Bellevue Group AG is a Switzerland-based company operating in the finance industry. It is principally engaged in the field of asset management and wealth management. The business operates in one segment. The segment consists of the operating business units Bellevue Asset Management, StarCapital, and Bellevue Private Markets. It has a clear focus on managing equity portfolios for selected sectors and regional strategies.

Financial Strength

10/10

Name	Current	Vs Industry
Cash-To-Debt	23.75
Equity-to-Asset	0.79
Debt-to-Equity	0.03
Debt-to-EBITDA	0.15
Interest Coverage	216.79
Piotroski F-Score	5/9	0 1 2 3 4 5 6 7 8 9
Altman Z-Score	6.93	Distress Grey Safe
Beneish M-Score	-2.52	Manipulator Not Manipulator
WACC vs ROIC		WACC ROIC

Growth Rank

1/10

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	-7.9
	3-Year EBITDA Growth Rate	-13.2
	3-Year EPS without NRI Growth Rate	-9.5
	3-Year FCF Growth Rate	-60.8
	3-Year Book Growth Rate	-9.1

Momentum Rank

9/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	40.86
	9-Day RSI	36.62
	14-Day RSI	35.77
	6-1 Month Momentum %	12.29

Liquidity Ratio

	Name	Current	Vs Industry		Vs History
	Current Ratio	3.96
	Quick Ratio	3.96
	Cash Ratio	3.43
	Days Sales Outstanding	36.99
	Days Payable	209.41

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	Dividend Yield %	6.07
	3-Year Dividend Growth Rate	17
	Forward Dividend Yield %	6.07
	5-Year Yield-on-Cost %	14
	3-Year Average Share Buyback Ratio	0.5
	Shareholder Yield %	8.51

Profitability Rank

7/10

	Name	Current	Vs Industry		Vs History
	Gross Margin %	51.84
	Operating Margin %	23.58
	Net Margin %	18
	FCF Margin %	10.42
	ROE %	12.26
	ROA %	9.39
	ROIC %	23.39
	ROC (Joel Greenblatt) %	442.95
	ROCE %	14.77
	Years of Profitability over Past 10-Year	8

GF Value Rank

7/10

	Name	Current	Vs Industry		Vs History
	PE Ratio	16.09
	PE Ratio without NRI	15.38
	Shiller PE Ratio	13.67
	Price-to-Owner-Earnings	21.12
	PS Ratio	2.89
	PB Ratio	1.99
	Price-to-Tangible-Book	3.16
	Price-to-Free-Cash-Flow	27.65
	Price-to-Operating-Cash-Flow	27.45
	EV-to-EBIT	8.52
	EV-to-EBITDA	7.22
	EV-to-Revenue	2.04
	EV-to-FCF	18.66
	Price-to-Projected-FCF	0.5
	Price-to-Median-PS-Value	0.93
	Price-to-Net-Current-Asset-Value	4.04
	Price-to-Net-Cash	5.08
	Earnings Yield (Greenblatt) %	11.72
	FCF Yield %	3.52
	Forward Rate of Return (Yacktman) %	14.87

GF Value: CHF22.46

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