Rothschild & Co SCA (PIEJF)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Rothschild & Co SCA (PIEJF) trades at $39.92 with AI Score 48/100 (Grade C). Rothschild & Co SCA is a global financial services group providing advisory, wealth and asset management, and merchant banking solutions. Sector: Financial services.
Price live · AI analysis from Mar 18, 2026Analyst Coverage for PIEJF: PIEJF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates PIEJF against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
PIEJF: the 1 perspectives are evenly split.
How is this calculated? →Rothschild & Co SCA (PIEJF) Financial Services Profile
Rothschild & Co SCA, a global financial services group with a history dating back to 1838, offers advisory, wealth and asset management, and merchant banking services, distinguishing itself through its extensive international presence and diversified financial solutions tailored to corporations, families, and institutions.
What Is the Investment Thesis for PIEJF?
Rothschild & Co SCA presents a compelling investment case driven by its diversified revenue streams across advisory, wealth and asset management, and merchant banking. The company's established global presence and long-standing client relationships provide a stable foundation for growth. With a P/E ratio of 4.55 and a profit margin of 21.9%, Rothschild & Co SCA demonstrates strong profitability. A high dividend yield of 24.51% may attract income-focused investors. Upcoming growth catalysts include expansion in emerging markets and increased demand for advisory services. However, potential risks include economic downturns impacting deal flow and market volatility affecting asset management fees.
Based on FMP financials and quantitative analysis
PIEJF Key Highlights
- P/E ratio of 4.55 indicates a potentially undervalued stock compared to its earnings.
- Profit margin of 21.9% reflects strong operational efficiency and profitability.
- Gross margin of 38.8% demonstrates the company's ability to manage its cost of services effectively.
- Beta of 0.77 suggests lower volatility compared to the overall market, potentially offering stability during market fluctuations.
- Dividend yield of 24.51% provides a significant income stream for investors, highlighting the company's commitment to shareholder returns.
Who Are PIEJF's Competitors?
PIEJF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AZIHY Azimut Holding S.p.A. | $44.48 | +0.00% | $3.08B | 48 |
| CKNQP CoBank, ACB | $100.00 | +0.20% | $3.24B | 52 |
| CSGKF Credit Suisse Group AG | $0.89 | +0.00% | $3.51B | 51 |
| GCNJF Grupo Catalana Occidente, S.A. | $25.30 | +0.00% | $2.98B | 46 |
| KNKBF Kinnevik AB | $11.12 | -5.01% | $3.13B | 48 |
| IREN IREN Limited | $43.70 | +12.58% | $15.60B | 70 |
| COHN Cohen & Company Inc. | $13.25 | +0.99% | $27.79M | 65 |
| SBET SharpLink Gaming Ltd. | $5.67 | +6.78% | $1.12B | 65 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are PIEJF's Key Strengths?
- Strong brand reputation and global network.
- Diversified revenue streams across multiple business lines.
- Experienced management team with a proven track record.
- High dividend yield attracting income-focused investors.
What Are PIEJF's Weaknesses?
- Dependence on global economic conditions and market volatility.
- Exposure to regulatory changes and compliance risks.
- Limited presence in certain emerging markets.
- OTC market trading may limit liquidity.
What Could Drive PIEJF Stock Higher?
- Potential for increased M&A activity driving advisory revenue growth in the next 12-18 months.
- Expansion in wealth management services targeting high-net-worth individuals in emerging markets.
- Continued growth in asset management driven by demand for sustainable investment products.
- Strategic partnerships and acquisitions to expand service offerings and geographic reach.
- Technological innovation to enhance service delivery and improve operational efficiency.
What Are the Key Risks for PIEJF?
- Economic downturns impacting deal flow and asset values.
- Increased competition from global financial institutions and boutiques.
- Geopolitical risks and uncertainties affecting global markets.
- Regulatory changes and compliance risks impacting financial services industry.
- Reputational damage from ethical lapses or operational failures.
What Are the Growth Opportunities for PIEJF?
- Expansion in Emerging Markets: Rothschild & Co SCA can capitalize on the growing demand for financial services in emerging markets, particularly in Asia and Latin America. These regions offer significant opportunities for advisory, wealth management, and merchant banking services, driven by increasing economic activity and rising affluence. By establishing a stronger presence in these markets, Rothschild & Co SCA can diversify its revenue streams and enhance its growth prospects. The emerging markets wealth management sector is projected to grow at a CAGR of 8-10% over the next five years.
- Increased Demand for Advisory Services: The global M&A market is expected to remain active, driven by corporate restructuring, consolidation, and strategic acquisitions. Rothschild & Co SCA can leverage its expertise in M&A advisory to capture a larger share of this market. Additionally, increasing demand for debt and equity advisory services presents further growth opportunities. The global M&A advisory market is estimated to be worth $30 billion annually.
- Technological Innovation: Investing in technology to enhance its service offerings and improve operational efficiency. This includes developing digital platforms for wealth management, utilizing AI for investment analysis, and implementing blockchain technology for secure transactions. By embracing technological innovation, Rothschild & Co SCA can attract new clients, reduce costs, and gain a competitive edge. Fintech investments in the wealth management sector are projected to reach $10 billion by 2028.
