BBNZ Stock Overview

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

BBNZ fundamental analysis
Snowflake Score
Valuation	2/6
Future Growth	0/6
Past Performance	1/6
Financial Health	6/6
Dividends	1/6

Rewards

Trading at 42.7% below our estimate of its fair value

Risk Analysis

Earnings have declined by 10.8% per year over past 5 years

Dividend of 5.69% is not well covered by earnings or free cash flows

Volatile share price over the past 3 months compared to the UK market

Profit margins (13%) are lower than last year (18.6%)

Community vs My Fair Value

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Bellevue Group AG Competitors

Livermore Investments Group

AIM:LIV

UK£114.5m

City of London Investment Group

LSE:CLIG

UK£163.6m

Literacy Capital

LSE:BOOK

UK£234.0m

RM Infrastructure Income

LSE:RMII

UK£71.2m

Price History & Performance

Summary of share price highs, lows and changes for Bellevue Group
Historical stock prices
Current Share Price	CHF 12.20
52 Week High	CHF 23.15
52 Week Low	CHF 11.05
Beta	0.90
1 Month Change	-14.98%
3 Month Change	6.55%
1 Year Change	-45.78%
3 Year Change	-71.36%
5 Year Change	n/a
Change since IPO	11.93%

Recent updates

Shareholder Returns

	BBNZ	GB Capital Markets	GB Market
7D	0.8%	0.7%	2.3%
1Y	-45.8%	22.2%	9.4%

Return vs Industry: BBNZ underperformed the UK Capital Markets industry which returned 22.3% over the past year.

Return vs Market: BBNZ underperformed the UK Market which returned 9.1% over the past year.

Price Volatility

Is BBNZ's price volatile compared to industry and market?
BBNZ volatility
BBNZ Average Weekly Movement	7.5%
Capital Markets Industry Average Movement	4.3%
Market Average Movement	4.9%
10% most volatile stocks in GB Market	10.1%
10% least volatile stocks in GB Market	2.7%

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

Volatility Over Time: BBNZ's weekly volatility (8%) has been stable over the past year, but is still higher than 75% of UK stocks.

About the Company

Founded	Employees	CEO	Website
1993	86	Gebhard Giselbrecht	www.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 cap	CHF 161.82m
Earnings (TTM)	CHF 9.16m
Revenue (TTM)	CHF 70.50m

17.7x

P/E Ratio

2.3x

P/S Ratio

Is BBNZ overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BBNZ income statement (TTM)
Revenue	CHF 70.50m
Cost of Revenue	CHF 0
Gross Profit	CHF 70.50m
Other Expenses	CHF 61.34m
Earnings	CHF 9.16m

Last Reported Earnings

Dec 31, 2024

Next Earnings Date

Jul 24, 2025

Earnings per share (EPS)	0.70
Gross Margin	100.00%
Net Profit Margin	12.99%
Debt/Equity Ratio	0%

How did BBNZ perform over the long term?

See historical performance and comparison

Dividends

5.7%

Current Dividend Yield

101%

Payout Ratio

Does BBNZ pay a reliable dividends?

See BBNZ dividend history and benchmarks

When do you need to buy BBNZ by to receive an upcoming dividend?
Bellevue Group dividend dates
Ex Dividend Date	Mar 20 2025
Dividend Pay Date	Mar 24 2025
Days until Ex dividend	0 days
Days until Dividend pay date	4 days

Does BBNZ pay a reliable dividends?

See BBNZ dividend history and benchmarks

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/03/18 18:54
End of Day Share Price	2025/03/18 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

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.

Analyst	Institution
Irene Rossetto	Keefe, Bruyette, & Woods
Pascal Boll	Stifel Europe