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PGHN: Future Profit Margins And Private Markets Expansion Will Drive Upside

Digital Transformation And Aging Populations Will Drive Private Markets

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PGHN
AnalystHighTarget
Not Invested
Published 04 Jun 2025

Update shared on 13 Dec 2025

Fair value Decreased 3.02%
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AnalystHighTarget's Fair Value
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1Y
-25.4%
7D
-0.5%

Analysts have modestly lowered their price target on Partners Group Holding, trimming fair value from CHF 1,443.58 to CHF 1,400.00. Slightly softer anticipated revenue growth and a lower future P E multiple more than offset expectations for improved profit margins and a marginally reduced discount rate.

What's in the News

  • Opened a new office in Montreal to deepen relationships with major Quebec institutional investors and expand Canadian private wealth offerings, building on its Toronto presence established in 2019 (Key Developments).
  • Believed to be reviving the sale process for its Australian childcare business, Guardian Early Learning, targeting around $1 billion after previous attempts were hampered by changes in childcare funding (Key Developments).
  • Reportedly exploring a sale of Nordic data centre operator atNorth that could raise up to EUR 4 billion, amid a broader wave of European data centre transactions linked to the artificial intelligence boom (Key Developments).
  • Acting as strategic partner and portfolio manager for a new evergreen private markets fund launched by Deutsche Bank and DWS for qualified private clients in Europe and Switzerland, with limited near term fundraising impact expected for 2025 (Key Developments).
  • Formed a strategic partnership with PGIM to create multi asset portfolio solutions that blend public and private markets exposure for both individual and institutional investors (Key Developments).

Valuation Changes

  • Fair value estimate was reduced modestly from CHF 1,443.58 to CHF 1,400.00, reflecting a slightly less optimistic outlook.
  • The discount rate edged down slightly from 5.23 percent to 5.22 percent, indicating a marginally lower perceived risk profile.
  • Revenue growth was lowered from about 20.45 percent to 18.01 percent, marking a moderate reduction in top line expectations.
  • The net profit margin increased from roughly 49.53 percent to 51.60 percent, signaling an anticipated improvement in profitability.
  • The future P/E ratio eased from 22.90x to 21.54x, suggesting a slightly less demanding valuation multiple on expected earnings.

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