- CH₣110.26m
- CH₣56.87m
- CH₣71.24m
- 91
- 76
- 20
- 71
Growth & Value
| 12m Forecast Rolling | Industry | Market | |
|---|---|---|---|
| PE Ratio (f) | 7.32 | ||
| PEG Ratio (f) | 0.28 | ||
| EPS Growth (f) | 35.5% | ||
| Dividend Yield (f) | 13.67% | ||
| Valuation (ttm) | Industry | Market | |
|---|---|---|---|
| Price to Book Value | 0.93 | ||
| Price to Tang. Book | 1.44 | ||
| Price to Free Cashflow | 21.47 | ||
| Price to Sales | 1.55 | ||
| EV to EBITDA | 3.73 | ||
Shareholder Activity
| Type | Buy / Hold / Sell |
|---|---|
| Institutions | |
| Directors | |
| Community |
Guru Screens
Quality
| Name | Industry | Market | |
|---|---|---|---|
| Return on Capital | 8.57% | ||
| Return on Equity | 7.6% | ||
| Operating Margin | 16.83% | ||
Financial Summary
| Year End 31st Dec | Unit | 2020 | 2021 | 2022 | 2023 | 2024 | 2025E | 2026E | CAGR / Avg |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | CH₣m | 109.23 | 142.59 | 107.85 | 84.59 | 71.23 | n/a | n/a | -7.06% |
| Operating Profit | m | ||||||||
| Net Profit | m | ||||||||
| EPS Reported | |||||||||
| Diluted Normalised EPS | |||||||||
| EPS Growth | % | +18.78 | +52.32 | -44.2 | -39.56 | -37.46 | +51.49 | +12.84 | n/a |
| PE Ratio | x | ||||||||
| PEG | |||||||||
| Profitability | |||||||||
| Operating Margin | % | ||||||||
| ROA | % | ||||||||
| ROCE | % | ||||||||
| ROE | % | ||||||||
| Cashflow | |||||||||
| Op. Cashflow ps | |||||||||
| Capex ps | |||||||||
| Free Cashflow ps | |||||||||
| Dividends | |||||||||
| Dividend ps | |||||||||
| Dividend Growth | % | ||||||||
| Dividend Yield | % | ||||||||
| Dividend Cover | x | ||||||||
| Balance Sheet | |||||||||
| Cash etc | m | ||||||||
| Working Capital | m | ||||||||
| NFA | m | ||||||||
| Net Debt | m | ||||||||
| Book Value | m | ||||||||
| Diluted Weighted Average Shares | m | ||||||||
| Book Value ps | |||||||||
Other Ratios
| Leverage (ttm) | Total | - Intang | + Pension |
|---|---|---|---|
| Gross Gearing | |||
| Net Gearing | |||
| Cash / Assets |
| Liquidity (ttm) | |
|---|---|
| Curr. Ratio | |
| Quick Ratio | |
| Interest Cov. | |
| Efficiency (ttm) | |
|---|---|
| Asset Turnover | |
| Recs Turnover | |
| Stock Turnover | |
Recent History
| Latest interim period vs. prior period | Industry | Market | |
|---|---|---|---|
| Sales Growth | |||
| EPS Growth | |||
| 3yr Compound Annual Growth Rate | Industry | Market | |
|---|---|---|---|
| Sales CAGR | |||
| EPS CAGR | |||
| DPS CAGR | |||
Profile Summary
Bellevue Group AG is a Switzerland-based company that is active in the provision of asset management and wealth management services for private, corporate and institutional clients. The Company’s business activities are focused on a diversified spectrum of services in three main areas: specialized healthcare strategies, alternative investment strategies, and traditional investment strategies. The Company operates through the Asset Management segment, which comprises of management of equity portfolios for selected regional and sector strategies, and on institutional assets. The Company serves its clients in Switzerland and internationally.
Directors
- Veit De Maddalena NEC (54)
- Andre Rueegg CEO (53)
- Michael Hutter CFO (50)
- Jan Kollros EXB (43)
- Urs Schenker IND (64)
- Daniel Sigg IND (64)
- Katrin Wehr-Seiter IND (51)
- Last Annual
- December 31st, 2024
- Last Interim
- December 31st, 2024
- Incorporated
- December 21st, 2006
- Public Since
- January 15th, 2007
- No. of Employees
- 86
- Sector
- Investment Banking & Investment Services
- Industry
- Financials
- Exchange
SIX Swiss Exchange- Shares in Issue
- 13,284,519
- Address
- Seestrasse 16, KUESNACHT, 8700
- Web
- https://www.bellevue.ch/all-en/all
- Phone
- +41 442676700
- Contact
- Stefano Montalbano
- Auditors
- PricewaterhouseCoopers AG
Latest News for BBN
Upcoming Events for BBN
Half Year 2025 Bellevue Group AG Earnings Release
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FAQ
As of Today at 19:32 UTC, shares in Bellevue AG are trading at CH₣8.30. This share price information is delayed by 15 minutes.
Shares in Bellevue AG last closed at CH₣8.30 and the price had moved by -54.26% over the past 365 days. In terms of relative price strength the Bellevue AG share price has underperformed the FTSE Global All Cap Index by -55.4% over the past year.
The overall consensus recommendation for Bellevue AG is Hold. You can view the full broker recommendation list by unlocking its StockReport.
Find out moreThe Bellevue AG dividend yield is 8.43% based on the trailing twelve month period.
Last year, Bellevue AG paid a total dividend of CH₣0.70, and it currently has a trailing dividend yield of 8.43%. We do not have any data on when Bellevue AG is to next pay dividends.
We do not have data on when Bellevue AG is to next pay dividends. The historic dividend yield on Bellevue AG shares is currently 8.43%.
To buy shares in Bellevue AG you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.
As of the previous close price of CH₣8.30, shares in Bellevue AG had a market capitalisation of CH₣110.26m.
Here are the trading details for Bellevue AG:
- Country of listing: Switzerland
- Exchange: SWX
- Ticker Symbol: BBN
Based on an overall assessment of its quality, value and momentum Bellevue AG is currently classified as a Contrarian. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.
The analyst consensus target price for shares in Bellevue AG is CH₣19.00. That is 128.92% above the last closing price of CH₣8.30.
Analysts covering Bellevue AG currently have a consensus Earnings Per Share (EPS) forecast of CH₣1.09 for the next financial year.
Find out moreAn important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Bellevue AG. Over the past six months, its share price has underperformed the FTSE Global All Cap Index by -44.59%.
As of the last closing price of CH₣8.30, shares in Bellevue AG were trading -40.96% below their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.
The Bellevue AG PE ratio based on its reported earnings over the past 12 months is 7.32. The shares last closed at CH₣8.30.
The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.
The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.
Bellevue AG's management team is headed by:
- Veit De Maddalena - NEC
- Andre Rueegg - CEO
- Michael Hutter - CFO
- Jan Kollros - EXB
- Urs Schenker - IND
- Daniel Sigg - IND
- Katrin Wehr-Seiter - IND