Baloise Holding AG is a diversified insurance company that operates multiple segments, including Nonlife, Life, Asset Management & Banking, and Other activities. The majority of its revenue is generated in Switzerland, followed by Belgium, Luxemburg, and Germany. Its focus is customer-oriented.

Financial Strength

5/10

Name	Current	Vs Industry
Cash-To-Debt	0.5
Equity-to-Asset	0.04
Debt-to-Equity	1.49
Debt-to-EBITDA	12.46
Interest Coverage	14.92
Piotroski F-Score	6/9	0 1 2 3 4 5 6 7 8 9
WACC vs ROIC		WACC ROIC

Growth Rank

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	-4.5
	3-Year EBITDA Growth Rate	-16.3
	3-Year EPS without NRI Growth Rate	-6.4
	3-Year FCF Growth Rate	258.2
	3-Year Book Growth Rate	-22.7
	Future 3-5Y EPS without NRI Growth Rate Estimate	25.16
	Future 3-5Y Total Revenue Growth Rate Estimate	6.1

Momentum Rank

1/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	48.17
	9-Day RSI	44.45
	14-Day RSI	45.67
	6-1 Month Momentum %	21.24
	12-1 Month Momentum %	34.3

Liquidity Ratio

	Name	Current	Vs Industry		Vs History

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	Dividend Yield %	4.55
	Dividend Payout Ratio	1.33
	3-Year Dividend Growth Rate	5
	Forward Dividend Yield %	4.55
	5-Year Yield-on-Cost %	5.92
	3-Year Average Share Buyback Ratio	-0.3
	Shareholder Yield %	-0.47

Profitability Rank

4/10

	Name	Current	Vs Industry		Vs History
	Net Margin %	4
	FCF Margin %	-8.02
	ROE %	7.59
	ROA %	0.32
	ROIC %	0.36
	3-Year ROIIC %	2.39
	Years of Profitability over Past 10-Year	10

GF Value Rank

3/10

	Name	Current	Vs Industry		Vs History
	PE Ratio	30.2
	Forward PE Ratio	16.14
	PE Ratio without NRI	29.25
	Shiller PE Ratio	14.93
	Price-to-Owner-Earnings	3.41
	PS Ratio	1.21
	PB Ratio	2.17
	Price-to-Tangible-Book	2.32
	EV-to-EBIT	28.41
	EV-to-EBITDA	23.54
	EV-to-Revenue	1.57
	EV-to-FCF	-19.53
	Price-to-Projected-FCF	1.31
	Price-to-Graham-Number	1.74
	Earnings Yield (Greenblatt) %	3.52
	FCF Yield %	-6.65
	Forward Rate of Return (Yacktman) %	-8.92

Financials (Next Earnings Date:2024-11-20)

Annual Quarterly TTM

CHIX:BALNz's 30-Y Financials

AAPL

Income Statement Breakdown FY

Annual Quarterly

No Enough Data

AAPL

Balance Sheet Breakdown

Annual Quarterly

No Enough Data

AAPL

Cashflow Statement Breakdown

Annual Quarterly

No Enough Data

Historical Operating Revenue by Business Segment

Value % YoY

Historical Operating Revenue by Geographic Region

Value % YoY

See Details

5-Step DuPont Analysis as of

Annual Quarterly

No Enough Data

Guru Trades

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Insider Trades

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Peter Lynch Chart

Y-axis scale:

Log Linear

Interactive Chart

Performance

Dividend

Log

Bar

Annualized Return %

Symbol	1 Week	1 Month	3 Months	6 Months	YTD	1 Year	3 Years	5 Years	10 Years

Total Annual Return %

Symbol	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015

Baloise Holding AG Executives

Details

GF Value: CHF115.76

CHIX:BALNz

Valuation Chart

Year:

Warning Signs

Warning! GuruFocus detected 1 Severe warning sign with BALNz. Try a 7-Day Free Trial to check it out.

Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil CHF)	6,341.7
	EPS (TTM) (CHF)	5.59
	Beta	-0.02
	Volatility %	15.92
	14-Day RSI	45.67
	14-Day ATR (CHF)	2.061731
	20-Day SMA (CHF)	171.505
	12-1 Month Momentum %	34.3
	52-Week Range (CHF)	128.1 - 177
	Shares Outstanding (Mil)	45.34

Piotroski F-Score Details

Year:

	Component	Result
	Piotroski F-Score	6
	Positive ROA
	Positive CFROA
	Higher ROA yoy
	CFROA > ROA
	Lower Leverage yoy
	Higher Current Ratio yoy
	Less Shares Outstanding yoy
	Higher Gross Margin yoy
	Higher Asset Turnover yoy

Baloise Holding AG Filings

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

Baloise Holding AG Stock Events

Financials Calendars

	Event	Date	Price(CHF)
No Event Data

Baloise Holding AG Frequently Asked Questions

What is Baloise Holding AG(CHIX:BALNz)'s stock price today?

The current price of CHIX:BALNz is CHF169.40. The 52 week high of CHIX:BALNz is CHF177.00 and 52 week low is CHF128.10.

When is next earnings date of Baloise Holding AG(CHIX:BALNz)?

The next earnings date of Baloise Holding AG(CHIX:BALNz) is 2024-11-20.

Does Baloise Holding AG(CHIX:BALNz) pay dividends? If so, how much?

The Dividend Yield % of Baloise Holding AG(CHIX:BALNz) is 4.55% (As of Today), Highest Dividend Payout Ratio of Baloise Holding AG(CHIX:BALNz) was 1.4. The lowest was 0.33. And the median was 0.54. The Forward Dividend Yield % of Baloise Holding AG(CHIX:BALNz) is 4.55%. For more information regarding to dividend, please check our Dividend Page.

Press Release

	Subject	Date
No Press Release

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