(VZN) VZ Holding - Ratings and Ratios
Financial, Investment, Retirement, Mortgage, Insurance
VZN EPS (Earnings per Share)
VZN Revenue
Description: VZN VZ Holding
VZ Holding AG is a Swiss financial services company providing a comprehensive range of services including retirement planning, estate planning, portfolio management, and insurance services to individuals and corporations. The company operates in Switzerland, Germany, and England, and is known for its innovative digital financial management tools, such as the VZ financial portal, which enables clients to manage their financial investments, insurance policies, and mortgages digitally.
From a business perspective, VZ Holding AGs diversified service portfolio is a key strength, allowing the company to cater to various client needs and generate revenue through multiple streams. The companys focus on digitalization and customer-centric services is reflected in its VZ Depository and crypto asset trading services, indicating a forward-thinking approach. With a Market Cap of 7.078 billion CHF and a Return on Equity (RoE) of 43.66%, VZ Holding AG demonstrates a strong financial position and efficient use of shareholder capital.
To further analyze VZ Holding AGs performance, key performance indicators (KPIs) such as revenue growth, client acquisition costs, and assets under management (AUM) would be crucial. The companys P/E ratio of 32.54 and forward P/E of 17.76 suggest that the market expects significant earnings growth in the future. Additionally, the companys ability to maintain a high RoE indicates effective management and a strong brand presence in the financial services sector.
Considering the companys GICS Sub Industry classification as Asset Management & Custody Banks, it is essential to monitor industry trends, regulatory changes, and competitor activity. VZ Holding AGs subsidiary status under Madarex AG may also impact its strategic decisions and operational independence. Overall, the companys robust financials, diversified services, and digital innovation position it well for future growth in the financial services market.
Additional Sources for VZN Stock
VZN Stock Overview
Market Cap in USD | 8,700m |
Sector | Financial Services |
Industry | Asset Management |
GiC Sub-Industry | Asset Management & Custody Banks |
IPO / Inception |
VZN Stock Ratings
Growth Rating | 84.9 |
Fundamental | 82.4 |
Dividend Rating | 65.6 |
Rel. Strength | 19.3 |
Analysts | - |
Fair Price Momentum | 178.85 CHF |
Fair Price DCF | 112.77 CHF |
VZN Dividends
Dividend Yield 12m | 1.70% |
Yield on Cost 5y | 4.06% |
Annual Growth 5y | 17.04% |
Payout Consistency | 99.4% |
Payout Ratio | 93.2% |
VZN Growth Ratios
Growth Correlation 3m | -27.8% |
Growth Correlation 12m | 95.5% |
Growth Correlation 5y | 75.5% |
CAGR 5y | 20.46% |
CAGR/Max DD 5y | 0.64 |
Sharpe Ratio 12m | 1.31 |
Alpha | 32.29 |
Beta | 0.735 |
Volatility | 20.56% |
Current Volume | 10.1k |
Average Volume 20d | 18.4k |
Stop Loss | 165.9 (-3%) |
As of July 31, 2025, the stock is trading at CHF 171.00 with a total of 10,104 shares traded.
Over the past week, the price has changed by -3.72%, over one month by -1.50%, over three months by +0.35% and over the past year by +45.54%.
Yes, based on ValueRay´s Fundamental Analyses, VZ Holding (SW:VZN) is currently (July 2025) a good stock to buy. It has a ValueRay Fundamental Rating of 82.41 and therefor a positive outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of VZN is around 178.85 CHF . This means that VZN is currently overvalued and has a potential downside of 4.59%.
VZ Holding has no consensus analysts rating.
According to our own proprietary Forecast Model, VZN VZ Holding will be worth about 210.2 in July 2026. The stock is currently trading at 171.00. This means that the stock has a potential upside of +22.91%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | 172.5 | 0.9% |
Analysts Target Price | - | - |
ValueRay Target Price | 210.2 | 22.9% |