Dashboard
1
Weak Long Term Fundamental Strength with an average Return on Equity (ROE) of 8.29%
- Poor long term growth as Net Sales has grown by an annual rate of -3.80% and Operating profit at 0%
2
Flat results in Dec 24
3
With ROE of 10.89%, it has a Very Expensive valuation with a 2.58 Price to Book Value
Total Returns (Price + Dividend) 
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
-1.39%
0%
-1.39%
6 Months
3.18%
0%
3.18%
1 Year
19.35%
0%
19.35%
2 Years
48.87%
0%
48.87%
3 Years
38.56%
0%
38.56%
4 Years
40.72%
0%
40.72%
5 Years
27.0%
0%
27.0%
Bâloise Holding AG for the last several years.
Risk Adjusted Returns v/s 
News
No Recent News for the Company
Announcements 
No announcement available
Corporate Actions 
No corporate action available
Quality key factors 
Factor
Value
Sales Growth (5y)
-3.80%
EBIT Growth (5y)
0
EBIT to Interest (avg)
3.82
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
26.36%
Dividend Payout Ratio
95.55%
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
3.30%
ROE (avg)
8.29%
Valuation key factors
Factor
Value
P/E Ratio
24
Industry P/E
Price to Book Value
2.58
EV to EBIT
NA
EV to EBITDA
115.23
EV to Capital Employed
2.84
EV to Sales
0.94
PEG Ratio
0.39
Dividend Yield
4134.76%
ROCE (Latest)
ROE (Latest)
10.89%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bearish
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
Mildly Bearish
Mildly Bullish
OBV
No Trend
No Trend
Shareholding Snapshot
No data for shareholding present.
Shareholding Compare (%holding) 
No data for shareholding present.
Annual Results Snapshot (Consolidated) - Dec'22
Dec'22
Dec'21
Change(%)
Net Sales
0.00
0.00
Operating Profit (PBDIT) excl Other Income
91.20
98.10
-7.03%
Interest
37.20
42.80
-13.08%
Exceptional Items
-108.60
-31.10
-249.20%
Consolidate Net Profit
544.50
583.30
-6.65%
Operating Profit Margin (Excl OI)
93.00%
49.60%
4.34%
USD in Million.
Net Sales
YoY Growth in year ended Dec 2022 is 0.00% vs 0.00% in Dec 2021
Consolidated Net Profit
YoY Growth in year ended Dec 2022 is -6.65% vs 36.19% in Dec 2021
About Bâloise Holding AG 
Bâloise Holding AG
Insurance
Baloise Holding AG is a Switzerland-based company that offers insurance and retirement solutions to private individuals and companies. The Company combines insurance and banking services and is active in Switzerland, Germany and Serbia, among others. The Company diversifies its activities into Non-life, Life, Banking and Other Activities business segments. The Nonlife segment includes accident and health insurances, as well as products of the liability, motor, property and marine sectors. The Life segment includes capital-forming insurance and risk covers, among others. The Banking segment provides banking services through Baloise Bank SoBa and Deutsche Ring Bausparkasse, as well as asset management services. The Other Activities segment comprises equity investment companies, real-estate firms and financing companies.
Company Coordinates 
Company Details
Aeschengraben 21 , BASEL None : 4001
Registrar Details






