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Bellevue Group Stock

BBN.SW
CH0028422100
A0LG3Z

Price

17.85 CHF
Today +/-
+0 CHF
Today %
+0 %
P

Bellevue Group Revenue, EBIT, Net Income

  • 3 years

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  • Max

Revenue
EBIT
Net Income
Details

Revenue, EBIT and Profit

Understanding Revenue, EBIT, and Income

Gain insights into Bellevue Group, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by Bellevue Group from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects Bellevue Group’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of Bellevue Group. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into Bellevue Group’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing Bellevue Group’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on Bellevue Group’s growth potential.

Bellevue Group Revenue, EBIT and net profit per share

DateBellevue Group RevenueBellevue Group EBITBellevue Group Net Income
2025e180.2 M CHF180.2 M CHF13.55 M CHF
2024e166.42 M CHF166.42 M CHF12.89 M CHF
202384.59 M CHF19.98 M CHF15.22 M CHF
2022107.85 M CHF39.89 M CHF25.3 M CHF
2021142.59 M CHF57.09 M CHF43.06 M CHF
2020109.23 M CHF41.65 M CHF22.3 M CHF
2019102.71 M CHF35.97 M CHF14.03 M CHF
201894.52 M CHF24.99 M CHF19.97 M CHF
20172.32 M CHF23.46 M CHF21.52 M CHF
20162.41 M CHF10.22 M CHF-652,000 CHF
20156.92 M CHF19.45 M CHF-818,000 CHF
20141.99 M CHF6.1 M CHF11.1 M CHF
20134.62 M CHF4.56 M CHF6.48 M CHF
20122.22 M CHF4.36 M CHF6.53 M CHF
20112.63 M CHF-4.07 M CHF-64.71 M CHF
20104.67 M CHF2.24 M CHF1.53 M CHF
20093.96 M CHF-37.66 M CHF-95.07 M CHF
200811.46 M CHF32.97 M CHF24.53 M CHF
200713.83 M CHF85.91 M CHF160.44 M CHF
20065.82 M CHF70.86 M CHF120.05 M CHF
200523.41 M CHF49.06 M CHF59.72 M CHF
200416.36 M CHF36.2 M CHF38.37 M CHF

Bellevue Group Stock Ratios

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (M CHF)REVENUE GROWTH (%)GROSS MARGIN (%)GROSS INCOME (M CHF)EBIT (M CHF)EBIT MARGIN (%)NET INCOME (M CHF)NET INCOME GROWTH (%)DIV. (CHF)DIV. GROWTH (%)SHARES (M)DOCUMENTS
199819992000200120022003200420052006200720082009201020112012201320142015201620172018201920202021202220232024e2025e
0181416141623513113422416229410210914210784166180
--700.0075.0014.29-12.5014.2943.75-78.26160.00-15.38-72.7333.33-50.00-100.00-75.00500.00-66.67-4,600.008.516.8630.28-24.65-21.5097.628.43
--50.0021.436.25-25.0026.0920.0076.9272.73100.00100.00100.00100.001,025.005,100.001,283.333,550.004,800.0097.87100.0099.0899.3097.2096.43--
00431046110834224151777196921021081411048100
2627485955393649708532-372-4446191023243541573919166180
-2,700.00600.00421.43343.75278.57225.00213.041,400.00653.85290.91-1,233.3350.00-200.00200.00100.00600.00316.67500.001,150.0025.5334.3137.6140.1436.4522.62100.00100.00
203045535234385912016024-951-64661100211914224325151213
-50.0050.0017.78-1.89-34.6211.7655.26103.3933.33-85.00-495.83-101.05-6,500.00-109.38-83.33----9.52-26.3257.1495.45-41.86-40.00-20.008.33
----------------------------
----------------------------
0.19.8710.5910.3310.7310.4810.5910.611.0910.9611.0411.111.1111.1810.8911.0311.110.9912.6213.4413.3913.4113.3713.313.2913.2300
----------------------------
Details

Keystats

Revenue and Growth

The Bellevue Group Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the Bellevue Group is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

