View Financial HealthALSO Holding 배당 및 자사주 매입배당 기준 점검 5/6ALSO Holding 수익으로 충분히 충당되는 현재 수익률 3.18% 보유한 배당금 지급 회사입니다.핵심 정보3.2%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률3.6%배당 성장률12.0%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향66%최근 배당 및 자사주 매입 업데이트Upcoming 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%).공지 • 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.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.공지 • 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.공지 • 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%).모든 업데이트 보기Recent 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%).공지 • 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.공지 • 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.공지 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...공지 • 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.분석 기사 • 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.분석 기사 • 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.분석 기사 • 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...공지 • 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%).분석 기사 • 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.공지 • 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.분석 기사 • 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.공지 • 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, 2025공지 • 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.분석 기사 • 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...공지 • 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, 2025분석 기사 • 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...공지 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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%).분석 기사 • 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...공지 • 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.공지 • 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, 2024공지 • Dec 23ALSO Holding AG, Annual General Meeting, Mar 21, 2024ALSO Holding AG, Annual General Meeting, Mar 21, 2024.분석 기사 • 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...공지 • 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.공지 • 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.공지 • 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, 2024분석 기사 • 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...분석 기사 • 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...공지 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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.분석 기사 • 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.분석 기사 • 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...공지 • 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.분석 기사 • 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.분석 기사 • 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...분석 기사 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...공지 • 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.분석 기사 • 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...공지 • 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, 2022공지 • 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.분석 기사 • 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...분석 기사 • 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.분석 기사 • 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%).분석 기사 • 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...공지 • 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.분석 기사 • 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...공지 • 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.공지 • 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.공지 • 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.분석 기사 • 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...지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: ALSN 의 주당 배당금은 지난 10 년 동안 안정적이었습니다.배당금 증가: ALSN 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장ALSO Holding 배당 수익률 vs 시장ALSN의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (ALSN)3.2%시장 하위 25% (CH)2.0%시장 상위 25% (CH)3.6%업계 평균 (Electronic)1.6%분석가 예측 (ALSN) (최대 3년)3.6%주목할만한 배당금: ALSN 의 배당금( 3.18% )은 Swiss 시장에서 배당금 지급자의 하위 25%( 1.96% )보다 높습니다.고배당: ALSN 의 배당금( 3.18% )은 Swiss 시장에서 배당금 지급자의 상위 25%( 3.61% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적인 지급 비율 ( 65.9% )을 통해 ALSN 의 배당금 지급은 수익으로 충당됩니다.주주 현금 배당현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 44.5% )로 ALSN 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YCH 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/07 12:31종가2026/05/07 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스ALSO Holding AG는 11명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Gerhard SchwarzBaader Helvea Equity ResearchKnut WollerBaader Helvea Equity ResearchNicole WinklerBerenberg8명의 분석가 더 보기
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%).
공지 • 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.
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.
공지 • 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.
공지 • 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%).
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%).
공지 • 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.
공지 • 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.
공지 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
공지 • 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.
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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...
공지 • 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%).
분석 기사 • 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.
공지 • 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.
분석 기사 • 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.
공지 • 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
공지 • 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.
분석 기사 • 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...
공지 • 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
분석 기사 • 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...
공지 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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%).
분석 기사 • 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...
공지 • 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.
공지 • 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
공지 • Dec 23ALSO Holding AG, Annual General Meeting, Mar 21, 2024ALSO Holding AG, Annual General Meeting, Mar 21, 2024.
분석 기사 • 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...
공지 • 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.
공지 • 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.
공지 • 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
분석 기사 • 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...
분석 기사 • 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...
공지 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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...
공지 • 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.
분석 기사 • 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.
분석 기사 • 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...
분석 기사 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
공지 • 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.
분석 기사 • 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...
공지 • 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
공지 • 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.
분석 기사 • 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...
분석 기사 • 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.
분석 기사 • 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%).
분석 기사 • 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...
공지 • 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.
분석 기사 • 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...
공지 • 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.
공지 • 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.
공지 • 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.
분석 기사 • 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...