XSWX:VONN (Switzerland)
Business Description
Vontobel Holding AG
NAICS : 523110
SIC : 6282
Gotthardstrasse 43, Zurich, CHE, CH-8022
Description
Vontobel Holding AG is a Swiss bank that operates through four business segments: Asset Management, Wealth Management, Platforms & Services, and Digital Investment. The majority of the firm's revenue comes from the Asset Management unit that delivers global investment offerings in equities, bonds, multi-asset class, and alternative investments. The Wealth Management segment offers financial advisory services, portfolio management, and wealth planning to private clients. The Platforms & Services client unit focuses on providing services to external financial intermediaries, such as asset managers and banks. The company's client base and revenue generation reside predominantly in Switzerland, followed by the rest of Europe and the Americas.
Financial Strength
4/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 15.41 | |||||
| Equity-to-Asset | 0.06 | |||||
| Debt-to-Equity | 0.33 | |||||
| Debt-to-EBITDA | 0.45 | |||||
| Interest Coverage | N/A |
N/A
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N/A
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| Piotroski F-Score | 8/9 | |||||
| Altman Z-Score | 0 | |||||
| Beneish M-Score | -2.67 | |||||
| WACC vs ROIC | ||||||
Growth Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 9.6 | |||||
| 3-Year EPS without NRI Growth Rate | 18.8 | |||||
| 3-Year Book Growth Rate | 6.7 |
Momentum Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 34.33 | |||||
| 9-Day RSI | 37.03 | |||||
| 14-Day RSI | 38.4 | |||||
| 6-1 Month Momentum % | -15.79 | |||||
| 12-1 Month Momentum % | -21.13 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 4.9 | |||||
| Dividend Payout Ratio | 0.5 | |||||
| 3-Year Dividend Growth Rate | 2.3 | |||||
| Forward Dividend Yield % | 4.9 | |||||
| 5-Year Yield-on-Cost % | 6.05 |
Profitability Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Net Margin % | 23.64 | |||||
| ROE % | 17.13 | |||||
| ROA % | 1.04 | |||||
| Years of Profitability over Past 10-Year | 10 |
GF Value Rank
4/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 10.23 | |||||
| PE Ratio without NRI | 10.23 | |||||
| Shiller PE Ratio | 16.67 | |||||
| Price-to-Owner-Earnings | 2.33 | |||||
| PEG Ratio | 1.73 | |||||
| PS Ratio | 2.42 | |||||
| PB Ratio | 1.72 | |||||
| Price-to-Tangible-Book | 2.36 | |||||
| Price-to-Free-Cash-Flow | 1.93 | |||||
| Price-to-Operating-Cash-Flow | 1.86 | |||||
| EV-to-Revenue | -4.09 | |||||
| EV-to-FCF | -3.28 | |||||
| Price-to-Projected-FCF | 0.52 | |||||
| Price-to-DCF (Earnings Based) | 0.43 | |||||
| Price-to-DCF (FCF Based) | 0.14 | |||||
| Price-to-Median-PS-Value | 0.78 | |||||
| Price-to-Peter-Lynch-Fair-Value | 1.59 | |||||
| Price-to-Graham-Number | 1.04 | |||||
| Forward Rate of Return (Yacktman) % | 7.85 |
Guru Trades
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Insider Trades
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Executives
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Analyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil CHF) | 1,452.8 | ||
| EPS (TTM) (CHF) | 5.98 | ||
| Beta | 1.6 | ||
| Volatility % | 24.88 | ||
| 14-Day RSI | 38.4 | ||
| 14-Day ATR (CHF) | 1.892739 | ||
| 20-Day SMA (CHF) | 63.16 | ||
| 12-1 Month Momentum % | -21.13 | ||
| 52-Week Range (CHF) | 57.55 - 89.7 | ||
| Shares Outstanding (Mil) | 55.75 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 8 | ||
| 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 |
Vontobel Holding AG Filings
| Document | Form | Filing Date | ||
|---|---|---|---|---|
| No Filing Data | ||||