VZN 📈 VZ Holding - Overview

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, catering to clients in Switzerland and Germany through a range of offerings that include retirement planning, real estate planning, and pension services. The company's portfolio is designed to address various aspects of financial management, such as tax and succession planning, providing a comprehensive approach to wealth management. Additionally, it delivers portfolio management services, including securities account consulting and management, as well as portfolio check services, aimed at optimizing clients' investment strategies.

Beyond its core financial planning services, VZ Holding AG extends its expertise into real estate, offering mortgage services, real estate valuation, and investment in residential properties. This diversification allows the company to provide a broader spectrum of financial solutions, acknowledging the significant role real estate plays in many individuals' and families' wealth portfolios. Furthermore, the company engages in insurance services and participates in crypto-related business, reflecting its adaptability to evolving financial markets and technologies.

The company's service delivery is enhanced through VZ Finanzportal, an online platform that enables clients to manage their financial transactions with ease and convenience. This digital approach complements the company's a-la-carte support services, ensuring that clients can access personalized financial advice and management tools tailored to their specific needs. As a subsidiary of Madarex AG, VZ Holding AG benefits from a structured corporate framework, founded on principles of financial stewardship and client-centric service.

Established in 1992 and headquartered in Zurich, Switzerland, VZ Holding AG has evolved over the years to become a notable player in the Swiss and German financial services sectors. With its common stock listed under the ISIN CH0528751586 and classified under the GICS Sub Industry of Asset Management & Custody Banks, the company is well-positioned to continue serving the financial needs of its clients, both through traditional banking services and innovative financial solutions. More information about the company's services and operations can be found at its official website, https://www.vermoegenszentrum.ch.

Additional Sources for VZN Stock

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

VZN Stock Overview

Market Cap in USD 6,581m
Sector Financial Services
Industry Asset Management
GiC Sub-Industry Asset Management & Custody Banks
IPO / Inception

VZN Stock Ratings

Growth 5y 88.2%
Fundamental 9.13%
Dividend 64.6%
Rel. Strength Industry 71.6
Analysts -
Fair Price Momentum 159.27 CHF
Fair Price DCF 197.44 CHF

VZN Dividends

Dividend Yield 12m 1.59%
Yield on Cost 5y 4.11%
Annual Growth 5y 12.17%
Payout Consistency 99.4%

VZN Growth Ratios

Growth Correlation 3m 69.1%
Growth Correlation 12m 97.5%
Growth Correlation 5y 74.2%
CAGR 5y 20.85%
CAGR/Mean DD 5y 2.13
Sharpe Ratio 12m 2.06
Alpha 28.42
Beta 0.67
Volatility 18.88%
Current Volume 134k
Average Volume 20d 27.4k
What is the price of VZN stocks?
As of December 21, 2024, the stock is trading at CHF 141.00 with a total of 134,048 shares traded.
Over the past week, the price has changed by -1.95%, over one month by +0.57%, over three months by +9.81% and over the past year by +49.20%.
Is VZ Holding a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, VZ Holding is currently (December 2024) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 9.13 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 December 2024 is 159.27. This means that VZN is currently undervalued and has a potential upside of +12.96% (Margin of Safety).
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 174.2 in December 2025. The stock is currently trading at 141.00. This means that the stock has a potential upside of +23.55%.
Issuer Forecast Upside
Wallstreet Target Price 148.5 5.3%
Analysts Target Price - -
ValueRay Target Price 174.2 23.6%