 
ASSETSCASH BALANCE (M CHF)RECEIVABLES (M CHF)OTHER REC. (M CHF)INVENTORIES (M CHF)OTHER CURRENT LIAB. (M CHF)CURRENT ASSETS (M CHF)TANGIBLE ASSETS (M CHF)LONG-T. INVEST. (M CHF)LONG-T. REC. (M CHF)INTANGIBLE ASSETS (M CHF)GOODWILL (M CHF)OTHER NON-CURRENT ASSETS (M CHF)NON-CURRENT ASSETS (M CHF)TOTAL ASSETS (M CHF)LIABILITIESCOMMON STOCK (M CHF)ADDITIONAL PAID-IN CAPITAL (M CHF)RETAINED EARNINGS (M CHF)OTHER EQUITY (M CHF)UNREAL. GAINS/LOSSES (M CHF)EQUITY (M CHF)LIABILITIES (M CHF)PROVISIONS (M CHF)OTHER SHORT-TERM LIAB. (M CHF)SHORT-TERM DEBTS (M CHF)LONG-TERM DEBT PORTION (M CHF)SHORT-TERM REC. (M CHF)LONG-T. LIAB. (M CHF)DEFERRED TAXES (M CHF)OTHER LIAB. (M CHF)LONG-T. LIABILITIES (M CHF)DEBT (M CHF)TOTAL CAPITAL (M CHF)
Details

Balance Sheet

Understanding the Balance Sheet

The balance sheet of Bellevue Group provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand Bellevue Group's financial health and stability.

Assets

Bellevue Group's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that Bellevue Group must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of Bellevue Group after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into Bellevue Group's financial standing, aiding in investment evaluations and risk assessments.

 
NET INCOME (M CHF)DEPRECIATION (M CHF)DEFERRED TAXES (M CHF)CHANGES IN WORKING CAPITAL (M CHF)NON-CASH ITEM (M CHF)PAID INTEREST (M CHF)PAID TAXES (M CHF)NET CASH FLOW FROM OPERATING ACTIVITIES (M CHF)CAPITAL EXPENDITURES (M CHF)CASH FLOW FROM INVESTING ACTIVITIES (M CHF)CASH FLOW FROM OTHER INVESTING ACTIVITIES (M CHF)INTEREST INCOME AND EXPENSES (M CHF)NET DEBT CHANGE (M CHF)NET CHANGE IN EQUITY (M CHF)CASH FLOW FROM FINANCING ACTIVITIES (M CHF)CASH FLOW FROM OTHER FINANCING ACTIVITIES (M CHF)TOTAL DIVIDENDS PAID (M CHF)NET CHANGE IN CASH FLOW (M CHF)FREE CASH FLOW (M CHF)SHARE-BASED COMPENSATION (M CHF)
19981999200020012002200320042005200620072008200920102011201220132014201520162017201820192020202120222023
000000000031-1011-6466110021191422432515
000000000073923225423554333
0000000000-1600000030-100000
-11-166912811-11517285-38487161-47-185799-84-21-6411-813-6010212-8-16
294084747442396412911511162460-40-722166323181076
00000000000000000000000000
434572510111897053320-30847128115
182315420286-7257349-25420220858-1776105-75-11-39332340-1714869288
00-8-7-200-10-100-10000-100-100000
426-40-26-81-3825-25489-272-23-9273820-6-1-25-5-7-8-148000
426-32-18-79-3825-25290-263-23-8273820-50-25-4-6-7-148000
00000000000000000000000000
00000001500000000000000-2-2-1-1-2
026-112-121-7673-5-272100-1-110-3300-1-5-13-8-5
026-114-12-3-98169-26-78-39-41-41-43-35-19-10-1425-14-15-18-61-67-45-34
000200-15-40000000000320000000
00000-4-6-50-21-51-61-41-41-41-34-20-10-10-10-13-14-14-53-52-35-26
2276112191-8-114-15265-19196171-6-229-9108-74-27-5432417-44-621-19-25
18.623.1146.619583.5-73.256.9348-255.6201.3208.458.9-1795.9105.8-75.5-11.38-40.7533.1223.2339.09-18.27148.0369.6127.28.82
00000000000000000000000000

Bellevue Group stock margins

The Bellevue Group margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Bellevue Group. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Bellevue Group.
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Gross margin
EBIT margin
Profit margin
Details

Margin

Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the Bellevue Group's sales revenue. A higher gross margin percentage indicates that the Bellevue Group retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the Bellevue Group's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the Bellevue Group's total revenue generated. When comparing the revenue margin year over year, investors can gauge the Bellevue Group's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the Bellevue Group. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the Bellevue Group's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

