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 | 2/6 |
| Past Performance | 4/6 |
| Financial Health | 3/6 |
| Dividends | 4/6 |
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Baloise Holding AG Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CHF 182.70 |
| 52 Week High | CHF 194.70 |
| 52 Week Low | CHF 138.10 |
| Beta | 0.71 |
| 1 Month Change | 1.95% |
| 3 Month Change | 11.00% |
| 1 Year Change | 30.50% |
| 3 Year Change | 4.10% |
| 5 Year Change | 33.94% |
| Change since IPO | 103.00% |
Recent News & Updates
Recent updates
These Analysts Think Baloise Holding AG's (VTX:BALN) Sales Are Under Threat
Apr 05
Commitment To 80% Cash Payout Will Make Stock More Attractive
Feb 09 Baloise's refocusing strategy prioritizes profitability and streamlined operations, potentially boosting revenue growth and net margins in core markets.Why Investors Shouldn't Be Surprised By Baloise Holding AG's (VTX:BALN) P/E
Jan 04Bâloise Holding AG's (VTX:BALN) Popularity With Investors Is Clear
Sep 14Bâloise 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 25Shareholder Returns
| BALN | CH Insurance | CH Market | |
|---|---|---|---|
| 7D | 8.5% | 1.3% | 2.4% |
| 1Y | 30.5% | 30.6% | 1.7% |
Return vs Industry: BALN exceeded the Swiss Insurance industry which returned 24.3% over the past year.
Return vs Market: BALN exceeded the Swiss Market which returned -1% over the past year.
Price Volatility
| BALN volatility | |
|---|---|
| BALN Average Weekly Movement | 3.8% |
| Insurance Industry Average Movement | 3.8% |
| Market Average Movement | 4.6% |
| 10% most volatile stocks in CH Market | 8.6% |
| 10% least volatile stocks in CH Market | 2.4% |
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 (4%) 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 8.27b |
| Earnings (TTM) | CHF 384.80m |
| Revenue (TTM) | CHF 6.03b |
21.6x
P/E Ratio1.4x
P/S RatioIs BALN overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BALN income statement (TTM) | |
|---|---|
| Revenue | CHF 6.03b |
| Cost of Revenue | CHF 4.84b |
| Gross Profit | CHF 1.19b |
| Other Expenses | CHF 805.10m |
| Earnings | CHF 384.80m |
Last Reported Earnings
Dec 31, 2024
Next Earnings Date
Sep 10, 2025
| Earnings per share (EPS) | 8.46 |
| Gross Margin | 19.74% |
| Net Profit Margin | 6.38% |
| Debt/Equity Ratio | 164.3% |
How did BALN perform over the long term?
See historical performance and comparisonDividends
4.4%
Current Dividend Yield96%
Payout RatioDoes BALN pay a reliable dividends?
See BALN dividend history and benchmarks| Baloise Holding dividend dates | |
|---|---|
| Ex Dividend Date | Apr 29 2025 |
| Dividend Pay Date | May 02 2025 |
| Days until Ex dividend | 12 days |
| Days until Dividend pay date | 15 days |
Does BALN pay a reliable dividends?
See BALN dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/04/16 17:23 |
| End of Day Share Price | 2025/04/16 00:00 |
| Earnings | 2024/12/31 |
| Annual Earnings | 2024/12/31 |
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 |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| 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.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Baloise Holding AG is covered by 21 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 |
|---|---|
| Guenther Hollfelder | Baader Helvea Equity Research |
| Stefan Schürmann | Bank Vontobel AG |
| Thomas Bateman | Berenberg |