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Private Equity Holding AG (XSWX:PEHN) Cyclically Adjusted PS Ratio : 5.94 (As of May. 22, 2024)


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What is Private Equity Holding AG Cyclically Adjusted PS Ratio?

As of today (2024-05-22), Private Equity Holding AG's current share price is CHF72.40. Private Equity Holding AG's Cyclically Adjusted Revenue per Share for the fiscal year that ended in Mar24 was CHF12.19. Private Equity Holding AG's Cyclically Adjusted PS Ratio for today is 5.94.

The historical rank and industry rank for Private Equity Holding AG's Cyclically Adjusted PS Ratio or its related term are showing as below:

XSWX:PEHN' s Cyclically Adjusted PS Ratio Range Over the Past 10 Years
Min: 5.45   Med: 9.15   Max: 18.01
Current: 6.12

During the past 13 years, Private Equity Holding AG's highest Cyclically Adjusted PS Ratio was 18.01. The lowest was 5.45. And the median was 9.15.

XSWX:PEHN's Cyclically Adjusted PS Ratio is ranked better than
58.18% of 868 companies
in the Asset Management industry
Industry Median: 7.63 vs XSWX:PEHN: 6.12

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PS Ratio. The Cyclically Adjusted Revenue per Share is the average of the inflation adjusted revenue per share of a company over the past 10 years.

Private Equity Holding AG's adjusted revenue per share data of for the fiscal year that ended in Mar24 was CHF7.865. Add all the adjusted revenue per share for the past 10 years together and divide 10 will get our Cyclically Adjusted Revenue per Share, which is CHF12.19 for the trailing ten years ended in Mar24.

Shiller PE for Stocks: The True Measure of Stock Valuation


Private Equity Holding AG Cyclically Adjusted PS Ratio Historical Data

The historical data trend for Private Equity Holding AG's Cyclically Adjusted PS Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Private Equity Holding AG Cyclically Adjusted PS Ratio Chart

Private Equity Holding AG Annual Data
Trend Mar15 Mar16 Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24
Cyclically Adjusted PS Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 9.05 8.06 6.49 6.51 5.74

Private Equity Holding AG Semi-Annual Data
Sep14 Mar15 Sep15 Mar16 Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24
Cyclically Adjusted PS Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 6.49 - 6.51 - 5.74

Competitive Comparison of Private Equity Holding AG's Cyclically Adjusted PS Ratio

For the Asset Management subindustry, Private Equity Holding AG's Cyclically Adjusted PS Ratio, along with its competitors' market caps and Cyclically Adjusted PS Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Private Equity Holding AG's Cyclically Adjusted PS Ratio Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Private Equity Holding AG's Cyclically Adjusted PS Ratio distribution charts can be found below:

* The bar in red indicates where Private Equity Holding AG's Cyclically Adjusted PS Ratio falls into.



Private Equity Holding AG Cyclically Adjusted PS Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PS Ratio takes the Revenue per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/S calculation. Because it considers this 10-year average, it's often referred to as the CAPS Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PS Ratio.

Private Equity Holding AG's Cyclically Adjusted PS Ratio for today is calculated as

Cyclically Adjusted PS Ratio=Share Price/ Cyclically Adjusted Revenue per Share
=72.40/12.19
=5.94

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Private Equity Holding AG's Cyclically Adjusted Revenue per Share for the fiscal year that ended in Mar24 is calculated as:

For example, Private Equity Holding AG's adjusted Revenue per Share data for the fiscal year that ended in Mar24 was:

Adj_RevenuePerShare=Revenue per Share/CPI of Mar24 (Change)*Current CPI (Mar24)
=7.865/107.3549*107.3549
=7.865

Current CPI (Mar24) = 107.3549.

Private Equity Holding AG Annual Data

Revenue per Share CPI Adj_RevenuePerShare
201503 8.261 100.339 8.839
201603 6.637 99.475 7.163
201703 4.570 100.040 4.904
201803 1.374 100.836 1.463
201903 10.101 101.571 10.676
202003 6.409 101.048 6.809
202103 35.836 100.800 38.166
202203 34.723 103.205 36.119
202303 -0.071 106.245 -0.072
202403 7.865 107.355 7.865

Add all the adjusted revenue per share together and divide 10 will get our Cyclically Adjusted Revenue per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.


Private Equity Holding AG  (XSWX:PEHN) Cyclically Adjusted PS Ratio Explanation

Compared with the regular PS Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PS Ratio smoothed out the fluctuations of revenue during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PS Ratio should give similar results to regular PS Ratio.


Private Equity Holding AG Cyclically Adjusted PS Ratio Related Terms

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Private Equity Holding AG (XSWX:PEHN) Business Description

Traded in Other Exchanges
N/A
Address
Gotthardstrasse 28, Zug, CHE, CH-6302
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.

Private Equity Holding AG (XSWX:PEHN) Headlines

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