Bellevue Group AG BBN

Morningstar Rating
CHF 6.72 +0.04 (0.60%)
View Full Chart

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

BBN is trading at a LOCK|PG^FG premium.
Price
CHF 6.68
Fair Value
LOCK|gHQ!?@
Uncertainty
LOCK|>w
1-Star Price
LOCK|F<B!vwD
5-Star Price
LOCK|!Tp$fx
Economic Moat
LOCK|#mL
Capital Allocation
—

Trading Information

Previous Close Price
CHF 6.68
Day Range
CHF 6.62–6.72
52-Week Range
CHF 6.60–12.40
Bid/Ask
CHF 6.62 / CHF 7.40
Shares Outstanding
13.32M
Market Cap
CHF 89.52M
Volume/Avg
1,946 / 11,567

Key Statistics

Price/Earnings (Normalized)
25.85
Price/Sales
1.78
Dividend Yield (Trailing)
2.23%
Dividend Yield (Forward)
2.23%
Dividend Payment Schedule
Mar
Total Yield
3.11%

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. The business operates in one segment. The segment consists of the operating business units Bellevue Asset Management, StarCapital, and Bellevue Private Markets. It focuses 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
70

Valuation

Metric
BBN
Price/Earnings (Normalized)
25.85
Price/Book Value
0.77
Price/Sales
1.78
Price/Cash Flow
8.58
Price/Earnings
BBN

Financial Strength

Metric
BBN
Quick Ratio
5.96
Current Ratio
6.31
Interest Coverage
19.42
Quick Ratio
BBN

Profitability

Metric
BBN
Return on Assets (Normalized)
1.02%
Return on Equity (Normalized)
1.33%
Return on Invested Capital (Normalized)
0.99%
Return on Assets
BBN

Asset Management Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
BlackRock Inc
BLK
LOCK|Wqmsf#FLOCK|&<$180B
Blackstone Inc
BX
LOCK|%%@$?#LOCK|?g$94B
KKR & Co Inc Ordinary Shares
KKR
LOCK|xHfmBPnLOCK|pynMx$86B
Brookfield Asset Management Ltd Ordinary Shares - Class A
BAM
LOCK|&$V&vhLOCK|^#?R$$81B
Apollo Global Management Inc
APO
LOCK|S>Ncw@<LOCK|t<jp$67B
State Street Corp
STT
LOCK|wMNjJpzLOCK|lQ$46B
Ameriprise Financial Inc
AMP
LOCK|!Mn!#@LOCK|g#$wq$44B
Northern Trust Corp
NTRS
LOCK|Df$#>KM>LOCK|<#$31B
Raymond James Financial Inc
RJF
LOCK|@F$^pmLOCK|^Bd&$31B
Ares Management Corp Ordinary Shares - Class A
ARES
LOCK|#%$@tBLOCK|%>N@X$29B

Sponsor Center