Castle Private Equity AG

Castle Private Equity AGverified

CPEN.SW

Price:

$3.3

Market Cap:

$41.52M

Castle Private Equity AG is an evergreen fund. The fund specializes in fund of fund and direct investments. The fund seeks to invest in private equity funds; large buyout funds; late stage or small buyouts funds; mid-market buyout funds; growth capital funds; distressed debt and mezzanine financings; and to a small extent, direct investment in private companies making early stage venture; late stage venture; Special Situations and venture capital investments. The fund structures its investments through subscriptions to new funds and purchases of fund interests in the secondary market. It also considers secondary investing. It seeks to invest in manufacturing, biotechnology or life sciences, ...[Read more]

Industry

Asset Management

IPO Date

2000-01-04

Stock Exchange

SIX

Ticker

CPEN.SW

The ROE as of December 2025 (TTM) for Castle Private Equity AG (CPEN.SW) is 6.09%

According to Castle Private Equity AG’s latest financial reports and current stock price. The company's current ROE is 6.09%. This represents a change of -6568.15% compared to the average of -0.09% of the last 4 quarters.

Castle Private Equity AG (CPEN.SW) Historical ROE (quarterly & annually)

How has CPEN.SW ROE performed in the past?

The mean historical ROE of Castle Private Equity AG over the last ten years is 2.98%. The current 6.09% ROE has changed 104.39% with respect to the historical average. Over the past ten years (40 quarters), CPEN.SW's ROE was at its highest in in the June 2021 quarter at 16.81%. The ROE was at its lowest in in the June 2022 quarter at -13.85%.

Quarterly (TTM)
Annual

Average

2.98%

Median

3.88%

Minimum

-16.38%

Maximum

17.07%

Castle Private Equity AG (CPEN.SW) ROE by Quarter and Year

Discovering the peaks and valleys of Castle Private Equity AG ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 507.98%

Maximum Annual ROE = 17.07%

Minimum Annual Increase = -195.94%

Minimum Annual ROE = -16.38%

Quarterly (TTM)
Annual
YearROEChange
2024-3.67%-180.44%
20234.56%-127.86%
2022-16.38%-195.94%
202117.07%507.98%
20202.81%126.35%
20191.24%-61.19%
20183.20%-61.86%
20178.38%58.46%
20165.29%-27.75%
20157.32%15.23%

Castle Private Equity AG (CPEN.SW) Average ROE

How has CPEN.SW ROE performed in the past?

The current ROE of Castle Private Equity AG (CPEN.SW) is greater than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

-5.16%

5-year avg

0.88%

10-year avg

2.98%

Castle Private Equity AG (CPEN.SW) ROE vs. Peers

How is CPEN.SW’s ROE compared to its peers?

Castle Private Equity AG’s ROE is less than Valartis Group AG (8.69%), greater than Nebag Ag (-8.01%), less than EEII AG (99.64%), less than Alpine Select AG (1.76%), less than Private Equity Holding AG (2.46%),

CompanyROEMarket cap
8.69%$35.17M
-8.01%$54.75M
99.64%$2.97M
1.76%$75.19M
2.46%$149.39M

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