Bellevue Group AG BBN
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
Trading Information
- Previous Close Price
- CHF 15.85
- Day Range
- CHF 15.85–15.95
- 52-Week Range
- CHF 15.55–24.80
- Bid/Ask
- CHF 15.85 / CHF 16.00
- Market Cap
- CHF 211.18 Mil
- Volume/Avg
- 5,203 / 5,202
Key Statistics
- Price/Earnings (Normalized)
- 14.37
- Price/Sales
- 2.76
- Dividend Yield (Trailing)
- 7.21%
- Dividend Yield (Forward)
- 7.21%
- Total Yield
- 8.66%
Company Profile
Bellevue Group AG is a Switzerland-based company operating in the finance industry. It is principally engaged in the field of asset management and wealth management. The business operates in one segment. The segment consists of the operating business units Bellevue Asset Management, StarCapital, and Bellevue Private Markets. It has a clear focus on managing equity portfolios for selected sectors and regional strategies.
- Sector
- Financial Services
- Industry
- Asset Management
- Stock Style Box
- Small Value
- Total Number of Employees
- 88
- Website
- https://www.bellevue.ch
Comparables
Valuation
|
Metric
|
BBN
|
UBSG
|
LUKN
|
|---|---|---|---|
Price/Earnings (Normalized) | 14.37 | 10.00 | 14.13 |
Price/Book Value | 1.81 | 1.12 | 0.79 |
Price/Sales | 2.76 | 2.18 | 5.10 |
Price/Cash Flow | 10.11 | 11.65 | 9.69 |
Price/Earnings
BBN
UBSG
LUKN
Financial Strength
|
Metric
|
BBN
|
UBSG
|
LUKN
|
|---|---|---|---|
Quick Ratio | 5.08 | — | — |
Current Ratio | 5.47 | — | — |
Interest Coverage | 167.06 | — | — |
Quick Ratio
BBN
UBSG
LUKN
Profitability
|
Metric
|
BBN
|
UBSG
|
LUKN
|
|---|---|---|---|
Return on Assets (Normalized) | 8.59% | 0.22% | 0.47% |
Return on Equity (Normalized) | 10.63% | 4.21% | 7.11% |
Return on Invested Capital (Normalized) | 9.71% | — | — |
Return on Assets
BBN
UBSG
LUKN
Asset Management Industry Comparables
|
1-Day Chart
|
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United States