Vontobel Holding (Switzerland) Performance
| VONN Stock | CHF 62.50 0.10 0.16% |
On a scale of 0 to 100, Vontobel Holding holds a performance score of 17. The entity has a beta of -0.16, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Vontobel Holding are expected to decrease at a much lower rate. During the bear market, Vontobel Holding is likely to outperform the market. Please check Vontobel Holding's treynor ratio, value at risk, and the relationship between the sortino ratio and maximum drawdown , to make a quick decision on whether Vontobel Holding's existing price patterns will revert.
Risk-Adjusted Performance
17 of 100
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Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Vontobel Holding are ranked lower than 17 (%) of all global equities and portfolios over the last 90 days. In spite of fairly abnormal basic indicators, Vontobel Holding showed solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 8.8 B | |
| Price Earnings Ratio | 14.5885 | |
| Free Cash Flow | -3.3 B |
Vontobel |
Vontobel Holding Relative Risk vs. Return Landscape
If you would invest 5,470 in Vontobel Holding on September 15, 2024 and sell it today you would earn a total of 780.00 from holding Vontobel Holding or generate 14.26% return on investment over 90 days. Vontobel Holding is generating 0.2095% of daily returns and assumes 0.9243% volatility on return distribution over the 90 days horizon. Simply put, 8% of stocks are less volatile than Vontobel, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Vontobel Holding Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vontobel Holding's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Vontobel Holding, and traders can use it to determine the average amount a Vontobel Holding's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2267
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Estimated Market Risk
| 0.92 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.23 actual daily | 17 83% of assets perform better |
Based on monthly moving average Vontobel Holding is performing at about 17% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Vontobel Holding by adding it to a well-diversified portfolio.
Vontobel Holding Fundamentals Growth
Vontobel Stock prices reflect investors' perceptions of the future prospects and financial health of Vontobel Holding, and Vontobel Holding fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Vontobel Stock performance.
| Return On Equity | 0.11 | |||
| Return On Asset | 0.0073 | |||
| Profit Margin | 0.18 % | |||
| Operating Margin | 0.21 % | |||
| Current Valuation | (7.8 B) | |||
| Shares Outstanding | 55.2 M | |||
| Price To Earning | 19.51 X | |||
| Price To Book | 1.68 X | |||
| Price To Sales | 2.30 X | |||
| Revenue | 1.29 B | |||
| EBITDA | 576.8 M | |||
| Cash And Equivalents | 15.39 B | |||
| Cash Per Share | 274.21 X | |||
| Total Debt | 600.1 M | |||
| Book Value Per Share | 36.57 X | |||
| Cash Flow From Operations | (3.2 B) | |||
| Earnings Per Share | 4.01 X | |||
| Total Asset | 30.51 B | |||
About Vontobel Holding Performance
Evaluating Vontobel Holding's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vontobel Holding has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Vontobel Holding has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Vontobel Holding AG provides various financial services to private and institutional clients. Vontobel Holding AG was founded in 1924 and is headquartered in Zurich, Switzerland. VONTOBEL N operates under Banking classification in Switzerland and is traded on Switzerland Exchange. It employs 2070 people.Things to note about Vontobel Holding performance evaluation
Checking the ongoing alerts about Vontobel Holding for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Vontobel Holding help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Vontobel Holding has accumulated about 15.39 B in cash with (3.2 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 274.21. | |
| Roughly 52.0% of the company outstanding shares are owned by insiders |
- Analyzing Vontobel Holding's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Vontobel Holding's stock is overvalued or undervalued compared to its peers.
- Examining Vontobel Holding's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Vontobel Holding's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vontobel Holding's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Vontobel Holding's stock. These opinions can provide insight into Vontobel Holding's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Vontobel Stock Analysis
When running Vontobel Holding's price analysis, check to measure Vontobel Holding's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Vontobel Holding is operating at the current time. Most of Vontobel Holding's value examination focuses on studying past and present price action to predict the probability of Vontobel Holding's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Vontobel Holding's price. Additionally, you may evaluate how the addition of Vontobel Holding to your portfolios can decrease your overall portfolio volatility.