View Future GrowthALSO Holding 過去の業績過去 基準チェック /16ALSO Holdingの収益は年間平均-6.8%の割合で減少していますが、 Electronic業界の収益は年間 減少しています。収益は年間12% 1.9%割合で 減少しています。 ALSO Holdingの自己資本利益率は8.7%であり、純利益率は0.8%です。主要情報-6.78%収益成長率-5.89%EPS成長率Electronic 業界の成長10.05%収益成長率-1.86%株主資本利益率8.67%ネット・マージン0.81%次回の業績アップデート21 Jul 2026最近の業績更新Reported Earnings • Feb 22Full year 2025 earnings: Revenues in line with analyst expectationsFull year 2025 results: Revenue: €13.5b (up 42% from FY 2024). Net income: €109.3m (down 5.0% from FY 2024). Profit margin: 0.8% (down from 1.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Electronic industry in Switzerland.お知らせ • Sep 10+ 1 more updateALSO Holding AG to Report First Half, 2026 Results on Jul 21, 2026ALSO Holding AG announced that they will report first half, 2026 results on Jul 21, 2026Reported Earnings • Jul 24First half 2025 earnings released: EPS: €3.38 (vs €3.40 in 1H 2024)First half 2025 results: EPS: €3.38. Revenue: €5.93b (up 39% from 1H 2024). Net income: €43.0m (up 3.1% from 1H 2024). Profit margin: 0.7% (down from 1.0% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Electronic industry in Switzerland.分析記事 • Feb 26Investors Can Find Comfort In ALSO Holding's (VTX:ALSN) Earnings QualitySoft earnings didn't appear to concern ALSO Holding AG's ( VTX:ALSN ) shareholders over the last week. We did some...Reported Earnings • Feb 20Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: €9.39 (down from €10.07 in FY 2023). Revenue: €9.51b (down 4.6% from FY 2023). Net income: €115.1m (down 7.0% from FY 2023). Profit margin: 1.2% (in line with FY 2023). Revenue missed analyst estimates by 4.4%. Earnings per share (EPS) also missed analyst estimates by 9.8%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Electronic industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Feb 19ALSO Holding AG to Report First Half, 2025 Results on Jul 22, 2025ALSO Holding AG announced that they will report first half, 2025 results on Jul 22, 2025すべての更新を表示Recent updatesBuy Or Sell Opportunity • May 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to CHF160. The fair value is estimated to be CHF203, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Earnings per share has declined by 10%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Major Estimate Revision • Mar 17Consensus EPS estimates fall by 20%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from €13.61 to €10.92 per share. Revenue forecast steady at €14.3b. Net income forecast to grow 24% next year vs 64% growth forecast for Electronic industry in Switzerland. Consensus price target down from CHF283 to CHF236. Share price fell 7.0% to CHF153 over the past week.Upcoming Dividend • Mar 13Upcoming dividend of CHF5.30 per shareEligible shareholders must have bought the stock before 20 March 2026. Payment date: 24 March 2026. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Swiss dividend payers (3.5%). Higher than average of industry peers (2.1%).お知らせ • Mar 05ALSO Holding AG (SWX:ALSN) announces an Equity Buyback for €120 million worth of its shares.ALSO Holding AG (SWX:ALSN) announces a share repurchase program. Under the program, the company will repurchase up to 9.74% of its issued share capital, for €120 million. The repurchased shares will be used for treasury purposes including the financing of potential acquisitions, increasing liquidity, and long-term incentives for the management of the company.お知らせ • Feb 27ALSO Holding AG, Annual General Meeting, Mar 18, 2026ALSO Holding AG, Annual General Meeting, Mar 18, 2026, at 14:30 W. Europe Standard Time.New Risk • Feb 22New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.8% Last year net profit margin: 1.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (0.8% net profit margin).Reported Earnings • Feb 22Full year 2025 earnings: Revenues in line with analyst expectationsFull year 2025 results: Revenue: €13.5b (up 42% from FY 2024). Net income: €109.3m (down 5.0% from FY 2024). Profit margin: 0.8% (down from 1.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Electronic industry in Switzerland.Declared Dividend • Feb 19Dividend of CHF5.30 announcedShareholders will receive a dividend of CHF5.30. Ex-date: 20th March 2026 Payment date: 24th March 2026 Dividend yield will be 3.5%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (58% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 59% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 18ALSO Holding AG announces Annual dividend, payable on March 24, 2026ALSO Holding AG announced Annual dividend of CHF 5.3000 per share payable on March 24, 2026, ex-date on March 20, 2026 and record date on March 23, 2026.New Risk • Feb 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Swiss stocks, typically moving 3.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (3.0% average weekly change). Minor Risk Paying a dividend despite having no free cash flows.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorates as stock falls 35%After last week's 35% share price decline to CHF133, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 19x in the Electronic industry in Switzerland. Total loss to shareholders of 21% over the past three years.分析記事 • Dec 11Investors Met With Slowing Returns on Capital At ALSO Holding (VTX:ALSN)What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...分析記事 • Nov 22We Think ALSO Holding (VTX:ALSN) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • Nov 01Is Now The Time To Look At Buying ALSO Holding AG (VTX:ALSN)?ALSO Holding AG ( VTX:ALSN ), might not be a large cap stock, but it saw significant share price movement during recent...分析記事 • Sep 29Shareholders Should Be Pleased With ALSO Holding AG's (VTX:ALSN) PriceALSO Holding AG's ( VTX:ALSN ) price-to-earnings (or "P/E") ratio of 27x might make it look like a sell right now...お知らせ • Sep 10+ 1 more updateALSO Holding AG to Report First Half, 2026 Results on Jul 21, 2026ALSO Holding AG announced that they will report first half, 2026 results on Jul 21, 2026Buy Or Sell Opportunity • Sep 01Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at CHF258. The fair value is estimated to be CHF212, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.4% over the last 3 years. Earnings per share has declined by 11%. Revenue is forecast to grow by 36% in 2 years. Earnings are forecast to grow by 75% in the next 2 years.分析記事 • Aug 16Returns At ALSO Holding (VTX:ALSN) Appear To Be Weighed DownSWX:ALSN 1 Year Share Price vs Fair Value Explore ALSO Holding's Fair Values from the Community and select yours...Major Estimate Revision • Jul 29Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €13.9b to €13.6b. EPS estimate also fell from €14.15 per share to €12.20 per share. Net income forecast to grow 43% next year vs 54% growth forecast for Electronic industry in Switzerland. Consensus price target down from CHF317 to CHF308. Share price fell 13% to CHF256 over the past week.Reported Earnings • Jul 24First half 2025 earnings released: EPS: €3.38 (vs €3.40 in 1H 2024)First half 2025 results: EPS: €3.38. Revenue: €5.93b (up 39% from 1H 2024). Net income: €43.0m (up 3.1% from 1H 2024). Profit margin: 0.7% (down from 1.0% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Electronic industry in Switzerland.