(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
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 |
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%.
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).
VZ Holding has no consensus analysts rating.
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% |