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About the company
Bellevue Group AG is a Switzerland-based company that is active in the provision of asset management and wealth management services for private, corporate and institutional clients. The Company’s business activities are focused on a diversified spectrum of services in three main areas: specialized healthcare strategies, alternative investment strategies, and traditional investment strategies. The Company operates through the Asset Management segment, which comprises of management of equity portfolios for selected regional and sector strategies, and on institutional assets. The Company serves its clients in Switzerland and internationally.
- Revenue in CHF (TTM)84.59m
- Net income in CHF15.22m
- Incorporated2006
- Employees94.00
- LocationBellevue Group AGSeestrasse 16KUESNACHT 8700SwitzerlandCHE
- Phone+41 442676700
- Fax+41 442676778
- Websitehttps://www.bellevue.ch/all-en/all
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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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AVI Japan Opportunity Trust PLC | 29.79m | 28.44m | 201.59m | 0.00 | 7.09 | 0.9596 | -- | 6.77 | 0.1763 | 0.1763 | 0.185 | 1.30 | 0.1393 | -- | 88.74 | -- | 13.30 | -- | 13.94 | -- | 93.74 | 88.26 | 95.47 | 82.15 | -- | -- | 0.0818 | 17.12 | 952.40 | -- | 453.87 | -- | -- | -- |
| Peel Hunt Ltd | 96.50m | -2.35m | 203.28m | 308.00 | -- | 1.91 | 81.34 | 2.11 | -0.0173 | -0.0173 | 0.7125 | 0.7555 | 0.1538 | -- | 0.1958 | 270,796.80 | -0.3751 | -- | -1.60 | -- | -- | -- | -2.44 | -- | -- | -0.8499 | 0.2737 | -- | -37.17 | -- | -112.07 | -- | -- | -- |
| City of London Investment Group PLC | 63.45m | 15.60m | 208.41m | 120.00 | 13.09 | 1.53 | 9.69 | 3.28 | 0.2734 | 0.2734 | 1.11 | 2.34 | 0.4029 | -- | 8.08 | 460,010.70 | 9.90 | 15.35 | 10.48 | 17.12 | 95.41 | 94.92 | 24.58 | 27.73 | -- | -- | 0.0362 | 103.76 | -15.17 | 8.64 | -27.24 | 5.27 | 25.65 | 2.90 |
| Ernst Russ AG | 198.24m | 53.88m | 210.37m | 75.00 | 3.91 | 1.26 | 1.89 | 1.06 | 1.64 | 1.64 | 6.05 | 5.09 | 0.65 | 43.41 | 53.74 | 2,533,363.00 | 26.19 | 18.34 | 47.69 | 29.78 | 55.20 | 50.73 | 40.28 | 32.99 | 1.40 | -- | 0.0087 | 32.31 | 5.70 | 30.91 | 16.54 | 54.70 | 266.68 | -- |
| Gedik Yatirim Menkul Degerler AS | 2.72bn | 21.47m | 210.86m | 659.00 | 10.41 | 2.38 | 9.07 | 0.0776 | 1.43 | 1.43 | 205.66 | 6.27 | 7.44 | -- | 12.49 | 147,388,300.00 | 5.87 | 4.58 | 32.85 | 28.85 | 2.84 | 2.25 | 0.7892 | 0.459 | -- | -- | 0.4905 | 52.63 | -37.05 | 112.10 | 1,117.06 | 93.51 | 68.49 | 113.21 |
| Montanaro UK Smllr Cmpns nvstmnt Trst PL | 23.36m | 20.60m | 213.57m | 0.00 | 10.37 | 1.00 | -- | 9.14 | 0.1071 | 0.1071 | 0.1213 | 1.10 | 0.1015 | -- | 46.82 | -- | 8.95 | 0.7591 | 8.97 | 0.7759 | 91.54 | 52.17 | 88.19 | 42.25 | -- | -- | 0.0976 | 472.87 | -207.09 | -- | -150.40 | -- | -- | 15.49 |
| Evli Oyj | 116.89m | 42.35m | 232.76m | 270.00 | 12.02 | 4.14 | 4.54 | 1.99 | 1.64 | 1.64 | 4.53 | 4.75 | 0.3245 | -- | -- | 378,164.60 | 12.98 | -- | 14.20 | -- | 93.72 | -- | 40.00 | -- | -- | -- | 0.4535 | -- | 14.90 | -- | 39.13 | -- | -- | -- |
| Taaleri Oyj | 61.85m | 29.21m | 236.64m | 126.00 | 8.38 | 1.14 | 7.09 | 3.83 | 1.02 | 1.02 | 2.16 | 7.53 | 0.204 | -- | 8.50 | 490,170.50 | 10.79 | 5.86 | 11.59 | 6.20 | 85.24 | 84.32 | 52.89 | 29.42 | -- | -- | 0.0645 | 126.91 | -7.30 | -2.13 | 11.49 | 1.23 | -8.74 | 10.76 |
