BLHEY:OTC-Bâloise Holding AG (USD)

COMMON STOCK | Insurance-Diversified | OTC

Last Closing Price

USD 17.10

Change

0.00 (0.00)%

Market Cap

USD 7.67B

Average Target Price

N/A
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

Bâloise Holding AG, together with its subsidiaries, primarily engages in the insurance and banking businesses in Switzerland, Germany, Belgium, Luxembourg. It operates through Non-Life, Life, Asset Management & Banking, and Other Activities segments. The company offers various non-life insurance products, including accident, health, general liability, motor, fire and other property, marine, credit protection, and legal expenses insurance. It also provides life insurance products, which include endowment policies, such as conventional and unit-linked life insurance; group life insurance products; term insurance; immediate and deferred annuities; and policy riders, such as premium waiver, accidental death, and disability. In addition, the company operates Baloise Bank SoBa, a bank in Switzerland; and offers asset management services. Further, it has interests in equity investment companies, real-estate firms, and financing companies. The company sells its products and services to individuals, small and medium sized enterprises, and industrial clients. Bâloise Holding AG was founded in 1863 and is headquartered in Basel, Switzerland.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-05-05 )

Largest Industry Peers for Insurance-Diversified

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
ALIZF Allianz SE

+12.38 (+4.86%)

USD109.12B 12.98 N/A
AXAHF AXA SA

N/A

USD68.61B 18.93 N/A
AXAHY AXA SA

-1.79 (-6.21%)

USD68.51B 19.13 N/A
ZFSVF Zurich Insurance Group AG

N/A

USD60.94B 16.11 N/A
ZURVY Zurich Insurance Group AG

+0.38 (+0.93%)

USD60.55B 16.07 N/A
ARZGY Assicurazioni Generali S.p.A

N/A

USD32.67B 15.64 N/A
ARZGF Assicurazioni Generali S.p.A

N/A

USD32.19B 15.45 N/A
SAXPF Sampo Oyj

N/A

USD26.99B 618.13 N/A
SAXPY Sampo Oyj

+0.23 (+0.97%)

USD26.20B 590.75 N/A
AIVAF Aviva plc

N/A

USD21.73B 5.44 N/A

ETFs Containing BLHEY

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Insurance-Diversified)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 18.92% N/A N/A N/A N/A
Dividend Return 4.74% N/A N/A N/A N/A
Total Return 23.66% N/A N/A N/A N/A
Trailing 12 Months  
Capital Gain 10.32% N/A N/A N/A N/A
Dividend Return 4.40% N/A N/A N/A N/A
Total Return 14.72% N/A N/A N/A N/A
Trailing 5 Years  
Capital Gain 39.58% N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 39.58% N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 7.22% 66% D 48% F
Dividend Return 1.17% 5% F 38% F
Total Return 8.39% 62% D- 47% F
Risk Return Profile  
Volatility (Standard Deviation) 17.95% 69% D+ 82% B-
Risk Adjusted Return 46.71% 79% C+ 77% C+
Market Capitalization 7.67B N/A N/A N/A N/A
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Insurance-Diversified)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 16.21 N/A N/A N/A N/A
Price/Book Ratio 1.01 N/A N/A N/A N/A
Price / Cash Flow Ratio 94.94 N/A N/A N/A N/A
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 6.25% N/A N/A N/A N/A
Return on Invested Capital -1.35% N/A N/A N/A N/A
Return on Assets 0.62% N/A N/A N/A N/A
Debt to Equity Ratio 67.81% N/A N/A N/A N/A
Technical Ratios  
Short Ratio N/A N/A N/A N/A N/A
Short Percent N/A N/A N/A N/A N/A
Beta 1.19 N/A N/A N/A N/A
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.