BALN Stock Overview
Primarily engages in the insurance and banking businesses in Switzerland, Germany, Belgium, Luxembourg. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 3/6 |
| Past Performance | 3/6 |
| Financial Health | 3/6 |
| Dividends | 4/6 |
My Notes
Capture your thoughts, links and company narrative
Baloise Holding AG Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CHF 162.10 |
| 52 Week High | CHF 176.90 |
| 52 Week Low | CHF 128.80 |
| Beta | 0.82 |
| 1 Month Change | -2.70% |
| 3 Month Change | -4.25% |
| 1 Year Change | 23.18% |
| 3 Year Change | 10.57% |
| 5 Year Change | -7.90% |
| Change since IPO | 80.11% |
Recent News & Updates
Recent updates
Bâloise Holding AG's (VTX:BALN) Popularity With Investors Is Clear
Sep 14
Bâloise Holding AG's (VTX:BALN) Earnings Haven't Escaped The Attention Of Investors
May 30Bâloise Holding (VTX:BALN) Is Paying Out A Larger Dividend Than Last Year
Apr 25Bâloise Holding's (VTX:BALN) Shareholders Will Receive A Bigger Dividend Than Last Year
Apr 11Benign Growth For Bâloise Holding AG (VTX:BALN) Underpins Its Share Price
Feb 27Shareholder Returns
| BALN | CH Insurance | CH Market | |
|---|---|---|---|
| 7D | -0.6% | -0.7% | -2.3% |
| 1Y | 23.2% | 25.0% | 1.2% |
Return vs Industry: BALN underperformed the Swiss Insurance industry which returned 25.3% over the past year.
Return vs Market: BALN exceeded the Swiss Market which returned 2.8% over the past year.
Price Volatility
| BALN volatility | |
|---|---|
| BALN Average Weekly Movement | 1.7% |
| Insurance Industry Average Movement | 2.0% |
| Market Average Movement | 3.3% |
| 10% most volatile stocks in CH Market | 7.4% |
| 10% least volatile stocks in CH Market | 1.6% |
Stable Share Price: BALN has not had significant price volatility in the past 3 months compared to the Swiss market.
Volatility Over Time: BALN's weekly volatility (2%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1863 | n/a | Michael Muller | www.baloise.com |
Baloise Holding AG, together with its subsidiaries, primarily engages in the insurance and banking businesses in Switzerland, Germany, Belgium, Luxembourg. It operates through Non-Life, Life, Asset Management & Banking, and Other Activities segments. The company offers various non-life insurance products, including accident, health, general liability, motor, fire and other property, marine, credit protection, and legal expenses insurance.
Baloise Holding AG Fundamentals Summary
| BALN fundamental statistics | |
|---|---|
| Market cap | CHF 7.35b |
| Earnings (TTM) | CHF 253.70m |
| Revenue (TTM) | CHF 5.87b |
29.0x
P/E Ratio1.3x
P/S RatioIs BALN overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BALN income statement (TTM) | |
|---|---|
| Revenue | CHF 5.87b |
| Cost of Revenue | CHF 4.91b |
| Gross Profit | CHF 965.70m |
| Other Expenses | CHF 712.00m |
| Earnings | CHF 253.70m |
Last Reported Earnings
Jun 30, 2024
Next Earnings Date
Mar 25, 2025
| Earnings per share (EPS) | 5.60 |
| Gross Margin | 16.45% |
| Net Profit Margin | 4.32% |
| Debt/Equity Ratio | 71.9% |
How did BALN perform over the long term?
See historical performance and comparisonDividends
4.8%
Current Dividend Yield138%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/19 01:27 |
| End of Day Share Price | 2024/12/19 00:00 |
| Earnings | 2024/06/30 |
| Annual Earnings | 2023/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
Baloise Holding AG is covered by 22 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Dieter Hein | AlphaValue |
| Guenther Hollfelder | Baader Helvea Equity Research |
| Stefan Schürmann | Bank Vontobel AG |