分析記事 • Jun 27Is It Time To Consider Buying ALSO Holding AG (VTX:ALSN)?ALSO Holding AG ( VTX:ALSN ), might not be a large cap stock, but it received a lot of attention from a substantial...Board Change • Apr 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. Independent Director Thomas Furer was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • Apr 01Does ALSO Holding (VTX:ALSN) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...お知らせ • Mar 22ALSO Holding AG Approves Dividend, Distribution to Shareholders Starting March 25, 2025ALSO Holding AG at the Annual General Meeting on 19 March 2025 approved an increase in the dividend by CHF 0.30 to CHF 5.10. The dividend will be distributed to shareholders starting March 25, 2025.Upcoming Dividend • Mar 14Upcoming dividend of CHF5.10 per shareEligible shareholders must have bought the stock before 21 March 2025. Payment date: 25 March 2025. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Swiss dividend payers (4.1%). Lower than average of industry peers (2.7%).分析記事 • Mar 13ALSO Holding AG (VTX:ALSN) Not Lagging Market On Growth Or PricingWith a price-to-earnings (or "P/E") ratio of 28.5x ALSO Holding AG ( VTX:ALSN ) may be sending bearish signals at the...Major Estimate Revision • Mar 03Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €14.81 to €13.32. Revenue forecast unchanged from €13.9b at last update. Net income forecast to grow 43% next year vs 64% growth forecast for Electronic industry in Switzerland. Consensus price target of CHF299 unchanged from last update. Share price rose 2.2% to CHF278 over the past week.お知らせ • Feb 27ALSO Holding AG, Annual General Meeting, Mar 19, 2025ALSO Holding AG, Annual General Meeting, Mar 19, 2025, at 14:30 W. Europe Standard Time.分析記事 • Feb 26Investors Can Find Comfort In ALSO Holding's (VTX:ALSN) Earnings QualitySoft earnings didn't appear to concern ALSO Holding AG's ( VTX:ALSN ) shareholders over the last week. We did some...Declared Dividend • Feb 21Dividend of CHF5.10 announcedShareholders will receive a dividend of CHF5.10. Ex-date: 21st March 2025 Payment date: 25th March 2025 Dividend yield will be 1.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 74% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 20Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: €9.39 (down from €10.07 in FY 2023). Revenue: €9.51b (down 4.6% from FY 2023). Net income: €115.1m (down 7.0% from FY 2023). Profit margin: 1.2% (in line with FY 2023). Revenue missed analyst estimates by 4.4%. Earnings per share (EPS) also missed analyst estimates by 9.8%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Electronic industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Feb 19ALSO Holding AG to Report First Half, 2025 Results on Jul 22, 2025ALSO Holding AG announced that they will report first half, 2025 results on Jul 22, 2025お知らせ • Feb 18ALSO Holding AG Proposes Thirteen Consecutive Dividend IncreaseALSO Holding AG announced that due to the solid liquidity position and the excellent prospects, the Board of Directors is proposing another increased dividend of CHF 5.10 to shareholders. ALSO proposed 13th consecutive dividend increase.Buy Or Sell Opportunity • Jan 13Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to CHF223. The fair value is estimated to be CHF280, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.7% over the last 3 years. Earnings per share has declined by 7.6%. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 82% in the next 2 years.Buy Or Sell Opportunity • Dec 16Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to CHF222. The fair value is estimated to be CHF280, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.7% over the last 3 years. Earnings per share has declined by 7.6%. Revenue is forecast to grow by 61% in 2 years. Earnings are forecast to grow by 82% in the next 2 years.分析記事 • Dec 13A Look At The Intrinsic Value Of ALSO Holding AG (VTX:ALSN)Key Insights ALSO Holding's estimated fair value is CHF280 based on 2 Stage Free Cash Flow to Equity Current share...お知らせ • Nov 17ALSO Holding AG to Report Fiscal Year 2024 Results on Feb 18, 2025ALSO Holding AG announced that they will report fiscal year 2024 results on Feb 18, 2025分析記事 • Nov 08We Like These Underlying Return On Capital Trends At ALSO Holding (VTX:ALSN)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...お知らせ • Aug 16+ 1 more updateALSO Holding AG (SWX:ALSN) completed the acquisition of Entec A.s.ALSO Holding AG (SWX:ALSN) agreed to acquire Entec A.s. on December 22, 2023. The transaction is subject to customary closing conditions and regulatory approval. ALSO Holding AG (SWX:ALSN) completed the acquisition of Entec A.s. on August 16, 2024. The transaction has received the regulatory approval.Reported Earnings • Jul 28First half 2024 earnings released: EPS: €3.40 (vs €4.24 in 1H 2023)First half 2024 results: EPS: €3.40 (down from €4.24 in 1H 2023). Revenue: €4.28b (down 11% from 1H 2023). Net income: €41.7m (down 21% from 1H 2023). Profit margin: 1.0% (in line with 1H 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Electronic industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Jul 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CHF233, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 22x in the Electronic industry in Switzerland. Total loss to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF438 per share.分析記事 • Jul 16Returns On Capital At ALSO Holding (VTX:ALSN) Have Hit The BrakesDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...分析記事 • Jun 21Should You Investigate ALSO Holding AG (VTX:ALSN) At CHF279?ALSO Holding AG ( VTX:ALSN ), might not be a large cap stock, but it led the SWX gainers with a relatively large price...分析記事 • May 22ALSO Holding AG (VTX:ALSN) Might Not Be As Mispriced As It LooksThere wouldn't be many who think ALSO Holding AG's ( VTX:ALSN ) price-to-earnings (or "P/E") ratio of 24.3x is worth a...分析記事 • Apr 16Is ALSO Holding (VTX:ALSN) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Apr 01ALSO Holding AG (VTX:ALSN) Shares Could Be 34% Below Their Intrinsic Value EstimateKey Insights ALSO Holding's estimated fair value is CHF356 based on 2 Stage Free Cash Flow to Equity ALSO Holding is...Upcoming Dividend • Mar 18Upcoming dividend of CHF4.80 per shareEligible shareholders must have bought the stock before 25 March 2024. Payment date: 27 March 2024. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Swiss dividend payers (4.1%). In line with average of industry peers (1.9%).分析記事 • Mar 16Returns At ALSO Holding (VTX:ALSN) Appear To Be Weighed DownIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...