Bellevue Group AG (XSWX:BBN) ROE % Adjusted to Book Value: 2.55% (As of Dec. 2025)

What is Bellevue Group AG ROE % Adjusted to Book Value?

Bellevue Group AG XSWX:BBN +2.34% 63 ROE % Adjusted to Book Value is 2.55% as of Dec. 2025. GuruFocus rates XSWX:BBN with a GF Score™ of 63/100 and a GF Value™ of CHF9.81 (Modestly Undervalued). The stock has 6 warning signs investors should review.

Bellevue Group AG's ROE % for the quarter that ended in Dec. 2025 was 2.96%. Bellevue Group AG's PB Ratio for the quarter that ended in Dec. 2025 was 1.16. Bellevue Group AG's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was 2.55%.

Bellevue Group AG ROE % Adjusted to Book Value Related Terms

Bellevue Group AG ROE % Adjusted to Book Value Historical Data

* Premium members only.

The historical data trend for Bellevue Group AG's ROE % Adjusted to Book Value can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Bellevue Group AG ROE % Adjusted to Book Value Chart

Bellevue Group AG Annual Data

Trend

Dec16

Dec17

Dec18

Dec19

Dec20

Dec21

Dec22

Dec23

Dec24

Dec25

ROE % Adjusted to Book Value

Get a 7-Day Free Trial

7.37

4.89

4.52

6.03

1.38

Bellevue Group AG Semi-Annual Data
	Jun16	Dec16	Jun17	Dec17	Jun18	Dec18	Jun19	Dec19	Jun20	Dec20	Jun21	Dec21	Jun22	Dec22	Jun23	Dec23	Jun24	Dec24	Jun25	Dec25
ROE % Adjusted to Book Value	Get a 7-Day Free Trial															4.60	6.25	2.33	0.36	2.55

XSWX:BBN vs BLK, BX, KKR: ROE % Adjusted to Book Value Comparison

For the Asset Management subindustry, Bellevue Group AG's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Bellevue Group AG ROE % Adjusted to Book Value vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Bellevue Group AG's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Bellevue Group AG's ROE % Adjusted to Book Value falls into.

Save Embed

63GF Score

Bellevue Group AG XSWX:BBN

ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.

View Full Analysis

Bellevue Group AG ROE % Adjusted to Book Value Calculation

Bellevue Group AG's ROE % Adjusted to Book Value for the fiscal year that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value	=	ROE %	/	PB Ratio
	=	1.60%	/	1.16
	=	1.38%

Bellevue Group AG's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value	=	ROE %	/	PB Ratio
	=	2.96%	/	1.16
	=	2.55%

Frequently Asked Questions Learn more about ROE % Adjusted to Book Value →

What does a ROE % Adjusted to Book Value of 2.55% mean?

Bellevue Group AG (XSWX:BBN) has a ROE % Adjusted to Book Value of 2.55% as of Dec. 2025. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Bellevue Group AG and its competitors.

Is Bellevue Group AG's ROE % Adjusted to Book Value too high?

Bellevue Group AG's current ROE % Adjusted to Book Value is 2.55%. Overall, Bellevue Group AG has a GF Score™ of 63/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.

How does Bellevue Group AG's ROE % Adjusted to Book Value compare to BLK and BX?

Bellevue Group AG's ROE % Adjusted to Book Value of 2.55% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.

What is a good ROE % Adjusted to Book Value for an Asset Management company?

A good ROE % Adjusted to Book Value depends on the Asset Management industry context. However, ROE % Adjusted to Book Value should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.

What does a high ROE % Adjusted to Book Value mean?

A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Bellevue Group AG and its competitors. Bellevue Group AG's current ROE % Adjusted to Book Value is 2.55%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.

Is Bellevue Group AG stock overvalued right now?

Based on GuruFocus' analysis, Bellevue Group AG (XSWX:BBN) is currently considered Modestly Undervalued. The stock's GF Value™ is CHF9.81, compared to a current price of CHF7.00 — trading 28.6% below its estimated fair value. The current ROE % Adjusted to Book Value is 2.55%. Bellevue Group AG's overall GF Score™ is 63/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.

How is ROE % Adjusted to Book Value calculated?

ROE % Adjusted to Book Value is calculated from a company's financial statements. For Bellevue Group AG (XSWX:BBN), the current ROE % Adjusted to Book Value is 2.55% as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Bellevue Group AG (XSWX:BBN) Overvalued in 2026?

Based on GuruFocus' analysis, Bellevue Group AG stock appears to be undervalued. The current stock price of CHF7.00 is trading 28.6% below its estimated GF Value™ of CHF9.81. GuruFocus considers Bellevue Group AG to be Modestly Undervalued.

Key valuation signals for XSWX:BBN:

ROE % Adjusted to Book Value: 2.55%
GF Value™: CHF9.81 vs. price of CHF7.00 (28.6% below fair value)
GF Score™: 63/100 with 6 warning signs

No single metric tells the full story. See the XSWX:BBN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Bellevue Group AG Business Description

Industry Financial Services Asset Management

Comparable Companies XSWX:ALPN XSWX:GAM XSWX:NBEN XSWX:PEHN XSWX:CPEN XSWX:EEII XSWX:LEON BLK BX OSTO:INVE A TSX:BN KKR TSX:BAM APO STT AMP LSE:III OSTO:EQT NTRS RJF

Other Exchanges BBNz:UK 0QLZ:UK SJZN:Germany

Address Theaterstrasse 12, Zurich, CHE, CH-8001

Website https://www.bellevue.ch

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

63GF Score

Get the complete analysis for XSWX:BBN

ROE % Adjusted to Book Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF7.00

Price

CHF9.81

GF Value

View XSWX:BBN Analysis

See ROE % Adjusted to Book Value data for all stocks →