Baloise Holding Past Earnings Performance
We're still processing the latest earnings report of this company
Past criteria checks 3/6
Baloise Holding's earnings have been declining at an average annual rate of -20.6%, while the Insurance industry saw earnings growing at 0.7% annually. Revenues have been declining at an average rate of 12.5% per year. Baloise Holding's return on equity is 7.2%, and it has net margins of 4.3%.
Key information
-20.6%
Earnings growth rate
-20.1%
EPS growth rate
| Insurance Industry Growth | 6.3% |
| Revenue growth rate | -12.5% |
| Return on equity | 7.2% |
| Net Margin | 4.3% |
| Next Earnings Update | 25 Mar 2025 |
Recent past performance 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 27Revenue & Expenses Breakdown
How Baloise Holding makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 30 Jun 24 | 5,872 | 254 | 0 | 0 |
| 31 Mar 24 | 5,828 | 247 | 0 | 0 |
| 31 Dec 23 | 5,785 | 240 | 0 | 0 |
| 30 Sep 23 | 5,735 | 239 | 0 | 0 |
| 30 Jun 23 | 5,685 | 239 | 0 | 0 |
| 31 Mar 23 | 5,662 | 243 | 0 | 0 |
| 31 Dec 22 | 5,640 | 248 | 0 | 0 |
| 30 Sep 22 | 6,369 | 374 | 218 | 0 |
| 30 Jun 22 | 7,099 | 501 | 435 | 0 |
| 31 Mar 22 | 8,661 | 545 | 646 | 0 |
| 31 Dec 21 | 10,222 | 588 | 857 | 0 |
| 30 Sep 21 | 10,498 | 574 | 848 | 0 |
| 30 Jun 21 | 10,774 | 559 | 840 | 0 |
| 31 Mar 21 | 9,652 | 497 | 836 | 0 |
| 31 Dec 20 | 8,531 | 434 | 832 | 0 |
| 30 Sep 20 | 8,355 | 456 | 832 | 0 |
| 30 Jun 20 | 8,179 | 477 | 833 | 0 |
| 31 Mar 20 | 9,450 | 586 | 824 | 0 |
| 31 Dec 19 | 10,721 | 694 | 816 | 0 |
| 30 Sep 19 | 9,829 | 671 | 807 | 0 |
| 30 Jun 19 | 8,936 | 649 | 799 | 0 |
| 31 Mar 19 | 7,995 | 586 | 805 | 0 |
| 31 Dec 18 | 7,054 | 523 | 811 | 0 |
| 30 Sep 18 | 7,751 | 521 | 800 | 0 |
| 30 Jun 18 | 8,448 | 519 | 789 | 0 |
| 31 Mar 18 | 8,841 | 533 | 778 | 0 |
| 31 Dec 17 | 9,234 | 548 | 766 | 0 |
| 30 Sep 17 | 9,190 | 579 | 763 | 0 |
| 30 Jun 17 | 9,147 | 610 | 759 | 0 |
| 31 Mar 17 | 8,940 | 573 | 762 | 0 |
| 31 Dec 16 | 8,733 | 535 | 764 | 0 |
| 30 Sep 16 | 8,461 | 511 | 769 | 0 |
| 30 Jun 16 | 8,190 | 487 | 773 | 0 |
| 31 Mar 16 | 8,446 | 500 | 767 | 0 |
| 31 Dec 15 | 8,702 | 512 | 761 | 0 |
| 30 Sep 15 | 9,162 | 561 | 780 | 0 |
| 30 Jun 15 | 9,622 | 610 | 798 | 0 |
| 31 Mar 15 | 9,883 | 660 | 832 | 0 |
| 31 Dec 14 | 10,145 | 711 | 867 | 0 |
| 30 Sep 14 | 10,170 | 634 | 887 | 0 |
| 30 Jun 14 | 10,196 | 558 | 908 | 0 |
| 31 Mar 14 | 9,895 | 505 | 903 | 0 |
| 31 Dec 13 | 9,595 | 453 | 897 | 0 |
Quality Earnings: BALN has a high level of non-cash earnings.
Growing Profit Margin: BALN's current net profit margins (4.3%) are higher than last year (4.2%).
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: BALN's earnings have declined by 20.6% per year over the past 5 years.
Accelerating Growth: BALN's earnings growth over the past year (6.2%) exceeds its 5-year average (-20.6% per year).
Earnings vs Industry: BALN earnings growth over the past year (6.2%) exceeded the Insurance industry 2.9%.
Return on Equity
High ROE: BALN's Return on Equity (7.2%) is considered low.
Return on Assets
Return on Capital Employed
Discover strong past performing companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/23 16:50 |
| End of Day Share Price | 2024/12/23 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 |
| |
| 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 here.
Analysis Model and Snowflake
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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 |