(VONN) Vontobel Holding - Ratings and Ratios
Exchange: SW • Country: Switzerland • Currency: CHF • Type: Common Stock • ISIN: CH0012335540
VONN EPS (Earnings per Share)
VONN Revenue
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
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
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 |
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%.
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%.
Vontobel Holding has no consensus analysts rating.
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% |