Castle Private Equity AG (CPEN.SW)

Switzerland · Finance & Insurance · CHF

Key financials

ROE: 2.6%; 2025 (actual)
ROA: 2.58%; 2025 (actual)
Gross Margin: -
Net Margin: -
Total Assets: CHF 61.21M; 2025 (actual)
Net Income: CHF 1.76M; 2025 (actual)
Valuation: CHF 28.60M; 2025 (actual)
Stock Price: CHF 2.83; 2025 (actual)

Historical & projected performance

Reported figures and Equlion model projections for the next 5 years.

Metric	2025 (actual)	2026	2027	2028	2029	2030
ROE	2.6%	2.89%	2.8%	2.73%	2.66%	2.56%
Sector average	4.76%	39.15%	10.07%	7.78%	6.46%	5.52%
ROA	2.58%	2.85%	2.77%	2.7%	2.63%	2.53%
Sector average	0.18%	-0.02%	-0.73%	-0.95%	-1.15%	-1.32%
Total Assets	CHF 61.21M	CHF 62.98M	CHF 64.75M	CHF 66.52M

Amounts in CHF (millions); stock price per share. Values that are missing or fail Equlion's automated data-quality checks are shown as “-”. Stock price and valuation carry no data date: they are the Equlion model's estimate for 2025. Projections are model estimates, not investment advice.

Want the full financial forecast report for Castle Private Equity AG? It covers the balance sheet, income statement and Equlion model projections.

Net Income	CHF 1.76M	CHF 1.77M	CHF 1.77M	CHF 1.77M	CHF 1.77M	CHF 1.75M
Sector average	CHF 1,135.98M	CHF 1,199.77M	CHF 1,214.11M	CHF 1,216.65M	CHF 1,214.94M	CHF 1,209.83M

Valuation	CHF 28.60M	CHF 29.04M	CHF 29.50M	CHF 29.98M	CHF 30.48M	CHF 31.00M
Sector average	CHF 2,581.71M	CHF 6,081.15M	CHF 6,176.53M	CHF 6,275.89M	CHF 6,379.29M	CHF 6,487.47M

Stock Price	CHF 2.83	CHF 2.87	CHF 2.92	CHF 2.97	CHF 3.02	CHF 3.07
Sector average	CHF 732.51	CHF 670.18	CHF 680.80	CHF 691.93	CHF 703.58	CHF 715.63