- Strategic Partnerships and Acquisitions: Rothschild & Co SCA can pursue strategic partnerships and acquisitions to expand its service offerings and geographic reach. This includes partnering with fintech companies to offer innovative financial solutions and acquiring boutique firms with specialized expertise. Strategic partnerships and acquisitions can accelerate growth and enhance the company's competitive position. The value of M&A deals in the financial services sector is expected to reach $500 billion in 2026.
- Sustainable Investing: Growing investor interest in sustainable investing presents a significant growth opportunity for Rothschild & Co SCA. By developing and offering ESG-focused investment products and advisory services, the company can attract socially conscious investors and enhance its reputation. The global ESG investing market is projected to reach $50 trillion by 2025, representing a significant opportunity for Rothschild & Co SCA.
What Opportunities Does PIEJF Have?
- Expansion in emerging markets with high growth potential.
- Increased demand for advisory services in a consolidating market.
- Development of innovative financial solutions using technology.
- Growing investor interest in sustainable investing.
What Threats Does PIEJF Face?
- Economic downturns impacting deal flow and asset values.
- Increased competition from global financial institutions and boutiques.
- Geopolitical risks and uncertainties.
- Potential for reputational damage from ethical lapses.
What Are PIEJF's Competitive Advantages?
- Established brand reputation and long-standing client relationships.
- Global network and presence in key financial centers.
- Diversified service offerings across advisory, wealth and asset management, and merchant banking.
- Expertise in complex financial transactions and strategic advisory.
What Does PIEJF Do?
Rothschild & Co SCA, established in 1838, has evolved into a global financial services group providing a range of services including advisory, wealth and asset management, and merchant banking. The company's advisory division offers merger and acquisition, strategic, debt, equity, and investor advisory services to corporations, private equity firms, families, entrepreneurs, and governments. Its wealth management arm caters to families, entrepreneurs, foundations, and charities, while the asset management division provides bespoke investment management and advisory services to institutional clients, financial intermediaries, and third-party distributors. Rothschild & Co SCA's merchant banking division focuses on corporate private equity, secondaries, multi-managers funds, co-investments, direct lending, and credit management. Headquartered in Paris, France, the company operates across Europe, the Americas, Asia, and Australia, serving a diverse clientele with tailored financial solutions.
What Products and Services Does PIEJF Offer?
- Provides merger and acquisition (M&A) advisory services to corporations and private equity firms.
- Offers strategic advisory services to help clients make informed business decisions.
- Provides debt advisory and restructuring services to companies facing financial challenges.
- Offers equity advisory services, including IPOs and capital raising.
- Provides wealth management services to high-net-worth individuals and families.
- Offers asset management services to institutional clients and financial intermediaries.
- Engages in merchant banking activities, including private equity and direct lending.
How Does PIEJF Make Money?
- Generates revenue from advisory fees for M&A, restructuring, and capital markets transactions.
- Earns management fees based on assets under management (AUM) in its wealth and asset management divisions.
- Derives income from merchant banking activities, including private equity investments and direct lending.
- Diversified revenue streams across advisory, wealth and asset management, and merchant banking.
What Industry Does PIEJF Operate In?
Rothschild & Co SCA operates in the competitive financial services industry, which is influenced by global economic trends, regulatory changes, and market volatility. The industry is experiencing growth in demand for advisory services, driven by increasing M&A activity and corporate restructuring. Wealth and asset management are also expanding due to rising affluence and the need for sophisticated investment solutions. Rothschild & Co SCA competes with other global financial institutions, boutiques, and specialized firms, differentiating itself through its long-standing reputation, global network, and diversified service offerings.
Who Are PIEJF's Key Customers?
- Large and mid-sized corporations seeking M&A and strategic advisory services.
- Private equity firms looking for investment opportunities and advisory expertise.
- High-net-worth individuals and families seeking wealth management services.
- Institutional investors, including pension funds and endowments, seeking asset management solutions.
Company Profile
Rothschild & Co SCA operates in the Financial - Capital Markets industry within the Financial Services sector. It is headquartered in Paris, FR. The company is led by CEO Alexandre de Rothschild. PIEJF has traded publicly since 2011.
How Rothschild & Co SCA Is Valued
Relative to its peer group, PIEJF's quantitative score of 48/100 is roughly in line with the peer average of 49/100.
ROE 18%Key Financial Metrics
Return on equity for Rothschild & Co SCA stands at 18.1%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 3.5%, showing how much profit it generates from its asset base. PIEJF trades at a trailing price-to-earnings ratio of 4.55, below the Financial Services sector average of ~18x. A current ratio of 6.27 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 22.0%, the inverse of the P/E and a quick read on earnings relative to price.
PIEJF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
Bull Case vs Bear Case
Bull Case
- Rothschild's long-standing reputation for discretion and navigating complex financial landscapes often attracts high-profile clients seeking stability, especially during volatile economic times. This could lead to increased business.
- Recent insider activity, if showing increased ownership, can signal confidence in the company's future prospects, which resonates positively within the social trading community.
