VZ Holding AG VZN

Morningstar Rating

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.

Price vs Fair Value

VZN is trading at a 638% premium.
Price
CHF 134.21
Fair Value
CHF 455.88
Uncertainty
High
1-Star Price
CHF 587.68
5-Star Price
CHF 139.85
Economic Moat
Vkxqp
Capital Allocation

Trading Information

Previous Close Price
Day Range
52-Week Range
Bid/Ask
/
Market Cap
Volume/Avg
/

Key Statistics

Price/Earnings (Normalized)
23.58
Price/Sales
9.72
Dividend Yield (Trailing)
1.68%
Dividend Yield (Forward)
1.68%
Total Yield
1.68%

Company Profile

VZ Holding AG offers financial advisory services for individuals and companies in many areas. It provides Independent, transparent advice, a Consultation process, and wide-ranging advice such as retirement, real estate, mortgages, shareholdings, and insurance advice. It generates the majority of its revenue from management fees on assets under management.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Mid Growth
Total Number of Employees
1,541

Comparables

Valuation

Metric
VZN
LUKN
FREN
Price/Earnings (Normalized)
23.5814.1326.36
Price/Book Value
5.550.790.96
Price/Sales
9.725.1011.59
Price/Cash Flow
17.259.6929.54
Price/Earnings
VZN
LUKN
FREN

Financial Strength

Metric
VZN
LUKN
FREN
Quick Ratio
0.380.33
Current Ratio
0.380.33
Interest Coverage
26.543.16
Quick Ratio
VZN
LUKN
FREN

Profitability

Metric
VZN
LUKN
FREN
Return on Assets (Normalized)
3.40%0.47%1.26%
Return on Equity (Normalized)
25.37%7.11%3.12%
Return on Invested Capital (Normalized)
15.63%1.94%
Return on Assets
VZN
LUKN
FREN

Asset Management Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
BlackRock Inc
BLK
VzypgyxtqCpvdf$140.0 Bil
Blackstone Inc
BX
TltzdkmmhFglkf$118.6 Bil
KKR & Co Inc Ordinary Shares
KKR
ZkzlghqgNzfrltw$117.3 Bil
Ameriprise Financial Inc
AMP
QkxjwmcQlrbbx$46.0 Bil
State Street Corp
STT
SdkrvvccGbvr$26.3 Bil
Raymond James Financial Inc
RJF
HblmvsxbHvbrnb$25.2 Bil
T. Rowe Price Group Inc
TROW
CzvlhynnnPwzpmk$24.4 Bil
Northern Trust Corp
NTRS
FvnqcjkpcnLbhls$18.2 Bil
The Carlyle Group Inc
CG
RcgywjrVqnzhzc$15.5 Bil
Franklin Resources Inc
BEN
GlwclscnWbpnh$10.9 Bil

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