Partners Group (Switzerland) Performance
| PGHN Stock | CHF 1,195 14.00 1.19% |
Partners Group has a performance score of 2 on a scale of 0 to 100. The company holds a Beta of 0.24, which implies not very significant fluctuations relative to the market. As returns on the market increase, Partners Group's returns are expected to increase less than the market. However, during the bear market, the loss of holding Partners Group is expected to be smaller as well. Partners Group Holding right now holds a risk of 1.36%. Please check Partners Group Holding maximum drawdown, potential upside, and the relationship between the treynor ratio and value at risk , to decide if Partners Group Holding will be following its historical price patterns.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Partners Group Holding are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable basic indicators, Partners Group is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
| Begin Period Cash Flow | 1.2 B | |
| Total Cashflows From Investing Activities | -21.8 M |
Partners |
Partners Group Relative Risk vs. Return Landscape
If you would invest 117,550 in Partners Group Holding on January 30, 2024 and sell it today you would earn a total of 1,950 from holding Partners Group Holding or generate 1.66% return on investment over 90 days. Partners Group Holding is generating 0.0352% of daily returns and assumes 1.3613% volatility on return distribution over the 90 days horizon. Simply put, 12% of stocks are less volatile than Partners, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Partners Group Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Partners Group's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Partners Group Holding, and traders can use it to determine the average amount a Partners Group's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0259
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| Negative Returns | PGHN |
Estimated Market Risk
| 1.36 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Partners Group is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Partners Group by adding it to a well-diversified portfolio.
Partners Group Fundamentals Growth
Partners Stock prices reflect investors' perceptions of the future prospects and financial health of Partners Group, and Partners Group fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Partners Stock performance.
| Return On Equity | 0.61 | |||
| Return On Asset | 0.24 | |||
| Profit Margin | 0.55 % | |||
| Operating Margin | 0.64 % | |||
| Current Valuation | 23.99 B | |||
| Shares Outstanding | 26.08 M | |||
| Price To Earning | 31.90 X | |||
| Price To Book | 11.14 X | |||
| Price To Sales | 9.12 X | |||
| Revenue | 2.59 B | |||
| EBITDA | 1.77 B | |||
| Cash And Equivalents | 307.3 M | |||
| Cash Per Share | 11.78 X | |||
| Total Debt | 849 M | |||
| Debt To Equity | 0.54 % | |||
| Book Value Per Share | 79.73 X | |||
| Cash Flow From Operations | 701.8 M | |||
| Earnings Per Share | 49.15 X | |||
| Total Asset | 4.83 B | |||
About Partners Group Performance
To evaluate Partners Group Holding Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Partners Group generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Partners Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Partners Group Holding market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Partners's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Partners Group Holding AG is a private equity firm specializing in direct, secondary, and primary investments across private equity, private real estate, private infrastructure, and private debt. Partners Group Holding AG was founded in 1996 and is based in Baar, Switzerland with additional offices across North America, South America, Europe, Australia, and Asia. PARTNERS GROUP operates under Asset Management classification in Switzerland and is traded on Switzerland Exchange. It employs 1657 people.Things to note about Partners Group Holding performance evaluation
Checking the ongoing alerts about Partners Group for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Partners Group Holding help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 17.0% of the company outstanding shares are owned by corporate insiders |
- Analyzing Partners Group's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Partners Group's stock is overvalued or undervalued compared to its peers.
- Examining Partners Group's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Partners Group's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Partners Group's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Partners Group's stock. These opinions can provide insight into Partners Group's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Partners Group Holding. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
Complementary Tools for Partners Stock analysis
When running Partners Group's price analysis, check to measure Partners Group's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Partners Group is operating at the current time. Most of Partners Group's value examination focuses on studying past and present price action to predict the probability of Partners Group's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Partners Group's price. Additionally, you may evaluate how the addition of Partners Group to your portfolios can decrease your overall portfolio volatility.
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