(VZN) VZ Holding - Ratings and Ratios

Exchange: SW • Country: Switzerland • Currency: CHF • Type: Common Stock • ISIN: CH0528751586

VZN: Retirement, Investment, Real-Estate, Tax, Pension, Insurance, Digital

VZ Holding AG, a subsidiary of Madarex AG, operates as a financial services provider with a presence in Switzerland, Germany, and England. The company offers a broad range of financial solutions, including retirement planning, estate planning, and real estate pension schemes, complemented by tax advisory and corporate succession services. Its portfolio management services encompass ETF investments, securities account consultancy, custody services, and portfolio checks. Additionally, VZ Holding provides estate consultation, will execution, secure storage solutions (VZ Safe), and specialized advice for LGBT individuals. The firm also offers low-cost mortgages, real estate valuation services, and property listings, alongside tax return preparation, tax planning, and LGBT-focused tax advice. Pension-related services include pension analysis, vested benefits, and pillar 3a solutions using ETFs and individual stocks. Further offerings include insurance services, insurance checks, and a digital organizer, as well as the VZ Depository. The VZ Financial Portal allows clients to assess property values, manage investments, track insurance policies, and monitor mortgages digitally, with features like interest rate alarms. The company also provides investment consultancy and enables trading of crypto assets. Founded in 1992 and headquartered in Zurich, Switzerland, VZ Holding AG has established itself as a comprehensive financial services provider. Web URL: https://www.vermoegenszentrum.ch

Based on current trends and data, VZ Holding AG (SW:VZN) is expected to maintain its upward momentum over the next three months. The stock has recently crossed above its SMA20 (158.17) and SMA50 (156.73), indicating a bullish trend. With a moderate ATR (5.31), price fluctuations are expected to remain manageable. The SMA200 (139.66) provides a strong support level, suggesting limited downside risk. Fundamentally, the companys high RoE (31.01) and forward P/E (17.76) indicate strong profitability and growth potential. The stock is forecasted to trade in the range of 165-175 CHF over the next quarter, with a potential upside of 5-7% from its current price of 161.40 CHF.

Additional Sources for VZN Stock

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

VZN Stock Overview

Market Cap in USD 7,449m
Sector Financial Services
Industry Asset Management
GiC Sub-Industry Asset Management & Custody Banks
IPO / Inception

VZN Stock Ratings

Growth Rating 85.9
Fundamental 73.9
Dividend Rating 25.9
Rel. Strength 35.7
Analysts -
Fair Price Momentum 194.94 CHF
Fair Price DCF 168.08 CHF

VZN Dividends

Dividend Yield 12m 0.00%
Yield on Cost 5y %
Annual Growth 5y -100.00%
Payout Consistency 99.4%

VZN Growth Ratios

Growth Correlation 3m 36.2%
Growth Correlation 12m 97.6%
Growth Correlation 5y 74.5%
CAGR 5y 23.05%
CAGR/Max DD 5y 0.72
Sharpe Ratio 12m 1.63
Alpha 54.15
Beta 0.735
Volatility 22.52%
Current Volume 19.4k
Average Volume 20d 22.7k
What is the price of VZN stocks?
As of May 01, 2025, the stock is trading at CHF 169.80 with a total of 19,374 shares traded.
Over the past week, the price has changed by +8.12%, over one month by +2.88%, over three months by +12.34% and over the past year by +64.57%.
Is VZ Holding a good stock to buy?
Yes, based on ValueRay Fundamental Analyses, VZ Holding (SW:VZN) is currently (May 2025) a good stock to buy. It has a ValueRay Fundamental Rating of 73.94 and therefor a positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of VZN as of May 2025 is 194.94. This means that VZN is currently undervalued and has a potential upside of +14.81% (Margin of Safety).
Is VZN a buy, sell or hold?
VZ Holding has no consensus analysts rating.
What are the forecast for VZN stock price target?
According to ValueRays Forecast Model, VZN VZ Holding will be worth about 215.4 in May 2026. The stock is currently trading at 169.80. This means that the stock has a potential upside of +26.83%.
Issuer Forecast Upside
Wallstreet Target Price 172.5 1.6%
Analysts Target Price - -
ValueRay Target Price 215.4 26.8%