(VONN) Vontobel Holding - Ratings and Ratios

Exchange: SW • Country: Switzerland • Currency: CHF • Type: Common Stock • ISIN: CH0012335540

VONN EPS (Earnings per Share)

This chart shows the EPS (Earnings per Share) of VONN over the last 5 years for every Quarter.

VONN Revenue

This chart shows the Revenue of VONN over the last 5 years for every Quarter.

VONN: Asset, Investment, Wealth, Management, Services, Products,

Vontobel Holding AG is a global financial services provider catering to both private and institutional clients across multiple regions, including Europe, North America, and Asia-Pacific. The companys comprehensive suite of services encompasses asset management, wealth planning, investment advisory, and structured solutions, among others. Its diverse client base includes sovereign wealth funds, pension funds, insurance companies, and high-net-worth individuals.

Through its various offerings, Vontobel provides tailored solutions for clients seeking exposure to equities, fixed income, and alternative investments. The companys expertise extends to ESG advisory and real estate investment advisory services, underscoring its commitment to sustainable investing and holistic wealth management. Additionally, Vontobels digital platforms, such as Vontobel Wealth and cosmofunding, demonstrate its efforts to innovate and expand its reach in the financial services landscape.

Analyzing the provided and , we can observe that Vontobels stock has demonstrated a relatively stable performance, with a current price of 63.30 CHF and a 52-week range of 50.24-64.13 CHF. The stock is trading above its 20-day, 50-day, and 200-day SMAs, indicating a positive trend. Furthermore, the companys market capitalization stands at 3503.51M CHF, with a P/E ratio of 13.47 and a forward P/E of 13.59, suggesting a reasonable valuation. The return on equity (RoE) of 16.63% is also noteworthy, indicating the companys ability to generate profits from shareholder equity.

Based on the available data, a forecast for Vontobel Holding AG can be constructed. Given the stocks current trend and the companys solid financials, a potential price target could be around 68-70 CHF in the near term, representing a 7-10% increase from the current price. This projection is contingent upon the companys continued ability to deliver strong returns on equity and its capacity to navigate the evolving financial landscape. However, it is essential to monitor the stocks performance and adjust the forecast accordingly, as market conditions and company-specific factors can impact the stocks trajectory.

Additional Sources for VONN Stock

Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle

VONN Stock Overview

Market Cap in USD 4,291m
Sector Financial Services
Industry Asset Management
GiC Sub-Industry Asset Management & Custody Banks
IPO / Inception

VONN Stock Ratings

Growth Rating 17.9
Fundamental 14.4
Dividend Rating 65.2
Rel. Strength -0.99
Analysts -
Fair Price Momentum 60.85 CHF
Fair Price DCF 116.70 CHF

VONN Dividends

Dividend Yield 12m 5.10%
Yield on Cost 5y 5.93%
Annual Growth 5y 5.92%
Payout Consistency 92.2%
Payout Ratio 64.2%

VONN Growth Ratios

Growth Correlation 3m 65.5%
Growth Correlation 12m 82.2%
Growth Correlation 5y -19.6%
CAGR 5y 4.14%
CAGR/Max DD 5y 0.10
Sharpe Ratio 12m 1.93
Alpha 13.01
Beta 0.695
Volatility 21.14%
Current Volume 29.9k
Average Volume 20d 31.8k
What is the price of VONN shares?
As of June 15, 2025, the stock is trading at CHF 62.00 with a total of 29,890 shares traded.
Over the past week, the price has changed by -2.05%, over one month by -1.27%, over three months by +5.96% and over the past year by +23.18%.
Is Vontobel Holding a good stock to buy?
Neither. Based on ValueRay´s Fundamental Analyses, Vontobel Holding is currently (June 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 14.41 and therefor a neutral outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of VONN is around 60.85 CHF . This means that VONN is currently overvalued and has a potential downside of -1.85%.
Is VONN a buy, sell or hold?
Vontobel Holding has no consensus analysts rating.
What are the forecasts for VONN share price target?
According to our own proprietary Forecast Model, VONN Vontobel Holding will be worth about 67.1 in June 2026. The stock is currently trading at 62.00. This means that the stock has a potential upside of +8.29%.
Issuer Target Up/Down from current
Wallstreet Target Price 61 -1.6%
Analysts Target Price - -
ValueRay Target Price 67.1 8.3%