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Baloise Holding AG BLHEF

Morningstar Rating
$157.49 +2.49 (1.61%)
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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

BLHEF is trading within a range we consider fairly valued.
Price
$155.45
Fair Value
$178.72
Uncertainty
Medium
1-Star Price
$239.43
5-Star Price
$363.25
Economic Moat
Xpshm
Capital Allocation
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Trading Information

Previous Close Price
$155.00
Day Range
$157.49157.49
52-Week Range
$142.15164.00
Bid/Ask
$148.74 / $167.75
Market Cap
$7.15 Bil
Volume/Avg
200 / 174

Key Statistics

Price/Earnings (Normalized)
27.44
Price/Sales
0.91
Dividend Yield (Trailing)
5.39%
Dividend Yield (Forward)
5.52%
Total Yield
5.39%

Company Profile

Baloise Holding AG is a diversified insurance company that operates multiple segments, including Nonlife, Life, Asset Management & Banking, and Other activities. The majority of its revenue is generated in Switzerland, followed by Belgium, Luxemburg, and Germany. Its focus is customer-oriented.
Sector
Financial Services
Industry
Insurance - Diversified
Stock Style Box
Mid Value
Total Number of Employees
8,020

Comparables

Valuation

Metric
BLHEF
HELN
VAHN
Price/Earnings (Normalized)
27.4414.319.86
Price/Book Value
1.851.900.56
Price/Sales
0.910.610.87
Price/Cash Flow
3.2212.06
Price/Earnings
BLHEF
HELN
VAHN

Financial Strength

Metric
BLHEF
HELN
VAHN
Quick Ratio
Current Ratio
Interest Coverage
13.1525.1149.41
Quick Ratio
No chart available

Profitability

Metric
BLHEF
HELN
VAHN
Return on Assets (Normalized)
0.32%0.39%1.51%
Return on Equity (Normalized)
7.59%6.69%5.74%
Return on Invested Capital (Normalized)
2.61%4.33%5.57%
Return on Assets
BLHEF
HELN
VAHN
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Insurance - Diversified Industry Comparables

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Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
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ALIZY
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AXAHY
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ZURVY
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AIG
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SLF
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AVVIY
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