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About the company
Baloise Holding AG is a Switzerland-based company that offers insurance and retirement solutions to private individuals and companies. The Company combines insurance and banking services and is active in Switzerland, Germany, Belgium and Luxembourg. The Company diversifies its activities into Non-life, Life, Asset Management & Banking and Other Activities business segments. The Nonlife segment includes accident and health insurances, as well as products of the liability, motor, property and marine sectors. The Life segment includes capital-forming insurance and risk covers, among others. The Asset Management & Banking operating segment encompasses banking-related areas of asset management as well as the actual banking area. The Other Activities segment comprises equity investment companies, real-estate firms and financing companies.
- Revenue in CHF (TTM)8.05bn
- Net income in CHF573.20m
- Incorporated1962
- Employees7.69k
- LocationBaloise Holding AGAeschengraben 21BASEL 4001SwitzerlandCHE
- Phone+41 612858585
- Fax+41 612857070
- Websitehttps://www.baloise.com/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wuestenrot & Wuerttembergische AG | 5.12bn | 276.49m | 1.59bn | 6.26k | 5.75 | 0.4409 | 4.59 | 0.31 | 2.95 | 2.95 | 54.59 | 38.42 | 0.0724 | -- | -- | 812,147.40 | 0.389 | 0.3473 | -- | -- | -- | -- | 5.38 | 4.09 | -- | -- | 0.6088 | 23.81 | 12.06 | 1.77 | 66.99 | 8.52 | 3.90 | 1.61 |
| Coface SA | 1.63bn | 261.22m | 1.93bn | 3.67k | 7.35 | 0.9825 | 6.48 | 1.18 | 1.75 | 1.75 | 10.96 | 13.10 | 0.1995 | -- | -- | 445,421.90 | 3.20 | 1.78 | -- | -- | -- | -- | 16.02 | 10.66 | -- | 24.59 | 0.418 | 96.33 | 12.89 | 1.22 | 169.98 | 40.06 | 15.90 | 63.09 |
| UNIQA Insurance Group AG | -99.96bn | -99.96bn | 2.39bn | 14.27k | -- | 1.21 | -- | -- | -- | -- | -- | 6.42 | -- | -- | -- | -- | -- | 0.6448 | -- | -- | -- | -- | -- | 3.18 | -- | -- | 0.3519 | 74.39 | 14.71 | 5.22 | 1,521.73 | 9.36 | 29.83 | 2.34 |
| Vienna Insurance Grp Wnr Vrschrng Grp AG | -99.96bn | -99.96bn | 3.24bn | 25.88k | -- | 0.7581 | -- | -- | -- | -- | -- | 33.44 | -- | -- | -- | -- | -- | 0.7004 | -- | -- | -- | -- | -- | 3.44 | -- | -- | 0.2897 | 42.24 | 3.64 | 2.18 | 62.29 | 6.37 | 4.82 | 9.34 |
| Storebrand ASA | 2.13bn | 234.79m | 3.76bn | 1.90k | 15.91 | 1.09 | 11.66 | 1.76 | 5.52 | 5.52 | 50.16 | 80.29 | 0.0308 | -- | -- | 12,377,700.00 | 0.3402 | 0.4333 | -- | -- | -- | -- | 11.06 | 3.69 | -- | 1.72 | 0.537 | 42.18 | 47.32 | 17.08 | 33.09 | 8.06 | 35.90 | 17.69 |
| SCOR SE | 19.28bn | -391.83m | 3.90bn | 3.59k | -- | 0.715 | -- | 0.2021 | -2.23 | -2.23 | 106.71 | 30.39 | 0.3566 | -- | -- | 5,372,981.00 | -0.7265 | 0.7816 | -- | -- | -- | -- | -2.04 | 2.16 | -- | -0.6923 | 0.3769 | 72.32 | 3.97 | 4.28 | 94.87 | -5.44 | 4.15 | 1.76 |