Bellevue Group Margin History

Bellevue Group Gross marginBellevue Group Profit marginBellevue Group EBIT marginBellevue Group Profit margin
2025e96.69 %100 %7.52 %
2024e96.69 %100 %7.74 %
202396.69 %23.62 %18 %
202296.79 %36.99 %23.46 %
202198.95 %40.04 %30.2 %
202099.62 %38.13 %20.42 %
201999.46 %35.02 %13.66 %
201898.18 %26.44 %21.13 %
20174,171.25 %1,011.12 %927.41 %
20162,951.18 %424.2 %-27.07 %
20151,118.19 %281.25 %-11.83 %
20142,594.73 %306.58 %557.46 %
2013908.66 %98.7 %140.26 %
201290.54 %196.4 %294.14 %
201182.51 %-154.75 %-2,460.46 %
201089.94 %47.97 %32.76 %
200993.18 %-951.01 %-2,400.76 %
200871.2 %287.7 %214.05 %
200773.68 %621.19 %1,160.09 %
200628.18 %1,217.53 %2,062.71 %
200526.91 %209.57 %255.1 %
200426.77 %221.27 %234.54 %

Bellevue Group Stock Sales Revenue, EBIT, Earnings per Share

The Bellevue Group earnings per share therefore indicates how much revenue Bellevue Group has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.
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Sales per Share
EBIT per share
Earnings per Share
Details

Revenue, EBIT and Earnings per share

Revenue Per Share

Revenue per share represents the total revenue Bellevue Group earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Bellevue Group's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Bellevue Group’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Bellevue Group's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Bellevue Group Revenue, EBIT and net profit per share

DateBellevue Group Sales per ShareBellevue Group EBIT per shareBellevue Group Earnings per Share
2025e13.7 CHF0 CHF1.03 CHF
2024e12.65 CHF0 CHF0.98 CHF
20236.39 CHF1.51 CHF1.15 CHF
20228.11 CHF3 CHF1.9 CHF
202110.72 CHF4.29 CHF3.24 CHF
20208.17 CHF3.12 CHF1.67 CHF
20197.66 CHF2.68 CHF1.05 CHF
20187.06 CHF1.87 CHF1.49 CHF
20170.17 CHF1.75 CHF1.6 CHF
20160.19 CHF0.81 CHF-0.05 CHF
20150.63 CHF1.77 CHF-0.07 CHF
20140.18 CHF0.55 CHF1 CHF
20130.42 CHF0.41 CHF0.59 CHF
20120.2 CHF0.4 CHF0.6 CHF
20110.24 CHF-0.36 CHF-5.79 CHF
20100.42 CHF0.2 CHF0.14 CHF
20090.36 CHF-3.39 CHF-8.56 CHF
20081.04 CHF2.99 CHF2.22 CHF
20071.26 CHF7.84 CHF14.64 CHF
20060.52 CHF6.39 CHF10.83 CHF
20052.21 CHF4.63 CHF5.63 CHF
20041.54 CHF3.42 CHF3.62 CHF

Bellevue Group business model

The Bellevue Group AG is a Swiss financial services company specializing in asset management, wealth management, and investment advisory. It was founded in 1993 as Bellevue Asset Management AG and is headquartered in Küsnacht, a suburb of Zurich. The business model of Bellevue Group AG is based on the principles of independence and impartiality. It operates independently of banks and other financial institutions, enabling free and competent advice to its clients due to the absence of conflicts of interest. Bellevue Group AG focuses on asset management and wealth management, offering a wide range of products and services. Bellevue Group AG was founded in 1993 by André Rüegg, the current chairman of the board. The company initially focused on wealth management for Swiss stocks. It has since developed into an internationally active company operating in the fields of asset management and wealth management. Since 2007, Bellevue Group AG has been listed on the Swiss SIX Swiss Exchange. Asset management is one of the core areas of Bellevue Group AG. The company focuses on healthcare and technology stocks, as well as alternative investments. Bellevue Group AG specializes in active and systematic investment strategies, placing a high value on research and risk management. The company offers four investment foundations and publicly traded equity funds that allow investors to benefit from its long-standing experience and expertise. In addition to asset management, wealth management is another key focus of Bellevue Group AG. This involves providing individual advisory services to private clients in the field of wealth management. Bellevue Group AG emphasizes holistic care, placing great value on individual solutions and considering the specific needs and concerns of its clients. In implementing its wealth management offering, Bellevue Group AG collaborates with independent wealth advisors and family offices. Bellevue Group AG offers a variety of products tailored to the needs of its clients. In the area of investment foundations, investors can choose from four different investment strategies focusing on stocks, real estate, bonds, and alternative investments. In addition, Bellevue Group AG offers various equity funds specializing in technology and healthcare. In the field of wealth management, Bellevue Group AG provides customized wealth management offerings tailored to the individual needs and desires of its clients. In conclusion, Bellevue Group AG is a Swiss financial services company specializing in asset management and wealth management. The company focuses on independence and impartiality and has extensive experience in investment strategies. Bellevue Group AG offers a wide range of products and services tailored to the needs of its clients. Through its broad scope, Bellevue Group AG has become one of the most well-known and reputable companies in the industry. Bellevue Group is one of the most popular companies on Eulerpool.com.

