-0.71%
22.81%
-7.28%
-21.57%
-41.54%
-66.67%
-50.00%
AI Spotlight on BBN
Company Description
Bellevue Group AG provides asset management services in Switzerland, the Great Britain, Germany, and internationally.The company offers a range of products in the areas of specialized healthcare equity, selected niche, and entrepreneur strategies.It also provides various investment funds; and investment solutions for institutional, intermediary, and private clients, as well as investment advisory and research services.
The company was founded in 1993 and is headquartered in Küsnacht, Switzerland.
Market Data
| Last Price | 14 |
| Change Percentage | -0.71% |
| Open | 14.15 |
| Previous Close | 14.1 |
| Market Cap ( Millions) | 185 |
| Volume | 7274 |
| Year High | 24 |
| Year Low | 11.05 |
| M A 50 | 12.63 |
| M A 200 | 15.92 |
Financial Ratios
| FCF Yield | 19.26% |
| Dividend Yield | 8.21% |
| ROE | 12.25% |
| Debt / Equity | 2.12% |
| Net Debt / EBIDTA | -253.34% |
| Price To Book | 1.59 |
| Price Earnings Ratio | 12.68 |
| Price To FCF | 5.19 |
| Price To sales | 2.36 |
| EV / EBITDA | 14.23 |
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Asset Management
Expected Growth : 10.27 %
What the company do ?
Bellevue Group AG's Asset Management offers investment solutions, managing assets for institutional and private clients, focusing on Swiss and European equities, bonds, and alternative investments.
Why we expect these perspectives ?
Bellevue Group AG's 10.27% growth in Asset Management is driven by increasing demand for sustainable investment solutions, expansion into new markets, and strategic acquisitions. Additionally, the company's focus on digitalization, cost savings initiatives, and strong investment performance have contributed to its growth momentum.
Bellevue Group Ag Products
| Product Range | What is it ? |
|---|---|
| Banking Services | Bellevue Group AG provides a range of banking services, including private banking, corporate banking, and transaction banking, to individuals, corporations, and institutions. |
| Asset Management | The company offers asset management services, including portfolio management, investment advisory, and wealth management, to help clients achieve their financial goals. |
| Brokerage Services | Bellevue Group AG provides brokerage services, including trading, execution, and clearing, for a range of financial instruments, including equities, bonds, and derivatives. |
| Wealth Management | The company offers wealth management services, including investment advice, portfolio management, and estate planning, to high net worth individuals and families. |
| Investment Funds | Bellevue Group AG offers a range of investment funds, including equity, fixed income, and alternative investment funds, to suit different investor needs and risk profiles. |
Bellevue Group AG's Porter Forces
Threat Of Substitutes
The threat of substitutes for Bellevue Group AG is moderate, as there are alternative financial services and products available to customers.
Bargaining Power Of Customers
The bargaining power of customers is low, as Bellevue Group AG has a strong brand reputation and a wide range of financial products and services.
Bargaining Power Of Suppliers
The bargaining power of suppliers is moderate, as Bellevue Group AG relies on a diverse range of suppliers for its operations.
Threat Of New Entrants
The threat of new entrants is high, as the financial services industry is highly competitive and new entrants can easily disrupt the market.
Intensity Of Rivalry
The intensity of rivalry is high, as Bellevue Group AG operates in a highly competitive market with many established players.
Strength
Weaknesses
Opportunities
Threats
Capital Structure
| Value | |
|---|---|
| Debt Weight | 2.75% |
| Debt Cost | 3.95% |
| Equity Weight | 97.25% |
| Equity Cost | 7.75% |
| WACC | 7.65% |
| Leverage | 2.83% |
Bellevue Group AG : Quality Control
Bellevue Group AG passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| MLP.DE | MLP SE, together with its subsidiaries, provides financial brokerage and consulting services to private, corporate, and institutional clients in Germany. The company's Financial Consulting segment offers consulting services for academics … |
| HBMN.SW | HBM Healthcare Investments AG specializes in fund of funds and direct investments in middle market and mature companies. The fund prefers to invest in start up, early stage, mid stage, … |
| MCAP.ST | MedCap AB (publ) is a private equity firm specializing in investments in secondary direct, later stage, industry consolidation, growth capital, middle market, mature, turnarounds, buyout. It prefers to invest in … |
| IPO.L | IP Group Plc is a private equity and venture capital firm specializing in seed, early stage, start-up, incubation, growth capital, and mature financing. The firm also provides seed capital financing … |
| BRK.L | Brooks Macdonald Group plc, through its subsidiaries, provides a range of investment and wealth management services to private clients, pension funds, professional intermediaries, and trustees in the United Kingdom and … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
🥇
MLP
A-Score
1-Year Total Return ->
🥈
HBM Healthcare Investments
A-Score
1-Year Total Return ->
🥉
Bellevue
A-Score
1-Year Total Return ->
4
Brooks Macdonald
A-Score
1-Year Total Return ->
5
MedCap
A-Score
1-Year Total Return ->
6
