(PVF-UN) Partners Value Investments - Ratings and Ratios

Exchange: V • Country: Bermuda • Currency: CAD • Type: Common Stock • ISIN: (N/A)

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

Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle

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 paid

PVF-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%)
What is the price of PVF-UN shares?
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%.
Is Partners Value Investments a good stock to buy?
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).
Is PVF-UN a buy, sell or hold?
Partners Value Investments has no consensus analysts rating.
What are the forecasts for PVF-UN share price target?
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%