Bellevue Group SWOT Analysis

Strengths

1. Strong Financial Position: Bellevue Group AG boasts a robust financial position with healthy revenue streams and consistent profitability.

2. Diversified Product Portfolio: The company offers a wide range of investment products and services catering to diverse client needs, which helps mitigate risks and ensures sustainability.

3. Established Brand: Bellevue Group AG has built a reputable brand image over the years, known for its expertise, reliability, and client-centric approach.

Weaknesses

1. Dependence on Market Fluctuations: The company's performance heavily depends on the overall market conditions, making it vulnerable to economic downturns and regulatory changes.

2. Limited Global Presence: While Bellevue Group AG has a significant market presence in certain regions, its operations are still relatively concentrated, limiting its potential for growth in other markets.

3. Reliance on Key Personnel: The success of the company relies on key individuals, and any departure or inability to retain top talent could impact the business operations and performance.

Opportunities

1. Growing Demand for Sustainable Investments: With increasing awareness and focus on environmental and social responsibility, Bellevue Group AG can capitalize on the rising demand for sustainable investment products and services.

2. Expansion into Emerging Markets: Exploring and entering untapped emerging markets presents an opportunity for Bellevue Group AG to diversify its geographical presence and tap into new client bases.

3. Technological Advancements: Embracing technological advancements, such as digital platforms and automation, can enhance operational efficiencies and provide a competitive edge in the industry.

Threats

1. Intense Competition: The financial services industry is highly competitive, with numerous players offering similar products and services. Bellevue Group AG faces the risk of losing market share to competitors.

2. Regulatory and Compliance Challenges: Evolving regulations and compliance requirements impose additional burdens and costs on financial institutions like Bellevue Group AG, potentially impacting their operations and profitability.

3. Economic Uncertainty: Economic fluctuations and recessions can impact the investment landscape, causing market volatility and affecting client confidence, thereby posing challenges for Bellevue Group AG.

Bellevue Group valuation based on historical P/E ratio, EBIT, and P/S ratio.

Bellevue Group shares outstanding

The number of shares was Bellevue Group in 2023 — This indicates how many shares 13.231 M is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.
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Number of stocks
Details

Revenue, EBIT and Earnings per share

Revenue Per Share

Revenue per share represents the total revenue Bellevue Group earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Bellevue Group's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Bellevue Group’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Bellevue Group's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Bellevue Group Stock splits

In Bellevue Group's history, there have been no stock splits.

Bellevue Group Stock Dividend

In 2023, Bellevue Group paid a dividend amounting to 2 CHF. Dividend means that Bellevue Group distributes a portion of its profits to its owners.
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Dividend
Dividend (Estimate)
Details

Dividend

Dividend Overview

The dividend per year chart for Bellevue Group provides a comprehensive view of the annual dividends distributed to shareholders. Analyze the trend to understand the consistency and growth in dividend payouts over the years.

Interpretation and Use

A consistent or increasing trend in dividends can indicate the company's profitability and financial health. Investors can use this data to identify Bellevue Group’s potential for long-term investment and income generation through dividends.

Investment Strategy

Incorporate the dividend data in evaluating Bellevue Group's overall performance. A thorough analysis, considering other financial aspects, will help in making informed investment decisions for optimal capital growth and income generation.