| Catella AB | 196.66m | 1.11m | 239.72m | 494.00 | 149.81 | 1.35 | 30.41 | 1.22 | 0.2113 | 0.2113 | 25.26 | 23.36 | 0.3831 | -- | 3.76 | 4,482,422.00 | 0.3172 | 4.13 | 0.4368 | 5.10 | 62.83 | 81.15 | 0.8279 | 9.50 | -- | 1.04 | 0.5825 | 42.21 | -8.20 | 1.09 | -104.28 | -- | -5.77 | -5.59 |
| EUWAX AG | 2.69m | 6.43m | 240.59m | 101.00 | 36.37 | 2.88 | 37.42 | 9.36 | 1.28 | 1.28 | 5.10 | 16.09 | -- | -- | -- | -- | 5.25 | 6.19 | -- | -- | -- | -- | 25.00 | 48.21 | -- | -- | -- | -- | 5,549.60 | 71.42 | 53.45 | 10.68 | -- | -- |
| Bellevue Group AG | 84.59m | 15.22m | 245.00m | 94.00 | 15.82 | 1.96 | 12.97 | 2.90 | 1.15 | 1.15 | 6.39 | 9.31 | 0.4965 | -- | 9.76 | 899,925.60 | 8.93 | 9.32 | 10.85 | 13.99 | 96.69 | 98.40 | 18.00 | 23.05 | -- | -- | 0.0275 | 147.78 | -21.56 | -2.19 | -39.83 | -10.13 | -46.12 | 0.893 |
| ABC Arbitrage SA | 38.94m | 16.12m | 246.64m | 102.00 | 15.27 | 1.62 | 13.90 | 6.33 | 0.2771 | 0.2771 | 0.6692 | 2.61 | 0.2215 | -- | 4.05 | 390,333.30 | 9.17 | 14.88 | 10.14 | 16.29 | 81.25 | 88.07 | 41.39 | 46.74 | -- | 249.56 | 0.062 | 79.68 | -35.20 | -0.2084 | -43.46 | -3.48 | -- | 5.46 |
| Hedef Holding AS | 21.00m | -22.47m | 272.86m | 10.00 | -- | 3.64 | -- | 12.99 | -2.14 | -2.14 | 2.00 | 7.15 | 0.2118 | -- | 1,907.19 | -- | -22.66 | 14.86 | -22.69 | 14.88 | -- | -- | -107.00 | 27.05 | -- | -- | 0.0017 | -- | -71.67 | -- | -154.12 | -- | -- | -- |
| OVB Holding AG | 359.72m | 16.00m | 276.01m | 777.00 | 17.25 | 2.84 | 11.12 | 0.7673 | 1.15 | 1.15 | 25.81 | 6.97 | 1.34 | -- | 4.66 | 489,692.40 | 6.11 | 5.63 | 15.47 | 13.16 | 33.31 | 33.60 | 4.55 | 4.40 | -- | -- | 0.0996 | 95.80 | 6.75 | 8.90 | -2.43 | 8.28 | 16.04 | 3.71 |
| Riverstone Energy Ltd | 13.11m | -2.05m | 280.66m | 0.00 | 53.96 | 0.7177 | -- | 21.41 | 0.1667 | 0.1667 | 0.2445 | 12.53 | 0.0206 | -- | 10.11 | -- | -0.3209 | -15.10 | -0.3212 | -15.13 | 18.73 | -- | -15.61 | -- | -- | -- | 0.00 | -- | -86.81 | -- | -102.55 | -- | -- | -- |
| Hellenic Exchnges Athens Stck Exchnge SA | 44.19m | 12.72m | 289.83m | 254.00 | 23.08 | 2.72 | 17.61 | 6.56 | 0.2127 | 0.2127 | 0.7332 | 1.81 | 0.1188 | -- | 12.05 | 177,850.40 | 3.42 | 2.28 | 11.82 | 7.01 | -- | -- | 28.78 | 22.11 | -- | -- | 0.0046 | -- | 23.90 | 12.06 | 58.28 | 33.84 | 6.61 | -- |
Data as of May 31 2024. Currency figures normalised to Bellevue Group AG's reporting currency: Swiss Franc CHF
5.82%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Dimensional Fund Advisors LPas of 09 May 2024 | 143.14k | 1.06% |
| Credit Suisse Asset Management (Schweiz) AGas of 29 Feb 2024 | 130.82k | 0.97% |
| UBS Asset Management Switzerland AGas of 07 May 2024 | 130.41k | 0.97% |
| Z�rcher Kantonalbank (Investment Management)as of 28 Mar 2024 | 94.35k | 0.70% |
| Valiant Bank AGas of 29 Mar 2024 | 91.43k | 0.68% |
| Mirabaud Asset Management (Suisse) SAas of 31 Dec 2023 | 53.66k | 0.40% |
| Swiss Rock Asset Management AGas of 30 Apr 2024 | 49.76k | 0.37% |
| Deka Investment GmbHas of 31 Dec 2023 | 34.00k | 0.25% |
| St. Galler Kantonalbank AG (Private Banking)as of 31 Dec 2022 | 32.00k | 0.24% |
| Pictet Asset Management SAas of 31 Jan 2024 | 23.00k | 0.17% |
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Data from 31 Dec 2023 - 30 Apr 2024Source: FactSet Research Systems Inc.
