Company Analysis Bâloise Holding AG
1. Summary
Advantages
- Dividends (8.74%) are higher than the sector average (4.73%).
- The stock's return over the last year (22.7%) is higher than the sector average (2.6%).
Disadvantages
- Price (246.84 $) is higher than fair price (101.61 $)
- Current debt level 7.19% has increased over 5 years from 2.98%.
- The company's current efficiency (ROE=11.19%) is lower than the sector average (ROE=101.03%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Bâloise Holding AG | Financials | Index | |
|---|---|---|---|
| 7 days | 0% | 0% | 0.3% |
| 90 days | 0% | 4% | 5% |
| 1 year | 22.7% | 2.6% | 12.5% |
BLHEF vs Sector: Bâloise Holding AG has outperformed the "Financials" sector by 20.1% over the past year.
BLHEF vs Market: Bâloise Holding AG has outperformed the market by 10.24% over the past year.
Stable price: BLHEF is not significantly more volatile than the rest of the market on "OTC" over the last 3 months, with typical variations of +/- 5% per week.
Long period: BLHEF with weekly volatility of 0.4365% over the past year.
3. Summary of the report
5. Fundamental Analysis
5.1. Stock price and price forecast
Above fair price: The current price (246.84 $) is higher than the fair price (101.61 $).
Price is higher than fair: The current price (246.84 $) is 58.8% higher than the fair price.
5.2. P/E
P/E vs Sector: The company's P/E (21.56) is lower than that of the sector as a whole (53.04).
P/E vs Market: The company's P/E (21.56) is lower than that of the market as a whole (45.44).
5.2.1 P/E Similar companies
5.3. P/BV
P/BV vs Sector: The company's P/BV (2.28) is higher than that of the sector as a whole (1.61).
P/BV vs Market: The company's P/BV (2.28) is lower than that of the market as a whole (4.41).
5.3.1 P/BV Similar companies
5.5. P/S
P/S vs Sector: The company's P/S indicator (1.3) is lower than that of the sector as a whole (2.52).
P/S vs Market: The company's P/S indicator (1.3) is lower than that of the market as a whole (13.03).
5.5.1 P/S Similar companies
5.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (18.31) is lower than that of the sector as a whole (65.93).
EV/Ebitda vs Market: The company's EV/Ebitda (18.31) is lower than that of the market as a whole (24.02).
6. Profitability
6.1. Profitability and revenue
6.2. Earnings per share - EPS
6.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -2.28% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-2.28%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-1.27%).
6.4. ROE
ROE vs Sector: The company's ROE (11.19%) is lower than that of the sector as a whole (101.03%).
ROE vs Market: The company's ROE (11.19%) is lower than that of the market as a whole (51.16%).
6.6. ROA
ROA vs Sector: The company's ROA (0.4876%) is lower than that of the sector as a whole (85.19%).
ROA vs Market: The company's ROA (0.4876%) is lower than that of the market as a whole (36.09%).
6.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (10.55%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (10.79%).
8. Dividends
8.1. Dividend yield vs Market
High yield: The dividend yield of the company 8.74% is higher than the average for the sector '4.73%.
8.2. Stability and increase in payments
Dividend stability: The company's dividend yield 8.74% has been steadily paid over the past 7 years, DSI=1.
Weak dividend growth: The company's dividend yield 8.74% has been growing weakly or stagnant over the past 5 years. Growth over only 4 years.
8.3. Payout percentage
Dividend Coverage: Current payments from income (90.72%) are at an uncomfortable level.
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Based on sources: porti.ru
