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Vontobel Holding AG (CH:VONN)
:VONN
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Vontobel Holding AG
(OTC:VONN)
63Neutral
Vontobel Holding AG (VONN) vs. S&P 500 (SPY)
Market Cap
$3.22B
Dividend Yield4.9%
Average Volume (3M)59.89K
Price to Earnings (P/E)11.9
Beta (1Y)0.88
Revenue Growth9.24%
EPS GrowthN/A
CountryCH
Employees1,958
SectorFinancial
Sector Strength83
IndustryAsset Management
Share Statistics
EPS (TTM)4.75
Shares Outstanding56,875,000
10 Day Avg. Volume41,337
30 Day Avg. Volume59,891
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
Price to Cash Flow (P/CF)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
$59.00Price Target Upside2.96% Upside
Rating ConsensusModerate Sell
Number of Analyst Covering2
Vontobel Holding AG Business Overview & Revenue Model
Company DescriptionVontobel Holding AG is a Swiss financial services company that specializes in wealth and asset management. Founded in 1924 and headquartered in Zurich, Vontobel operates globally, providing private banking, investment banking, and asset management services to individuals, institutions, and intermediaries. The company is known for its focus on delivering personalized financial solutions and maintaining a strong emphasis on client relationships and innovation.
How the Company Makes MoneyVontobel Holding AG generates revenue primarily through its three main divisions: Wealth Management, Asset Management, and Investment Banking. In Wealth Management, the company earns money by providing advisory services, managing client portfolios, and offering a range of financial products tailored to high-net-worth individuals. Asset Management contributes through management fees and performance fees from institutional and retail clients who invest in Vontobel's investment funds and strategies. The Investment Banking division generates income by offering structured products, brokerage services, and capital markets solutions. Partnerships with other financial institutions and a focus on sustainable investment solutions also play a role in enhancing Vontobel's revenue streams.
Vontobel Holding AG Financial Statement Overview
Summary
Income Statement
Balance Sheet
Cash Flow
| Breakdown | ||||
| Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|
| Income Statement | Total Revenue | |||
| 1.42B | 1.30B | 1.67B | 1.95B | 1.62B | Gross Profit |
| 1.42B | 1.70B | 1.67B | 1.95B | 1.62B | EBIT |
| 353.80M | 262.80M | 267.30M | 478.80M | 321.90M | EBITDA |
| 455.30M | 368.50M | 0.00 | 0.00 | 0.00 | Net Income Common Stockholders |
| 266.10M | 214.70M | 229.80M | 373.80M | 242.70M |
| Balance Sheet | Cash, Cash Equivalents and Short-Term Investments | |||
| 12.47B | 9.89B | 5.46B | 8.75B | 7.19B | Total Assets |
| 32.86B | 29.15B | 30.51B | 32.40B | 31.42B | Total Debt |
| 644.80M | 806.70M | 12.58B | 12.83B | 12.41B | Net Debt |
| -4.70B | -4.50B | 7.12B | 4.07B | 5.22B | Total Liabilities |
| 30.63B | 27.05B | 28.49B | 30.33B | 29.53B | Stockholders Equity |
| 2.23B | 2.09B | 2.02B | 2.07B | 1.89B |
| Cash Flow | Free Cash Flow | |||
| 303.00M | -74.80M | 871.70M | 508.70M | -8.26B | Operating Cash Flow |
| 356.80M | -11.40M | 937.70M | 570.70M | -8.20B | Investing Cash Flow |
| 133.50M | 457.30M | -4.53B | 1.29B | 7.85B | Financing Cash Flow |
| -470.00M | -645.30M | 304.80M | -291.40M | -216.70M |
Vontobel Holding AG Technical Analysis
Neutral
57.30
Price Trends
60.52
Negative
60.58
Negative
56.97
Positive
Market Momentum
-0.72
Negative
48.74
Neutral
85.52
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For CH:VONN, the sentiment is Neutral. The current price of 57.3 is below the 20-day moving average (MA) of 58.55, below the 50-day MA of 60.52, and above the 200-day MA of 56.97, indicating a neutral trend. The MACD of -0.72 indicates Negative momentum. The RSI at 48.74 is Neutral, neither overbought nor oversold. The STOCH value of 85.52 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for CH:VONN.
Vontobel Holding AG Peers Comparison
Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
66 Neutral | CHF10.26B | 10.38 | 5.00% | 7.69% | 126.15% | ||
63 Neutral | $3.22B | 11.90 | 12.22% | 4.90% | 9.24% | ― | |
63 Neutral | $12.32B | 9.52 | 7.89% | 79.24% | 12.74% | -4.55% | |
62 Neutral | $3.75B | 11.82 | 13.89% | 4.72% | 11.14% | 7.22% | |
35 Underperform | $111.03M | ― | -81.03% | ― | -36.25% | 41.91% |
* Financial Sector Average
Performance Comparison
CH:VONN
Vontobel Holding AG
57.30
7.82
15.82%
CH:BAER
Julius Baer Group Ltd
52.02
5.04
10.73%
CH:EFGN
EFG International AG
12.02
1.69
16.39%
CH:GAM
GAM Holding AG
0.10
-0.08
-42.22%
Glossary
OutperformA stock rated as "Outperform" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests that the stock is likely to deliver higher returns compared to the average returns of other stocks in the same sector or market index. Investors might consider this stock a good buying opportunity.
NeutralA stock rated as "Neutral" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly attractive nor unattractive for investment. Investors may consider holding onto the stock, as it is not expected to either significantly outperform or underperform the market.
UnderperformA stock rated as "Underperform" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests that the stock may deliver lower returns compared to the average returns of other stocks in the same sector or market index. Investors might consider selling the stock or avoiding it as an investment.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.