Company Analysis Roche Holding AG
1. Summary
Advantages
- Dividends (3.88%) are higher than the sector average (1.73%).
- The stock's return over the last year (27.4%) is higher than the sector average (-4.97%).
- The company's current efficiency (ROE=39.22%) is higher than the sector average (ROE=13.16%)
Disadvantages
- Price (331.87 $) is higher than fair price (163.74 $)
- Current debt level 32.29% has increased over 5 years from 17.29%.
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
18 november 16:26 Inside the race for a COVID-19 treatment pill
2.3. Market efficiency
| Roche Holding AG | Healthcare | Index | |
|---|---|---|---|
| 7 days | 2.4% | -6% | -2.1% |
| 90 days | 17.7% | -1.3% | -5.4% |
| 1 year | 27.4% | -5% | 12.1% |
RHHVF vs Sector: Roche Holding AG has outperformed the "Healthcare" sector by 32.37% over the past year.
RHHVF vs Market: Roche Holding AG has outperformed the market by 15.3% over the past year.
Stable price: RHHVF 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: RHHVF with weekly volatility of 0.5269% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (331.87 $) is higher than the fair price (163.74 $).
Price is higher than fair: The current price (331.87 $) is 50.7% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (16.36) is lower than that of the sector as a whole (31.91).
P/E vs Market: The company's P/E (16.36) is lower than that of the market as a whole (51.38).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (5.65) is higher than that of the sector as a whole (3.26).
P/BV vs Market: The company's P/BV (5.65) is higher than that of the market as a whole (-9.02).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (3.11) is lower than that of the sector as a whole (3.22).
P/S vs Market: The company's P/S indicator (3.11) is lower than that of the market as a whole (4.71).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (11.98) is higher than that of the sector as a whole (10.21).
EV/Ebitda vs Market: The company's EV/Ebitda (11.98) is lower than that of the market as a whole (27.8).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -3.91% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-3.91%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-44.01%).
5.4. ROE
ROE vs Sector: The company's ROE (39.22%) is higher than that of the sector as a whole (13.16%).
ROE vs Market: The company's ROE (39.22%) is higher than that of the market as a whole (5.09%).
5.5. ROA
ROA vs Sector: The company's ROA (12.71%) is higher than that of the sector as a whole (6.08%).
ROA vs Market: The company's ROA (12.71%) is lower than that of the market as a whole (16.55%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (15.56%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (11.03%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 3.88% is higher than the average for the sector '1.73%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 3.88% has been steadily paid over the past 7 years, DSI=0.93.
Weak dividend growth: The company's dividend yield 3.88% has been growing weakly or stagnant over the past 5 years. Growth over only 4 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (66.01%) are at a comfortable level.
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