(VONN) Vontobel Holding - Ratings and Ratios
Exchange: SW • Country: Switzerland • Currency: CHF • Type: Common Stock • ISIN: CH0012335540
VONN: Banking, Asset, Management, Investments, Wealth, Planning
Vontobel Holding AG is a Swiss financial services firm with a strong presence across multiple global markets, including Europe, North America, and Asia. Established in 1924, the company has built a reputation for its expertise in wealth and asset management, catering to both institutional and private clients.
The company operates through three distinct segments: Asset Management, Wealth Management, and Digital Investing. The Asset Management division specializes in equities, fixed income, and multi-asset strategies, primarily serving institutional clients such as pension funds and sovereign wealth funds. Wealth Management focuses on high-net-worth individuals, offering tailored financial solutions. Digital Investing provides structured products and investment solutions directly to private investors, emphasizing end-client business through ecosystems.
Headquartered in Zurich, Vontobel has expanded its reach to countries like Germany, the UK, Italy, North America, Liechtenstein, Singapore, Hong Kong, Australia, and Japan. This global footprint underscores its commitment to serving diverse markets and client needs effectively.
From a financial standpoint, Vontobel Holding AG has a market capitalization of 3,679.36M CHF. The trailing P/E ratio stands at 17.17, with a forward P/E of 13.59, suggesting anticipated growth. The price-to-book ratio of 1.70 indicates the stock is valued at 70% above its book value, reflecting market confidence in its future performance. The price-to-sales ratio of 2.76 provides further insight into its valuation relative to revenue.
These metrics offer investors and fund managers a comprehensive view of Vontobels financial health and growth potential, aiding in informed investment decisions.
Additional Sources for VONN Stock
VONN Stock Overview
| Market Cap in USD | 3,869m |
| Sector | Financial Services |
| Industry | Asset Management |
| GiC Sub-Industry | Asset Management & Custody Banks |
| IPO / Inception |
VONN Stock Ratings
| Growth 5y | 41.6% |
| Fundamental | 27.9% |
| Dividend | 87.4% |
| Rel. Strength Industry | 3.2 |
| Analysts | - |
| Fair Price Momentum | 63.29 CHF |
| Fair Price DCF | 212.86 CHF |
VONN Dividends
| Dividend Yield 12m | 10.15% |
| Yield on Cost 5y | 19.39% |
| Annual Growth 5y | 5.92% |
| Payout Consistency | 92.2% |
VONN Growth Ratios
| Growth Correlation 3m | 40% |
| Growth Correlation 12m | 89.5% |
| Growth Correlation 5y | -14.5% |
| CAGR 5y | 14.94% |
| CAGR/Max DD 5y | 0.37 |
| Sharpe Ratio 12m | 1.94 |
| Alpha | 15.95 |
| Beta | 0.57 |
| Volatility | 25.24% |
| Current Volume | 125.1k |
| Average Volume 20d | 64k |
As of March 15, 2025, the stock is trading at CHF 62.30 with a total of 125,114 shares traded.
Over the past week, the price has changed by -4.89%, over one month by -6.60%, over three months by -0.48% and over the past year by +24.56%.
Neither. Based on ValueRay Fundamental Analyses, Vontobel Holding is currently (March 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 27.87 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of VONN as of March 2025 is 63.29. This means that VONN is currently overvalued and has a potential downside of 1.59%.
Vontobel Holding has no consensus analysts rating.
According to ValueRays Forecast Model, VONN Vontobel Holding will be worth about 69.7 in March 2026. The stock is currently trading at 62.30. This means that the stock has a potential upside of +11.88%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | 62.3 | 0% |
| Analysts Target Price | - | - |
| ValueRay Target Price | 69.7 | 11.9% |