BLHEF:OTC-Bâloise Holding AG (USD)

COMMON STOCK | Insurance-Diversified | OTC

Last Closing Price

USD 153.00

Change

0.00 (0.00)%

Market Cap

USD 6.71B

Avg Analyst Target

N/A

Avg User Target

USD
Average Analyst Rating

N/A

Fundamental Analysis

Verdict


Bâloise Holding AG (BLHEF) Stock Analysis:
Based on the Bâloise Holding AG stock forecasts from 0 analysts, the average analyst target price for Bâloise Holding AG is not available over the next 12 months. Bâloise Holding AG’s average analyst rating is not available. Stock Target Advisor’s own stock analysis of Bâloise Holding AG is Bearish, which is based on 3 positive signals and 9 negative signals. At the last closing, Bâloise Holding AG’s stock price was USD 153.00. Bâloise Holding AG’s stock price has changed by +0.00 % over the past week, -5.50 % over the past month and +10.07 % over the last year.

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 n ...Read More

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-12-02 )

Largest Industry Peers for Insurance-Diversified

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

-3.50 (-1.55%)

USD88.59B 9.61 N/A
AXAHF AXA SA

N/A

USD65.66B 10.74 N/A
AXAHY AXA SA

+0.55 (+1.97%)

USD65.66B 10.75 N/A
ZURVY Zurich Insurance Group AG

+0.65 (+1.58%)

USD60.99B 12.88 N/A
ZFSVF Zurich Insurance Group AG

-0.05 (-0.01%)

USD60.99B 12.87 N/A
ARZGF Assicurazioni Generali S.p.A

N/A

USD31.53B 12.28 N/A
ARZGY Assicurazioni Generali S.p.A

-0.07 (-0.64%)

USD31.53B 11.56 N/A
SLFYF Sun Life Financial Inc

N/A

USD28.32B 4.39 N/A
SAXPY Sampo Oyj

+0.15 (+0.62%)

USD26.76B 33.42 N/A
SAXPF Sampo Oyj

+1.35 (+2.81%)

USD26.76B 32.78 N/A

ETFs Containing BLHEF

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 -11.52% 13% F 37% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -11.52% 9% F 36% F
Trailing 12 Months  
Capital Gain 10.07% 34% F 51% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.07% 27% F 49% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 2.59% 33% F 31% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.59% 21% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 15.01% 85% B 89% B+
Risk Adjusted Return 17.26% 27% F 35% F
Market Capitalization 6.71B 41% F 85% B
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 11.39 47% F 57% F
Price/Book Ratio 0.90 53% F 69% D+
Price / Cash Flow Ratio 83.08 6% F 3% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 8.30% 47% F 58% F
Return on Invested Capital -1.35% 73% C 39% F
Return on Assets 1.73% 79% C+ 61% D-
Debt to Equity Ratio 67.81% 10% F 27% F
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 31% F 36% F
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 Ratings

Target Price Action Rating Action Analyst Rating Price Date

No discussions yet

User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Positive cash flow

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

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector