ScoreWhy is Vontobel Holding AG ?
1
Weak Long Term Fundamental Strength with a 1.20% CAGR growth in Net Profits
- Weak Capital Buffers- the bank has a low Capital Adequacy Ratio of 0% signifying inadequate buffers against its risk based assets
- A high ratio signifies bank has weaker due diligence systems when giving out loans
2
Flat results in Jun 25
- NII(Q) Lowest at CHF 46.8 MM
- CASH AND EQV(HY) Lowest at CHF 2,659.2 MM
- NET SALES(Q) Lowest at CHF 108.5 MM
3
With ROA of 0.53%, it has a Very Expensive valuation with a 1.50 Price to Book Value
- Over the past year, while the stock has generated a return of 1.28%, its profits have risen by 24% ; the PEG ratio of the company is 0.5
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 Capital Markets)
When to re-enter? - We will constantly monitor the company and review our call based on new data
Is Vontobel Holding AG for you?
Low Risk, Medium Return
Absolute
Risk Adjusted
Volatility
Vontobel Holding AG
1.6%
0.73
23.78%
Switzerland SMI
10.0%
0.63
15.85%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
17.30%
EBIT Growth (5y)
4.41%
EBIT to Interest (avg)
0
Debt to EBITDA (avg)
0
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
0
Dividend Payout Ratio
63.06%
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
0
ROE (avg)
0
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
13
Industry P/E
Price to Book Value
1.50
EV to EBIT
64.96
EV to EBITDA
46.74
EV to Capital Employed
1.07
EV to Sales
67.05
PEG Ratio
0.53
Dividend Yield
5.08%
ROCE (Latest)
1.65%
ROE (Latest)
11.91%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bullish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Sideways
Bullish
Moving Averages
Mildly Bearish (Daily)
KST
Mildly Bullish
Mildly Bearish
Dow Theory
Mildly Bullish
Mildly Bullish
OBV
Mildly Bullish
Mildly Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend2What is working for the Company
CREDIT DEPOSIT RATIO(Q)
Highest at 0%
-5What is not working for the Company
NII(Q)
Lowest at CHF 46.8 MM
CASH AND EQV(HY)
Lowest at CHF 2,659.2 MM
NET SALES(Q)
Lowest at CHF 108.5 MM
Here's what is working for Vontobel Holding AG
Credit Deposit Ratio
Highest at 0% and Grown
In each half year in the last four Semi-Annual periodsMOJO Watch
Bank has been creating proportionately higher loans against its deposits, thereby creating higher revenue generating assets
Credit Deposit Ratio (%)
Here's what is not working for Vontobel Holding AG
NII
Lowest at CHF 46.8 MM and Fallen
In each period in the last five periodsMOJO Watch
The bank's income from core business is falling
NII (CHF MM)
Net Sales
Lowest at CHF 108.5 MM
in the last five periodsMOJO Watch
Near term sales trend is negative
Net Sales (CHF MM)
Cash and Eqv
Lowest at CHF 2,659.2 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is deteriorating
Cash and Cash Equivalents
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