Private Equity Holding (PEHN) Fair Value & Analysis
Financial Services · CH · Market cap CHF 150M
Fair value as of: Jul 18, 2026
From 2 valuation models · updated 23 days ago
Fair value updated Jul 18, 2026, revised from CHF 67.95 to CHF 13.99 (−79.4%) since Jun 26, 2026. Share price −2.5% over the past month.
A solid business, but screening 77% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (CHF 19.26). The favourable scenario is already priced in.
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
- Solid but not exceptional quality (61/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range (CHF 7.77 to CHF 19.26) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.
How to read this chart
60‑month range CHF 51.69 – CHF 94.02 · fair‑value band CHF 7.77 – CHF 19.26 · the CHF 62.00 price screens above the CHF 13.99 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.
Analysis
Private Equity Holding (PEHN) currently trades at CHF 62.00, while our model-based Fair Value estimate is CHF 13.99, implying the stock looks roughly 77.4% overvalued today. The Quality Score stands at 61/100 (solid quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: low).
Revenue declined 35.6% year over year. It earns a return on equity of -3.6%. Net debt stands at CHF 15.6M. Fundamentals as of Jul 18, 2026
Our scenario range runs from CHF 7.77 (bear case) to CHF 19.26 (bull case); at CHF 62.00, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 11% below its 52-week high and 9% above its 52-week low, currently below its 200-day average. For context, the median of 10 Financial Services peers we cover trades at -12% fair-value upside, at -77%, PEHN screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 2 models by family
Widest divergence: Multiples (CHF 134.13) versus Asset-Based (CHF 105.73). Highest evidence: P/B Multiple (55).
Notify me when PEHN reaches fair value
Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 55 · Market factors (momentum, volatility) 52
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Private Equity Holding AG specializes in fund of funds, secondary indirect investments and selective direct co-investments. With fund of funds investments, it seeks to invest in venture funds, buyout funds, special situation, secondary and balanced funds. Private Equity Holding AG will not invest in early stage venture or mega-buyout funds.
Full company description
Private Equity Holding AG specializes in fund of funds, secondary indirect investments and selective direct co-investments. With fund of funds investments, it seeks to invest in venture funds, buyout funds, special situation, secondary and balanced funds. Private Equity Holding AG will not invest in early stage venture or mega-buyout funds. Investments in venture fund are primarily in the technology sector with a focus on Internet, telecommunications, information technology, and life sciences and other high-tech sectors such as semiconductors and electronics. In direct investments, the fund prefers to invest with its partner fund or as pre-IPO financings in the form of convertible loans. The fund prefers to invest in mid venture, late venture, middle market, early stage, developmental stage, management buyouts, management buyins, succession issues, bridge financings, spin-offs, distressed situations, turnaround and mature companies. The fund also considers participation in PIPES. It prefers to invest in private equity funds and companies active in the European Developed Markets, with a particular focus on Switzerland, Germany, France and United Kingdom, as well as, Central and Eastern Europe, Israel and the United States. It makes expansion or developmental investments in companies with sales in excess of $1 million. The investments of Private Equity Holding AG are mainly made through its offshore subsidiaries. It seeks to take a majority stake.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Private Equity Holding reported revenue of −CHF 12.6M in FY2026 versus CHF 85.9M in FY2022. Reported net income was −CHF 14.0M in FY2026.
of which total revenue +10.8 pp · buybacks/dilution +3.5 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
PEHN screens 77% overvalued. Compare with Fondul Proprietatea SA →
Peer Group
Asset Management · 971 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Asset Management median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 45/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Asset Management stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Fondul Proprietatea SA FP | $0.0420 | $0.0800 | +90% |
| BlackRock, Inc BLK | $1,136 | $465.75 | -59% |
| Blackstone Inc BX | $124.56 | $16.35 | -87% |
| Investor AB INVEB | kr 423.70 | kr 847.40 | +100% |
| Brookfield Corporation BN | C$62.45 | C$10.12 | -84% |
| KKR & Co KKR | $100.94 | $44.88 | -56% |
| AB Industrivärden INDUA | kr 532.50 | kr 1,065 | +100% |
| Jio Financial Services Limited JIOFIN | ₹242.98 | ₹40.19 | -83% |
| Hedef Holding HEDEF | 267.25 TRY | 320.98 TRY | +20% |
| Bajaj Holdings BAJAJHLDNG | ₹10,398 | ₹9,202 | -12% |
Compare Private Equity Holding with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Financial Services stocks →
Frequently asked questions
Is Private Equity Holding (PEHN) overvalued or undervalued?
What is the fair value of PEHN?
What is the quality score of PEHN?
What is the net profit margin of PEHN?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track Private Equity Holding and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.