(VZN) VZ Holding - Ratings and Ratios

Exchange: SW • Country: Switzerland • Currency: CHF • Type: Common Stock • ISIN: CH0528751586

VZN: Financial, Retirement, Real Estate, Insurance, Portfolio, Mortgage, Banking

VZ Holding AG operates as a financial services provider in Switzerland and Germany, offering a diverse range of services that cater to both individual and institutional clients. The companys service portfolio includes retirement planning, real estate services, portfolio management, tax consulting, and succession planning. Additionally, VZ Holding provides insurance services, crypto-related activities, and invests in residential properties. The company also offers online financial management through its VZ Finanzportal, allowing customers to handle their financial transactions digitally. Founded in 1992 and headquartered in Zurich, VZ Holding is a subsidiary of Madarex AG and operates in the stable and high-trust environments of Switzerland and Germany.

From a financial perspective, VZ Holding AG has a market capitalization of approximately 6,200 million CHF. The companys price-to-earnings (P/E) ratio stands at 30.60, with a forward P/E of 17.76, indicating that the market is pricing in future growth expectations. The price-to-book (P/B) ratio is 6.49, suggesting that investors are valuing the companys assets at a premium. The price-to-sales (P/S) ratio of 11.07 reflects the markets confidence in the companys revenue generation capabilities. These metrics provide insight into how the market views VZ Holdings current performance and future prospects.

For investors and fund managers, VZ Holding AG presents an interesting case due to its diversified service offerings and strategic presence in two financially stable countries. The companys ability to provide a broad range of financial services, combined with its investment activities in real estate and crypto, positions it as a multifaceted player in the financial sector. The online platform adds a modern touch, aligning with the digital transformation trend in financial services. However, the high valuation multiples suggest that investors should carefully consider the companys growth potential and competitive positioning within its markets.

Additional Sources for VZN Stock

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

VZN Stock Overview

Market Cap in USD 7,007m
Sector Financial Services
Industry Asset Management
GiC Sub-Industry Asset Management & Custody Banks
IPO / Inception

VZN Stock Ratings

Growth 5y 84.2%
Fundamental 21.9%
Dividend 63.8%
Rel. Strength Industry 15.6
Analysts -
Fair Price Momentum 167.45 CHF
Fair Price DCF 87.62 CHF

VZN Dividends

Dividend Yield 12m 1.56%
Yield on Cost 5y 3.42%
Annual Growth 5y 17.04%
Payout Consistency 99.4%

VZN Growth Ratios

Growth Correlation 3m 92.9%
Growth Correlation 12m 97.7%
Growth Correlation 5y 74.5%
CAGR 5y 19.50%
CAGR/Max DD 5y 0.61
Sharpe Ratio 12m 2.26
Alpha 36.44
Beta 0.62
Volatility 16.78%
Current Volume 17.6k
Average Volume 20d 15.4k
What is the price of VZN stocks?
As of February 22, 2025, the stock is trading at CHF 160.40 with a total of 17,631 shares traded.
Over the past week, the price has changed by +0.63%, over one month by +3.48%, over three months by +14.08% and over the past year by +50.27%.
Is VZ Holding a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, VZ Holding is currently (February 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 21.86 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of VZN as of February 2025 is 167.45. This means that VZN is currently overvalued and has a potential downside of 4.4%.
Is VZN a buy, sell or hold?
VZ Holding has no consensus analysts rating.
What are the forecast for VZN stock price target?
According to ValueRays Forecast Model, VZN VZ Holding will be worth about 197.1 in February 2026. The stock is currently trading at 160.40. This means that the stock has a potential upside of +22.85%.
Issuer Forecast Upside
Wallstreet Target Price 158.5 -1.2%
Analysts Target Price - -
ValueRay Target Price 197.1 22.8%