- The company's diversified service offerings, including wealth management, investment banking, and merchant banking, provide resilience against downturns in specific sectors, potentially attracting investors seeking stability.
- Positive community sentiment focusing on Rothschild's perceived ability to capitalize on restructuring and advisory opportunities in the current economic climate could drive bullish momentum.
Bear Case
- Negative community sentiment stemming from concerns about the impact of global economic slowdown on deal-making activity and overall transaction volumes could weigh on the stock.
- Increased regulatory scrutiny and compliance costs in the financial services sector could negatively impact Rothschild's profitability and operational efficiency, raising concerns among investors.
- Recent insider selling, if observed, might raise questions about management's outlook on the company's near-term performance, potentially triggering bearish sentiment.
- Market perception that Rothschild's traditional business model is facing disruption from fintech innovations and alternative investment platforms could limit its growth potential and dampen investor enthusiasm.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
PIEJF Latest News
No recent news available for PIEJF.
PIEJF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for PIEJF.
Price Targets
Wall Street price target analysis for PIEJF.
PIEJF MoonshotScore
What does this score mean?
The MoonshotScore rates PIEJF's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Alexandre de Rothschild
Managing Partner and Chairman of Rothschild & Co
Alexandre de Rothschild is the Managing Partner and Chairman of Rothschild & Co. He is a member of the seventh generation of the Rothschild family to lead the firm. Prior to assuming his current role, he held various positions within the company, including roles in the investment banking and private equity divisions. He has been instrumental in driving the company's strategic direction and expansion efforts. He is a graduate of Oxford University.
Track Record: Under Alexandre de Rothschild's leadership, Rothschild & Co has continued to expand its global presence and strengthen its position as a leading independent financial advisory group. He has overseen key strategic acquisitions and partnerships, driving growth in the company's advisory, wealth and asset management, and merchant banking businesses. He has also focused on promoting innovation and sustainability within the organization.
PIEJF OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that Rothschild & Co SCA (PIEJF) may not meet the minimum financial standards or reporting requirements of higher tiers like OTCQX or OTCQB. Companies in this tier may have limited regulatory oversight and may not be required to provide regular financial disclosures, increasing the risk for investors compared to stocks listed on major exchanges like the NYSE or NASDAQ. This tier often includes companies with distressed financials, shell corporations, or those that choose not to comply with higher reporting standards.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited financial disclosure increases information asymmetry and makes it difficult to assess the company's financial health.
- Low trading volume and liquidity can lead to price volatility and difficulty in executing trades.
- Potential for fraud or manipulation due to less regulatory oversight.
- Higher risk of delisting or suspension of trading compared to stocks listed on major exchanges.
- OTC stocks may not be marginable, limiting investment strategies.
- Verify the company's registration and regulatory filings with the SEC or other relevant authorities.
- Obtain and review any available financial statements, even if limited, to assess the company's financial condition.
- Research the company's management team and their track record.
- Understand the company's business model and competitive landscape.
- Assess the liquidity and trading volume of the stock on the OTC market.
- Consult with a financial advisor to evaluate the risks and potential rewards of investing in PIEJF.
- Check for any news articles or reports that may raise red flags about the company.
- Established history dating back to 1838 suggests a long-standing business operation.
- Global presence and operations in multiple countries indicate a significant scale of operations.
- Diversified service offerings across advisory, wealth and asset management, and merchant banking.
- Presence of a well-known CEO, Alexandre de Rothschild, potentially indicating strong leadership.
PIEJF Financial Services Stock FAQ
What does Rothschild & Co SCA do?
Rothschild & Co SCA is a global financial services group that provides advisory, wealth and asset management, and merchant banking services. Its advisory division offers M&A, strategic, debt, and equity advisory to corporations, private equity firms, and governments. The wealth management arm caters to high-net-worth individuals and families, while the asset management division serves institutional clients. The merchant banking division focuses on private equity, direct lending, and other alternative investments. The company operates across Europe, the Americas, Asia, and Australia.
What are the main risks for PIEJF?
The main risks for Rothschild & Co SCA include economic downturns impacting deal flow and asset values, increased competition from global financial institutions, geopolitical risks affecting global markets, regulatory changes impacting the financial services industry, and potential reputational damage from ethical lapses. As an OTC-traded stock, PIEJF also faces liquidity risks and limited financial disclosure requirements. Investors should carefully assess these risks before investing in PIEJF.
What are the key factors to evaluate for PIEJF?
Rothschild & Co SCA (PIEJF) holds an AI score of 48/100 (low). Not financial advice.
How frequently does PIEJF data refresh on this page?
PIEJF prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven PIEJF's recent stock price performance?
Rothschild & Co SCA (PIEJF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong brand reputation and global network. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider PIEJF overvalued or undervalued right now?
Valuing Rothschild & Co SCA (PIEJF) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying PIEJF?
Before investing in Rothschild & Co SCA (PIEJF), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding PIEJF to a portfolio?
Key strength of Rothschild & Co SCA (PIEJF): Strong brand reputation and global network. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- OTC market data may be less reliable than exchange-listed data.
- AI analysis is pending and may provide further insights.