Partners Group Holding AG (PGHN.SW)
Company Info
ISIN | CH0024608827 |
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Sector | Financial Services |
Industry | Asset Management |
Highlights
Market Cap | CHF 31.29B |
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EPS | CHF 38.66 |
PE Ratio | 31.16 |
Revenue (TTM) | CHF 1.94B |
Gross Profit (TTM) | CHF 1.76B |
EBITDA (TTM) | CHF 1.20B |
Year Range | CHF 777.22 - CHF 1,324.50 |
Target Price | CHF 1,196.57 |
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of CHF 10,000 in Partners Group Holding AG, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Partners Group Holding AG had a return of 2.02% year-to-date (YTD) and 53.77% in the last 12 months. Over the past 10 years, Partners Group Holding AG had an annualized return of 21.64%, outperforming the S&P 500 benchmark which had an annualized return of 10.71%.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 2.02% | 8.76% |
1 month | -2.75% | -0.28% |
6 months | 20.32% | 18.36% |
1 year | 53.77% | 25.94% |
5 years (annualized) | 14.45% | 12.51% |
10 years (annualized) | 21.64% | 10.71% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -3.30% | 8.18% | 1.69% | -7.83% | ||||||||
2023 | -7.51% | 20.45% | 5.25% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of PGHN.SW is 88, placing it in the top 12% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
PGHN.SW (Partners Group Holding AG)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Partners Group Holding AG (PGHN.SW) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Partners Group Holding AG granted a 2.99% dividend yield in the last twelve months. The annual payout for that period amounted to CHF 37.00 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | CHF 37.00 | CHF 37.00 | CHF 33.00 | CHF 27.50 | CHF 25.50 | CHF 22.00 | CHF 19.00 | CHF 15.00 | CHF 10.50 | CHF 8.50 | CHF 7.25 | CHF 6.25 |
Dividend yield | 2.99% | 3.05% | 4.04% | 1.82% | 2.45% | 2.48% | 3.19% | 2.25% | 2.20% | 2.35% | 2.50% | 2.63% |
Monthly Dividends
The table displays the monthly dividend distributions for Partners Group Holding AG. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | ||||||||
2023 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 37.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 |
2022 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 33.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 |
2021 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 27.50 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 |
2020 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 25.50 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 |
2019 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 22.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 |
2018 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 19.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 |
2017 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 15.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 |
2016 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 10.50 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 |
2015 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 8.50 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 |
2014 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 7.25 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 |
2013 | CHF 6.25 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Partners Group Holding AG. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Partners Group Holding AG was 68.48%, occurring on Mar 9, 2009. Recovery took 388 trading sessions.
The current Partners Group Holding AG drawdown is 19.24%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-68.48% | Jul 6, 2007 | 419 | Mar 9, 2009 | 388 | Sep 21, 2010 | 807 |
-53.18% | Nov 8, 2021 | 346 | Mar 17, 2023 | — | — | — |
-42.29% | Feb 20, 2020 | 19 | Mar 17, 2020 | 162 | Nov 5, 2020 | 181 |
-34.2% | Nov 10, 2010 | 189 | Aug 10, 2011 | 228 | Jul 4, 2012 | 417 |
-25.46% | Sep 13, 2018 | 73 | Dec 27, 2018 | 123 | Jun 28, 2019 | 196 |
Volatility
Volatility Chart
The current Partners Group Holding AG volatility is 7.18%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Income Statement
TTM | |
---|---|
Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |