13F Stock Overview
Rothschild & Co SCA provides global advisory, wealth and asset management, and merchant banking services in France, the United Kingdom, the Channel Islands, the Americas, rest of Europe, Switzerland, Australia, Asia, and internationally.
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 1/6 |
| Past Performance | 2/6 |
| Financial Health | 4/6 |
| Dividends | 3/6 |
Rothschild & Co SCA Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | €38.60 |
| 52 Week High | €47.90 |
| 52 Week Low | €31.60 |
| Beta | 0.77 |
| 1 Month Change | 0% |
| 3 Month Change | -16.72% |
| 1 Year Change | 20.06% |
| 3 Year Change | 72.32% |
| 5 Year Change | 7.82% |
| Change since IPO | 64.30% |
Recent News & Updates
Recent updates
Shareholder Returns
| 13F | DE Capital Markets | DE Market | |
|---|---|---|---|
| 7D | 0% | 0.05% | -1.7% |
| 1Y | 20.1% | 20.6% | 1.4% |
Return vs Industry: 13F exceeded the German Capital Markets industry which returned 9% over the past year.
Return vs Market: 13F exceeded the German Market which returned 5.9% over the past year.
Price Volatility
| 13F volatility | |
|---|---|
| 13F Average Weekly Movement | 5.8% |
| Capital Markets Industry Average Movement | 4.5% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in DE Market | 9.8% |
| 10% least volatile stocks in DE Market | 2.4% |
Stable Share Price: 13F has not had significant price volatility in the past 3 months.
Volatility Over Time: 13F's weekly volatility (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1838 | 4,883 | Alexandre de Rothschild | www.rothschildandco.com |
Rothschild & Co SCA provides global advisory, wealth and asset management, and merchant banking services in France, the United Kingdom, the Channel Islands, the Americas, rest of Europe, Switzerland, Australia, Asia, and internationally. The company offers merger and acquisition, and strategic advisory solutions; debt advisory and restructuring services; and equity advisory services, such as equity capital markets (ECM) advisory, private capital, and investor advisory and marketing services. It also provides wealth management services to successful families, individuals, foundations, and charities; and asset management services comprising bespoke investment management and advisory services to institutional clients, financial intermediaries, and third-party distributors.
Rothschild & Co SCA Fundamentals Summary
| 13F fundamental statistics | |
|---|---|
| Market cap | €2.85b |
| Earnings (TTM) | €480.41m |
| Revenue (TTM) | €2.93b |
5.9x
P/E Ratio1.0x
P/S RatioIs 13F overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 13F income statement (TTM) | |
|---|---|
| Revenue | €2.93b |
| Cost of Revenue | €102.45m |
| Gross Profit | €2.83b |
| Other Expenses | €2.35b |
| Earnings | €480.41m |
Last Reported Earnings
Jun 30, 2023
Next Earnings Date
Nov 07, 2023
| Earnings per share (EPS) | 6.47 |
| Gross Margin | 96.50% |
| Net Profit Margin | 16.40% |
| Debt/Equity Ratio | 18.1% |
How did 13F perform over the long term?
See historical performance and comparison