(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
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 |
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%.
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%.
VZ Holding has no consensus analysts rating.
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% |