PGPHF:OTO-Partners Grp Hldg Zug (USD)

COMMON STOCK | Asset Management | OTC Pink

Last Closing

USD 1353.03

Change

-26.76 (-1.94)%

Market Cap

USD 13.75B

Volume

1.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Partners Group Holding AG is a private markets investment management firm with EUR 34 billion in investment programs under management in private equity, private debt, private real estate and private infrastructure.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-24 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
BX Blackstone Group Inc

N/A

USD 146.15B
BLK BlackRock Inc

N/A

USD 114.32B
KKR KKR & Co LP

N/A

USD 100.08B
APO Apollo Global Management LLC C..

N/A

USD 65.93B
BN Brookfield Corp

N/A

USD 63.45B
BK Bank of New York Mellon

N/A

USD 43.39B
AMP Ameriprise Financial Inc

N/A

USD 42.10B
ARES Ares Management LP

N/A

USD 41.45B
OWL Blue Owl Capital Inc

N/A

USD 23.90B
STT State Street Corp

N/A

USD 21.43B

ETFs Containing PGPHF

DEEF Xtrackers FTSE Developed .. 0.00 % 0.35 %

N/A

USD 0.06B

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange (OTC Pink)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -6.59% 3% F 18% F
Dividend Return 3.03% 57% F 84% B
Total Return -3.56% 7% C- 21% F
Trailing 12 Months  
Capital Gain 49.81% 98% N/A 91% A-
Dividend Return 4.86% 39% F 66% D+
Total Return 54.67% 98% N/A 91% A-
Trailing 5 Years  
Capital Gain 89.27% 97% N/A 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 89.27% 95% A 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 18.63% 97% N/A 82% B
Dividend Return 20.29% 95% A 82% B
Total Return 1.65% 7% C- 39% F
Risk Return Profile  
Volatility (Standard Deviation) 41.10% 8% B- 25% F
Risk Adjusted Return 49.36% 87% B+ 71% C-
Market Capitalization 13.75B 97% N/A 93% A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector