Partners Group Holding AG PGHN.SW
Composite 62/100; the shares have moved about 36% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Momentum ranks 18/100 — a strong mark against it.
Balance-sheet strength ranks 95/100 — a strong point in its favour. Quality ranks 89/100 — a strong point in its favour. Income ranks 73/100 — a moderate point in its favour.
Momentum ranks 18/100 — a strong mark against it. Growth ranks 23/100 — a strong mark against it.
What the company does Partners Group Holding AG is a global private markets asset manager offering direct, secondary, and primary investments across private equity, real estate, infrastructure, credit, and special opportunities. It targets distressed, venture, buyout, and recapitalization deals across Technology, Health & Life, Goods & Products, and Services sectors.
Key financials Strong profitability metrics: ROE 54.8%, ROA 16.0%, ROCE 53.8%. Margins: gross 68.1%, operating 60.7%, net 49.4%. Revenue growth 20.1%, EPS growth 11.0%. Valuation ratios: P/E 14.28 (forward 14.53), EV/EBITDA 11.96, dividend yield 6.6%.
Stock health Momentum remains weak: 3m -18.64%, 6m -31.44%, 12m -35.92%, -37.81% from 52w high, RSI 47.60. Sideravia scores: Quality 84.3, Growth 67.4, Strength 67.5, Valuation 57.3, Momentum 13.8, Income 82.8.
Price vs fair value The stock trades at a **discount** of 3.20% to our fair-value estimate and a **discount** of 21.73% to the analyst 12-month target. - Discount to fair value reflects weak momentum despite strong quality and income scores (Sideravia). - Discount to target may stem from competition fears after Revolut opening access to private market funds (Private Banker International, Bloomberg). - Analyst target implies 21.73% upside, suggesting potential underappreciation of fee-based revenue stability.
This is not investment advice. Sideravia provides automated, data-driven analysis for information and education only. Nothing on this page is a personal recommendation or an invitation to buy or sell any security, and it does not consider your objectives or financial situation. Assessments are generated by rules applied uniformly to every covered stock — how our scores work.
Data as of 2026-09-04, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.