VTLN Stock Overview

Provides various financial services to private and institutional clients in Switzerland, Germany, the United Kingdom, Italy, North America, Liechtenstein, Singapore, Hong Kong, Australia, Japan, and internationally. More details

VTLN fundamental analysis
Snowflake Score
Valuation	4/6
Future Growth	1/6
Past Performance	4/6
Financial Health	3/6
Dividends	6/6

Rewards

Trading at 32.7% below our estimate of its fair value

Earnings are forecast to grow 12.74% per year

Earnings grew by 23.9% over the past year

Pays a high and reliable dividend of 4.8%

Risk Analysis

Shares are highly illiquid

Community vs My Fair Value

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Vontobel Holding AG Competitors

Price History & Performance

Summary of share price highs, lows and changes for Vontobel Holding
Historical stock prices
Current Share Price	CHF 66.60
52 Week High	CHF 67.60
52 Week Low	CHF 64.80
Beta	0.87
1 Month Change	n/a
3 Month Change	n/a
1 Year Change	n/a
3 Year Change	n/a
5 Year Change	n/a
Change since IPO	-95.35%

Recent News & Updates

No updates

Recent updates

No updates

Shareholder Returns

	VTLN	DE Capital Markets	DE Market
7D	-1.3%	-1.2%	-0.9%
1Y	n/a	44.0%	14.1%

Return vs Industry: Insufficient data to determine how VTLN performed against the German Capital Markets industry.

Return vs Market: Insufficient data to determine how VTLN performed against the German Market.

Price Volatility

Is VTLN's price volatile compared to industry and market?
VTLN volatility
VTLN Average Weekly Movement	n/a
Capital Markets Industry Average Movement	6.4%
Market Average Movement	6.5%
10% most volatile stocks in DE Market	12.7%
10% least volatile stocks in DE Market	3.1%

Stable Share Price: VTLN's share price has been volatile over the past 3 months compared to the German market.

Volatility Over Time: Insufficient data to determine VTLN's volatility change over the past year.

About the Company

Founded	Employees	CEO	Website
1924	2,149	Georg Franz Schubiger	www.vontobel.com

Vontobel Holding AG, together with its subsidiaries, provides various financial services to private and institutional clients in Switzerland, Germany, the United Kingdom, Italy, North America, Liechtenstein, Singapore, Hong Kong, Australia, Japan, and internationally. The company offers asset, fund, and portfolio management; wealth planning and management; investment advice; investment solutions for equities, fixed income, quantitative, multi asset, and private markets; and structured solutions. It also provides banking; financial product distribution and advisory; brokerage services; real estate financing and lombard loans; execution and custody; debt origination and market making solutions, including public bonds and private placements; ESG advisory; and real estate investment advisory services.

Vontobel Holding AG Fundamentals Summary

How do Vontobel Holding's earnings and revenue compare to its market cap?
VTLN fundamental statistics
Market cap	€3.73b
Earnings (TTM)	€285.38m
Revenue (TTM)	€1.53b

13.1x

P/E Ratio

2.4x

P/S Ratio

Is VTLN overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
VTLN income statement (TTM)
Revenue	CHF 1.42b
Cost of Revenue	CHF 0
Gross Profit	CHF 1.42b
Other Expenses	CHF 1.16b
Earnings	CHF 266.10m

Last Reported Earnings

Dec 31, 2024

Next Earnings Date

Jul 24, 2025

Earnings per share (EPS)	4.78
Gross Margin	100.00%
Net Profit Margin	18.71%
Debt/Equity Ratio	167.7%

How did VTLN perform over the long term?

See historical performance and comparison

Dividends

4.8%

Current Dividend Yield

63%

Payout Ratio

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/25 02:30
End of Day Share Price	2025/05/23 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	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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

Vontobel Holding AG is covered by 16 analysts. 4 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
Tomasz Grzelak	Baader Helvea Equity Research
Eleni Papoula	Berenberg
Nicholas Herman	Citigroup Inc