Bellevue Group Dividend History

DateBellevue Group Dividend
2025e1.97 CHF
2024e2.03 CHF
20232 CHF
20222.7 CHF
20211.5 CHF
20201.25 CHF
20190.25 CHF
20181.1 CHF
20171 CHF
20160.94 CHF
20150.94 CHF
20140.94 CHF
20131.88 CHF
20122.01 CHF
20113.77 CHF
20103.77 CHF
20093.77 CHF
20085.65 CHF
20074.71 CHF
20061.88 CHF
20054.4 CHF
20040.57 CHF

Bellevue Group Stock Payout Ratio

In 2023, Bellevue Group had a payout ratio of 87.83%. The payout ratio indicates the percentage of the company's profits that Bellevue Group distributes as dividends.
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Payout ratio
Details

Payout ratio

What is Yearly Payout Ratio?

The yearly payout ratio for Bellevue Group represents the proportion of earnings paid out as dividends to shareholders. It is an indicator of the company's financial health and stability, illustrating how much profit is being returned to investors versus being reinvested back into the company.

How to Interpret the Data

A lower payout ratio for Bellevue Group could mean that the company is reinvesting more into its growth, whereas a higher ratio indicates more earnings are being distributed as dividends. Investors seeking regular income might prefer companies with a higher payout ratio, while those looking for growth may opt for companies with a lower ratio.

Using the Data for Investments

Evaluate Bellevue Group's payout ratio in conjunction with other financial metrics and performance indicators. A sustainable payout ratio, coupled with strong financial health, can indicate a reliable dividend payout. However, a very high ratio might suggest the company is not sufficiently reinvesting in its future growth.

Bellevue Group Payout Ratio History

DateBellevue Group Payout ratio
2025e107.22 %
2024e92 %
202387.83 %
2022141.84 %
202146.34 %
202075.3 %
201924.04 %
201873.83 %
201762.45 %
2016-1,823.5 %
2015-1,265.97 %
201494.26 %
2013319.45 %
2012334.55 %
2011-65.1 %
20102,692.53 %
2009-43.99 %
2008254.7 %
200732.19 %
200617.42 %
200578.15 %
200415.62 %
Unfortunately, there are currently no price targets and forecasts available for Bellevue Group.

Eulerpool ESG Scorecard© for the Bellevue Group stock

Eulerpool World ESG Rating (EESG©)

43/ 100

🌱 Environment

31

👫 Social

46

🏛️ Governance

51

Environment

Scope 1 - Direct Emissions
Scope 2 - Indirect emissions from purchased energy
Scope 3 - Indirect emissions within the value chain
Total CO₂ emissions
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather
Pesticides
Palm Oil
Tobacco
Genetically modified organisms
Climate concept
Sustainable forestry
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency

Social

Percentage of female employees27
Percentage of women in management
Percentage of Asian employees
Share of Asian management
Percentage of Hispanic/Latino employees
Hispano/Latino Management share
Percentage of Black employees
Black Management Share
Percentage of white employees
White Management Share
Adult content
Alcohol
Weapons
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept
Occupational health and safety
Catholic

Governance (Corporate Governance)

Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

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Bellevue Group Stock Shareholders

%
Name
Stocks
Change
Date
9.88 % Wyss (Hansjörg)1,300,000012/31/2023
9.39 % Schäppi (Manuela & Jürg)1,235,29917,5002/20/2024
24.46 % Bisang (Martin)3,218,400468,4002/20/2024
2.04 % de Maddalena (Veit)268,705-18,31912/31/2023
1.14 % Dimensional Fund Advisors, L.P.149,5221,8983/31/2024
0.90 % Mirabaud Asset Management AG119,005012/31/2023
0.73 % Zürcher Kantonalbank (Asset Management)96,67203/31/2024
0.71 % Rüegg (André)93,009-206,99112/31/2023
0.65 % UBS Asset Management (Switzerland)85,23703/31/2024
0.60 % Valiant Bank AG79,274012/31/2023
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Bellevue Group Executives and Management Board

