Nebag AG NBEN
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.
Trading Information
- Previous Close Price
- CHF 7.30
- Day Range
- CHF 7.30–7.55
- 52-Week Range
- CHF 7.25–8.95
- Bid/Ask
- CHF 7.45 / CHF 7.55
- Market Cap
- CHF 68.45 Mil
- Volume/Avg
- 20,200 / 5,430
Key Statistics
- Price/Earnings (Normalized)
- 100.24
- Price/Sales
- —
- Dividend Yield (Trailing)
- 7.73%
- Dividend Yield (Forward)
- 4.27%
- Total Yield
- 7.73%
Company Profile
Nebag AG is an investment company. The company invests in unlisted companies that are listed on the BX Swiss or SIX Swiss Exchange. Furthermore, the company offers debt facilities for suitable companies. It prefers to invest in unlisted blue chips and listed small and mid-cap companies.
- Sector
- Financial Services
- Industry
- Asset Management
- Stock Style Box
- Small Value
- Total Number of Employees
- —
- Website
- https://www.nebag.ch
Comparables
Valuation
|
Metric
|
NBEN
|
INA
|
FREN
|
|---|---|---|---|
Price/Earnings (Normalized) | 100.24 | 22.02 | 25.29 |
Price/Book Value | 0.95 | 0.80 | 1.00 |
Price/Sales | — | 11.85 | 12.17 |
Price/Cash Flow | 65.87 | — | 28.54 |
Price/Earnings
NBEN
INA
FREN
Financial Strength
|
Metric
|
NBEN
|
INA
|
FREN
|
|---|---|---|---|
Quick Ratio | — | 0.05 | 0.90 |
Current Ratio | — | 0.16 | 0.90 |
Interest Coverage | — | −1.35 | 3.81 |
Quick Ratio
NBEN
INA
FREN
Profitability
|
Metric
|
NBEN
|
INA
|
FREN
|
|---|---|---|---|
Return on Assets (Normalized) | −3.76% | −1.30% | 1.36% |
Return on Equity (Normalized) | −3.78% | −4.95% | 3.29% |
Return on Invested Capital (Normalized) | — | −0.85% | 1.93% |
Return on Assets
NBEN
INA
FREN
Asset Management Industry Comparables
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
BLK
| BlackRock Inc | Zxwqjycd | Gvq | $120.7 Bil | |
BX
| Blackstone Inc | Mtvzfpkf | Ggxqh | $94.4 Bil | |
KKR
| KKR & Co Inc Ordinary Shares | Kswccjb | Yqgxdm | $92.9 Bil | |
BK
| Bank of New York Mellon Corp | Jzqdpxygy | Nqbpy | $44.5 Bil | |
AMP
| Ameriprise Financial Inc | Fqgfsplq | Xykqys | $43.1 Bil | |
TROW
| T. Rowe Price Group Inc | Hqxnbksks | Dcff | $26.1 Bil | |
STT
| State Street Corporation | Fnhzlxzy | Wtqz | $23.4 Bil | |
NTRS
| Northern Trust Corp | Nnxqczxfp | Rwyg | $17.5 Bil | |
CG
| The Carlyle Group Inc | Qcsdnlgmf | Jhxht | $15.5 Bil | |
BEN
| Franklin Resources Inc | Jcxmlggbcc | Clnzbmb | $12.8 Bil |