0QLZ Stock Overview
Provides asset management services in Switzerland, the United Kingdom, Germany, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 0/6 |
| Past Performance | 1/6 |
| Financial Health | 6/6 |
| Dividends | 2/6 |
Rewards
Risk Analysis
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Bellevue Group AG Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CHF 10.65 |
| 52 Week High | CHF 22.20 |
| 52 Week Low | CHF 10.65 |
| Beta | 0.90 |
| 1 Month Change | -22.26% |
| 3 Month Change | -8.19% |
| 1 Year Change | -51.92% |
| 3 Year Change | -72.06% |
| 5 Year Change | -54.29% |
| Change since IPO | -27.05% |
Recent News & Updates
Recent updates
Shareholder Returns
| 0QLZ | GB Capital Markets | GB Market | |
|---|---|---|---|
| 7D | -13.4% | 0.2% | -0.3% |
| 1Y | -51.9% | 18.6% | 6.5% |
Return vs Industry: 0QLZ underperformed the UK Capital Markets industry which returned 18.6% over the past year.
Return vs Market: 0QLZ underperformed the UK Market which returned 6.5% over the past year.
Price Volatility
| 0QLZ volatility | |
|---|---|
| 0QLZ Average Weekly Movement | 8.0% |
| Capital Markets Industry Average Movement | 4.3% |
| Market Average Movement | 4.9% |
| 10% most volatile stocks in GB Market | 9.9% |
| 10% least volatile stocks in GB Market | 2.7% |
Stable Share Price: 0QLZ's share price has been volatile over the past 3 months compared to the UK market.
Volatility Over Time: 0QLZ'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
| 0QLZ fundamental statistics | |
|---|---|
| Market cap | CHF 140.11m |
| Earnings (TTM) | CHF 9.16m |
| Revenue (TTM) | CHF 70.50m |
15.3x
P/E Ratio2.0x
P/S RatioIs 0QLZ overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 0QLZ 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 0QLZ perform over the long term?
See historical performance and comparisonDividends
6.6%
Current Dividend Yield101%
Payout RatioDoes 0QLZ pay a reliable dividends?
See 0QLZ dividend history and benchmarks| Bellevue Group dividend dates | |
|---|---|
| Ex Dividend Date | Mar 20 2025 |
| Dividend Pay Date | Mar 24 2025 |
| Days until Ex dividend | 4 days |
| Days until Dividend pay date | 0 days |
Does 0QLZ pay a reliable dividends?
See 0QLZ dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/03/24 09:40 |
| End of Day Share Price | 2025/03/21 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 |
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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.
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 |