お知らせ • Mar 15ALSO Holding AG Appoints Future Group ManagementALSO Holding AG announced future group management board. The plan for the optimum alignment of the company to the tasks of the future is entering its next phase. In order to improve sales and profitability even more and at the same time further increase the necessary speed and flexibility, the Group Management Board will in future consist of a team of eight people. Ingo Adolphs, Tom Brunner, Jorge Gállego, Wolfgang Krainz and Espen Zachariassen will join Jan Bogdanovich, Andreas Kuhn, and Thomas Meyerhans. The future CEO will be appointed from among these experienced managers, all of whom have been with the company for years.お知らせ • Feb 20ALSO Holding AG to Report First Half, 2024 Results on Jul 24, 2024ALSO Holding AG announced that they will report first half, 2024 results on Jul 24, 2024お知らせ • Dec 23ALSO Holding AG, Annual General Meeting, Mar 21, 2024ALSO Holding AG, Annual General Meeting, Mar 21, 2024.分析記事 • Dec 18Getting In Cheap On ALSO Holding AG (VTX:ALSN) Is UnlikelyALSO Holding AG's ( VTX:ALSN ) price-to-earnings (or "P/E") ratio of 23.6x might make it look like a sell right now...お知らせ • Dec 14ALSO Announces Resignation of Beate Flamm as SVP Sustainable ChangeALSO announced the resignation of Beate Flamm, SVP Sustainable Change, after the next Annual General Meeting. Under her leadership, the coordination of Investor Relations was established within the company and the commitment to environmental, social and governance topics, as an increasingly important part of capital market communication, was further expanded. In future, both IR and ESG will be part of the Finance division. Marketing, for which Flamm was also responsible, continues to be managed as an independent Centre of Competence and will be staffed internally.お知らせ • Dec 12ALSO Holding AG (SWX:ALSN) acquired Commaxx As.ALSO Holding AG (SWX:ALSN) agreed to acquire Commaxx As on June 29, 2023. The transaction is subject to the standard regulatory approvals. Jostein Sæberg Gultvedt of Danske Bank A/S, Norway Branch acted as financial advisor of Commaxx As. ALSO Holding AG (SWX:ALSN) completed the acquisition of Commaxx As on December 11, 2023. The acquisition is completed after receiving regulatory approvals in Denmark, Sweden and Norway.お知らせ • Dec 07ALSO Holding AG to Report Fiscal Year 2023 Results on Feb 20, 2024ALSO Holding AG announced that they will report fiscal year 2023 results on Feb 20, 2024分析記事 • Dec 03ALSO Holding (VTX:ALSN) Hasn't Managed To Accelerate Its ReturnsTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...分析記事 • Nov 17Is ALSO Holding (VTX:ALSN) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Nov 17ALSO Holding AG (SWX:ALSN) agreed to acquire Target Holding GmbH.ALSO Holding AG (SWX:ALSN) agreed to acquire Target Holding GmbH on November 15, 2023. The acquisition is subject to the standard regulatory approvals.分析記事 • Nov 02What Does ALSO Holding AG's (VTX:ALSN) Share Price Indicate?ALSO Holding AG ( VTX:ALSN ), is not the largest company out there, but it saw a significant share price rise of over...分析記事 • Aug 23Here's What To Make Of ALSO Holding's (VTX:ALSN) Decelerating Rates Of ReturnIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Aug 04What You Need To Know About The ALSO Holding AG (VTX:ALSN) Analyst Downgrade TodayThe analysts covering ALSO Holding AG ( VTX:ALSN ) delivered a dose of negativity to shareholders today, by making a...Major Estimate Revision • Aug 03Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €12.1b to €10.8b. EPS estimate fell from €12.38 to €12.22 per share. Net income forecast to grow 12% next year vs 7.7% decline forecast for Electronic industry in Switzerland. Consensus price target broadly unchanged at CHF266. Share price was steady at CHF202 over the past week.分析記事 • Jul 29Does ALSO Holding (VTX:ALSN) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Reported Earnings • Jul 28First half 2023 earnings released: EPS: €4.24 (vs €4.91 in 1H 2022)First half 2023 results: EPS: €4.24 (down from €4.91 in 1H 2022). Revenue: €4.83b (down 13% from 1H 2022). Net income: €52.5m (down 17% from 1H 2022). Profit margin: 1.1% (in line with 1H 2022). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electronic industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.分析記事 • Jul 12Is Now An Opportune Moment To Examine ALSO Holding AG (VTX:ALSN)?ALSO Holding AG ( VTX:ALSN ), might not be a large cap stock, but it saw significant share price movement during recent...お知らせ • Jun 30ALSO Holding AG (SWX:ALSN) agreed to acquire Commaxx As.ALSO Holding AG (SWX:ALSN) agreed to acquire Commaxx As on June 29, 2023. The transaction is subject to the standard regulatory approvals.分析記事 • May 18Returns On Capital At ALSO Holding (VTX:ALSN) Have Hit The BrakesThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...Buying Opportunity • May 15Now 20% undervaluedOver the last 90 days, the stock is up 1.8%. The fair value is estimated to be CHF237, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings is also forecast to grow by 9.0% per annum over the same time period.Buying Opportunity • Apr 18Now 21% undervaluedOver the last 90 days, the stock is up 2.2%. The fair value is estimated to be CHF239, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings is also forecast to grow by 9.0% per annum over the same time period.分析記事 • Apr 13Is Now The Time To Look At Buying ALSO Holding AG (VTX:ALSN)?ALSO Holding AG ( VTX:ALSN ), is not the largest company out there, but it received a lot of attention from a...分析記事 • Mar 28These 4 Measures Indicate That ALSO Holding (VTX:ALSN) Is Using Debt Reasonably WellDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Upcoming Dividend • Mar 14Upcoming dividend of CHF4.60 per share at 2.5% yieldEligible shareholders must have bought the stock before 21 March 2023. Payment date: 23 March 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Swiss dividend payers (4.2%). In line with average of industry peers (2.4%).Reported Earnings • Feb 22Full year 2022 earnings released: EPS: €11.91 (vs €12.01 in FY 2021)Full year 2022 results: EPS: €11.91 (down from €12.01 in FY 2021). Revenue: €11.6b (flat on FY 2021). Net income: €152.1m (down 1.3% from FY 2021). Profit margin: 1.3% (in line with FY 2021). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Electronic industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 11ALSO Holding (VTX:ALSN) Has More To Do To Multiply In Value Going ForwardFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Dec 28Is ALSO Holding (VTX:ALSN) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Dec 13Is It Time To Consider Buying ALSO Holding AG (VTX:ALSN)?ALSO Holding AG ( VTX:ALSN ), might not be a large cap stock, but it received a lot of attention from a substantial...Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Vice Chairman & Lead Director Walter P. Droege was the last independent director to join the board, commencing their role in 2011. