0QKE 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, and Japan. More details
| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 3/6 |
| Past Performance | 4/6 |
| Financial Health | 4/6 |
| Dividends | 5/6 |
Rewards
Risk Analysis
No risks detected for 0QKE from our risk checks.
My Notes
Capture your thoughts, links and company narrative
Vontobel Holding AG Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CHF 63.30 |
| 52 Week High | CHF 63.40 |
| 52 Week Low | CHF 48.00 |
| Beta | 1.01 |
| 1 Month Change | 10.57% |
| 3 Month Change | 13.44% |
| 1 Year Change | 16.35% |
| 3 Year Change | -21.37% |
| 5 Year Change | -8.34% |
| Change since IPO | 55.94% |
Recent News & Updates
Recent updates
Shareholder Returns
| 0QKE | GB Capital Markets | GB Market | |
|---|---|---|---|
| 7D | 1.3% | -0.9% | -0.6% |
| 1Y | 16.3% | 18.9% | 2.7% |
Return vs Industry: 0QKE underperformed the UK Capital Markets industry which returned 19.5% over the past year.
Return vs Market: 0QKE exceeded the UK Market which returned 3.1% over the past year.
Price Volatility
| 0QKE volatility | |
|---|---|
| 0QKE Average Weekly Movement | 2.1% |
| Capital Markets Industry Average Movement | 3.7% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in GB Market | 10.5% |
| 10% least volatile stocks in GB Market | 2.6% |
Stable Share Price: 0QKE has not had significant price volatility in the past 3 months compared to the UK market.
Volatility Over Time: 0QKE's weekly volatility (2%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1924 | 2,278 | Georg Franz Schubiger | www.vontobel.com |
Vontobel Holding AG provides various financial services to private and institutional clients in Switzerland, Germany, the United Kingdom, Italy, North America, Liechtenstein, Singapore, Hong Kong, Australia, and Japan. It operates through Asset Management, Wealth Management, and Digital Investing segments. The Asset Management segment provides equities, fixed income, and multi asset for institutional clients, such as pension funds, insurance companies, and sovereign wealth funds, as well as third-party banks.
Vontobel Holding AG Fundamentals Summary
| 0QKE fundamental statistics | |
|---|---|
| Market cap | CHF 3.56b |
| Earnings (TTM) | CHF 217.40m |
| Revenue (TTM) | CHF 1.33b |
16.4x
P/E Ratio2.7x
P/S RatioIs 0QKE overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 0QKE income statement (TTM) | |
|---|---|
| Revenue | CHF 1.33b |
| Cost of Revenue | CHF 0 |
| Gross Profit | CHF 1.33b |
| Other Expenses | CHF 1.11b |
| Earnings | CHF 217.40m |
Last Reported Earnings
Jun 30, 2024
Next Earnings Date
Feb 07, 2025
| Earnings per share (EPS) | 3.86 |
| Gross Margin | 100.00% |
| Net Profit Margin | 16.32% |
| Debt/Equity Ratio | 139.6% |
How did 0QKE perform over the long term?
See historical performance and comparisonDividends
4.7%
Current Dividend Yield77%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/26 16:42 |
| 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 |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* 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
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 .
Analyst Sources
Vontobel Holding AG is covered by 18 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 |