 13.35%. Overall, Castle Private Equity AG has a GF Score™ of 33/100, reflecting its overall financial health beyond just this single metric.
How does Castle Private Equity AG's Tax Rate % compare to BLK and BX?
Castle Private Equity AG's Tax Rate % of 13.35% 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 Tax Rate % for an Asset Management company?
A good Tax Rate % depends on the Asset Management industry context. However, Tax Rate % 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 Tax Rate % mean?
A high Tax Rate % can signal that a stock is expensive relative to its fundamentals. Castle Private Equity AG's current Tax Rate % is 13.35%. 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 Tax Rate % of 13.35%. The current Tax Rate % is 13.35%. Castle Private Equity AG's overall GF Score™ is 33/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tax Rate % calculated?
Tax Rate % is calculated from a company's financial statements. For Castle Private Equity AG (XSWX:CPEN), the current Tax Rate % is 13.35% 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.
33GF Score

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Tax Rate % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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