PGPHF:OTO-Partners Grp Hldg Zug (USD)

COMMON STOCK | Asset Management | OTC Pink

Last Closing

USD 1323.78

Change

0.00 (0.00)%

Market Cap

USD 13.75B

Volume

N/A

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: 2024-04-28 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
IVSBF Investor AB ser. B

N/A

USD 79.49B
IVSXF Investor AB (publ)

N/A

USD 79.49B
TGOPF 3i Group plc

+0.53 (+1.41%)

USD 36.19B
TGOPY 3i Group PLC ADR

+0.27 (+1.45%)

USD 36.19B
EQBBF EQT AB (publ)

N/A

USD 35.53B
LGGNF Legal & General Group Plc

+0.10 (+3.21%)

USD 18.42B
LGGNY Legal & General Group Plc

+0.09 (+0.58%)

USD 17.92B
IVTBF Investment AB Latour (publ)

N/A

USD 15.98B
AMDUF Amundi SA

N/A

USD 15.07B
JBARF Julius Bär Gruppe AG

+0.01 (+0.01%)

USD 12.31B

ETFs Containing PGPHF

DEEF Xtrackers FTSE Developed .. 0.00 % 0.35 %

+0.15 (+0.49%)

USD 0.05B

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 -8.61% 36% F 38% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -8.61% 33% F 36% F
Trailing 12 Months  
Capital Gain 36.90% 91% A- 85% B
Dividend Return 4.14% 37% F 54% F
Total Return 41.04% 89% A- 85% B
Trailing 5 Years  
Capital Gain 72.92% 84% B 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 72.92% 82% B 83% B
Average Annual (5 Year Horizon)  
Capital Gain 17.92% 68% D+ 64% D
Dividend Return 19.49% 68% D+ 62% D
Total Return 1.57% 25% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 40.93% 54% F 57% F
Risk Adjusted Return 47.61% 87% B+ 85% B
Market Capitalization 13.75B 98% N/A 97% N/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:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

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.

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 Dividend Growth

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