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Oct 28Slowing Rates Of Return At ALSO Holding (VTX:ALSN) Leave Little Room For ExcitementWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...分析記事 • Sep 28ALSO Holding (VTX:ALSN) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Sep 13Is There Now An Opportunity In ALSO Holding AG (VTX:ALSN)?While ALSO Holding AG ( VTX:ALSN ) might not be the most widely known stock at the moment, it saw significant share...お知らせ • Aug 10ALSO Holding AG (SWX:ALSN) announces an Equity Buyback for 9.74% of its issued share capital, for €100 million.ALSO Holding AG (SWX:ALSN) announces a share repurchase program. Under the program, the company will repurchase up to 9.74% of its issued share capital, for €100 million, pursuant to an agreement with Zürcher Kantonalbank. The repurchased shares will be used for treasury purposes including the financing of potential acquisitions, increasing liquidity, and long-term incentives for the management of the company. The program is valid until August 9, 2024.分析記事 • Jul 22ALSO Holding (VTX:ALSN) Has Some Way To Go To Become A Multi-BaggerFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...お知らせ • Jul 13ALSO Holding AG to Report First Half, 2022 Results on Jul 20, 2022ALSO Holding AG announced that they will report first half, 2022 results on Jul 20, 2022お知らせ • Jul 06ALSO Holding AG (SWX:ALSN) completed the acquisition of IT Divisions from Jp Sá Couto, SA.ALSO Holding AG (SWX:ALSN) agreed to acquire IT Divisions from Jp Sá Couto, SA on December 23, 2021. The transaction is subject to regulatory approvals. Nuno Miguel Prata of Sociedade Rebelo de Sousa & Advogados Associados, SP, RL acted as legal advisor to JP Sá Couto, SA. ALSO Holding AG (SWX:ALSN) completed the acquisition of IT Divisions from Jp Sá Couto, SA on July 4, 2022. The transaction was approved by Antitrust authorities.分析記事 • Jun 15These 4 Measures Indicate That ALSO Holding (VTX:ALSN) Is Using Debt SafelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • May 31Is It Time To Consider Buying ALSO Holding AG (VTX:ALSN)?ALSO Holding AG ( VTX:ALSN ), might not be a large cap stock, but it received a lot of attention from a substantial...Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Vice Chairman & Lead Director Walter P. Droege was the last independent director to join the board, commencing their role in 2011. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Apr 11ALSO Holding (VTX:ALSN) Has Some Way To Go To Become A Multi-BaggerIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Upcoming Dividend • Mar 15Upcoming dividend of CHF4.30 per shareEligible shareholders must have bought the stock before 22 March 2022. Payment date: 24 March 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Swiss dividend payers (3.7%). Lower than average of industry peers (2.6%).分析記事 • Mar 05We Think ALSO Holding (VTX:ALSN) Can Manage Its Debt With EaseThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Feb 25ALSO Holding AG Proposes DividendALSO Holding AG proposed payment of a dividend of 4.30 swiss france (15% compared to 2021), shareholders will decide on further important issues.Reported Earnings • Feb 24Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: €12.01 (up from €10.14 in FY 2020). Revenue: €12.4b (up 4.2% from FY 2020). Net income: €154.0m (up 18% from FY 2020). Profit margin: 1.2% (up from 1.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 8.1%, compared to a 11% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 22% per year.分析記事 • Feb 14What Does ALSO Holding AG's (VTX:ALSN) Share Price Indicate?While ALSO Holding AG ( VTX:ALSN ) might not be the most widely known stock at the moment, it saw significant share...お知らせ • Feb 01ALSO Holding AG, Annual General Meeting, Mar 18, 2022ALSO Holding AG, Annual General Meeting, Mar 18, 2022.Buying Opportunity • Jan 24Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €315, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% per annum over the last 3 years. Earnings per share has grown by 22% per annum over the last 3 years.お知らせ • Dec 23ALSO Holding AG (SWX:ALSN) agreed to acquire IT Divisions from Jp Sá Couto, SA.ALSO Holding AG (SWX:ALSN) agreed to acquire IT Divisions from Jp Sá Couto, SA on December 23, 2021. The transaction is subject to regulatory approvals.お知らせ • Dec 10ALSO Holding AG (SWX:ALSN) acquired Ramiris' IT division in Hungary from Ramiris Europe Kft..ALSO Holding AG (SWX:ALSN) acquired Ramiris' IT division in Hungary from Ramiris Europe Kft. on December 10, 2021. ALSO Holding AG (SWX:ALSN) completed the acquisition of Ramiris' IT division in Hungary from Ramiris Europe Kft. on December 10, 2021.分析記事 • Oct 28Why ALSO Holding AG (VTX:ALSN) Could Be Worth WatchingWhile ALSO Holding AG ( VTX:ALSN ) might not be the most widely known stock at the moment, it received a lot of...収支内訳ALSO Holding の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史SWX:ALSN 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Dec 2513,501109356030 Sep 2512,327113333030 Jun 2511,153116311031 Mar 2510,329116290031 Dec 249,506115270030 Sep 249,458114263030 Jun 249,410113257031 Mar 249,685118259031 Dec 239,960124261030 Sep 2310,408133265030 Jun 2310,857142270031 Mar 2311,205147269031 Dec 2211,553152268030 Sep 2211,559152224030 Jun 2211,565152180031 Mar 2211,580153217031 Dec 2111,595154254030 Sep 2111,825152247030 Jun 2112,056150240031 Mar 2111,977140239031 Dec 2011,898130239030 Sep 2011,609121242030 Jun 2011,319111245031 Mar 2011,006105237031 Dec 1910,693100228030 Sep 1910,22994226030 Jun 199,76688223031 Mar 199,47185228031 Dec 189,17681232030 Sep 189,05982240030 Jun 188,94283247031 Mar 188,91688244031 Dec 178,89193240030 Sep 178,908104176030 Jun 178,34392241031 Mar 178,13288235031 Dec 167,98483230030 Sep 167,89579226030 Jun 167,89366227031 Mar 167,84065232031 Dec 157,79263232030 Sep 157,70059249030 Jun 157,629652400質の高い収益: ALSNは 高品質の収益 を持っています。利益率の向上: ALSNの現在の純利益率 (0.8%)は、昨年(1.2%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: ALSNの収益は過去 5 年間で年間6.8%減少しました。成長の加速: ALSNは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: ALSNは過去 1 年間で収益成長率がマイナス ( -5% ) となったため、 Electronic業界平均 ( -44.6% ) と比較することが困難です。株主資本利益率高いROE: ALSNの 自己資本利益率 ( 8.7% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/08 13:30終値2026/05/08 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋ALSO Holding AG 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Gerhard SchwarzBaader Helvea Equity ResearchKnut WollerBaader Helvea Equity ResearchNicole WinklerBerenberg8 その他のアナリストを表示
Reported Earnings • Feb 22Full year 2025 earnings: Revenues in line with analyst expectationsFull year 2025 results: Revenue: €13.5b (up 42% from FY 2024). Net income: €109.3m (down 5.0% from FY 2024). Profit margin: 0.8% (down from 1.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Electronic industry in Switzerland.
