Private Equity Holding AG (PEHN) fair value: what the stock is really worth
As of Sep 24, 2026: fair value of Private Equity Holding AG CHF 123, price CHF 60.20, upside +104.7%, quality 61 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 23, 2026.
How to read this chart
60‑month range CHF 53.93 – CHF 94.02 · fair‑value band CHF 92.40 – CHF 154.00 · the CHF 60.20 price screens below the CHF 123.20 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 23, 2026.
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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.
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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.
Stock analysis
Private Equity Holding AG (PEHN) currently trades at CHF 60.20, while our model-based Fair Value estimate is CHF 123.20, implying the stock looks roughly 51.1% undervalued today.
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Valuation
How firm this estimate is: it rests on 4 models at a data quality of 96/100, which puts the evidence level at low.
Scenario range: CHF 92.40 (bear) to CHF 154.00 (bull), the price of CHF 60.20 sits below it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 61/100 (solid quality), in the Financial Services sector.
Weak Growth: Revenue is shrinking: the last year, the last three and the last five years are all negative.
Private Equity Holding AG reported revenue of −€12.6M in FY2026 versus €85.9M in FY2022. Reported net income was −€14.0M in FY2026.
Our AI-assisted moat analysis scores the competitive advantage at 47 out of 100 (low confidence).
What moves the price
The share trades about 6% below its 52-week high and 5% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Financial Services peers we cover trades at −4% fair-value upside, at 105%, PEHN screens cheaper than that median.
Fair Value models
Bear CHF 92.40Fair Value CHF 123.20Bull CHF 154.00
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target.Evidence ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.0/100
Revenue is shrinking: the last year, the last three and the last five years are all negative.
Revenue growth 1 year
−47.6%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
−47.4%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
−4.5%
Start year 2020 (pandemic). Over 10 years: −6.4% a year
Revenue growth 23 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
−4.4%
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Profit margin (trend) ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.
−464.0% (2002) → 77.4% (2025)
What shareholders gained per year ⓘWe only publish this rate when it is defensible. Reason: fiscal 2026 is a loss year, no rate is defined from a loss
Compare Private Equity Holding AG with another stock
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Peer Groupⓘ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.Asset Management · 657 stocks
Beats the industry median on 6/9 measures
Overall it ranks above its industry peers.
Valuation
Quality Score61 · Above median
Fair Value upside+102% · Top 25%
Profitability
Return on assets−2% · Bottom 25%
Net margin (TTM)112% · Top 25%
Operating margin (TTM)94% · Top 25%
Growth and dividend
Revenue growth−36% · Bottom 25%
Dividend yield (TTM)1.8% · Below median
Balance sheet
Debt / equity0.01× · Below median
Valuation Multiplesvs Asset Management median · lower = cheaper
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Cite: Fair Value Calculator (2026). "Private Equity Holding AG Fair Value". https://www.fairvalue-calculator.com/stock/PEHN
Frequently asked questions
Is Private Equity Holding AG (PEHN) overvalued or undervalued?
As of Sep 23, 2026, our model estimates a fair value of CHF 123.20 versus a price of CHF 60.20, about +105% upside (undervalued).
What is the fair value of PEHN?
Our model-based fair value for Private Equity Holding AG is CHF 123.20 (as of Sep 23, 2026), built from audited fundamentals. The current price: CHF 60.20.
What is the quality score of PEHN?
Private Equity Holding AG has a Quality Score of 61/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Private Equity Holding AG (PEHN)?
Our model-based price target is the fair value of CHF 123.20 (as of Sep 23, 2026) from 2 valuation models. Cautious scenario CHF 92.40, optimistic scenario CHF 154.00. It is a calculation from audited fundamentals, not an analyst target.
What is the Private Equity Holding AG stock forecast for 2026?
Our models put fair value at CHF 123.20, about +105% upside versus a price of CHF 60.20 (undervalued). Cautious scenario CHF 92.40, optimistic scenario CHF 154.00. The calculation is refreshed regularly with new filings.
Does Private Equity Holding AG pay a dividend?
Private Equity Holding AG currently shows a dividend yield of about 1.80% relative to its recent price (as of Sep 23, 2026).
What is the intrinsic value of Private Equity Holding AG (PEHN)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Private Equity Holding AG it is CHF 123.20 per share (as of Sep 23, 2026), against a price of CHF 60.20. It is the blended result of 2 valuation models (cash flow, earnings, asset, dividend).
Is Private Equity Holding AG stock overvalued or undervalued in 2026?
As of Sep 23, 2026, PEHN trades below its calculated fair value: price CHF 60.20, fair value CHF 123.20, a gap of about +105% (undervalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of PEHN?