| Helvetia Holding AG | 10.90bn | 442.31m | 6.01bn | 12.13k | 13.53 | 1.21 | 8.99 | 0.5512 | 8.37 | 8.37 | 206.17 | 93.59 | 0.1609 | -- | -- | 898,738.40 | 0.7039 | 0.7019 | -- | -- | -- | -- | 4.37 | 4.14 | -- | 20.02 | 0.3139 | 62.08 | 22.13 | 6.12 | 98.86 | 6.31 | 21.27 | 5.54 |
| ASR Nederland NV | 7.13bn | 879.62m | 6.45bn | 4.24k | 7.54 | 0.8702 | 6.51 | 0.9044 | 5.71 | 5.71 | 45.45 | 49.49 | 0.1025 | -- | -- | 1,717,208.00 | 1.33 | 1.28 | -- | -- | -- | -- | 13.02 | 11.39 | -- | 4.59 | 0.3615 | 29.80 | 27.47 | 6.88 | 46.32 | 7.56 | 80.86 | 13.76 |
| Baloise Holding AG | 8.05bn | 573.20m | 6.87bn | 7.69k | 11.81 | 1.35 | 10.31 | 0.8525 | 12.69 | 12.69 | 178.29 | 110.82 | 0.0918 | -- | -- | -- | 0.6481 | 0.6468 | -- | -- | -- | -- | 7.06 | 6.50 | -- | 50.52 | 0.3431 | 54.21 | 9.32 | 2.00 | 35.48 | 1.93 | 2.81 | 6.13 |
| Phoenix Group Holdings PLC | -16.39bn | -1.17bn | 7.19bn | 7.89k | -- | 1.15 | -- | -- | -1.05 | -1.05 | -14.72 | 5.62 | -0.0466 | -- | -- | -1,862,904.00 | -0.2915 | 0.0567 | -- | -- | -- | -- | -- | 0.886 | -- | -5.28 | 0.4234 | 529.34 | 12.38 | 53.34 | -210.97 | -- | -- | 3.13 |
| AEGON N.V. | -15.13bn | 289.87m | 10.68bn | 20.00k | 36.37 | 0.6851 | 7.97 | -- | 0.1393 | 0.1393 | -7.43 | 7.39 | -0.0342 | -- | -- | -679,718.00 | 0.0869 | 0.3011 | -- | -- | -- | -- | -- | 2.55 | -- | -- | 0.4428 | 20.78 | 3.18 | -0.0795 | 22,928.57 | 28.90 | 1.95 | -8.15 |
| Talanx AG | -99.96bn | -99.96bn | 11.12bn | 24.05k | -- | 1.35 | -- | -- | -- | -- | -- | 32.56 | -- | -- | -- | -- | -- | 0.841 | -- | -- | -- | -- | -- | 3.91 | -- | -- | 0.3289 | 47.28 | 10.75 | 7.39 | 56.02 | 2.29 | 10.41 | 3.46 |
| NN Group NV | 14.45bn | 2.59bn | 11.84bn | 15.17k | 4.76 | 0.5685 | 4.21 | 0.8192 | 8.43 | 12.46 | 47.24 | 70.62 | 0.0608 | -- | -- | 953,190.90 | 1.12 | 0.8711 | -- | -- | -- | -- | 18.41 | 9.70 | -- | -- | 0.3835 | 25.55 | 9.16 | 9.97 | 78.27 | 21.70 | 13.46 | 9.94 |
Data as of Feb 03 2023. Currency figures normalised to Baloise Holding AG's reporting currency: Swiss Franc CHF
24.61%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| LSV Asset Managementas of 31 Dec 2021 | 1.86m | 4.07% |
| UBS Asset Management Switzerland AGas of 31 Dec 2021 | 1.51m | 3.31% |
| Credit Suisse Asset Management (Schweiz) AGas of 31 Dec 2021 | 1.46m | 3.20% |
| Norges Bank Investment Managementas of 22 Aug 2022 | 1.42m | 3.09% |
| The Vanguard Group, Inc.as of 05 Jan 2023 | 1.23m | 2.69% |
| Dimensional Fund Advisors LPas of 05 Jan 2023 | 1.02m | 2.23% |
| BlackRock Fund Advisorsas of 05 Jan 2023 | 925.95k | 2.02% |
| Vontobel Asset Management AGas of 31 Dec 2022 | 770.94k | 1.68% |
| Z�rcher Kantonalbank (Investment Management)as of 30 Sep 2022 | 613.17k | 1.34% |
| BlackRock Investment Management (UK) Ltd.as of 31 Dec 2022 | 449.15k | 0.98% |
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Data from 31 Dec 2021 - 30 Sep 2022Source: FactSet Research Systems Inc.
