Private Equity Holding AG (PEHN.SW) — Stock Score Summary

Private Equity Holding AG (PEHN.SW) has a MoatMap StockRank of 19/100 based on Quality (27/100), Value (39/100), and Momentum (38/100) factor scores. The current signal is STRONG SELL. Private Equity Holding AG offers exposure to private equity funds but lacks the direct operational control, high ROIC, and asset-light compounding characteristics required by our Terry Smith lens.

Private Equity Holding AG is a Swiss investment company that offers institutional and private investors access to a diversified portfolio of primary and secondary private equity funds and direct co-investments. The company's competitive advantage lies in its long-standing relationships with top-tier global private equity managers and its structured, risk-managed investment approach. It operates as a specialized, closed-end investment vehicle listed on the SIX Swiss Exchange.

Key Financial Metrics

Price$81.67
Market Cap$198M
Price/Book0.44
Return on Equity-3.6%
Debt/Equity4.16
Gross Margin0.0%
Operating Margin94.0%
Revenue Growth-35.6%
Dividend Yield0.8%
Free Cash Flow$-15M

Private Equity Holding AG operates in the Asset Management industry, part of the Financial Services sector (Switzerland).

Frequently Asked Questions

What is Private Equity Holding AG’s (PEHN.SW) StockRank?
MoatMap’s StockRank for Private Equity Holding AG (PEHN.SW) is 19/100, with a Strong Sell signal. It is a composite of Quality (27), Value (39), and Momentum (38) factor ranks across MoatMap’s 19,000+ stock universe.
Does Private Equity Holding AG have an economic moat?
Private Equity Holding AG (PEHN.SW) has a Quality factor score of 27/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Private Equity Holding AG a buy, hold, or sell?
MoatMap’s current signal for Private Equity Holding AG (PEHN.SW) is Strong Sell, based on a StockRank of 19/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Private Equity Holding AG in?
Private Equity Holding AG (PEHN.SW) operates in the Financial Services sector, specifically the Asset Management industry (Switzerland).
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