Bellevue Group AG (XSWX:BBN) Tax Rate %: 43.60% (As of Dec. 2025)

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XSWX:BBN Bellevue Group AG XSWX:BBN
67 GF Score
Price CHF7.34
GF Value CHF9.69
Valuation Modestly Undervalued
! 6 Warning Signs
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What is Bellevue Group AG Tax Rate %?

Bellevue Group AG XSWX:BBN +0.27% 67 Tax Rate % is 43.60% as of Dec. 2025. GuruFocus rates XSWX:BBN with a GF Score™ of 67/100 and a GF Value™ of CHF9.69 (Modestly Undervalued). The stock has 6 warning signs investors should review.

Tax Rate % is calculated as Tax Expense divided by its Pre-Tax Income. Bellevue Group AG's Tax Expense for the six months ended in Dec. 2025 was CHF1.32 Mil. Bellevue Group AG's Pre-Tax Income for the six months ended in Dec. 2025 was CHF3.02 Mil. Therefore, Bellevue Group AG's Tax Rate % for the quarter that ended in Dec. 2025 was 43.60%.

Bellevue Group AG Tax Rate % Related Terms

Bellevue Group AG Tax Rate % Historical Data

* Premium members only.

The historical data trend for Bellevue Group AG's Tax Rate % 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 Tax Rate % Chart

Bellevue Group AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Tax Rate %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 19.64 18.89 24.05 23.59 45.96

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
Tax Rate % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 24.02 17.26 42.50 60.97 43.60
XSWX:BBN
67GF Score
Bellevue Group AG XSWX:BBN
Tax Rate % is just one metric. See GF Score™, valuation, warning signs, and more.
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Bellevue Group AG Tax Rate % Calculation

Tax Rate % is the ratio of tax expense divided by pretax income, usually presented in percent.

Bellevue Group AG's Tax Rate % for the fiscal year that ended in Dec. 2025 is calculated as

Tax Rate %=Tax Expense (A: Dec. 2025 )/Pre-Tax Income (A: Dec. 2025 )
=1.604/3.49
=45.96 %

Bellevue Group AG's Tax Rate % for the quarter that ended in Dec. 2025 is calculated as

Tax Rate %=Tax Expense (Q: Dec. 2025 )/Pre-Tax Income (Q: Dec. 2025 )
=1.315/3.016
=43.60 %

* 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.

Frequently Asked Questions Learn more about Tax Rate % →
What does a Tax Rate % of 43.60% mean?
Bellevue Group AG (XSWX:BBN) has a Tax Rate % of 43.60% as of Dec. 2025.
Is Bellevue Group AG's Tax Rate % too high?
Bellevue Group AG's current Tax Rate % is 43.60%. Overall, Bellevue Group AG has a GF Score™ of 67/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Bellevue Group AG's Tax Rate % compare to BLK and BX?
Bellevue Group AG's Tax Rate % of 43.60% 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 Tax Rate % for an Asset Management company?
A good Tax Rate % depends on the Asset Management industry context. However, Tax Rate % 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 Tax Rate % mean?
A high Tax Rate % can signal that a stock is expensive relative to its fundamentals. Bellevue Group AG's current Tax Rate % is 43.60%. 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 CHF9.69, compared to a current price of CHF7.34 — trading 24.3% below its estimated fair value. The current Tax Rate % is 43.60%. Bellevue Group AG's overall GF Score™ is 67/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tax Rate % calculated?
Tax Rate % is calculated from a company's financial statements. For Bellevue Group AG (XSWX:BBN), the current Tax Rate % is 43.60% 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 CHF7.34 is trading 24.3% below its estimated GF Value™ of CHF9.69. GuruFocus considers Bellevue Group AG to be Modestly Undervalued.

Key valuation signals for XSWX:BBN:

  • Tax Rate %: 43.60%
  • GF Value™: CHF9.69 vs. price of CHF7.34 (24.3% below fair value)
  • GF Score™: 67/100 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

Other Exchanges BBNz:UK0QLZ:UKSJZN:Germany
Address Theaterstrasse 12, Zurich, CHE, CH-8001
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.
67GF Score

Get the complete analysis for XSWX:BBN

Tax Rate % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF7.34
Price
CHF9.69
GF Value