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Partners Group Holding AG (XSWX:PGHN) Return-on-Tangible-Equity : 42.01% (As of Dec. 2023)


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What is Partners Group Holding AG Return-on-Tangible-Equity?

Return-on-Tangible-Equity is calculated as Net Income divided by its average total shareholder tangible equity. Total shareholder tangible equity equals to Total Stockholders Equity minus Intangible Assets. Partners Group Holding AG's annualized net income for the quarter that ended in Dec. 2023 was CHF904 Mil. Partners Group Holding AG's average shareholder tangible equity for the quarter that ended in Dec. 2023 was CHF2,153 Mil. Therefore, Partners Group Holding AG's annualized Return-on-Tangible-Equity for the quarter that ended in Dec. 2023 was 42.01%.

The historical rank and industry rank for Partners Group Holding AG's Return-on-Tangible-Equity or its related term are showing as below:

XSWX:PGHN' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: 35.47   Med: 41.17   Max: 58.02
Current: 45.28

During the past 13 years, Partners Group Holding AG's highest Return-on-Tangible-Equity was 58.02%. The lowest was 35.47%. And the median was 41.17%.

XSWX:PGHN's Return-on-Tangible-Equity is ranked better than
93.96% of 1673 companies
in the Asset Management industry
Industry Median: 4.52 vs XSWX:PGHN: 45.28

Partners Group Holding AG Return-on-Tangible-Equity Historical Data

The historical data trend for Partners Group Holding AG's Return-on-Tangible-Equity 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.

Partners Group Holding AG Return-on-Tangible-Equity Chart

Partners Group Holding AG Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Return-on-Tangible-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 43.63 36.32 58.02 38.84 42.63

Partners Group Holding AG Semi-Annual Data
Jun14 Dec14 Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23
Return-on-Tangible-Equity 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 67.12 38.43 49.83 51.49 42.01

Competitive Comparison of Partners Group Holding AG's Return-on-Tangible-Equity

For the Asset Management subindustry, Partners Group Holding AG's Return-on-Tangible-Equity, along with its competitors' market caps and Return-on-Tangible-Equity 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.


Partners Group Holding AG's Return-on-Tangible-Equity Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Partners Group Holding AG's Return-on-Tangible-Equity distribution charts can be found below:

* The bar in red indicates where Partners Group Holding AG's Return-on-Tangible-Equity falls into.



Partners Group Holding AG Return-on-Tangible-Equity Calculation

Partners Group Holding AG's annualized Return-on-Tangible-Equity for the fiscal year that ended in Dec. 2023 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Dec. 2023 )  (A: Dec. 2022 )(A: Dec. 2023 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Dec. 2023 )  (A: Dec. 2022 )(A: Dec. 2023 )
=1003.4/( (2341.7+2365.8 )/ 2 )
=1003.4/2353.75
=42.63 %

Partners Group Holding AG's annualized Return-on-Tangible-Equity for the quarter that ended in Dec. 2023 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Dec. 2023 )  (Q: Jun. 2023 )(Q: Dec. 2023 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Dec. 2023 )  (Q: Jun. 2023 )(Q: Dec. 2023 )
=904.4/( (1940.3+2365.8)/ 2 )
=904.4/2153.05
=42.01 %

* 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.

In the calculation of annual Return-on-Tangible-Equity, the net income of the last fiscal year and the average total shareholder tangible equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is two times the semi-annual (Dec. 2023) net income data. Return-on-Tangible-Equity is displayed in the 10-year financial page.


Partners Group Holding AG  (XSWX:PGHN) Return-on-Tangible-Equity Explanation

Return-on-Tangible-Equity measures the rate of return on the ownership interest (shareholder's tangible equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' tangible equity (shareholders equity minus intangibles). Return-on-Tangible-Equity shows how well a company uses investment funds to generate earnings growth. Return-on-Tangible-Equitys between 15% and 20% are considered desirable.


Be Aware

Net Income is used.

Because a company can increase its Return-on-Tangible-Equity by having more financial leverage, it is important to watch the leverage ratio when investing in high Return-on-Tangible-Equity companies. Like Return-on-Tangible-Asset, Return-on-Tangible-Equity is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their Return-on-Tangible-Equitys can be extremely high.


Partners Group Holding AG Return-on-Tangible-Equity Related Terms

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Partners Group Holding AG (XSWX:PGHN) Business Description

Traded in Other Exchanges
Address
Zugerstrasse 57, Baar, Zug, CHE, 6341
Partners Group Holding AG is a publicly-traded, private-market investment group with worldwide operations, primarily in North America and Europe. The company's investments originate mostly from its private equity, private debt, private real estate, and private infrastructure deal flow. Partners Group emphasizes a high hurdle in its selectivity rate. The company seeks to identify a diverse set of high-quality assets that are best positioned to benefit from sectoral and transformative growth trends across regions. It also takes an active role in supporting its investment acquisitions in executing their respective strategies, often through industry collaboration.

Partners Group Holding AG (XSWX:PGHN) Headlines

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