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Partners Group Holding AG (PGHN) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Partners Group Holding AG

PGHNMarket cap $18BPrice $709.5

Country🇨🇭Switzerland

SectorFinancials

IndustryCapital Markets

Manages private equity, real estate, and infrastructure investments for institutions and wealthy investors worldwide. Runs over $150 billion in assets, betting on unlisted companies and hard assets years before public markets ever get a look.

In Bastion Portfolios?

52W Return-39%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+17%9

Revenue Forecast

Rev CAGR (1y)-16%1

Rev CAGR (3y)+4%3

Rev CAGR (5y)+6%6

Earnings Forecast

EPS Growth Y+1-22%2

EPS Growth Y+2+12%7

EPS Growth Y+3+15%7

Quality

Margins

EBIT Margin60%10

Net Income Margin48%10

Free Cash Flow Margin78%10

Debt

Net Debt/EBITDA1.75

Efficiency

ROE75%10

ROA19%10

Earnings Stability44

GEAR+STRONG68

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)146

P/E Ratio (Forward 3y)117

P/BV10.42

EV Multiples

EV/EBITDA Fwd126

EV/EBIT Fwd136

Yield

Free Cash Flow Yield0.0%8

Dividend Yield7.8%10

Momentum

Short term

1 month return-12%2

3 month return-11%3

YTD return-37%1

Mid term

Price vs 52wHigh57%2

1 year return-40%1

Long term

3 year return-35%1

5 year return-50%1

Risk Shield

Price Risk

Beta1.13

Volatility34%6

Free Cash Flow

Free Cash Flow Margin78%10

Free Cash Flow Yield0.0%8

Quality

ROCE45%10

Earnings Stability44

Net Debt/EBITDA1.75

02Growth

Is it actually growing, and how fast?

PGHNPartners Group Holding

Revenue FY25$3.2B

GROWTH RATING↗

AVERAGE35 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+17%9

Revenue, next 1Y-16%1

Revenue, next 3Y, CAGR+4%3

Revenue, next 5Y, CAGR+6%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-22%2

EPS growth, FY27E+12%7

EPS growth, FY28E+15%7

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 17%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

WATCH

A mid-pack grower, ahead of 35% of companies worldwide.

Revenue grew 17%/yr over the last 3 years; forecasts see it cooling to 4%/yr.

Over five years revenue is set to grow 6%/yr, ahead of 50% of companies worldwide.6/10

Earnings are set to grow faster than sales (EPS about 12%/yr vs revenue 4%/yr), so margins should widen. One year dips: EPS falls 22% next year.

WEAKNESSES

Revenue is set to grow 4%/yr over the next 3 years, behind most of the market.3/10

BOTTOM LINE

Steady Grower

A middle-of-the-pack grower that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

PGHNPartners Group Holding

Total return Current97.0%

Price return Current51.4%

MOMENTUM RATING↗

VERY WEAK3 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-12%2

3-month return-11%3

YTD return-37%1

MID & LONG-TERM▾SCORE

% of 52-week high57%2

1-year return-40%1

3-year return-35%1

5-year return-50%1

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

None flagged.

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-35% over three years and -50% over five), behind 90% of the market.

It's down 40% over the past year, now 43% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-12%), over three months (-11%) and so far this year (-37%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Partners Group. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

PGHNPartners Group Holding

Revenue FY25$3.2B

GROWTH RATING↗

AVERAGE35 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+17%9

Revenue, next 1Y-16%1

Revenue, next 3Y, CAGR+4%3

Revenue, next 5Y, CAGR+6%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-22%2

EPS growth, FY27E+12%7

EPS growth, FY28E+15%7

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 17%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

WATCH

A mid-pack grower, ahead of 35% of companies worldwide.

Revenue grew 17%/yr over the last 3 years; forecasts see it cooling to 4%/yr.

Over five years revenue is set to grow 6%/yr, ahead of 50% of companies worldwide.6/10

Earnings are set to grow faster than sales (EPS about 12%/yr vs revenue 4%/yr), so margins should widen. One year dips: EPS falls 22% next year.

WEAKNESSES

Revenue is set to grow 4%/yr over the next 3 years, behind most of the market.3/10

BOTTOM LINE

Steady Grower

A middle-of-the-pack grower that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

PGHNPartners Group Holding

Total return Current97.0%

Price return Current51.4%

MOMENTUM RATING↗

VERY WEAK3 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-12%2

3-month return-11%3

YTD return-37%1

MID & LONG-TERM▾SCORE

% of 52-week high57%2

1-year return-40%1

3-year return-35%1

5-year return-50%1

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

None flagged.

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-35% over three years and -50% over five), behind 90% of the market.

It's down 40% over the past year, now 43% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-12%), over three months (-11%) and so far this year (-37%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on Partners Group. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community