お知らせ • Sep 10+ 1 more updateALSO Holding AG to Report First Half, 2026 Results on Jul 21, 2026ALSO Holding AG announced that they will report first half, 2026 results on Jul 21, 2026
Reported Earnings • Jul 24First half 2025 earnings released: EPS: €3.38 (vs €3.40 in 1H 2024)First half 2025 results: EPS: €3.38. Revenue: €5.93b (up 39% from 1H 2024). Net income: €43.0m (up 3.1% from 1H 2024). Profit margin: 0.7% (down from 1.0% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Electronic industry in Switzerland.
分析記事 • Feb 26Investors Can Find Comfort In ALSO Holding's (VTX:ALSN) Earnings QualitySoft earnings didn't appear to concern ALSO Holding AG's ( VTX:ALSN ) shareholders over the last week. We did some...
Reported Earnings • Feb 20Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: €9.39 (down from €10.07 in FY 2023). Revenue: €9.51b (down 4.6% from FY 2023). Net income: €115.1m (down 7.0% from FY 2023). Profit margin: 1.2% (in line with FY 2023). Revenue missed analyst estimates by 4.4%. Earnings per share (EPS) also missed analyst estimates by 9.8%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Electronic industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Feb 19ALSO Holding AG to Report First Half, 2025 Results on Jul 22, 2025ALSO Holding AG announced that they will report first half, 2025 results on Jul 22, 2025
Buy Or Sell Opportunity • May 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to CHF160. The fair value is estimated to be CHF203, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Earnings per share has declined by 10%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Major Estimate Revision • Mar 17Consensus EPS estimates fall by 20%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from €13.61 to €10.92 per share. Revenue forecast steady at €14.3b. Net income forecast to grow 24% next year vs 64% growth forecast for Electronic industry in Switzerland. Consensus price target down from CHF283 to CHF236. Share price fell 7.0% to CHF153 over the past week.
Upcoming Dividend • Mar 13Upcoming dividend of CHF5.30 per shareEligible shareholders must have bought the stock before 20 March 2026. Payment date: 24 March 2026. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Swiss dividend payers (3.5%). Higher than average of industry peers (2.1%).
お知らせ • Mar 05ALSO Holding AG (SWX:ALSN) announces an Equity Buyback for €120 million worth of its shares.ALSO Holding AG (SWX:ALSN) announces a share repurchase program. Under the program, the company will repurchase up to 9.74% of its issued share capital, for €120 million. The repurchased shares will be used for treasury purposes including the financing of potential acquisitions, increasing liquidity, and long-term incentives for the management of the company.
お知らせ • Feb 27ALSO Holding AG, Annual General Meeting, Mar 18, 2026ALSO Holding AG, Annual General Meeting, Mar 18, 2026, at 14:30 W. Europe Standard Time.
New Risk • Feb 22New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.8% Last year net profit margin: 1.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (0.8% net profit margin).
Reported Earnings • Feb 22Full year 2025 earnings: Revenues in line with analyst expectationsFull year 2025 results: Revenue: €13.5b (up 42% from FY 2024). Net income: €109.3m (down 5.0% from FY 2024). Profit margin: 0.8% (down from 1.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Electronic industry in Switzerland.
Declared Dividend • Feb 19Dividend of CHF5.30 announcedShareholders will receive a dividend of CHF5.30. Ex-date: 20th March 2026 Payment date: 24th March 2026 Dividend yield will be 3.5%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (58% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 59% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 18ALSO Holding AG announces Annual dividend, payable on March 24, 2026ALSO Holding AG announced Annual dividend of CHF 5.3000 per share payable on March 24, 2026, ex-date on March 20, 2026 and record date on March 23, 2026.
New Risk • Feb 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Swiss stocks, typically moving 3.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (3.0% average weekly change). Minor Risk Paying a dividend despite having no free cash flows.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorates as stock falls 35%After last week's 35% share price decline to CHF133, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 19x in the Electronic industry in Switzerland. Total loss to shareholders of 21% over the past three years.
分析記事 • Dec 11Investors Met With Slowing Returns on Capital At ALSO Holding (VTX:ALSN)What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
分析記事 • Nov 22We Think ALSO Holding (VTX:ALSN) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 • Nov 01Is Now The Time To Look At Buying ALSO Holding AG (VTX:ALSN)?ALSO Holding AG ( VTX:ALSN ), might not be a large cap stock, but it saw significant share price movement during recent...
分析記事 • Sep 29Shareholders Should Be Pleased With ALSO Holding AG's (VTX:ALSN) PriceALSO Holding AG's ( VTX:ALSN ) price-to-earnings (or "P/E") ratio of 27x might make it look like a sell right now...
