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1. Company Snapshot

1.a. Company Description

Bellevue Group AG provides asset management services in Switzerland, the Great Britain, Germany, and internationally.The company offers a range of products in the areas of specialized healthcare equity, selected niche, and entrepreneur strategies.It also provides various investment funds; and investment solutions for institutional, intermediary, and private clients, as well as investment advisory and research services.


The company was founded in 1993 and is headquartered in Küsnacht, Switzerland.

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1.b. Last Insights on BBN

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1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Bellevue Group (VTX:BBN) shareholders have endured a 72% loss from investing in the stock three years ago

Dec -02

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Owning 47% in Bellevue Group AG (VTX:BBN) means that insiders are heavily invested in the company's future

Sep -07

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Bellevue Group First Half 2025 Earnings: EPS: CHF0.014 (vs CHF0.56 in 1H 2024)

Jul -28

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Marriott International Releases Annual Serve 360 Report

Jul -12

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (10.27%)

6. Segments

Asset Management

Expected Growth: 10.27%

Bellevue Group AG's 10.27% growth in Asset Management is driven by increasing demand for sustainable investment solutions, expansion into new markets, and strategic acquisitions. Additionally, the company's focus on digitalization, cost savings initiatives, and strong investment performance have contributed to its growth momentum.

7. Detailed Products

Banking Services

Bellevue Group AG provides a range of banking services, including private banking, corporate banking, and transaction banking, to individuals, corporations, and institutions.

Asset Management

The company offers asset management services, including portfolio management, investment advisory, and wealth management, to help clients achieve their financial goals.

Brokerage Services

Bellevue Group AG provides brokerage services, including trading, execution, and clearing, for a range of financial instruments, including equities, bonds, and derivatives.

Wealth Management

The company offers wealth management services, including investment advice, portfolio management, and estate planning, to high net worth individuals and families.

Investment Funds

Bellevue Group AG offers a range of investment funds, including equity, fixed income, and alternative investment funds, to suit different investor needs and risk profiles.

8. Bellevue Group AG's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Bellevue Group AG is moderate, as there are alternative financial services and products available to customers.

Bargaining Power Of Customers

The bargaining power of customers is low, as Bellevue Group AG has a strong brand reputation and a wide range of financial products and services.

Bargaining Power Of Suppliers

The bargaining power of suppliers is moderate, as Bellevue Group AG relies on a diverse range of suppliers for its operations.

Threat Of New Entrants

The threat of new entrants is high, as the financial services industry is highly competitive and new entrants can easily disrupt the market.

Intensity Of Rivalry

The intensity of rivalry is high, as Bellevue Group AG operates in a highly competitive market with many established players.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 2.75%
Debt Cost 3.95%
Equity Weight 97.25%
Equity Cost 7.75%
WACC 7.65%
Leverage 2.83%

11. Quality Control: Bellevue Group AG passed 5 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
HBM Healthcare Investments

A-Score: 6.4/10

Value: 9.6

Growth: 3.8

Quality: 7.5

Yield: 5.6

Momentum: 4.0

Volatility: 7.7

1-Year Total Return ->

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Stock-Card
MLP

A-Score: 5.7/10

Value: 4.8

Growth: 5.1

Quality: 3.1

Yield: 7.5

Momentum: 7.0

Volatility: 6.7

1-Year Total Return ->

View Full Report
Stock-Card
Brooks Macdonald

A-Score: 5.5/10

Value: 4.2

Growth: 2.7

Quality: 7.5

Yield: 7.5

Momentum: 5.0

Volatility: 6.0

1-Year Total Return ->

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Stock-Card
IP Group

A-Score: 4.6/10

Value: 9.8

Growth: 0.6

Quality: 7.2

Yield: 1.2

Momentum: 5.5

Volatility: 3.3

1-Year Total Return ->

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Stock-Card
MedCap

A-Score: 4.4/10

Value: 1.1

Growth: 9.0

Quality: 7.6

Yield: 0.0

Momentum: 7.0

Volatility: 1.7

1-Year Total Return ->

View Full Report
Stock-Card
Bellevue

A-Score: 4.0/10

Value: 4.4

Growth: 2.4

Quality: 6.1

Yield: 9.4

Momentum: 0.0

Volatility: 1.7

1-Year Total Return ->

View Full Report

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

9.4$

Current Price

9.4$

Potential

-0.00%

Expected Cash-Flows