(PVF-UN) Partners Value Investments - Ratings and Ratios
Asset Management, Investment Holdings, Financial Services
Description: PVF-UN Partners Value Investments
Partners Value Investments LP is an investment holding company focused on asset management and other investment companies, founded in 1986 and based in Hamilton, Bermuda. The companys business model involves investing in various asset management firms, allowing it to leverage the expertise of its portfolio companies.
To evaluate the performance of Partners Value Investments LP, we can examine key performance indicators (KPIs) such as Return on Equity (RoE), which is currently at 0.98, indicating a relatively low return on shareholder equity. The companys Price-to-Earnings (P/E) ratio is 266.44, suggesting that the stock may be overvalued or that investors have high expectations for future growth. The absence of a forward P/E ratio makes it challenging to assess the markets expectations for the companys future earnings.
With a market capitalization of CAD 10,062.37 million, Partners Value Investments LP is a sizable player in the asset management industry. To further analyze the companys prospects, we can consider metrics such as Assets Under Management (AUM) growth, investment performance relative to benchmarks, and the companys ability to generate fees and revenue. A thorough examination of these KPIs can provide insights into the companys operational efficiency and its ability to create value for shareholders.
From a valuation perspective, the stocks current price of 136.95 is below its 20-day and 50-day Simple Moving Averages (SMA20 and SMA50), indicating a potential short-term downward trend. However, the stock remains above its 200-day SMA, suggesting a longer-term uptrend. Further analysis of the companys financials, management team, and industry trends is necessary to determine whether the current price level presents a buying opportunity or if the stock is likely to continue trending lower.
Additional Sources for PVF-UN Stock
PVF-UN Stock Overview
Market Cap in USD | 7,351m |
Sector | Financial Services |
Industry | Asset Management |
GiC Sub-Industry | Asset Management & Custody Banks |
IPO / Inception |
PVF-UN Stock Ratings
Growth Rating | 82.5 |
Fundamental | 6.99 |
Dividend Rating | 1.0 |
Rel. Strength | 46.1 |
Analysts | - |
Fair Price Momentum | 167.00 CAD |
Fair Price DCF | 5.68 CAD |
PVF-UN Dividends
Currently no dividends paidPVF-UN Growth Ratios
Growth Correlation 3m | 45.8% |
Growth Correlation 12m | 57.5% |
Growth Correlation 5y | 81% |
CAGR 5y | 26.83% |
CAGR/Max DD 5y | 0.95 |
Sharpe Ratio 12m | -0.09 |
Alpha | 74.67 |
Beta | 0.293 |
Volatility | 17.58% |
Current Volume | 0k |
Average Volume 20d | 0k |
Stop Loss | 134.8 (-7%) |
As of July 16, 2025, the stock is trading at CAD 145.00 with a total of 0 shares traded.
Over the past week, the price has changed by +2.84%, over one month by +6.62%, over three months by +16.00% and over the past year by +81.20%.
Neither. Based on ValueRay´s Fundamental Analyses, Partners Value Investments is currently (July 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 6.99 and therefor a neutral outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of PVF-UN is around 167.00 CAD . This means that PVF-UN is currently undervalued and has a potential upside of +15.17% (Margin of Safety).
Partners Value Investments has no consensus analysts rating.
According to our own proprietary Forecast Model, PVF-UN Partners Value Investments will be worth about 182.5 in July 2026. The stock is currently trading at 145.00. This means that the stock has a potential upside of +25.86%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 182.5 | 25.9% |