お知らせ • Sep 10+ 1 more updateALSO Holding AG to Report First Half, 2026 Results on Jul 21, 2026ALSO Holding AG announced that they will report first half, 2026 results on Jul 21, 2026
Buy Or Sell Opportunity • Sep 01Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at CHF258. The fair value is estimated to be CHF212, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.4% over the last 3 years. Earnings per share has declined by 11%. Revenue is forecast to grow by 36% in 2 years. Earnings are forecast to grow by 75% in the next 2 years.
分析記事 • Aug 16Returns At ALSO Holding (VTX:ALSN) Appear To Be Weighed DownSWX:ALSN 1 Year Share Price vs Fair Value Explore ALSO Holding's Fair Values from the Community and select yours...
Major Estimate Revision • Jul 29Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €13.9b to €13.6b. EPS estimate also fell from €14.15 per share to €12.20 per share. Net income forecast to grow 43% next year vs 54% growth forecast for Electronic industry in Switzerland. Consensus price target down from CHF317 to CHF308. Share price fell 13% to CHF256 over the past week.
Reported Earnings • Jul 24First half 2025 earnings released: EPS: €3.38 (vs €3.40 in 1H 2024)First half 2025 results: EPS: €3.38. Revenue: €5.93b (up 39% from 1H 2024). Net income: €43.0m (up 3.1% from 1H 2024). Profit margin: 0.7% (down from 1.0% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Electronic industry in Switzerland.
分析記事 • Jun 27Is It Time To Consider Buying ALSO Holding AG (VTX:ALSN)?ALSO Holding AG ( VTX:ALSN ), might not be a large cap stock, but it received a lot of attention from a substantial...
Board Change • Apr 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. Independent Director Thomas Furer was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Apr 01Does ALSO Holding (VTX:ALSN) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
お知らせ • Mar 22ALSO Holding AG Approves Dividend, Distribution to Shareholders Starting March 25, 2025ALSO Holding AG at the Annual General Meeting on 19 March 2025 approved an increase in the dividend by CHF 0.30 to CHF 5.10. The dividend will be distributed to shareholders starting March 25, 2025.
Upcoming Dividend • Mar 14Upcoming dividend of CHF5.10 per shareEligible shareholders must have bought the stock before 21 March 2025. Payment date: 25 March 2025. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Swiss dividend payers (4.1%). Lower than average of industry peers (2.7%).
分析記事 • Mar 13ALSO Holding AG (VTX:ALSN) Not Lagging Market On Growth Or PricingWith a price-to-earnings (or "P/E") ratio of 28.5x ALSO Holding AG ( VTX:ALSN ) may be sending bearish signals at the...
Major Estimate Revision • Mar 03Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €14.81 to €13.32. Revenue forecast unchanged from €13.9b at last update. Net income forecast to grow 43% next year vs 64% growth forecast for Electronic industry in Switzerland. Consensus price target of CHF299 unchanged from last update. Share price rose 2.2% to CHF278 over the past week.
お知らせ • Feb 27ALSO Holding AG, Annual General Meeting, Mar 19, 2025ALSO Holding AG, Annual General Meeting, Mar 19, 2025, at 14:30 W. Europe Standard Time.
分析記事 • Feb 26Investors Can Find Comfort In ALSO Holding's (VTX:ALSN) Earnings QualitySoft earnings didn't appear to concern ALSO Holding AG's ( VTX:ALSN ) shareholders over the last week. We did some...
Declared Dividend • Feb 21Dividend of CHF5.10 announcedShareholders will receive a dividend of CHF5.10. Ex-date: 21st March 2025 Payment date: 25th March 2025 Dividend yield will be 1.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 74% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 20Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: €9.39 (down from €10.07 in FY 2023). Revenue: €9.51b (down 4.6% from FY 2023). Net income: €115.1m (down 7.0% from FY 2023). Profit margin: 1.2% (in line with FY 2023). Revenue missed analyst estimates by 4.4%. Earnings per share (EPS) also missed analyst estimates by 9.8%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Electronic industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Feb 19ALSO Holding AG to Report First Half, 2025 Results on Jul 22, 2025ALSO Holding AG announced that they will report first half, 2025 results on Jul 22, 2025
お知らせ • Feb 18ALSO Holding AG Proposes Thirteen Consecutive Dividend IncreaseALSO Holding AG announced that due to the solid liquidity position and the excellent prospects, the Board of Directors is proposing another increased dividend of CHF 5.10 to shareholders. ALSO proposed 13th consecutive dividend increase.
Buy Or Sell Opportunity • Jan 13Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to CHF223. The fair value is estimated to be CHF280, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.7% over the last 3 years. Earnings per share has declined by 7.6%. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 82% in the next 2 years.
Buy Or Sell Opportunity • Dec 16Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to CHF222. The fair value is estimated to be CHF280, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.7% over the last 3 years. Earnings per share has declined by 7.6%. Revenue is forecast to grow by 61% in 2 years. Earnings are forecast to grow by 82% in the next 2 years.
分析記事 • Dec 13A Look At The Intrinsic Value Of ALSO Holding AG (VTX:ALSN)Key Insights ALSO Holding's estimated fair value is CHF280 based on 2 Stage Free Cash Flow to Equity Current share...
お知らせ • Nov 17ALSO Holding AG to Report Fiscal Year 2024 Results on Feb 18, 2025ALSO Holding AG announced that they will report fiscal year 2024 results on Feb 18, 2025
分析記事 • Nov 08We Like These Underlying Return On Capital Trends At ALSO Holding (VTX:ALSN)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
お知らせ • Aug 16+ 1 more updateALSO Holding AG (SWX:ALSN) completed the acquisition of Entec A.s.ALSO Holding AG (SWX:ALSN) agreed to acquire Entec A.s. on December 22, 2023. The transaction is subject to customary closing conditions and regulatory approval. ALSO Holding AG (SWX:ALSN) completed the acquisition of Entec A.s. on August 16, 2024. The transaction has received the regulatory approval.
Reported Earnings • Jul 28First half 2024 earnings released: EPS: €3.40 (vs €4.24 in 1H 2023)First half 2024 results: EPS: €3.40 (down from €4.24 in 1H 2023). Revenue: €4.28b (down 11% from 1H 2023). Net income: €41.7m (down 21% from 1H 2023). Profit margin: 1.0% (in line with 1H 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Electronic industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Jul 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CHF233, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 22x in the Electronic industry in Switzerland. Total loss to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF438 per share.
分析記事 • Jul 16Returns On Capital At ALSO Holding (VTX:ALSN) Have Hit The BrakesDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
分析記事 • Jun 21Should You Investigate ALSO Holding AG (VTX:ALSN) At CHF279?ALSO Holding AG ( VTX:ALSN ), might not be a large cap stock, but it led the SWX gainers with a relatively large price...
