More stocks to consider
Alternative stocks to Private Equity (SWX:PEHN)
These are the alternatives to Private Equity that fall within the same industry, Asset Management & Custody, or region, Switzerland.
How to read the ranks
For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. The higher the rank, the better the stock performs than its peers. And, we do this for six investment strategies:
Value - shows how good of a value the stock is. Green is "inexpensive"; red is "expensive".
Growth - shows a company's growth potential. Green is "high growth" expected; red is "tough times ahead".
Safety - relates to the amount of debt a company has. Green is low debt level; red is high debt level.
Combined Financial - this isn't an average of the first three ranks but rather a consolidated view across several financial indicators. Green = good; red = tread carefully.
(NEW) Sentiment - quantifies professional analyst ratings and holdings as well as market pulse. Green = positive sentiment; red = skepticism (Only available to Premium Subscribers).
(NEW) 360° View - the ultimate rating with all financial and non-financial indicators.
See Private Equity Performance
Private Equity stock research in summary
peh.ch
Private Equity stock research analysis by the purely faced based Obermatt method on current and historical performance by investment strategy | Private Equity (SWX:PEHN), Asset Management & Custody, Switzerland
Latest Obermatt Ranks
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Country |
Switzerland |
Industry |
Asset Management & Custody |
Index |
|
Size class |
X-Small |
Large companies - similar industry as Private Equity
Similar Stocks |
VALUEVVV
|
GROWTHVV
|
SAFETYVV
|
COMBINED
|
1. Baader Bank (XXL, DE) Investment Banking & Brokerage
|
1. Baader Bank (XXL, DE) Investment Banking & Brokerage
|
79
|
|
73
|
|
42
|
|
84
|
|
2. 3i Group (XL, GB) Asset Management & Custody
|
2. 3i Group (XL, GB) Asset Management & Custody
|
35
|
|
85
|
|
49
|
|
68
|
|
3. Julius Bär (XXL, CH) Asset Management & Custody
|
3. Julius Bär (XXL, CH) Asset Management & Custody
|
49
|
|
91
|
|
24
|
|
67
|
|
4. SJP (XXL, GB) Asset Management & Custody
|
4. SJP (XXL, GB) Asset Management & Custody
|
13
|
|
69
|
|
78
|
|
64
|
|
5. Schroders (XL, GB) Asset Management & Custody
|
5. Schroders (XL, GB) Asset Management & Custody
|
77
|
|
19
|
|
63
|
|
57
|
|
6. Deutsche Bank (XXL, DE) Diversified Capital Markets
|
6. Deutsche Bank (XXL, DE) Diversified Capital Markets
|
80
|
|
53
|
|
12
|
|
53
|
|
7. EFG International (XXL, CH) Asset Management & Custody
|
7. EFG International (XXL, CH) Asset Management & Custody
|
41
|
|
41
|
|
77
|
|
53
|
|
8. VP Bank (XXL, LI) Asset Management & Custody
|
8. VP Bank (XXL, LI) Asset Management & Custody
|
45
|
|
7
|
|
91
|
|
51
|
|
9. Amundi (XL, FR) Asset Management & Custody
|
9. Amundi (XL, FR) Asset Management & Custody
|
77
|
|
55
|
|
6
|
|
32
|
|
10. Deutsche Börse (XL, DE) Financial Exchanges & Data
|
10. Deutsche Börse (XL, DE) Financial Exchanges & Data
|
13
|
|
33
|
|
59
|
|
12
|
|
November 21, 2024
Why popular stocks have low ratings
It’s easier said than done. When your stock drops, it’s easy to want to sell it and find a better performer. Think twice, or even three times, before trading. Those fees (especially the hidden ones) can eat up your gains.
