1.14%
11.91%
11.10%
17.50%
17.10%
7.79%
54.73%
AI Spotlight on PGHN
Company Description
Partners Group Holding AG is a private equity firm specializing in direct, secondary, and primary investments across private equity, private real estate, private infrastructure, and private debt.The firm also makes fund of funds investments.It seeks to invest in distressed, special situations, later stage, mature, early venture, mid venture, late venture, industry consolidation, buyouts, recapitalizations, emerging growth, and seed capital.
For direct private equity investments, the firm invests directly into healthcare, consumer, media & telecommunications, education, information technology, industrials, infrastructure/energy & utilities, financial and business services and real estate operating companies.For its private real estate direct investment practice, it focuses on seeking out properties globally.It also makes investments in private real estate secondaries and primaries and focuses on distressed assets in United States, Europe, and Japan.
Under private debt, the firm provides senior debt financing, mezzanine financing, alongside secondaries and primaries, and also participates in add on acquisitions.It seeks to invest in middle market in Americas, Europe, and Asia.In energy infrastructure, the firm seeks to invest in the areas of midstream, power generation, gas transportation, gas export infrastructure, renewable energy including wind and solar energy.
The firm seeks to invest globally with a focus on South Africa, China, India, Philippines, Austria, France, Germany, Switzerland, Russia, Brazil, and Chile.It seems to invest between Β500,000 ($685,010) and Β100 million ($137 million) in equity investment in companies with enterprise value between Β100 million ($137 million) to Β2 billion ($2740 million).The firm is a value-add investor targeting majority and minority stake in its investee companies.
While investing in funds, it invests in venture capital, mezzanine, private equity, real estate, distressed, turnaround, and secondary funds.Partners Group Holding AG was founded in 1996 and is based in Baar, Switzerland with additional offices across North America, South America, Europe, Australia, and Asia.
Market Data
| Last Price | 1376.5 |
| Change Percentage | 1.14% |
| Open | 1370 |
| Previous Close | 1361 |
| Market Cap ( Millions) | 35937 |
| Volume | 42568 |
| Year High | 1412.5 |
| Year Low | 1045 |
| M A 50 | 1283.18 |
| M A 200 | 1225.38 |
Financial Ratios
| FCF Yield | 1.84% |
| Dividend Yield | 2.83% |
| ROE | 42.62% |
| Debt / Equity | 90.16% |
| Net Debt / EBIDTA | 137.40% |
| Price To Book | 17.23 |
| Price Earnings Ratio | 37.31 |
| Price To FCF | 54.25 |
| Price To sales | 18.26 |
| EV / EBITDA | 30.84 |
News
- Dec -03 - Total Said to Near β¬2 Billion Deal for Renewable Firm VSB
- Nov -20 - Snack Maker Hearthside Prepares to File for Bankruptcy
- Nov -11 - Partners Said to Pick Banks for IPO of Conveyor-Belt Firm Ammega
- Oct -09 - Partners Group-Backed KinderCare Shares Rise 9% After IPO
- Oct -09 - Partners Group-Backed KinderCare Shares Rise 8% After IPO
- Oct -09 - Partners Group-Backed KinderCare Raises $576 Million in IPO
- Oct -01 - Ares Nears Buyout of Form Technologies With $1 Billion Financing
- Oct -01 - TPG, GIC to Buy Energy Meter Maker Techem for $7.5 Billion
- Oct -01 - Partners Group to Sell Metering Company Techem to TPG, GIC in $7.5 Billion Deal
- Sep -30 - Partners Group-Backed KinderCare Seeks Up to $648 Million in IPO
- Sep -12 - BlackRock and Partners Group Establish Strategic Partnership to Transform Retail Wealth Access to Private Markets
- Sep -12 - Private Markets Seem Out of Reach for Individual Investors. BlackRock Thinks It Has an Answer.
- May -23 - Partners Group Holding AG's Dividend Analysis
- Apr -18 - Partners Group Said to Mull Sale of Taiwanese Solar Firm Formosa
- Apr -15 - Partners Group Acquires a Strategic Minority Stake in Trinity to Support Its Future Growth
- Apr -08 - Trinity Investments and Partners Group Acquire The Scottsdale Plaza Resort & Villas
- Apr -06 - BELIMO Holding (VTX:BEAN) shareholders have earned a 13% CAGR over the last five years
- Mar -22 - Partners Group Holding AG (VTX:PGHN) Just Missed Earnings: Here's What Analysts Think Will Happen Next
- Mar -19 - Financial Services Roundup: Market Talk
- Jan -19 - Compagnie Financière Tradition (VTX:CFT) shareholders have earned a 9.6% CAGR over the last five years
Business Breakdown
Expected Mid-Term Growth
Segment nΒ°1 -> Private Equity
Expected Growth : 12 %
What the company do ?
Private Equity from Partners Group Holding AG refers to investments in private companies, providing capital for growth, acquisitions, or recapitalization, generating returns through equity stakes.
Why we expect these perspectives ?
Partners Group Holding AG's 12% growth in Private Equity is driven by increasing demand for alternative investments, expansion into new markets, and a strong track record of delivering returns. Additionally, the firm's ability to invest in undervalued companies and create value through operational improvements has contributed to its growth.
Segment nΒ°2 -> Private Infrastructure
Expected Growth : 11 %
What the company do ?