No. The price is what the market pays today (CHF 60.20); the fair value is what the company's own numbers justify (CHF 123.20). For Private Equity Holding AG the two are CHF 63.00 per share apart. That gap is exactly why we show both numbers side by side.
How much is Private Equity Holding AG worth?
The market values Private Equity Holding AG at about CHF 147M (market capitalisation, as of Sep 23, 2026). Per share that is CHF 60.20; our models calculate a fair value of CHF 123.20 per share.
What do the bullish and bearish scenarios say about PEHN?
Our models span a range for Private Equity Holding AG: cautious scenario CHF 92.40, base CHF 123.20, optimistic CHF 154.00 per share (as of Sep 23, 2026, price CHF 60.20). The range comes from different growth and margin assumptions, not from analyst opinions.
How solid is the balance sheet of Private Equity Holding AG (PEHN)?
Balance-sheet figures for Private Equity Holding AG (as of Sep 23, 2026): return on equity −3.6%, debt of 0.01 per unit of equity. They feed the Quality Score of 61/100, which measures business quality independently of the share price.
How far is PEHN from its 52-week high?
Private Equity Holding AG trades at CHF 60.20, about 6% below its 52-week high of CHF 64.00 and 5% above the low of CHF 57.58 (as of Sep 24, 2026). Distance from the high says nothing about value: that is what the fair value of CHF 123.20 is for.
Which stocks are comparable to Private Equity Holding AG?
From the same area (Financial Services) we also value Blackstone Inc, Brookfield Corporation, KKR & Co, Apollo Global Management, Inc, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Private Equity Holding AG stock attractive at the current price?
The data as of Sep 23, 2026: price CHF 60.20, calculated fair value CHF 123.20 (+105%), Quality Score 61/100, from 2 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of PEHN calculated?
We run Private Equity Holding AG through 2 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of CHF 123.20, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 13.0 % above its aggregate fair value. Private Equity Holding AG currently trades 105 % below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Private Equity Holding AG (PEHN)?
The closing price on Sep 24, 2026 was CHF 60.20. Our model-based fair value is CHF 123.20, about +105% upside (undervalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Private Equity Holding AG right now?
The price is below even our cautious bear case (CHF 92.40). The market is more pessimistic than our downside scenario. 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 quality (61/100) at a price below fair value, the discount is the argument here, not the business quality. For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
Where does the earnings growth of Private Equity Holding AG (PEHN) come from?
Earnings per share at Private Equity Holding AG grew +14.4 % a year from 2013 to 2024. Broken into its drivers: revenue per share +14.3 %, EBIT margin +0.6 %, tax rate +8.3 %, residual (interest, one-offs) −8.2 %. The four rates multiply to the earnings growth rate, they do not add up. Start and end are three-year averages so a single exceptional year does not distort the result.
Key figures of Private Equity Holding AG
How large is the market capitalisation of Private Equity Holding AG (PEHN)?
The market capitalisation of Private Equity Holding AG is CHF 147M. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What are the earnings per share of Private Equity Holding AG (PEHN)?
Earnings per share at Private Equity Holding AG are CHF −5.29. Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Private Equity Holding AG (PEHN)?
The dividend yield of Private Equity Holding AG is 1.8%. Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the return on equity of Private Equity Holding AG (PEHN)?
The return on equity (ROE) of Private Equity Holding AG is −3.6% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Private Equity Holding AG (PEHN)?
On an EBIT basis the return on assets of Private Equity Holding AG is 4.9% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Private Equity Holding AG (PEHN)?
The operating margin of Private Equity Holding AG is 94.0% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How much revenue does Private Equity Holding AG (PEHN) generate?
Private Equity Holding AG generates revenue of −CHF 12.4M (last twelve months). Revenue of the last twelve months (TTM), the most recent full year, not the calendar year.
How fast is revenue growing at Private Equity Holding AG (PEHN)?
Revenue at Private Equity Holding AG is growing −35.6% versus a year earlier. How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Private Equity Holding AG (PEHN)?
Earnings per share at Private Equity Holding AG are growing −38.9% versus a year earlier. How much earnings per share grew versus a year earlier.
How much free cash flow does Private Equity Holding AG (PEHN) generate?
The free cash flow of Private Equity Holding AG is −CHF 518K (fiscal year 2026). The cash truly left after running and investing in the business, this is what pays dividends and buybacks.
How much net debt does Private Equity Holding AG (PEHN) carry?
The net debt of Private Equity Holding AG is CHF 15.6M (fiscal year 2026). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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