分析記事 • May 22ALSO Holding AG (VTX:ALSN) Might Not Be As Mispriced As It LooksThere wouldn't be many who think ALSO Holding AG's ( VTX:ALSN ) price-to-earnings (or "P/E") ratio of 24.3x is worth a...
分析記事 • Apr 16Is ALSO Holding (VTX:ALSN) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Apr 01ALSO Holding AG (VTX:ALSN) Shares Could Be 34% Below Their Intrinsic Value EstimateKey Insights ALSO Holding's estimated fair value is CHF356 based on 2 Stage Free Cash Flow to Equity ALSO Holding is...
Upcoming Dividend • Mar 18Upcoming dividend of CHF4.80 per shareEligible shareholders must have bought the stock before 25 March 2024. Payment date: 27 March 2024. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Swiss dividend payers (4.1%). In line with average of industry peers (1.9%).
分析記事 • Mar 16Returns At ALSO Holding (VTX:ALSN) Appear To Be Weighed DownIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
お知らせ • Mar 15ALSO Holding AG Appoints Future Group ManagementALSO Holding AG announced future group management board. The plan for the optimum alignment of the company to the tasks of the future is entering its next phase. In order to improve sales and profitability even more and at the same time further increase the necessary speed and flexibility, the Group Management Board will in future consist of a team of eight people. Ingo Adolphs, Tom Brunner, Jorge Gállego, Wolfgang Krainz and Espen Zachariassen will join Jan Bogdanovich, Andreas Kuhn, and Thomas Meyerhans. The future CEO will be appointed from among these experienced managers, all of whom have been with the company for years.
お知らせ • Feb 20ALSO Holding AG to Report First Half, 2024 Results on Jul 24, 2024ALSO Holding AG announced that they will report first half, 2024 results on Jul 24, 2024
お知らせ • Dec 23ALSO Holding AG, Annual General Meeting, Mar 21, 2024ALSO Holding AG, Annual General Meeting, Mar 21, 2024.
分析記事 • Dec 18Getting In Cheap On ALSO Holding AG (VTX:ALSN) Is UnlikelyALSO Holding AG's ( VTX:ALSN ) price-to-earnings (or "P/E") ratio of 23.6x might make it look like a sell right now...
お知らせ • Dec 14ALSO Announces Resignation of Beate Flamm as SVP Sustainable ChangeALSO announced the resignation of Beate Flamm, SVP Sustainable Change, after the next Annual General Meeting. Under her leadership, the coordination of Investor Relations was established within the company and the commitment to environmental, social and governance topics, as an increasingly important part of capital market communication, was further expanded. In future, both IR and ESG will be part of the Finance division. Marketing, for which Flamm was also responsible, continues to be managed as an independent Centre of Competence and will be staffed internally.
お知らせ • Dec 12ALSO Holding AG (SWX:ALSN) acquired Commaxx As.ALSO Holding AG (SWX:ALSN) agreed to acquire Commaxx As on June 29, 2023. The transaction is subject to the standard regulatory approvals. Jostein Sæberg Gultvedt of Danske Bank A/S, Norway Branch acted as financial advisor of Commaxx As. ALSO Holding AG (SWX:ALSN) completed the acquisition of Commaxx As on December 11, 2023. The acquisition is completed after receiving regulatory approvals in Denmark, Sweden and Norway.
お知らせ • Dec 07ALSO Holding AG to Report Fiscal Year 2023 Results on Feb 20, 2024ALSO Holding AG announced that they will report fiscal year 2023 results on Feb 20, 2024
分析記事 • Dec 03ALSO Holding (VTX:ALSN) Hasn't Managed To Accelerate Its ReturnsTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
分析記事 • Nov 17Is ALSO Holding (VTX:ALSN) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Nov 17ALSO Holding AG (SWX:ALSN) agreed to acquire Target Holding GmbH.ALSO Holding AG (SWX:ALSN) agreed to acquire Target Holding GmbH on November 15, 2023. The acquisition is subject to the standard regulatory approvals.
分析記事 • Nov 02What Does ALSO Holding AG's (VTX:ALSN) Share Price Indicate?ALSO Holding AG ( VTX:ALSN ), is not the largest company out there, but it saw a significant share price rise of over...
分析記事 • Aug 23Here's What To Make Of ALSO Holding's (VTX:ALSN) Decelerating Rates Of ReturnIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Aug 04What You Need To Know About The ALSO Holding AG (VTX:ALSN) Analyst Downgrade TodayThe analysts covering ALSO Holding AG ( VTX:ALSN ) delivered a dose of negativity to shareholders today, by making a...
Major Estimate Revision • Aug 03Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €12.1b to €10.8b. EPS estimate fell from €12.38 to €12.22 per share. Net income forecast to grow 12% next year vs 7.7% decline forecast for Electronic industry in Switzerland. Consensus price target broadly unchanged at CHF266. Share price was steady at CHF202 over the past week.
分析記事 • Jul 29Does ALSO Holding (VTX:ALSN) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Reported Earnings • Jul 28First half 2023 earnings released: EPS: €4.24 (vs €4.91 in 1H 2022)First half 2023 results: EPS: €4.24 (down from €4.91 in 1H 2022). Revenue: €4.83b (down 13% from 1H 2022). Net income: €52.5m (down 17% from 1H 2022). Profit margin: 1.1% (in line with 1H 2022). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electronic industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
分析記事 • Jul 12Is Now An Opportune Moment To Examine ALSO Holding AG (VTX:ALSN)?ALSO Holding AG ( VTX:ALSN ), might not be a large cap stock, but it saw significant share price movement during recent...
お知らせ • Jun 30ALSO Holding AG (SWX:ALSN) agreed to acquire Commaxx As.ALSO Holding AG (SWX:ALSN) agreed to acquire Commaxx As on June 29, 2023. The transaction is subject to the standard regulatory approvals.
分析記事 • May 18Returns On Capital At ALSO Holding (VTX:ALSN) Have Hit The BrakesThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Buying Opportunity • May 15Now 20% undervaluedOver the last 90 days, the stock is up 1.8%. The fair value is estimated to be CHF237, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings is also forecast to grow by 9.0% per annum over the same time period.
Buying Opportunity • Apr 18Now 21% undervaluedOver the last 90 days, the stock is up 2.2%. The fair value is estimated to be CHF239, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings is also forecast to grow by 9.0% per annum over the same time period.
