BLHEY:OTC-Bâloise Holding AG (USD)

COMMON STOCK | Insurance—Diversified | OTC

Last Closing Price

USD 15.10

Change

0.00 (0.00)%

Market Cap

USD 6.61B

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. It operates through Non-Life, Life, 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. It operates in Switzerland, Germany, Belgium, Luxembourg, Liechtenstein, Slovakia, and the Czech Republic. 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: 2020-09-28 )

Largest Industry Peers for Insurance—Diversified

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

+6.60 (+3.55%)

USD77.75B 10.18 N/A
ZURVY Zurich Insurance Group AG

+0.63 (+1.81%)

USD51.42B 15.87 N/A
ZFSVF Zurich Insurance Group AG

+4.00 (+1.16%)

USD51.19B 15.97 N/A
AXAHY AXA SA

+0.51 (+2.77%)

USD44.14B 13.64 N/A
AXAHF AXA SA

+0.58 (+3.24%)

USD43.13B 13.64 N/A
SAXPY Sampo Oyj

+0.45 (+2.33%)

USD21.72B 22.44 N/A
SAXPF Sampo Oyj

+0.90 (+2.33%)

USD21.38B 22.48 N/A
ARZGF Assicurazioni Generali S.p.A

N/A

USD21.29B 10.03 N/A
ARZGY Assicurazioni Generali S.p.A

+0.37 (+5.59%)

USD20.87B 9.94 N/A
AIVAF Aviva plc

N/A

USD14.23B 4.98 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 -16.71% 52% F 42% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -16.71% 50% F 41% F
Trailing 12 Months  
Capital Gain -14.25% 52% F 46% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -14.25% 50% F 44% F
Trailing 5 Years  
Capital Gain 30.51% 68% D+ 64% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 30.51% 64% D 63% D
Average Annual (5 Year Horizon)  
Capital Gain 8.81% N/A N/A 60% D-
Dividend Return 1.17% N/A N/A 43% F
Total Return 9.98% N/A N/A 58% F
Risk Return Profile  
Volatility (Standard Deviation) 15.77% N/A N/A 81% B-
Risk Adjusted Return 63.30% N/A N/A 91% A-
Market Capitalization 6.61B 37% F 88% B+
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%

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 13.31 44% F 53% F
Price/Book Ratio 1.01 48% F 59% F
Price / Cash Flow Ratio 15.03 12% F 10% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 7.38% 44% F 66% D
Return on Invested Capital 24.92% 81% B- 84% B
Return on Assets 0.43% 23% F 56% F
Debt to Equity Ratio 34.63% 70% C- 46% 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 0.92 54% F 48% 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 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 capital utilization

The company management has delivered better return on invested capital 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.

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 compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

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.

Poor return on assets

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

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