Private Equity (Switzerland) Performance
| PEHN Stock | CHF 69.80 0.20 0.29% |
Private Equity has a performance score of 2 on a scale of 0 to 100. The company holds a Beta of 0.27, which implies not very significant fluctuations relative to the market. As returns on the market increase, Private Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Private Equity is expected to be smaller as well. Private Equity Holding right now holds a risk of 1.41%. Please check Private Equity Holding information ratio, total risk alpha, maximum drawdown, as well as the relationship between the jensen alpha and treynor ratio , to decide if Private Equity Holding will be following its historical price patterns.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Private Equity Holding are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable basic indicators, Private Equity is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
| Begin Period Cash Flow | 218 K |
Private |
Private Equity Relative Risk vs. Return Landscape
If you would invest 6,860 in Private Equity Holding on September 13, 2024 and sell it today you would earn a total of 120.00 from holding Private Equity Holding or generate 1.75% return on investment over 90 days. Private Equity Holding is generating 0.0425% of daily returns and assumes 1.4108% volatility on return distribution over the 90 days horizon. Simply put, 12% of stocks are less volatile than Private, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Private Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Private Equity's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Private Equity Holding, and traders can use it to determine the average amount a Private Equity's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0301
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PEHN |
Estimated Market Risk
| 1.41 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Private Equity is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Private Equity by adding it to a well-diversified portfolio.
Private Equity Fundamentals Growth
Private Stock prices reflect investors' perceptions of the future prospects and financial health of Private Equity, and Private Equity fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Private Stock performance.
| Return On Equity | 0.11 | |||
| Return On Asset | 0.0632 | |||
| Profit Margin | 0.92 % | |||
| Operating Margin | 0.97 % | |||
| Shares Outstanding | 2.51 M | |||
| Price To Earning | 28.38 X | |||
| Price To Book | 0.47 X | |||
| Price To Sales | 2.00 X | |||
| Revenue | 85.86 M | |||
| EBITDA | 85.88 M | |||
| Cash And Equivalents | 2.53 M | |||
| Cash Per Share | 0.93 X | |||
| Total Debt | 33.99 M | |||
| Debt To Equity | 15.80 % | |||
| Book Value Per Share | 156.58 X | |||
| Cash Flow From Operations | 32.63 M | |||
| Earnings Per Share | 15.93 X | |||
| Total Asset | 424.25 M | |||
About Private Equity Performance
Evaluating Private Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Private Equity has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Private Equity has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Private Equity Holding AG specializes in fund of funds, secondary indirect investments and selective direct co-investments. The investments of Private Equity Holding AG are mainly made through its offshore subsidiaries. Private Equity operates under Asset Management classification in Switzerland and traded on Switzerland Exchange.Things to note about Private Equity Holding performance evaluation
Checking the ongoing alerts about Private Equity for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Private Equity Holding help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 12.0% of the company outstanding shares are owned by corporate insiders |
- Analyzing Private Equity's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Private Equity's stock is overvalued or undervalued compared to its peers.
- Examining Private Equity's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Private Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Private Equity's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Private Equity's stock. These opinions can provide insight into Private Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Private Stock Analysis
When running Private Equity's price analysis, check to measure Private Equity's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Private Equity is operating at the current time. Most of Private Equity's value examination focuses on studying past and present price action to predict the probability of Private Equity's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Private Equity's price. Additionally, you may evaluate how the addition of Private Equity to your portfolios can decrease your overall portfolio volatility.