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Bellevue Group AGSWX:BBN Stock Report

Market Cap CHF 105.6m
Share Price
CHF 7.96
My Fair Value
CHF 22
64.6% undervalued intrinsic discount
1Y-52.0%
7D-0.3%
Portfolio Value
View

Bellevue Group AG

SWX:BBN Stock Report

Market Cap: CHF 105.6m

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Bellevue Group AG Competitors

Price History & Performance

Summary of share price highs, lows and changes for Bellevue Group
Historical stock prices
Current Share PriceCHF 7.96
52 Week HighCHF 17.00
52 Week LowCHF 7.00
Beta0.97
1 Month Change6.13%
3 Month Change-14.59%
1 Year Change-52.05%
3 Year Change-75.43%
5 Year Change-67.11%
Change since IPO-78.34%

Recent News & Updates

Investors Don't See Light At End Of Bellevue Group AG's (VTX:BBN) Tunnel And Push Stock Down 33%

Mar 29
Investors Don't See Light At End Of Bellevue Group AG's (VTX:BBN) Tunnel And Push Stock Down 33%

Recent updates

Investors Don't See Light At End Of Bellevue Group AG's (VTX:BBN) Tunnel And Push Stock Down 33%

Mar 29
Investors Don't See Light At End Of Bellevue Group AG's (VTX:BBN) Tunnel And Push Stock Down 33%

It's Unlikely That Bellevue Group AG's (VTX:BBN) CEO Will See A Huge Pay Rise This Year

Mar 15
It's Unlikely That Bellevue Group AG's (VTX:BBN) CEO Will See A Huge Pay Rise This Year

With EPS Growth And More, Bellevue Group (VTX:BBN) Makes An Interesting Case

Jun 17
With EPS Growth And More, Bellevue Group (VTX:BBN) Makes An Interesting Case

Increases to CEO Compensation Might Be Put On Hold For Now at Bellevue Group AG (VTX:BBN)

Mar 15
Increases to CEO Compensation Might Be Put On Hold For Now at Bellevue Group AG (VTX:BBN)

Bullish: This Analyst Just Lifted Their Bellevue Group AG (VTX:BBN) Outlook For This Year

Mar 30
Bullish: This Analyst Just Lifted Their Bellevue Group AG (VTX:BBN) Outlook For This Year

Is It Smart To Buy Bellevue Group AG (VTX:BBN) Before It Goes Ex-Dividend?

Mar 21
Is It Smart To Buy Bellevue Group AG (VTX:BBN) Before It Goes Ex-Dividend?

Increases to CEO Compensation Might Be Put On Hold For Now at Bellevue Group AG (VTX:BBN)

Mar 16
Increases to CEO Compensation Might Be Put On Hold For Now at Bellevue Group AG (VTX:BBN)

What Type Of Shareholders Make Up Bellevue Group AG's (VTX:BBN) Share Registry?

Feb 24
What Type Of Shareholders Make Up Bellevue Group AG's (VTX:BBN) Share Registry?

Did You Participate In Any Of Bellevue Group's (VTX:BBN) Fantastic 261% Return ?

Jan 12
Did You Participate In Any Of Bellevue Group's (VTX:BBN) Fantastic 261% Return ?

Is Bellevue Group AG (VTX:BBN) A Risky Dividend Stock?

Dec 17
Is Bellevue Group AG (VTX:BBN) A Risky Dividend Stock?

Is Bellevue Group AG (VTX:BBN) Popular Amongst Insiders?

Nov 26
Is Bellevue Group AG (VTX:BBN) Popular Amongst Insiders?

Shareholder Returns

BBNCH Capital MarketsCH Market
7D-0.3%1.2%1.6%
1Y-52.0%17.7%-0.2%

Return vs Industry: BBN underperformed the Swiss Capital Markets industry which returned 17% over the past year.

Return vs Market: BBN underperformed the Swiss Market which returned -0.1% over the past year.

Price Volatility

Is BBN's price volatile compared to industry and market?
BBN volatility
BBN Average Weekly Movement7.8%
Capital Markets Industry Average Movement3.1%
Market Average Movement3.6%
10% most volatile stocks in CH Market7.7%
10% least volatile stocks in CH Market1.6%

Stable Share Price: BBN's share price has been volatile over the past 3 months compared to the Swiss market.

Volatility Over Time: BBN's weekly volatility (8%) has been stable over the past year, but is still higher than 75% of Swiss stocks.

About the Company

FoundedEmployeesCEOWebsite
199384n/awww.bellevue.ch

Bellevue Group AG provides asset management services in Switzerland, the United Kingdom, Germany, and internationally. The company offers healthcare investment solutions, including biotech, medtech, thematic, and healthcare global and regional. It also provides small and mid-sized entrepreneur investment solutions, such as listed small and mid caps, and private equity strategies; and multi asset, bonds, and alternatives.

Bellevue Group AG Fundamentals Summary

How do Bellevue Group's earnings and revenue compare to its market cap?
BBN fundamental statistics
Market capCHF 105.65m
Earnings (TTM)CHF 1.91m
Revenue (TTM)CHF 58.84m
55.2x
P/E Ratio
1.8x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BBN income statement (TTM)
RevenueCHF 58.84m
Cost of RevenueCHF 0
Gross ProfitCHF 58.84m
Other ExpensesCHF 56.93m
EarningsCHF 1.91m

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

n/a

Earnings per share (EPS)0.14
Gross Margin100.00%
Net Profit Margin3.25%
Debt/Equity Ratio0%

How did BBN perform over the long term?

See historical performance and comparison

Dividends

8.8%
Current Dividend Yield
486%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/08/22 21:34
End of Day Share Price 2025/08/22 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Bellevue Group AG is covered by 2 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Irene RossettoKeefe, Bruyette, & Woods
Pascal BollStifel Europe