Edition:
United Kingdom

Baloise Holding AG (BALN.S)

BALN.S on Swiss Exchange

174.50CHF
18 Apr 2019
Change (% chg)

CHF-0.20 (-0.11%)
Prev Close
CHF174.70
Open
CHF174.00
Day's High
CHF174.90
Day's Low
CHF173.80
Volume
124,312
Avg. Vol
136,722
52-wk High
CHF176.70
52-wk Low
CHF131.10

Revenue & Earnings Per Share

    Revenue* Earnings Per Share**
FY 2018 Dec '18 3,248.90 5.414
Jun '18 4,542.50 5.707
FY 2017 Dec '17 3,681.80 5.223
Jun '17 4,844.20 6.255
 
*Note: Units in Millions ofSwiss Francs
**Note: Units in Swiss Francs

Consensus Estimates Analysis

  # of Estimates Mean High Low 1 Year Ago
SALES (in millions)
Year Ending Dec-19 3 7,664.38 9,242.00 6,851.13 8,367.15
Year Ending Dec-20 4 7,519.02 9,126.00 6,879.07 8,753.18
Earnings (per share)
Year Ending Dec-19 10 12.94 15.40 9.19 12.95
Year Ending Dec-20 9 14.24 16.51 12.56 14.26
Sales and Profit Figures in Swiss Franc (CHF);

Valuation Ratios

  Company industry sector
P/E Ratio (TTM) 12.24 25.17 19.19
P/E High - Last 5 Yrs. 12.11 19.62 24.13
P/E Low - Last 5 Yrs. 7.88 9.07 11.37
Beta 0.75 0.77 1.45
Price to Sales (TTM) 0.90 2.48 5.74
Price to Book (MRQ) 1.27 2.06 2.72
Price to Tangible Book (MRQ) 1.55 2.63 2.81
Price to Cash Flow (TTM) 11.22 29.92 23.39
% Owned Institutions -- 14.89 0.70

Dividends

  Company industry sector
Dividend Yield 3.36 0.83 1.98
Dividend Yield - 5 Year Avg 4.25 0.90 2.05
Dividend 5 Year Growth Rate 2.93 2.91 21.40
Payout Ratio(TTM) 42.61 9.45 18.66

Growth Rates

  Company industry sector
Sales (MRQ) vs Qtr. 1 Yr. Ago -0.08 13.92 17.29
Sales (TTM) vs TTM 1 Yr. Ago 0.77 9.77 10.84
Sales - 5 Yr. Growth Rate 0.68 15.99 13.80
EPS (MRQ) vs Qtr. 1 Yr. Ago 30.19 10.09 36.99
EPS (TTM) vs TTM 1 Yr. Ago 24.22 -- --
EPS - 5 Yr. Growth Rate 54.02 11.79 10.24
Capital Spending - 5 Yr. Growth Rate -18.57 5.33 19.08

Financial Strength

  Company industry sector
Quick Ratio (MRQ) -- 0.06 0.05
Current Ratio (MRQ) -- 0.13 1.66
LT Debt to Equity (MRQ) 25.31 29.73 33.98
Total Debt to Equity (MRQ) 25.31 42.89 73.61
Interest Coverage (TTM) 12.82 6.19 13.78

Profitability Ratios

  Company industry sector
Gross Margin (TTM) -- 9.56 3.47
Gross Margin - 5 Yr. Avg. -- 9.42 3.13
EBITD Margin (TTM) 16.34 -- --
EBITD - 5 Yr. Avg 17.38 21.63 47.99
Operating Margin (TTM) 9.43 18.39 35.89
Operating Margin - 5 Yr. Avg. 8.18 19.48 40.56
Pre-Tax Margin (TTM) 9.03 14.55 36.43
Pre-Tax Margin - 5 Yr. Avg. 7.66 15.16 41.06
Net Profit Margin (TTM) 7.25 10.61 29.14
Net Profit Margin - 5 Yr. Avg. 6.12 11.22 32.55
Effective Tax Rate (TTM) 19.64 26.94 20.95
Effective Tax Rate - 5 Yr. Avg. 20.07 22.37 20.76

Efficiency

  Company industry sector
Revenue/Employee (TTM) 1,155,502 897,507 58,158,768
Net Income/Employee (TTM) 83,810 113,726 20,971,353
Receivable Turnover (TTM) -- 6.29 13,344.61
Inventory Turnover (TTM) -- 3.44 1.34
Asset Turnover (TTM) 0.10 0.22 0.02

Management Effectiveness

  Company industry sector
Return on Assets (TTM) 0.75 2.26 2.60
Return on Assets - 5 Yr. Avg. 0.71 2.93 2.81
Return on Investment (TTM) -- 1.80 0.47
Return on Investment - 5 Yr. Avg. -- 2.09 0.48
Return on Equity (TTM) 10.88 7.84 15.44
Return on Equity - 5 Yr. Avg. 10.58 10.89 19.77
  1 Year 3 Year 5 Year
Sales % -3.74 -4.08 0.68
EPS (TTM) % 5.35 6.15 54.02
Dividend % 4.00 3.06 2.93
Note: Units in Millions of US Dollars

Performance for Baloise Holding AG

Period %
Actual
% vs.
S&P 500
Rank In
Industry
Industry
Rank
4 Week 4.88 1.03 99 53
13 Week 2.45 -1.63 99 91
26 Week 13.17 5.69 99 64
52 Week 30.22 14.99 99 72
YTD 20.58 7.12 99 80
Note:: Rank is a percentile that ranges from 0 to 99, with 99 = best.

Institutional Holders

% Shares Owned: 43.66%
# of Holders: 300
Total Shares Held: 21,304,025
3 Mo. Net Change: 53,301
# New Positions: 11
# Closed Positions: 8
# Increased Positions: 57
# Reduced Positions: 72
# Net Buyers: -15
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