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