Mr. Andre Rueegg55
Bellevue Group Chief Executive Officer, Member of the Group Executive Board
Compensation 1.33 M CHF
Mr. Veit De Maddalena56
Bellevue Group Independent Chairman of the Board
Compensation 275,044 CHF
Dr. Daniel Sigg66
Bellevue Group Independent Member of the Board of Directors
Compensation 183,854 CHF
Prof. Dr. Urs Schenker66
Bellevue Group Independent Member of the Board of Directors
Compensation 172,746 CHF
Mrs. Katrin Wehr-Seiter53
Bellevue Group Independent Member of the Board of Directors
Compensation 162,767 CHF
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Bellevue Group Supply Chain

NameRelationshipTwo-week correlationOne-month correlationThree-Month CorrelationSix-Month CorrelationOne Year CorrelationTwo-Year Correlation
SupplierCustomer0,310,940,790,580,58-0,27
SupplierCustomer0,280,46-0,15-0,49-0,02-0,67
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Bellevue Group stock: Frequently Asked Questions

What values and corporate philosophy does Bellevue Group represent?

Bellevue Group AG is a renowned financial services company that upholds strong values and a robust corporate philosophy. With a focus on integrity, trust, and excellence, Bellevue Group AG aims to provide top-notch financial solutions to its clients. The company emphasizes transparency, accountability, and professionalism in all its operations. Recognized for its expertise in investment banking, asset management, and wealth management, Bellevue Group AG continuously strives to deliver innovative and tailored services to meet the unique needs of its clients. Through its unwavering commitment to quality and customer satisfaction, Bellevue Group AG has carved a niche for itself in the global financial industry.

In which countries and regions is Bellevue Group primarily present?

Bellevue Group AG is primarily present in Switzerland, where it is headquartered. The company is also well-established in other European countries such as Germany and Luxembourg. With its strong focus on asset management and specialized investment strategies, Bellevue Group AG has built a solid presence in the financial industry across several regions. Additionally, its global network enables the company to serve clients from all around the world, offering them comprehensive investment solutions and personalized services.

What significant milestones has the company Bellevue Group achieved?

Bellevue Group AG, a renowned financial services company, has accomplished several significant milestones throughout its history. Notable achievements include expanding its asset management capabilities, establishing a strong global presence, and delivering consistent financial growth. Bellevue Group AG has successfully diversified its product portfolio, offering innovative investment solutions to a wide range of clients. The company's commitment to excellence and client-centric approach has earned it numerous accolades and industry recognition. Bellevue Group AG's focus on driving long-term shareholder value and its ability to adapt to evolving market dynamics positions it as a leading player in the financial services industry.

What is the history and background of the company Bellevue Group?

Bellevue Group AG is a renowned Swiss financial company. With a rich history dating back to its establishment in 1993, Bellevue Group has established itself as a leading player in the financial industry. The company specializes in providing comprehensive financial services to private clients and institutional investors worldwide. Bellevue Group AG has a strong focus on asset management, offering an array of investment solutions across various sectors, including healthcare, technology, and emerging markets. Through its expertise, extensive network, and commitment to innovation, Bellevue Group AG continues to deliver financial excellence, making it a trusted partner for investors seeking reliable and profitable opportunities.

Who are the main competitors of Bellevue Group in the market?

The main competitors of Bellevue Group AG in the market include GAM Holding AG, Julius Baer Group Ltd, and Partners Group Holding AG. Bellevue Group AG competes with these companies in the financial services industry, particularly in the areas of asset management and wealth management.

In which industries is Bellevue Group primarily active?

Bellevue Group AG is primarily active in the financial services industry.

What is the business model of Bellevue Group?

The business model of Bellevue Group AG is focused on providing wealth and asset management services. With its expertise in various investment strategies, the company aims to deliver sustainable value and superior returns for its clients. Bellevue Group AG specializes in managing assets across different asset classes, including equities, bonds, and alternative investments. By offering a range of investment solutions, the company caters to a diverse clientele, including private and institutional investors. Through its dedicated team of professionals and its commitment to delivering exceptional service, Bellevue Group AG strives to be a trusted partner in managing and growing clients' wealth.

What is the P/E ratio of Bellevue Group 2024?

The Bellevue Group P/E ratio is 18.32.

What is the P/S ratio of Bellevue Group 2024?

The Bellevue Group P/S ratio is 1.42.

What is the AlleAktien quality score of Bellevue Group?

The AlleAktien quality score for Bellevue Group is 5/10.

What is the revenue of Bellevue Group 2024?

The expected Bellevue Group revenue is 166.42 M CHF.

How high is the profit of Bellevue Group 2024?

