Private Equity Holding AG offers institutional and private investors the opportunity to invest in a broadly diversified private equity portfolio within a simple legal and tax-optimized structure. The company's investment is managed by Alpha Associates. Their business model consists of Investing in Private Equity Fund, Acquisition of Fund interest on the Secondary markets, and direct co-investments. It has a presence in the United States of America, Europe, and the Rest of the World.

Financial Strength

3/10

Name	Current	Vs Industry	Vs History
Equity-to-Asset	0.88
Debt-to-Equity	0.14
Debt-to-EBITDA	N/A	N/A	N/A
Interest Coverage	N/A	N/A	N/A
Piotroski F-Score	4/9	0 1 2 3 4 5 6 7 8 9
WACC vs ROIC		WACC ROIC

Growth Rank

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	-39.7
	3-Year EPS without NRI Growth Rate	-40.4
	3-Year Book Growth Rate	4.7

Momentum Rank

5/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	64.73
	9-Day RSI	56.6
	14-Day RSI	53.07
	6-1 Month Momentum %	-7.07
	12-1 Month Momentum %	4.41

Liquidity Ratio

	Name	Current	Vs Industry		Vs History

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	Dividend Yield %	1.44
	Dividend Payout Ratio	0.13
	3-Year Dividend Growth Rate	24.1
	Forward Dividend Yield %	1.44
	5-Year Yield-on-Cost %	1.08
	3-Year Average Share Buyback Ratio	0.9
	Shareholder Yield %	-1.22

Profitability Rank

3/10

	Name	Current	Vs Industry		Vs History
	Net Margin %	95.75
	FCF Margin %	-6.5
	ROE %	4.98
	ROA %	4.4
	Years of Profitability over Past 10-Year	9

GF Value Rank

	Name	Current	Vs Industry		Vs History
	PE Ratio	9.26
	PE Ratio without NRI	9.26
	Shiller PE Ratio	5.82
	PEG Ratio	0.78
	PS Ratio	8.86
	PB Ratio	0.45
	Price-to-Tangible-Book	0.45
	EV-to-Revenue	11.51
	EV-to-FCF	-175.81
	Price-to-Projected-FCF	0.51
	Price-to-Peter-Lynch-Fair-Value	0.78
	Price-to-Graham-Number	0.43
	FCF Yield %	-0.75
	Forward Rate of Return (Yacktman) %	14.58

Financials (Next Earnings Date:2025-05-10 Est.)

Annual Quarterly TTM

XSWX:PEHN's 30-Y Financials

AAPL

Income Statement Breakdown FY

Annual Quarterly

No Enough Data

AAPL

Balance Sheet Breakdown

Annual Quarterly

No Enough Data

AAPL

Cashflow Statement Breakdown

Annual Quarterly

No Enough Data

Historical Operating Revenue by Business Segment

Value % YoY

Historical Operating Revenue by Geographic Region

Value % YoY

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5-Step DuPont Analysis as of

Annual Quarterly

No Enough Data

Guru Trades

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Peter Lynch Chart

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Interactive Chart

Performance

Dividend

Log

Bar

Annualized Return %

Symbol	1 Week	1 Month	3 Months	6 Months	YTD	1 Year	3 Years	5 Years	10 Years

Total Annual Return %

Symbol	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015

Private Equity Holding AG Executives

Details

GF Value

XSWX:PEHN

Valuation Chart

Year:

Warning Signs

Warning! GuruFocus detected 2 Severe warning signs with PEHN. Try a 7-Day Free Trial to check it out.

Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil CHF)	19.524
	EPS (TTM) (CHF)	7.516
	Beta	0.41
	Volatility %	17.75
	14-Day RSI	53.07
	14-Day ATR (CHF)	0.834964
	20-Day SMA (CHF)	69.07
	12-1 Month Momentum %	4.41
	52-Week Range (CHF)	65 - 78
	Shares Outstanding (Mil)	2.47

Piotroski F-Score Details

Year:

	Component	Result
	Piotroski F-Score	4
	Positive ROA
	Positive CFROA
	Higher ROA yoy
	CFROA > ROA
	Lower Leverage yoy
	Higher Current Ratio yoy
	Less Shares Outstanding yoy
	Higher Gross Margin yoy
	Higher Asset Turnover yoy

Private Equity Holding AG Filings

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

Private Equity Holding AG Stock Events

Financials Calendars

	Event	Date	Price(CHF)
No Event Data

Private Equity Holding AG Frequently Asked Questions

What is Private Equity Holding AG(XSWX:PEHN)'s stock price today?

The current price of XSWX:PEHN is CHF69.60. The 52 week high of XSWX:PEHN is CHF78.00 and 52 week low is CHF65.00.

When is next earnings date of Private Equity Holding AG(XSWX:PEHN)?

The next earnings date of Private Equity Holding AG(XSWX:PEHN) is 2025-05-10 Est..

Does Private Equity Holding AG(XSWX:PEHN) pay dividends? If so, how much?

The Dividend Yield % of Private Equity Holding AG(XSWX:PEHN) is 1.44% (As of Today), Highest Dividend Payout Ratio of Private Equity Holding AG(XSWX:PEHN) was 0.64. The lowest was 0.02. And the median was 0.24. The Forward Dividend Yield % of Private Equity Holding AG(XSWX:PEHN) is 1.44%. For more information regarding to dividend, please check our Dividend Page.

Press Release

	Subject	Date
No Press Release

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