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Vontobel Holding AG VONN

Morningstar Rating
CHF 51.40 +0.10 (0.19%)
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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 14% discount.
Price
CHF 49.23
Fair Value
CHF 17.41
Uncertainty
High
1-Star Price
CHF 11.65
5-Star Price
CHF 41.59
Economic Moat
Jyrcw
Capital Allocation
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Trading Information

Previous Close Price
CHF 51.30
Day Range
CHF 51.0052.10
52-Week Range
CHF 47.5562.30
Bid/Ask
CHF 51.00 / CHF 52.00
Market Cap
CHF 2.84 Bil
Volume/Avg
45,607 / 47,176

Key Statistics

Price/Earnings (Normalized)
10.94
Price/Sales
2.18
Dividend Yield (Trailing)
6.02%
Dividend Yield (Forward)
6.02%
Total Yield
7.86%

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
VONN
BSKP
BAM
Price/Earnings (Normalized)
10.942.2632.46
Price/Book Value
1.320.087.52
Price/Sales
2.184.6840.81
Price/Cash Flow
7.729.8530.47
Price/Earnings
VONN
BSKP
BAM

Financial Strength

Metric
VONN
BSKP
BAM
Quick Ratio
0.80
Current Ratio
0.80
Interest Coverage
7.35
Quick Ratio
VONN
BSKP
BAM

Profitability

Metric
VONN
BSKP
BAM
Return on Assets (Normalized)
0.70%0.39%70.10%
Return on Equity (Normalized)
10.53%4.94%100.57%
Return on Invested Capital (Normalized)
96.85%
Return on Assets
VONN
BSKP
BAM
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