The expected Bellevue Group profit is 12.89 M CHF.

What is the business model of Bellevue Group

The Bellevue Group AG is a Swiss investment company and a wholly owned subsidiary of Bellevue Holding AG. The company has been offering investment and financial services since 1993 and specializes in the healthcare and life science, innovative technologies, and sustainability sectors. The business model of Bellevue Group AG focuses on three main areas: Asset Management, Wealth Management, and Corporate Advisory. Each division offers a unique range of products and services to meet the specific needs and requirements of clients. Asset Management: As an asset manager, Bellevue Group AG offers a wide range of investment strategies focusing on specific sectors and investments. The Healthcare & Life Sciences division serves companies in biotechnology, pharmaceuticals, medical technology, and healthcare services. The product range includes equities and convertible bonds, private equity funds, and institutional special funds. The Thematic Investments division focuses on innovative technologies and themes such as renewable energy, artificial intelligence, and environmental technology, offering funds and individual portfolios for private clients and institutional investors. Wealth Management: Bellevue Group specializes in wealth management for affluent private clients and families. Wealth management is operated by Bellevue Advisors AG, a Swiss-based company focusing on individual asset management. With first-class advice and strategic investment plans, clients are searching for customized, personalized solutions. Corporate Advisory: The third area of the business model is corporate advisory, which offers management consulting and financial consulting services to clients. The target audience for Bellevue Group AG is primarily small and medium-sized enterprises, but they also provide support for mergers & acquisitions, capital increases, and IPOs. In addition to these main areas, Bellevue Group AG also offers specialized products and services, such as individual investment portfolios or family office services. The investment products and strategies are constantly evolving and tailored to meet the needs of clients. Bellevue Group AG is headquartered in Zurich and has offices in Vienna and Frankfurt. The group employs around 100 people and has extensive experience and expertise in asset management, wealth management, and corporate advisory. Bellevue Group AG caters to institutional clients, individuals, and companies seeking customized solutions to invest their capital profitably. The company is known for its long-term investment strategy aimed at achieving sustainable growth and returns for investors. Overall, the business model of Bellevue Group AG follows an innovative, customer-oriented approach and offers a wide range of investment and financial services aimed at meeting the specific needs and requirements of clients.

What is the Bellevue Group dividend?

Bellevue Group pays a dividend of 2.7 CHF distributed over payouts per year.

How often does Bellevue Group pay dividends?

The dividend cannot currently be calculated for Bellevue Group or the company does not pay out a dividend.

What is the Bellevue Group ISIN?

The ISIN of Bellevue Group is CH0028422100.

What is the Bellevue Group WKN?

The WKN of Bellevue Group is A0LG3Z.

What is the Bellevue Group ticker?

The ticker of Bellevue Group is BBN.SW.

How much dividend does Bellevue Group pay?

Over the past 12 months, Bellevue Group paid a dividend of 2 CHF . This corresponds to a dividend yield of about 11.2 %. For the coming 12 months, Bellevue Group is expected to pay a dividend of 1.97 CHF.

What is the dividend yield of Bellevue Group?

The current dividend yield of Bellevue Group is 11.2 %.

When does Bellevue Group pay dividends?

Bellevue Group pays a quarterly dividend. This is distributed in the months of April, April, April, April.

How secure is the dividend of Bellevue Group?

Bellevue Group paid dividends every year for the past 22 years.

What is the dividend of Bellevue Group?

For the upcoming 12 months, dividends amounting to 1.97 CHF are expected. This corresponds to a dividend yield of 11.08 %.

In which sector is Bellevue Group located?

Bellevue Group is assigned to the 'Finance' sector.

Wann musste ich die Aktien von Bellevue Group kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of Bellevue Group from 3/26/2024 amounting to 1.15 CHF, you needed to have the stock in your portfolio before the ex-date on 3/22/2024.

When did Bellevue Group pay the last dividend?

The last dividend was paid out on 3/26/2024.

What was the dividend of Bellevue Group in the year 2023?

In the year 2023, Bellevue Group distributed 2.7 CHF as dividends.

In which currency does Bellevue Group pay out the dividend?

The dividends of Bellevue Group are distributed in CHF.

Other fundamentals and analyses of Bellevue Group in the deep dive.

Our stock analysis for Bellevue Group Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Bellevue Group Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.