ScoreWhy is Bâloise Holding AG ?
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
- OPERATING CASH FLOW(Y) Lowest at CHF -884 MM
3
With ROE of 10.89%, it has a Very Expensive valuation with a 2.58 Price to Book Value
- Over the past year, while the stock has generated a return of 19.35%, its profits have risen by 61% ; the PEG ratio of the company is 0.4
- At the current price, the company has a high dividend yield of 4134.8
Real-Time Research ReportHow much should you sell?
- All quantity irrespective of whether you are making profits or losses
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Insurance)
When to re-enter? - We will constantly monitor the company and review our call based on new data
Is Bâloise Holding AG for you?
Low Risk, Medium Return
Absolute
Risk Adjusted
Volatility
Bâloise Holding AG
19.35%
0.60
20.85%
Switzerland SMI
11.48%
0.63
15.85%
Quality
Management Risk
Growth
Capital StructureQuality 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%
ValuationValuation 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%
TechnicalsTechnical 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
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend
Not enough Data to analyse Financial Trend
Not enough Data to analyse Financial Trend
Here's what is working for Bâloise Holding AG
Pre-Tax Profit
At CHF 278.7 MM has Grown at 227.5%
Year on Year (YoY)MOJO Watch
Near term Pre-Tax Profit trend is very positive
Pre-Tax Profit (CHF MM)
Net Profit
At CHF 168.3 MM has Grown at 335.51%
Year on Year (YoY)MOJO Watch
Near term Net Profit trend is very positive
Net Profit (CHF MM)
Dividend per share
Highest at CHF 0 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (CHF)
Net Sales
Highest at CHF 4,915.5 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (CHF MM)
Operating Profit
Highest at CHF 291.7 MM
in the last five periodsMOJO Watch
Near term Operating Profit trend is positive
Operating Profit (CHF MM)
Pre-Tax Profit
Highest at CHF 278.7 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (CHF MM)
Raw Material Cost
Fallen by 0% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Depreciation
At CHF 40 MM has Grown at 19.4%
period on period (QoQ)MOJO Watch
The expenditure on assets done by the company has gone into productive use which should positively reflect in the future sales
Depreciation (CHF MM)
Here's what is not working for Bâloise Holding AG
Operating Cash Flow
Lowest at CHF -884 MM
in the last three yearsMOJO Watch
The company's cash revenues from business operations are falling
Operating Cash Flows (CHF MM)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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