Vontobel Holding AG VONN

Morningstar Rating
CHF 89.90 +0.50 (0.56%)
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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

VONN is trading at a LOCK|v&ZlmF premium.
Price
CHF 89.40
Fair Value
LOCK|.t?JFBC
Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
—

Trading Information

Previous Close Price
CHF 89.40
Day Range
CHF 89.20–90.20
52-Week Range
CHF 58.20–94.70
Bid/Ask
CHF 89.80 / CHF 90.00
Shares Outstanding
56.29M
Market Cap
CHF 5.06B
Volume/Avg
16,467 / 67,869

Key Statistics

Price/Earnings (Normalized)
12.41
Price/Sales
3.21
Dividend Yield (Trailing)
3.36%
Dividend Yield (Forward)
3.36%
Dividend Payment Schedule
Apr
Total Yield
4.61%

Company Profile

Vontobel Holding AG specializes in asset management, wealth management, and digital investing services. It operates through two business segments: The Institutional Clients: This segment focuses on sovereign wealth funds, pension funds, insurance companies as well as banks and other intermediary distribution partners. ii) The Private Clients: This segment serves wealthy private clients (including UHNWIs), family offices, external asset managers and other partners with a wide range of services, including the offering of structured solutions. The majority of the company's revenue is derived from its private clients segment.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Mid Core
Total Number of Employees
2,279

Valuation

Metric
VONN
Price/Earnings (Normalized)
12.41
Price/Book Value
1.90
Price/Sales
3.21
Price/Cash Flow
9.55
Price/Earnings
VONN

Financial Strength

Metric
VONN
Quick Ratio
—
Current Ratio
—
Interest Coverage
—
Quick Ratio
No chart available

Profitability

Metric
VONN
Return on Assets (Normalized)
1.05%
Return on Equity (Normalized)
15.47%
Return on Invested Capital (Normalized)
—
Return on Assets
VONN

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