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1. Company Snapshot

1.a. Company Description

Leonteq AG provides structured investment products and long-term savings and retirement solutions in Switzerland and internationally.It operates through Investment Solutions and Insurance & Wealth Planning Solutions segments.The company manufactures and distributes structured investment products.


It also offers savings, investment, and drawdown products; and digital platform that enables unit-linked retail products with financial guarantees, as well as hedging for structured products.The company offers its services to platform partners under the terms of cooperation agreements, as well as distributes its products to retail investors through institutional and financial intermediaries.The company was formerly known as EFG Financial Products Holding AG and changed its name to Leonteq AG in June 2013.


Leonteq AG was incorporated in 2007 and is headquartered in Zurich, Switzerland.

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1.b. Last Insights on LEON

Leonteq AG's recent performance was hindered by a decline in profits, despite robust turnover growth. The company's FY 2024 earnings call highlighted challenges in navigating a complex market landscape. Strategic advancements in new business initiatives, such as digital wealth management, are underway, but their impact on profitability remains uncertain. Furthermore, the company's efforts to expand its presence in the European market through strategic partnerships and acquisitions are ongoing, but may not yield immediate returns.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Leonteq Publishes Voting Results of Its Extraordinary General Meeting 2025

Aug -20

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Leonteq AG (XSWX:LEON) (H1 2025) Earnings Call Highlights: Strong Profit Growth Amidst Revenue ...

Jul -25

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Leonteq partners with Emirates Islamic on Shari’a products

Jun -13

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Leonteq AG (XSWX:LEON) (FY 2024) Earnings Call Highlights: Navigating Challenges with Strategic ...

Feb -07

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Leonteq offers Shari’a-compliant product on LYNQS

Nov -06

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Sharegain works with DriveWealth to enable securities loans

Oct -21

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Leonteq begins collaboration with Bergos

Oct -18

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Leonteq AG (XSWX:LEON) (Q1 2024) Earnings Call Highlights: Strong Turnover and Return to ...

Oct -09

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (10.20%)

6. Segments

Investment Solutions

Expected Growth: 10.2%

Growing demand for digital wealth management solutions, increasing adoption of modular and customizable platforms, and rising need for scalable investment products drive the growth of Leonteq AG's Investment Solutions.

7. Detailed Products

Wealth Management Platform

A comprehensive platform for wealth managers and private banks to manage client assets and provide investment advice

Digital Wealth Management

A digital platform for automated investment management and robo-advisory services

Custody and Settlement

A secure and efficient custody and settlement solution for financial institutions

Order Management and Execution

A scalable and flexible order management and execution system for financial institutions

Data and Analytics

A comprehensive data and analytics platform for financial institutions

8. Leonteq AG's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Leonteq AG is moderate, as there are some alternative investment platforms available, but they do not offer the same level of customization and flexibility as Leonteq.

Bargaining Power Of Customers

The bargaining power of customers for Leonteq AG is low, as they are primarily institutional clients who do not have significant negotiating power.

Bargaining Power Of Suppliers

The bargaining power of suppliers for Leonteq AG is moderate, as they rely on a few key technology providers, but have some flexibility to negotiate prices.

Threat Of New Entrants

The threat of new entrants for Leonteq AG is high, as the fintech industry is rapidly evolving and new players are entering the market with innovative solutions.

Intensity Of Rivalry

The intensity of rivalry for Leonteq AG is high, as the company operates in a highly competitive market with several established players.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 86.40%
Debt Cost 3.95%
Equity Weight 13.60%
Equity Cost 5.85%
WACC 4.21%
Leverage 635.29%

11. Quality Control: Leonteq AG passed 2 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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CapMan

A-Score: 6.6/10

Value: 5.2

Growth: 4.8

Quality: 7.9

Yield: 9.4

Momentum: 4.0

Volatility: 8.3

1-Year Total Return ->

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Creades

A-Score: 5.7/10

Value: 5.1

Growth: 4.8

Quality: 9.1

Yield: 5.0

Momentum: 4.0

Volatility: 6.3

1-Year Total Return ->

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Stock-Card
BAVARIA

A-Score: 3.9/10

Value: 5.7

Growth: 3.0

Quality: 7.4

Yield: 0.0

Momentum: 4.0

Volatility: 3.3

1-Year Total Return ->

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Stock-Card
Molten Ventures

A-Score: 3.9/10

Value: 6.3

Growth: 5.6

Quality: 5.6

Yield: 0.0

Momentum: 4.0

Volatility: 1.7

1-Year Total Return ->

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Stock-Card
Leonteq

A-Score: 3.6/10

Value: 7.2

Growth: 0.7

Quality: 3.2

Yield: 8.8

Momentum: 0.0

Volatility: 2.0

1-Year Total Return ->

View Full Report
Stock-Card
Brockhaus Capital Mgmt

A-Score: 3.1/10

Value: 6.9

Growth: 6.7

Quality: 2.7

Yield: 0.0

Momentum: 0.0

Volatility: 2.3

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

13.76$

Current Price

13.76$

Potential

-0.00%

Expected Cash-Flows