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Castle Private Equity AG (CPEN.SW)
Pfäffikon, CH
Castle Private Equity AG operates as an evergreen investment vehicle. Its strategy involves both allocating capital to other private equity funds (fund of funds) and making direct equity investments. The firm targets a broad spectrum of private equity strategies, encompassing large, late-stage, small, and mid-market buyouts, as well as growth capital, distressed debt, and mezzanine financing opportunities. A smaller segment of its portfolio is allocated to direct participations in private companies, covering early and late-stage venture capital, and Special Situations. Investment structures include commitments to newly formed funds and acquiring existing fund interests in the secondary market, with secondary investing being a core component of its approach. The company seeks prospects across manufacturing, biotechnology, life sciences, retail, distribution, media, telecommunications, and information technology sectors. While maintaining a global investment scope, its primary geographical emphasis is on the developed private equity markets of Europe and North America. Castle Private Equity AG typically aims for majority ownership stakes, securing two board representatives, and generally holds investments for a period of ten years.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.04% | +0.67% | -9.64% | -11.76% | -7.98% | -8.54% | -2.60% | -47.37% | -64.71% | -81.31% | -97.94% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
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Revenue growth Asset Management: +17.4%-214.6% Q4'25: -98.6% (vs Q4'23)
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EPS growth Asset Management: +22.7%+166.7% ★ Q4'25: -50.0% (vs Q4'23)
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FCF margin FCF growth · Asset Management: +27.7%+80.4% Q4'25: -1,231.9% (vs Q4'23)
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EBIT margin Asset Management: +50.6%+105.1% ★ Q4'25: +4,012.3% (vs Q4'23)
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ROIC Asset Management: +6.5%+3.4% Q4'25: +12.5% (vs Q4'23)
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Share dilution Asset Management: +0.0%+0.0% Q4'25: 0.0% (vs Q4'23)
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Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×0.00× ★ Q4'25: 0.00× (vs Q4'23)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | B | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-28 | B | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-27 | B | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-26 | B | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-22 | B | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-21 | B | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-19 | B | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-18 | B | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-15 | B | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-13 | B | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-12 | B | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-11 | B | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-08 | B | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-07 | B | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-06 | B | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-05 | B- | 3/5 | 2/5 | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-04 | B- | 3/5 | 2/5 | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-30 | B | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-28 | B | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-27 | B | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-24 | B | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-23 | B | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-22 | B | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-21 | B | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-20 | B | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-17 | B | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-16 | B | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 2/5 | 4/5 |
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Benedikt Meyer | General Manager | — | male |
| Hans Markvoort | General Manager | — | — |
| Pia Skogstrom | Investor Relations | — | female |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for CPEN.SW
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
