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 sector and regional strategies. Bellevue Asset Management has a clear focus on managing equity portfolios for selected sector and regional strategies, based on a fundamental and research-driven stock picking approach («bottom up»). A small part of the product range pursues a holistic asset management approach based on quantitative and experience-driven investment approaches with pronounced anti-cyclicality.

Financial Strength

10/10

Name	Current	Vs Industry
Cash-To-Debt	22.84
Equity-to-Asset	0.8
Debt-to-Equity	0.02
Debt-to-EBITDA	0.1
Interest Coverage	412.21
Piotroski F-Score	6/9	0 1 2 3 4 5 6 7 8 9
Altman Z-Score	5.92	Distress Grey Safe
Beneish M-Score	-2.83	Manipulator Not Manipulator
WACC vs ROIC		WACC ROIC

Growth Rank

7/10

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	1.9
	3-Year EBITDA Growth Rate	1.9
	3-Year EPS without NRI Growth Rate	21.4
	3-Year Book Growth Rate	-11.9

Momentum Rank

4/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	51.07
	9-Day RSI	54.46
	14-Day RSI	54.76
	6-1 Month Momentum %	-31.37
	12-1 Month Momentum %	-48.27

Liquidity Ratio

	Name	Current	Vs Industry		Vs History
	Current Ratio	4.78
	Quick Ratio	4.78
	Cash Ratio	3.69
	Days Sales Outstanding	37.05
	Days Payable	193.41

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	Dividend Yield %	9.3
	Dividend Payout Ratio	1.4
	3-Year Dividend Growth Rate	34.9
	Forward Dividend Yield %	9.3
	5-Year Yield-on-Cost %	9.3
	3-Year Average Share Buyback Ratio	0.4
	Shareholder Yield %	8.91

Profitability Rank

9/10

	Name	Current	Vs Industry		Vs History
	Gross Margin %	52.68
	Operating Margin %	28.49
	Net Margin %	19.63
	FCF Margin %	14.19
	ROE %	15.17
	ROA %	11.46
	ROIC %	31.96
	ROC (Joel Greenblatt) %	551.25
	ROCE %	17.49
	Years of Profitability over Past 10-Year	8

GF Value Rank

10/10

	Name	Current	Vs Industry		Vs History
	PE Ratio	15.03
	PE Ratio without NRI	15.03
	Shiller PE Ratio	16.82
	Price-to-Owner-Earnings	7.83
	PEG Ratio	2.35
	PS Ratio	2.94
	PB Ratio	2.44
	Price-to-Tangible-Book	3.96
	Price-to-Free-Cash-Flow	20.75
	Price-to-Operating-Cash-Flow	20.48
	EV-to-EBIT	9.15
	EV-to-EBITDA	7.96
	EV-to-Revenue	2.3
	EV-to-FCF	16.24
	Price-to-Projected-FCF	0.36
	Price-to-DCF (Earnings Based)	0.48
	Price-to-DCF (FCF Based)	1.41
	Price-to-Median-PS-Value	0.83
	Price-to-Peter-Lynch-Fair-Value	1.33
	Price-to-Graham-Number	1.52
	Price-to-Net-Current-Asset-Value	5.36
	Price-to-Net-Cash	8.27
	Earnings Yield (Greenblatt) %	10.93
	FCF Yield %	4.84
	Forward Rate of Return (Yacktman) %	23.19

Financials

Annual Quarterly TTM

XSWX:BBN's 30-Y Financials

Balance Sheet Breakdown

Annual Quarterly

No Enough Data

Cashflow Statement Breakdown

Annual Quarterly

No Enough Data

Historical Operating Revenue by Business Segment

Value % YoY

Historical Operating Revenue by Geographic Region

Value % YoY

See Details

5-Step DuPont Analysis as of

Annual Quarterly

No Enough Data

Guru Trades

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Insider Trades

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Peter Lynch Chart

Y-axis scale:

Log Linear

Interactive Chart

Performance

Dividend

Log

Bar

Annualized Return %

Symbol	1 Week	1 Month	3 Months	6 Months	YTD	1 Year	3 Years	5 Years	10 Years

Total Annual Return %

Symbol	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014

Bellevue Group AG Executives

Details

GF Value: CHF29.56

XSWX:BBN

Valuation Chart

Year:

Warning Signs

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Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil CHF)	96.947
	EPS (TTM) (CHF)	1.43
	Beta	1.19
	Volatility %	25.74
	14-Day RSI	54.76
	14-Day ATR (CHF)	0.532588
	20-Day SMA (CHF)	21.3275
	12-1 Month Momentum %	-48.27
	52-Week Range (CHF)	18.2 - 41.2
	Shares Outstanding (Mil)	13.22

Piotroski F-Score Details

Year:

	Component	Result
	Piotroski F-Score	6
	Positive ROA
	Positive CFROA
	Higher ROA yoy
	CFROA > ROA
	Lower Leverage yoy
	Higher Current Ratio yoy
	Less Shares Outstanding yoy
	Higher Gross Margin yoy
	Higher Asset Turnover yoy

Bellevue Group AG Filings

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

Bellevue Group AG Stock Events

	Event	Date	Price(CHF)
No Event Data

Bellevue Group AG Frequently Asked Questions

What is Bellevue Group AG(XSWX:BBN)'s stock price today?

The current price of XSWX:BBN is CHF21.50. The 52 week high of XSWX:BBN is CHF41.20 and 52 week low is CHF18.20.

When is next earnings date of Bellevue Group AG(XSWX:BBN)?

The next earnings date of Bellevue Group AG(XSWX:BBN) is .

Does Bellevue Group AG(XSWX:BBN) pay dividends? If so, how much?

The Dividend Yield % of Bellevue Group AG(XSWX:BBN) is 9.3% (As of Today), Highest Dividend Payout Ratio of Bellevue Group AG(XSWX:BBN) was 5.43. The lowest was 0.45. And the median was 0.78. The Forward Dividend Yield % of Bellevue Group AG(XSWX:BBN) is 9.3%. For more information regarding to dividend, please check our Dividend Page.

Press Release

	Subject	Date
No Press Release

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