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Bellevue GroupBATS-CHIXE:BBNZ Stock Report

Market Cap CHF 99.2m
Share Price
CHF 7.60
My Fair Value
CHF 20
61.8% undervalued intrinsic discount
1Y-58.1%
7D3.8%
Portfolio Value
View

Bellevue Group (BBNZ) Stock Overview

Provides asset management services in Switzerland, the United Kingdom, Germany, and internationally. More details

BBNZ fundamental analysis
Snowflake Score
Valuation4/6
Future Growth0/6
Past Performance1/6
Financial Health6/6
Dividends2/6

BBNZ Community Fair Values

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Bellevue Group AG Competitors

Price History & Performance

Summary of share price highs, lows and changes for Bellevue Group
Historical stock prices
Current Share PriceCHF 7.60
52 Week HighCHF 18.60
52 Week LowCHF 7.10
Beta0.99
1 Month Change5.56%
3 Month Change-6.40%
1 Year Change-58.13%
3 Year Change-74.06%
5 Year Changen/a
Change since IPO-30.28%

Recent News & Updates

Recent updates

Shareholder Returns

BBNZGB Capital MarketsGB Market
7D3.8%0.2%1.1%
1Y-58.1%15.4%7.4%

Return vs Industry: BBNZ underperformed the UK Capital Markets industry which returned 16.6% over the past year.

Return vs Market: BBNZ underperformed the UK Market which returned 6.7% over the past year.

Price Volatility

Is BBNZ's price volatile compared to industry and market?
BBNZ volatility
BBNZ Average Weekly Movement7.3%
Capital Markets Industry Average Movement4.2%
Market Average Movement5.0%
10% most volatile stocks in GB Market11.3%
10% least volatile stocks in GB Market2.7%

Stable Share Price: BBNZ has not had significant price volatility in the past 3 months compared to the UK market.

Volatility Over Time: BBNZ's weekly volatility (7%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
199386n/awww.bellevue.ch

Bellevue Group AG provides asset management services in Switzerland, the United Kingdom, Germany, and internationally. The company offers healthcare investment solutions, including biotech, medtech, thematic, and healthcare global and regional. It also provides small and mid-sized entrepreneur investment solutions, such as listed small and mid caps, and private equity strategies; and multi asset, bonds, and alternatives.

Bellevue Group AG Fundamentals Summary

How do Bellevue Group's earnings and revenue compare to its market cap?
BBNZ fundamental statistics
Market capCHF 99.20m
Earnings (TTM)CHF 9.16m
Revenue (TTM)CHF 70.50m
10.8x
P/E Ratio
1.4x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BBNZ income statement (TTM)
RevenueCHF 70.50m
Cost of RevenueCHF 0
Gross ProfitCHF 70.50m
Other ExpensesCHF 61.34m
EarningsCHF 9.16m

Last Reported Earnings

Dec 31, 2024

Next Earnings Date

Jul 24, 2025

Earnings per share (EPS)0.70
Gross Margin100.00%
Net Profit Margin12.99%
Debt/Equity Ratio0%

How did BBNZ perform over the long term?

See historical performance and comparison

Dividends

9.3%
Current Dividend Yield
101%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/07/22 20:05
End of Day Share Price 2025/07/22 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Bellevue Group AG is covered by 2 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Irene RossettoKeefe, Bruyette, & Woods
Pascal BollStifel Europe