分析記事 • Apr 13Is Now The Time To Look At Buying ALSO Holding AG (VTX:ALSN)?ALSO Holding AG ( VTX:ALSN ), is not the largest company out there, but it received a lot of attention from a...
分析記事 • Mar 28These 4 Measures Indicate That ALSO Holding (VTX:ALSN) Is Using Debt Reasonably WellDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Upcoming Dividend • Mar 14Upcoming dividend of CHF4.60 per share at 2.5% yieldEligible shareholders must have bought the stock before 21 March 2023. Payment date: 23 March 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Swiss dividend payers (4.2%). In line with average of industry peers (2.4%).
Reported Earnings • Feb 22Full year 2022 earnings released: EPS: €11.91 (vs €12.01 in FY 2021)Full year 2022 results: EPS: €11.91 (down from €12.01 in FY 2021). Revenue: €11.6b (flat on FY 2021). Net income: €152.1m (down 1.3% from FY 2021). Profit margin: 1.3% (in line with FY 2021). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Electronic industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 11ALSO Holding (VTX:ALSN) Has More To Do To Multiply In Value Going ForwardFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Dec 28Is ALSO Holding (VTX:ALSN) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Dec 13Is It Time To Consider Buying ALSO Holding AG (VTX:ALSN)?ALSO Holding AG ( VTX:ALSN ), might not be a large cap stock, but it received a lot of attention from a substantial...
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Vice Chairman & Lead Director Walter P. Droege was the last independent director to join the board, commencing their role in 2011. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Oct 28Slowing Rates Of Return At ALSO Holding (VTX:ALSN) Leave Little Room For ExcitementWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
分析記事 • Sep 28ALSO Holding (VTX:ALSN) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Sep 13Is There Now An Opportunity In ALSO Holding AG (VTX:ALSN)?While ALSO Holding AG ( VTX:ALSN ) might not be the most widely known stock at the moment, it saw significant share...
お知らせ • Aug 10ALSO Holding AG (SWX:ALSN) announces an Equity Buyback for 9.74% of its issued share capital, for €100 million.ALSO Holding AG (SWX:ALSN) announces a share repurchase program. Under the program, the company will repurchase up to 9.74% of its issued share capital, for €100 million, pursuant to an agreement with Zürcher Kantonalbank. The repurchased shares will be used for treasury purposes including the financing of potential acquisitions, increasing liquidity, and long-term incentives for the management of the company. The program is valid until August 9, 2024.
分析記事 • Jul 22ALSO Holding (VTX:ALSN) Has Some Way To Go To Become A Multi-BaggerFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
お知らせ • Jul 13ALSO Holding AG to Report First Half, 2022 Results on Jul 20, 2022ALSO Holding AG announced that they will report first half, 2022 results on Jul 20, 2022
お知らせ • Jul 06ALSO Holding AG (SWX:ALSN) completed the acquisition of IT Divisions from Jp Sá Couto, SA.ALSO Holding AG (SWX:ALSN) agreed to acquire IT Divisions from Jp Sá Couto, SA on December 23, 2021. The transaction is subject to regulatory approvals. Nuno Miguel Prata of Sociedade Rebelo de Sousa & Advogados Associados, SP, RL acted as legal advisor to JP Sá Couto, SA. ALSO Holding AG (SWX:ALSN) completed the acquisition of IT Divisions from Jp Sá Couto, SA on July 4, 2022. The transaction was approved by Antitrust authorities.
分析記事 • Jun 15These 4 Measures Indicate That ALSO Holding (VTX:ALSN) Is Using Debt SafelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • May 31Is It Time To Consider Buying ALSO Holding AG (VTX:ALSN)?ALSO Holding AG ( VTX:ALSN ), might not be a large cap stock, but it received a lot of attention from a substantial...
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Vice Chairman & Lead Director Walter P. Droege was the last independent director to join the board, commencing their role in 2011. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Apr 11ALSO Holding (VTX:ALSN) Has Some Way To Go To Become A Multi-BaggerIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Upcoming Dividend • Mar 15Upcoming dividend of CHF4.30 per shareEligible shareholders must have bought the stock before 22 March 2022. Payment date: 24 March 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Swiss dividend payers (3.7%). Lower than average of industry peers (2.6%).
分析記事 • Mar 05We Think ALSO Holding (VTX:ALSN) Can Manage Its Debt With EaseThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Feb 25ALSO Holding AG Proposes DividendALSO Holding AG proposed payment of a dividend of 4.30 swiss france (15% compared to 2021), shareholders will decide on further important issues.
Reported Earnings • Feb 24Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: €12.01 (up from €10.14 in FY 2020). Revenue: €12.4b (up 4.2% from FY 2020). Net income: €154.0m (up 18% from FY 2020). Profit margin: 1.2% (up from 1.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 8.1%, compared to a 11% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 22% per year.
分析記事 • Feb 14What Does ALSO Holding AG's (VTX:ALSN) Share Price Indicate?While ALSO Holding AG ( VTX:ALSN ) might not be the most widely known stock at the moment, it saw significant share...
お知らせ • Feb 01ALSO Holding AG, Annual General Meeting, Mar 18, 2022ALSO Holding AG, Annual General Meeting, Mar 18, 2022.
Buying Opportunity • Jan 24Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €315, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% per annum over the last 3 years. Earnings per share has grown by 22% per annum over the last 3 years.
お知らせ • Dec 23ALSO Holding AG (SWX:ALSN) agreed to acquire IT Divisions from Jp Sá Couto, SA.ALSO Holding AG (SWX:ALSN) agreed to acquire IT Divisions from Jp Sá Couto, SA on December 23, 2021. The transaction is subject to regulatory approvals.
お知らせ • Dec 10ALSO Holding AG (SWX:ALSN) acquired Ramiris' IT division in Hungary from Ramiris Europe Kft..ALSO Holding AG (SWX:ALSN) acquired Ramiris' IT division in Hungary from Ramiris Europe Kft. on December 10, 2021. ALSO Holding AG (SWX:ALSN) completed the acquisition of Ramiris' IT division in Hungary from Ramiris Europe Kft. on December 10, 2021.
分析記事 • Oct 28Why ALSO Holding AG (VTX:ALSN) Could Be Worth WatchingWhile ALSO Holding AG ( VTX:ALSN ) might not be the most widely known stock at the moment, it received a lot of...