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| Trend | Peers | Company |
|---|---|---|
| Is return on equity increasing? | Yes | Yes |
| Is net profit margin increasing? | No | Yes |
| Is asset turnover increasing? | No | Yes |
| Is equity multiplier increasing? | Yes | Yes |
| Competitors Used |
|---|
| Partners Group Holding AG |
| CI Financial Corp. |
| Federated Hermes, Inc. |
| Alpine Select AG |
| Affiliated Managers Group, Inc. |
| Return on Equity Benchmarks | ||||||||
| Comparable Companies | ||||||||
| PGHN | CF7 | 3KC | ALPN | AFS | GMHL.F | |||
| Return On Equity | ||||||||
| Latest Twelve Months | 47% | -57% | 23% | 4% | 15% | -80% | ||
| Fiscal Year - 1 | 41% | 0% | 26% | -24% | 20% | -92% | ||
| Fiscal Year - 2 | 38% | 19% | 21% | 17% | 38% | -5% | ||
| Fiscal Year - 3 | 57% | 26% | 23% | 5% | 20% | -58% | ||
| Fiscal Year - 4 | 35% | 31% | 29% | 10% | 7% | 0% | ||
| Fiscal Year - 5 | 42% | 37% | 28% | -10% | 0% | -66% | ||
| Average | 43% | 9% | 25% | 0% | 17% | -50% | ||
| Median | 42% | 22% | 25% | 4% | 17% | -62% | ||
| Benchmarks | Ticker | |||||||
| Partners Group Holding AG | SWX:PGHN | |||||||
| CI Financial Corp. | DB:CF7 | |||||||
| Federated Hermes, Inc. | DB:3KC | |||||||
| Alpine Select AG | SWX:ALPN | |||||||
| Affiliated Managers Group, Inc. | DB:AFS | |||||||
| Financial Performance | ||||||||
| Comparable Companies | ||||||||
| (in millions) | PGHN | CF7 | 3KC | ALPN | AFS | GMHL.F | ||
| Latest Fiscal Year | Dec-24 | Dec-24 | Dec-24 | Dec-23 | Dec-24 | Dec-23 | ||
| LTM Period | Dec-24 | Dec-24 | Dec-24 | Jun-24 | Dec-24 | Jun-24 | ||
| Revenues | ||||||||
| Latest Twelve Months | 2,122 | 3,755 | 1,632 | 9 | 2,041 | 101 | ||
| Fiscal Year | 2,122 | 3,755 | 1,632 | 6 | 2,041 | 130 | ||
| Fiscal Year - 1 | 1,942 | 3,173 | 1,610 | 2 | 2,058 | 165 | ||
| Fiscal Year - 2 | 1,865 | 2,909 | 1,446 | 32 | 2,330 | 227 | ||
| Fiscal Year - 3 | 2,617 | 2,746 | 1,300 | 9 | 2,412 | 233 | ||
| Fiscal Year - 4 | 1,407 | 2,045 | 1,448 | 18 | 2,028 | 349 | ||
| Fiscal Year - 5 | 1,607 | 2,122 | 1,327 | (16) | 2,240 | 499 | ||
| Net Income | ||||||||
| Latest Twelve Months | 1,128 | (411) | 257 | 3 | 512 | (50) | ||
| Fiscal Year | 1,128 | (411) | 257 | (0) | 512 | (82) | ||
| Fiscal Year - 1 | 1,003 | 5 | 285 | (29) | 673 | (290) | ||
| Fiscal Year - 2 | 1,005 | 300 | 228 | 23 | 1,146 | (23) | ||
| Fiscal Year - 3 | 1,464 | 409 | 259 | 6 | 566 | (388) | ||
| Fiscal Year - 4 | 805 | 476 | 314 | 13 | 202 | (4) | ||
| Fiscal Year - 5 | 900 | 538 | 262 | (16) | 16 | (917) | ||
| Total Assets | ||||||||
| Latest Fiscal Quarter Prior | 4,805 | 9,982 | 2,102 | 100 | 9,060 | 287 | ||
| Latest Fiscal Quarter | 5,683 | 10,765 | 2,085 | 74 | 8,831 | 216 | ||
| Fiscal Year | 5,683 | 10,765 | 2,085 | 71 | 8,831 | 266 | ||
| Fiscal Year - 1 | 4,805 | 9,982 | 2,102 | 115 | 9,060 | 353 | ||
| Fiscal Year - 2 | 4,576 | 9,708 | 2,020 | 160 | 8,881 | 755 | ||
| Fiscal Year - 3 | 4,833 | 8,660 | 2,018 | 135 | 8,876 | 820 | ||
| Fiscal Year - 4 | 4,032 | 6,360 | 2,061 | 153 | 7,889 | 1,335 | ||
| Fiscal Year - 5 | 3,950 | 4,368 | 1,880 | 163 | 7,654 | 1,328 | ||
| Fiscal Year - 6 | 2,949 | 4,292 | 1,544 | 187 | 8,219 | 2,445 | ||
| Common Equity | ||||||||
| Latest Fiscal Quarter Prior | 2,427 | 1,028 | 1,128 | 94 | 3,588 | 85 | ||
| Latest Fiscal Quarter | 2,414 | 409 | 1,095 | 71 | 3,345 | 39 | ||
| Fiscal Year | 2,414 | 409 | 1,095 | 67 | 3,345 | 62 | ||
| Fiscal Year - 1 | 2,427 | 1,028 | 1,128 | 104 | 3,588 | 151 | ||
| Fiscal Year - 2 | 2,416 | 1,610 | 1,046 | 142 | 3,230 | 479 | ||
| Fiscal Year - 3 | 2,899 | 1,589 | 1,114 | 125 | 2,786 | 474 | ||
| Fiscal Year - 4 | 2,275 | 1,582 | 1,137 | 135 | 2,780 | 875 | ||
| Fiscal Year - 5 | 2,288 | 1,494 | 1,041 | 145 | 2,938 | 881 | ||
| Fiscal Year - 6 | 1,968 | 1,430 | 857 | 182 | 3,457 | 1,883 | ||