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Vontobel Holding AG VONHF

Morningstar Rating
$62.79 +1.24 (2.01%)
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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

VONHF is trading at a 826% premium.
Price
$62.69
Fair Value
$58.83
Uncertainty
High
1-Star Price
$68.50
5-Star Price
$35.41
Economic Moat
Nvkkg
Capital Allocation
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Trading Information

Previous Close Price
$61.55
Day Range
$62.7962.79
52-Week Range
$54.7062.79
Bid/Ask
$58.79 / $65.83
Market Cap
$3.47 Bil
Volume/Avg
2,025 / 1,345

Key Statistics

Price/Earnings (Normalized)
12.40
Price/Sales
2.48
Dividend Yield (Trailing)
5.29%
Dividend Yield (Forward)
5.23%
Total Yield
7.19%

Company Profile

Vontobel Holding AG is a Swiss bank that operates through three business segments: Asset Management Segment focuses on institutional clients such as pension funds, insurance companies, and sovereign wealth funds, as well as third-party banks in the wholesale fund business, Wealth Management Segment serves wealthy private clients (including UHNWIs), financial intermediaries, entrepreneurs, and decision-makers from the SME segment, and Digital Investing Segment bundles investment solutions for private investors, either directly or via ecosystems, and it also concentrates on the end-clients business with structured products. Majority of the revenue is generated from its Wealth Management segment.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Mid Value
Total Number of Employees
2,275

Comparables

Valuation

Metric
VONHF
BAM
BSKP
Price/Earnings (Normalized)
12.4035.961.73
Price/Book Value
1.397.240.08
Price/Sales
2.4866.814.51
Price/Cash Flow
8.7531.799.50
Price/Earnings
VONHF
BAM
BSKP

Financial Strength

Metric
VONHF
BAM
BSKP
Quick Ratio
0.83
Current Ratio
0.83
Interest Coverage
Quick Ratio
VONHF
BAM
BSKP

Profitability

Metric
VONHF
BAM
BSKP
Return on Assets (Normalized)
0.70%13.33%0.39%
Return on Equity (Normalized)
10.53%19.46%4.94%
Return on Invested Capital (Normalized)
18.28%
Return on Assets
VONHF
BAM
BSKP
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