Edition:
United States

Baloise Holding Ltd (BALN.S)

BALN.S on Swiss Exchange

150.10CHF
11:30am EDT
Change (% chg)

CHF0.10 (+0.07%)
Prev Close
CHF150.00
Open
CHF148.80
Day's High
CHF151.10
Day's Low
CHF148.80
Volume
98,457
Avg. Vol
151,775
52-wk High
CHF159.90
52-wk Low
CHF141.20

Revenue & Earnings Per Share

Consensus Estimates Analysis

  # of Estimates Mean High Low 1 Year Ago
SALES (in millions)
Year Ending Dec-18 7 8,205.17 9,462.00 6,625.21 7,882.52
Year Ending Dec-19 7 8,370.91 9,625.00 6,709.18 8,189.09
Earnings (per share)
Year Ending Dec-18 13 11.70 14.76 8.82 12.22
Year Ending Dec-19 13 13.00 15.40 9.19 12.74
LT Growth Rate (%) 1 9.44 9.44 9.44 --
Sales and Profit Figures in Swiss Franc (CHF);

Valuation Ratios

  Company industry sector
P/E Ratio (TTM) 13.72 14.56 18.52
P/E High - Last 5 Yrs. 13.22 18.03 24.24
P/E Low - Last 5 Yrs. 8.74 11.13 11.96
Beta 0.84 0.83 1.38
Price to Sales (TTM) 0.89 1.14 6.15
Price to Book (MRQ) 1.15 1.38 2.77
Price to Tangible Book (MRQ) 1.45 1.58 2.90
Price to Cash Flow (TTM) 12.44 11.16 19.67
% Owned Institutions -- 0.00 0.00

Dividends

  Company industry sector
Dividend Yield 3.73 2.20 2.42
Dividend Yield - 5 Year Avg 3.94 0.57 2.12
Dividend 5 Year Growth Rate 4.47 5.10 24.11
Payout Ratio(TTM) 52.69 26.78 34.12

Growth Rates

  Company industry sector
Sales (MRQ) vs Qtr. 1 Yr. Ago -6.23 0.86 11.98
Sales (TTM) vs TTM 1 Yr. Ago -2.22 0.91 8.05
Sales - 5 Yr. Growth Rate -1.11 15.80 13.97
EPS (MRQ) vs Qtr. 1 Yr. Ago -8.76 68.49 17.17
EPS (TTM) vs TTM 1 Yr. Ago -13.53 -- --
EPS - 5 Yr. Growth Rate 2.88 9.84 10.67
Capital Spending - 5 Yr. Growth Rate -8.07 2.80 1.46

Financial Strength

  Company industry sector
Quick Ratio (MRQ) -- 0.00 0.04
Current Ratio (MRQ) -- 0.00 2.00
LT Debt to Equity (MRQ) 28.62 31.54 28.79
Total Debt to Equity (MRQ) 28.62 47.95 67.77
Interest Coverage (TTM) 17.51 24.18 12.51

Profitability Ratios

  Company industry sector
Gross Margin (TTM) -- 0.01 2.98
Gross Margin - 5 Yr. Avg. -- 0.01 2.92
EBITD Margin (TTM) 15.46 -- --
EBITD - 5 Yr. Avg 15.56 8.62 47.00
Operating Margin (TTM) 7.87 6.76 39.86
Operating Margin - 5 Yr. Avg. 8.41 6.24 40.01
Pre-Tax Margin (TTM) 7.40 7.84 40.27
Pre-Tax Margin - 5 Yr. Avg. 7.94 6.35 40.48
Net Profit Margin (TTM) 6.11 6.08 32.23
Net Profit Margin - 5 Yr. Avg. 6.28 4.76 32.12
Effective Tax Rate (TTM) 17.46 22.31 20.73
Effective Tax Rate - 5 Yr. Avg. 20.87 19.35 20.86

Efficiency

  Company industry sector
Revenue/Employee (TTM) 1,235,808 54,689,708 48,849,923
Net Income/Employee (TTM) 75,507 1,619,093 13,859,802
Receivable Turnover (TTM) -- 0.00 10,844.81
Inventory Turnover (TTM) -- 0.00 0.75
Asset Turnover (TTM) 0.10 0.15 0.02

Management Effectiveness

  Company industry sector
Return on Assets (TTM) 0.60 0.98 2.71
Return on Assets - 5 Yr. Avg. 0.70 0.95 2.79
Return on Investment (TTM) -- 0.00 0.42
Return on Investment - 5 Yr. Avg. -- 0.00 0.45
Return on Equity (TTM) 8.71 6.86 16.38
Return on Equity - 5 Yr. Avg. 10.11 5.50 18.60
  1 Year 3 Year 5 Year
Sales % 1.37 -4.39 -1.11
EPS (TTM) % 2.34 -7.76 2.88
Dividend % 7.69 3.85 4.47
Note: Units in Millions of US Dollars

Performance for Baloise Holding Ltd

Period %
Actual
% vs.
S&P 500
Rank In
Industry
Industry
Rank
4 Week -2.66 -2.04 99 27
13 Week 3.02 -1.32 99 38
26 Week 5.34 0.35 99 16
52 Week -0.60 0.94 99 12
YTD -1.12 3.13 99 18
Note:: Rank is a percentile that ranges from 0 to 99, with 99 = best.

Institutional Holders

% Shares Owned: 41.47%
# of Holders: 301
Total Shares Held: 20,236,131
3 Mo. Net Change: -197,818
# New Positions: 5
# Closed Positions: 19
# Increased Positions: 73
# Reduced Positions: 90
# Net Buyers: -17
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