Private Infrastructure from Partners Group Holding AG refers to investments in essential infrastructure assets, such as energy, transportation, and social infrastructure, offering stable returns.
Why we expect these perspectives ?
Partners Group Holding AG's 11% growth in Private Infrastructure is driven by increasing demand for sustainable energy, transportation, and social infrastructure projects. Strong institutional investor appetite, government initiatives, and rising urbanization also contribute to growth. Additionally, the firm's diversified portfolio, active management approach, and strategic partnerships further support its expansion.
Segment nΒ°3 -> Private Debt
Expected Growth : 13 %
What the company do ?
Private Debt from Partners Group Holding AG refers to debt investments made by the company in private companies or projects, providing capital for growth and expansion.
Why we expect these perspectives ?
The 13% growth in Private Debt from Partners Group Holding AG is driven by increasing demand for alternative credit, expansion into new markets, and a strong track record of delivering returns to investors. Additionally, the company's ability to provide customized financing solutions and its expertise in distressed debt investing have contributed to its growth.
Segment nΒ°4 -> Private Real Estate
Expected Growth : 15 %
What the company do ?
Private Real Estate from Partners Group Holding AG invests in direct property and real estate funds, providing diversified exposure to global real estate markets.
Why we expect these perspectives ?
Strong demand for alternative investments, increasing institutional allocation to real estate, and Partners Group's expertise in value-add strategies drive the 15% growth in Private Real Estate. Additionally, the firm's ability to source and execute deals in a competitive market, coupled with its focus on income-generating assets, contributes to the segment's growth.
Segment nΒ°5 -> Unallocated
Expected Growth : 10 %
What the company do ?
Unallocated from Partners Group Holding AG refers to the portion of profits or losses not attributed to specific partners or shareholders, remaining with the holding company.
Why we expect these perspectives ?
Partners Group Holding AG's unallocated segment growth of 10% is driven by increasing demand for alternative investments, expansion into new markets, and strategic acquisitions. Additionally, the company's diversified portfolio and strong investment performance have contributed to its growth. Furthermore, the company's ability to attract and retain top talent, as well as its commitment to ESG principles, have also supported its growth.
Partners Group Holding Ag Products
| Product Range | What is it ? |
|---|---|
| Private Equity | Partners Group Holding AG's private equity segment provides equity investments in companies, offering capital for growth, acquisitions, and recapitalizations. |
| Private Real Estate | The private real estate segment offers investments in commercial and residential properties, providing a diversified portfolio of properties. |
| Private Debt | Partners Group Holding AG's private debt segment provides financing solutions to companies, offering loans and other debt instruments. |
| Private Infrastructure | The private infrastructure segment invests in essential infrastructure assets, such as energy, transportation, and social infrastructure. |
| Private Assets | Partners Group Holding AG's private assets segment offers investments in private companies, real estate, and infrastructure, providing a diversified portfolio. |
Partners Group Holding AG's Porter Forces
Threat Of Substitutes
The threat of substitutes for Partners Group Holding AG is medium, as there are alternative investment options available to clients, but the company's diversified investment portfolio and strong brand reputation help to mitigate this threat.
Bargaining Power Of Customers
The bargaining power of customers is low, as Partners Group Holding AG's clients are primarily institutional investors and high net worth individuals who have limited bargaining power.
Bargaining Power Of Suppliers
The bargaining power of suppliers is low, as Partners Group Holding AG has a diversified portfolio of investments and is not heavily reliant on any one supplier.
Threat Of New Entrants
The threat of new entrants is high, as the private equity and alternative investment industry is highly competitive and new firms can easily enter the market.
Intensity Of Rivalry
The intensity of rivalry is high, as Partners Group Holding AG operates in a highly competitive industry with many established players, and the company must continually innovate and differentiate itself to maintain its market position.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 36.32% |
| Debt Cost | 3.95% |
| Equity Weight | 63.68% |
| Equity Cost | 10.28% |
| WACC | 7.98% |
| Leverage | 57.04% |
Partners Group Holding AG : Quality Control
Partners Group Holding AG passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| III.L | 3i Group plc is a private equity firm specializing in mature companies, growth capital, middle markets, infrastructure, and management leveraged buyouts and buy-ins. The firm also provides infrastructure financing and β¦ |
| INVE-A.ST | Investor AB (publ) is a venture capital firm specializing in mature, middle market, buyouts and growth capital investments. It is operating through four business areas including core, private equity, operating, β¦ |
| EBS.VI | Erste Group Bank AG provides a range of banking and other financial services to retail, corporate, real estate, and public sector customers in Austria, Central and Eastern Europe, and internationally. β¦ |
| ACA.PA | CrΓ©dit Agricole S.A. provides retail, corporate, insurance, and investment banking products and services worldwide. It operates through Asset Gathering; Large Customers; Specialised Financial Services; French Retail Banking - LCL; and β¦ |
| EQT.ST | EQT AB (publ) is a private equity firm specializing in buyout investments. The firm focuses on Private Capital & Real Asset segments. It seeks to make investments globally. It seeks β¦ |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
π₯
3i Group
A-Score
1-Year Total Return ->
π₯
CrΓ©dit Agricole
A-Score
1-Year Total Return ->
π₯
Erste Bank
A-Score
1-Year Total Return ->
4
Investor AB
A-Score
1-Year Total Return ->
5
Partners Group Holding
A-Score
1-Year Total Return ->
6
