Skip to Content

Baloise Holding AG BLHEF

Morningstar Rating
$147.25 +4.96 (3.49%)
View Full Chart
Unlock Our Analysis with Morningstar Investor

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
$146.79
Fair Value
$684.38
Uncertainty
Medium
1-Star Price
$318.46
5-Star Price
$537.13
Economic Moat
Yxnj
Capital Allocation
Is it the right time to buy, sell, or hold?
Start a free trial of Morningstar Investor to unlock exclusive ratings and continuous analyst coverage to help you decide if BLHEF is a good fit for your portfolio.

Trading Information

Previous Close Price
$142.29
Day Range
$147.25147.25
52-Week Range
$142.15159.00
Bid/Ask
$139.96 / $165.02
Market Cap
$6.67 Bil
Volume/Avg
90 / 853

Key Statistics

Price/Earnings (Normalized)
13.44
Price/Sales
0.82
Dividend Yield
5.68%
Dividend Yield (Forward)
6.41%
Total Yield
5.68%

Company Profile

Baloise Holding AG is a diversified insurance company that operates multiple segments, including Nonlife, Life, Asset Management & Banking, and Other activities. Most of the company's revenue is generated in Switzerland, followed by Belgium and Germany. The company's strategy centers on a customer-oriented focus. The company considers merger and acquisition investment as a component of its operational growth strategy.
Sector
Financial Services
Industry
Insurance - Diversified
Stock Style Box
Mid Value
Total Number of Employees
7,693

Valuation

Metric
BLHEF
Price/Earnings (Normalized)
13.44
Price/Book Value
1.83
Price/Sales
0.82
Price/Cash Flow
9.48
Price/Earnings
BLHEF

Financial Strength

Metric
BLHEF
Quick Ratio
Current Ratio
Interest Coverage
18.21
Quick Ratio
No chart available

Profitability

Metric
BLHEF
Return on Assets (Normalized)
0.42%
Return on Equity (Normalized)
8.03%
Return on Invested Capital (Normalized)
4.79%
Return on Assets
BLHEF

Insurance - Diversified Industry Comparables

Ticker
Name
Morningstar Rating for Stocks
Economic Moat
Market Cap
BRK.A
Berkshire Hathaway Inc Class AXkkmj$777.3 Bil
BRK.B
Berkshire Hathaway Inc Class BVgkwg$777.3 Bil
ALIZY
Allianz SE ADRMvlxj$101.1 Bil
ZURVY
Zurich Insurance Group AG ADRXtqyml$73.5 Bil
AXAHY
AXA SA ADRLmqq$71.4 Bil
AIG
American International Group IncCslz$46.3 Bil
SLF
Sun Life Financial IncZlv$29.6 Bil
AVVIY
Aviva PLC ADRYhcx$14.6 Bil
AEG
Aegon Ltd ADRFyg$10.7 Bil
AGESY
Ageas SA/ NV ADRFcbd$8.0 Bil