Large companies - similar region as Private Equity
Similar Stocks |
VALUEVVV
|
GROWTHVV
|
SAFETYVV
|
COMBINED
|
1. Banque Cantonale De Genève (XXL, CH) Regional Banks
|
1. Banque Cantonale De Genève (XXL, CH) Regional Banks
|
82
|
|
100
|
|
73
|
|
100
|
|
2. Swiss Life (XXL, CH) Life & Health Insurance
|
2. Swiss Life (XXL, CH) Life & Health Insurance
|
14
|
|
33
|
|
96
|
|
98
|
|
3. BKW (XL, CH) Electric Utilities
|
3. BKW (XL, CH) Electric Utilities
|
37
|
|
79
|
|
96
|
|
92
|
|
4. Valiant (XXL, CH) Regional Banks
|
4. Valiant (XXL, CH) Regional Banks
|
91
|
|
73
|
|
28
|
|
91
|
|
5. Swatch (XL, CH) Apparel, Accessories, Luxury
|
5. Swatch (XL, CH) Apparel, Accessories, Luxury
|
86
|
|
4
|
|
100
|
|
88
|
|
6. DKSH (XXL, CH) Research & Consulting
|
6. DKSH (XXL, CH) Research & Consulting
|
41
|
|
79
|
|
75
|
|
87
|
|
7. ALSO (XXL, CH) Technology Distributors
|
7. ALSO (XXL, CH) Technology Distributors
|
55
|
|
82
|
|
68
|
|
85
|
|
8. Emmi (XL, CH) Packaged Foods & Meats
|
8. Emmi (XL, CH) Packaged Foods & Meats
|
25
|
|
89
|
|
85
|
|
83
|
|
9. St. Galler Kantonalbank (XXL, CH) Regional Banks
|
9. St. Galler Kantonalbank (XXL, CH) Regional Banks
|
55
|
|
28
|
|
100
|
|
82
|
|
10. Richemont (XXL, CH) Apparel, Accessories, Luxury
|
10. Richemont (XXL, CH) Apparel, Accessories, Luxury
|
32
|
|
68
|
|
82
|
|
76
|
|
November 21, 2024
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Mid sized companies - similar industry as Private Equity
Similar Stocks |
VALUEVVV
|
GROWTHVV
|
SAFETYVV
|
COMBINED
|
1. DWS (L, DE) Asset Management & Custody
|
1. DWS (L, DE) Asset Management & Custody
|
95
|
|
81
|
|
91
|
|
100
|
|
2. Azimut (L, IT) Asset Management & Custody
|
2. Azimut (L, IT) Asset Management & Custody
|
85
|
|
53
|
|
92
|
|
96
|
|
3. MLP (L, DE) Asset Management & Custody
|
3. MLP (L, DE) Asset Management & Custody
|
91
|
|
69
|
|
51
|
|
94
|
|
4. Man Group (L, GB) Asset Management & Custody
|
4. Man Group (L, GB) Asset Management & Custody
|
91
|
|
81
|
|
51
|
|
94
|
|
5. Janus Henderson Group (L, GB) Asset Management & Custody
|
5. Janus Henderson Group (L, GB) Asset Management & Custody
|
41
|
|
99
|
|
70
|
|
92
|
|
6. Rathbone Brothers (M, GB) Asset Management & Custody
|
6. Rathbone Brothers (M, GB) Asset Management & Custody
|
95
|
|
61
|
|
44
|
|
90
|
|
7. Quilter (L, GB) Asset Management & Custody
|
7. Quilter (L, GB) Asset Management & Custody
|
37
|
|
65
|
|
87
|
|
87
|
|
8. Abrdn (L, GB) Asset Management & Custody
|
8. Abrdn (L, GB) Asset Management & Custody
|
99
|
|
23
|
|
46
|
|
73
|
|
9. VZ (M, CH) Asset Management & Custody
|
9. VZ (M, CH) Asset Management & Custody
|
1
|
|
89
|
|
75
|
|
71
|
|
10. Vontobel (L, CH) Asset Management & Custody
|
10. Vontobel (L, CH) Asset Management & Custody
|
22
|
|
65
|
|
89
|
|
65
|
|
November 21, 2024
Mid sized companies - similar region as Private Equity
Similar Stocks |
VALUEVVV
|
GROWTHVV
|
SAFETYVV
|
COMBINED
|
1. Coltene (M, CH) Health Care Supplies
|
1. Coltene (M, CH) Health Care Supplies
|
88
|
|
34
|
|
76
|
|
94
|
|
2. Ascom (M, CH) Health Care Technology
|
2. Ascom (M, CH) Health Care Technology
|
88
|
|
30
|
|
92
|
|
92
|
|
3. V-ZUG Holding (M, CH) Household Appliances
|
3. V-ZUG Holding (M, CH) Household Appliances
|
94
|
|
52
|
|
86
|
|
92
|
|
4. Arbonia (L, CH) Building Products
|
4. Arbonia (L, CH) Building Products
|
52
|
|
80
|
|
74
|
|
92
|
|
5. mobilezone (L, CH) Electronics Retail
|
5. mobilezone (L, CH) Electronics Retail
|
54
|
|
82
|
|
65
|
|
90
|
|
6. Romande Energie (M, CH) Electric Utilities
|
6. Romande Energie (M, CH) Electric Utilities
|
65
|
|
37
|
|
100
|
|
90
|
|
7. CPH Chemie + Papier (M, CH) Paper Products
|
7. CPH Chemie + Papier (M, CH) Paper Products
|
72
|
|
39
|
|
96
|
|
90
|
|
8. Phoenix Mecano (L, CH) Electr. Components & Equipment
|
8. Phoenix Mecano (L, CH) Electr. Components & Equipment
|
n/a
|
|
n/a
|
|
n/a
|
|
n/a
|
|
9. Schweiter Technologies (L, CH) Building Products
|
9. Schweiter Technologies (L, CH) Building Products
|
94
|
|
37
|
|
72
|
|
88
|
|
10. Landis+Gyr Group (L, CH) Electronic Equipment
|
10. Landis+Gyr Group (L, CH) Electronic Equipment
|
n/a
|
|
n/a
|
|
n/a
|
|
n/a
|
|
November 21, 2024
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