Vontobel Holding Balance Sheet Health
Financial Health criteria checks 4/6
Vontobel Holding has total assets of CHF33.1B and total equity of CHF2.2B. Total deposits are CHF11.0B, and total loans are CHF6.6B.
Key information
15.3x
Asset to equity ratio
n/a
Net interest margin
| Total deposits | CHF 10.97b |
| Loan to deposit ratio | Appropriate |
| Bad loans | 0.7% |
| Allowance for bad loans | Low |
| Current ratio | Low |
| Cash & equivalents | CHF 11.07b |
Recent financial health updates
No updates
Recent updates
Financial Position Analysis
Debt to Equity History and Analysis
Balance Sheet
Financial Institutions Analysis
Asset Level: 0QKE's Assets to Equity ratio (15.3x) is moderate.
Allowance for Bad Loans: 0QKE has a low allowance for bad loans (76%).
Low Risk Liabilities: 65% of 0QKE's liabilities are made up of primarily higher risk sources of funding.
Loan Level: 0QKE has an appropriate level of Loans to Assets ratio (20%).
Low Risk Deposits: 0QKE's Loans to Deposits ratio (60%) is appropriate.
Level of Bad Loans: 0QKE has an appropriate level of bad loans (0.7%).
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/27 06:14 |
| 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 |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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
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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 |