Bellevue Group (Switzerland) Performance
| BBN Stock | CHF 12.40 0.10 0.81% |
The firm shows a Beta (market volatility) of 0.26, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Bellevue Group's returns are expected to increase less than the market. However, during the bear market, the loss of holding Bellevue Group is expected to be smaller as well. At this point, Bellevue Group AG has a negative expected return of -0.43%. Please make sure to confirm Bellevue Group's treynor ratio, accumulation distribution, price action indicator, as well as the relationship between the potential upside and day median price , to decide if Bellevue Group AG performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Bellevue Group AG has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of abnormal performance in the last few months, the Stock's basic indicators remain fairly stable which may send shares a bit higher in December 2024. The latest fuss may also be a sign of long-term up-swing for the venture sophisticated investors. ...more
| Begin Period Cash Flow | 82.5 M | |
| Total Cashflows From Investing Activities | -118 K |
Bellevue |
Bellevue Group Relative Risk vs. Return Landscape
If you would invest 1,645 in Bellevue Group AG on August 30, 2024 and sell it today you would lose (405.00) from holding Bellevue Group AG or give up 24.62% of portfolio value over 90 days. Bellevue Group AG is producing return of less than zero assuming 1.3885% volatility of returns over the 90 days investment horizon. Simply put, 12% of all stocks have less volatile historical return distribution than Bellevue Group, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Bellevue Group Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bellevue Group's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Bellevue Group AG, and traders can use it to determine the average amount a Bellevue Group'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 = -0.3104
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BBN |
Estimated Market Risk
| 1.39 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.43 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.31 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Bellevue Group is not performing at its full potential. However, 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 Bellevue Group by adding Bellevue Group to a well-diversified portfolio.
Bellevue Group Fundamentals Growth
Bellevue Stock prices reflect investors' perceptions of the future prospects and financial health of Bellevue Group, and Bellevue Group 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 Bellevue Stock performance.
| Return On Equity | 0.27 | |||
| Return On Asset | 0.19 | |||
| Profit Margin | 0.31 % | |||
| Operating Margin | 0.37 % | |||
| Current Valuation | 425.02 M | |||
| Shares Outstanding | 13.31 M | |||
| Price To Earning | 25.15 X | |||
| Price To Book | 3.91 X | |||
| Price To Sales | 4.29 X | |||
| Revenue | 142.59 M | |||
| EBITDA | 57.39 M | |||
| Cash And Equivalents | 84.36 M | |||
| Cash Per Share | 3.99 X | |||
| Total Debt | 1.09 M | |||
| Debt To Equity | 0.03 % | |||
| Book Value Per Share | 9.48 X | |||
| Cash Flow From Operations | 69.73 M | |||
| Earnings Per Share | 2.62 X | |||
| Total Asset | 226.62 M | |||
About Bellevue Group Performance
Evaluating Bellevue Group's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Bellevue Group 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 Bellevue Group 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.
Bellevue Group AG provides asset management services for private, corporate, and institutional clients in Switzerland and internationally. Bellevue Group AG was founded in 1993 and is headquartered in Ksnacht, Switzerland. BELLEVUE GROUP operates under Asset Management classification in Switzerland and is traded on Switzerland Exchange. It employs 94 people.Things to note about Bellevue Group AG performance evaluation
Checking the ongoing alerts about Bellevue Group for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Bellevue Group AG help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Bellevue Group AG generated a negative expected return over the last 90 days | |
| About 45.0% of the company shares are held by company insiders |
- Analyzing Bellevue Group'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 Bellevue Group's stock is overvalued or undervalued compared to its peers.
- Examining Bellevue Group'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 Bellevue Group's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bellevue Group's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Bellevue Group's stock. These opinions can provide insight into Bellevue Group's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Bellevue Stock Analysis
When running Bellevue Group's price analysis, check to measure Bellevue Group'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 Bellevue Group is operating at the current time. Most of Bellevue Group's value examination focuses on studying past and present price action to predict the probability of Bellevue Group's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Bellevue Group's price. Additionally, you may evaluate how the addition of Bellevue Group to your portfolios can decrease your overall portfolio volatility.