Tikehau Capital is a Paris-listed alternative asset manager whose revenue comes from management fees and performance fees across private debt, private equity, real estate and listed credit strategies, with much of it earned on third-party capital raised through its funds. Its edge is a diversified private-markets platform that lets it keep gathering assets in areas where traditional banks have pulled back, and its 64.8% operating margin reflects how little capital the fee model needs. Revenue growth of 135.4% is the number to scrutinise, since it likely reflects lumpy performance fees and acquisitions rather than a steady run-rate, so the first question is how much of that top line recurs. The stock screens at 21.5x trailing earnings against 10.1x forward, a gap that implies a sharp earnings step-up the market is either pricing in or doubting, and ROE of 7.4% is modest for the sector. Worth a deeper look to test whether fee-related earnings, not headline revenue, are compounding.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
Trades are only made public after a delay. We show the delay so you know how old the news is.
Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:53 CEST | ACCE price target | €18.80 | first publication | €16.54 |
| 22 Oct 2026, 14:04 CEST | Rating | Fairly valued | first publication | €16.80 |
| 22 Oct 2026, 14:04 CEST | Fair value | €15.51 | first publication | €16.80 |
Answered from Tikehau Capital fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| TKO.PA Tikehau Capital | €15.92 | €16 | 3% above | 20.7x | 7.4% | 81 | 76 |
| TATAINVEST.NS Tata Investment Corporation Limited | ₹548.50 | - | - | 93.3x | - | 100 | 39 |
| ROKO-B.ST Röko AB (publ) | kr 2145.00 | kr 688 | 212% above | 35.5x | 13.4% | 76 | 63 |
| CORFICOLCF.CL Corficolombiana ordinary | COP 20420.00 | - | - | 13.1x | 7.0% | 45 | 70 |
| BURE.ST Bure Equity AB (publ) | kr 292.40 | kr 301 | 3% below | 4.3x | 21.8% | 95 | 85 |
| PFCORFICOL.CL Corficolombiana preferred | COP 18120.00 | - | - | 12.1x | 7.0% | 45 | 68 |
| KINV-A.ST Kinnevik AB | kr 74.00 | - | - | - | -22.9% | 64 | 32 |
Where TKO.PA ranks against its sector peers on each metric.