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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
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- 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Equita Group SpA | 93.23m | 15.75m | 203.62m | 195.00 | 12.08 | 1.85 | 11.08 | 2.18 | 0.3343 | 0.3343 | 1.95 | 2.19 | 0.244 | -- | -- | 487,522.60 | 4.30 | 4.79 | 5.25 | 6.05 | 92.07 | 92.43 | 17.62 | 18.51 | -- | -- | 0.6409 | 93.64 | 1.83 | 8.44 | 5.32 | 7.81 | 15.95 | 20.11 |
| Ernst Russ AG | 198.76m | 54.02m | 206.98m | 80.00 | 3.84 | 1.24 | 1.86 | 1.04 | 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 | -- |
| AVI Japan Opportunity Trust PLC | 29.72m | 28.37m | 207.59m | 0.00 | 7.32 | 0.9903 | -- | 6.98 | 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 | -- | -- | -- |
| B.P. Marsh & Partners plc | 36.83m | 29.02m | 210.96m | 16.00 | 7.31 | 0.9058 | 7.22 | 5.73 | 0.6759 | 0.6759 | 0.8578 | 5.45 | 0.1617 | -- | 4.89 | 2,006,813.00 | 12.74 | 10.79 | 12.82 | 10.92 | -- | -- | 78.79 | 73.78 | -- | 78.70 | 0.0034 | 7.89 | 39.32 | 7.34 | 36.37 | 3.32 | -42.76 | -10.20 |
| Gedik Yatirim Menkul Degerler AS | 2.74bn | 21.62m | 218.63m | 659.00 | 10.71 | 2.45 | 9.34 | 0.0799 | 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 |
| Catella AB | 195.96m | -1.76m | 224.39m | 512.00 | -- | 1.35 | 42.51 | 1.15 | -0.171 | -0.171 | 25.57 | 22.50 | 0.3977 | -- | 6.51 | 4,568,360.00 | -0.153 | 4.13 | -0.1834 | 5.10 | 62.63 | 81.15 | -0.3848 | 9.50 | -- | 1.16 | 0.5523 | 42.21 | -8.20 | 1.09 | -104.28 | -- | -5.77 | -5.59 |
| Taaleri Oyj | 55.18m | 22.54m | 224.65m | 129.00 | 10.31 | 1.11 | 8.43 | 4.07 | 0.7835 | 0.7835 | 1.96 | 7.29 | 0.1851 | -- | 9.88 | 436,162.80 | 8.74 | 5.86 | 9.35 | 6.20 | 83.16 | 84.32 | 47.19 | 29.42 | -- | -- | 0.0666 | 126.91 | -7.30 | -2.13 | 11.49 | 1.23 | -8.74 | 10.76 |
| ABC Arbitrage SA | 39.05m | 16.16m | 232.08m | 102.00 | 14.33 | 1.52 | 13.04 | 5.94 | 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 |
| Evli Oyj | 117.19m | 42.46m | 232.39m | 270.00 | 11.99 | 4.13 | 4.52 | 1.98 | 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 | -- | -- | -- |
| EUWAX AG | 242.68k | 5.48m | 237.38m | 113.00 | 43.39 | 2.78 | 43.33 | 8.21 | 1.08 | 1.08 | 5.72 | 16.92 | -- | -- | -- | -- | 4.85 | 6.03 | -- | -- | -- | -- | 18.93 | 62.40 | -- | -- | -- | 259.45 | 1,650.00 | -21.25 | -27.30 | -1.51 | -27.03 | 0.00 |
| Bellevue Group AG | 84.59m | 15.22m | 245.67m | 94.00 | 15.86 | 1.96 | 13.01 | 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 |
| ABG Sundal Collier Holding ASA | 139.58m | 19.00m | 253.80m | 333.00 | 15.37 | 2.87 | 9.84 | 1.82 | 0.3774 | 0.3774 | 2.87 | 2.02 | 0.2856 | -- | 0.3933 | 5,116,511.00 | 3.87 | 11.78 | 15.06 | 32.76 | -- | -- | 13.55 | 20.98 | -- | -- | 0.1371 | 80.37 | 0.1414 | 8.46 | -12.55 | 9.93 | -23.27 | -- |
| Hedef Holding AS | 42.68m | 33.51m | 261.92m | 10.00 | 7.82 | 3.73 | 7.80 | 6.14 | 3.17 | 3.17 | 4.04 | 6.65 | 0.6624 | -- | 5,632.30 | 100,938,300.00 | 52.02 | -- | 52.20 | -- | -- | -- | 78.52 | -- | -- | -- | 0.0019 | -- | 1,849.97 | -- | 1,704.85 | -- | -- | -- |
| Bourse Direct SA | 18.79m | 9.93m | 272.91m | 139.00 | 28.31 | 3.98 | 20.22 | 4.98 | 0.1858 | 0.1858 | 1.01 | 1.32 | -- | -- | -- | -- | 0.7637 | 0.4181 | -- | -- | -- | -- | 18.41 | 11.18 | -- | -- | -- | 46.07 | 73.76 | 8.90 | -20.64 | 13.09 | 6.99 | -- |
| OVB Holding AG | 347.51m | 14.04m | 279.52m | 751.00 | 19.91 | 3.00 | 12.39 | 0.8044 | 1.00 | 1.00 | 24.86 | 6.67 | 1.33 | -- | 4.32 | 471,834.90 | 5.53 | 5.63 | 14.05 | 13.16 | 33.45 | 33.60 | 4.17 | 4.40 | -- | -- | 0.1062 | 95.80 | 6.75 | 8.90 | -2.43 | 8.28 | 16.04 | 3.71 |
| Riverstone Energy Ltd | 13.31m | -2.08m | 285.67m | 0.00 | 54.12 | 0.7198 | -- | 21.47 | 0.1695 | 0.1695 | 0.2487 | 12.74 | 0.0206 | -- | 10.11 | -- | -0.3209 | -15.10 | -0.3212 | -15.13 | 18.73 | -- | -15.61 | -- | -- | -- | 0.00 | -- | -86.81 | -- | -102.55 | -- | -- | -- |
Data as of May 02 2024. Currency figures normalised to Bellevue Group AG's reporting currency: Swiss Franc CHF
5.77%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Dimensional Fund Advisors LPas of 04 Apr 2024 | 143.11k | 1.06% |
| Credit Suisse Asset Management (Schweiz) AGas of 29 Feb 2024 | 130.82k | 0.97% |
| UBS Asset Management Switzerland AGas of 02 Apr 2024 | 129.66k | 0.96% |
| Z�rcher Kantonalbank (Investment Management)as of 29 Feb 2024 | 94.80k | 0.70% |
| Valiant Bank AGas of 29 Feb 2024 | 86.09k | 0.64% |
| Mirabaud Asset Management (Suisse) SAas of 31 Dec 2023 | 53.66k | 0.40% |
| Swiss Rock Asset Management AGas of 31 Mar 2024 | 49.73k | 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 Dec 2023 | 23.00k | 0.17% |
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Data from 31 Oct 2023 - 31 Mar 2024Source: FactSet Research Systems Inc.
