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Stock Research: Bellevue Group

Independent stock analysis through peer comparison: Get the 360° View as an objective basis for stock decision-making and explore the detailed ranks.

Bellevue Group

SWX:BBN CH0028422100
32
  • Value
    50
  • Growth
    71
  • Safety
    Safety
    73
  • Combined
    45
  • Sentiment
    24
  • 360° View
    360° View
    32
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Company Description

Bellevue Group AG provides asset and wealth management services for private, corporate, and institutional clients. It focuses on specialized healthcare, alternative investment, and traditional investment strategies. The company operates in Switzerland and internationally. In the last fiscal year, the company had a market cap of $124 million, profits of $77 million, and revenue of $79 million with 86 employees.

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ANALYSIS: With an Obermatt 360° View of 32 (better than 32% compared with alternatives), overall professional sentiment and financial characteristics for the stock Bellevue Group are below the industry average. The 360° View is based on consolidating four consolidated indicators, with three out of four indicators above average for Bellevue Group. The consolidated Value Rank has an attractive rank of 50, which means that the share price of Bellevue Group is on the lower side compared with the typical size in indicators such as revenues, profits, and invested capital. This means the stock price is lower than for 50% of alternative stocks in the same industry. The consolidated Growth Rank has a good rank of 71, which means that the company experiences above-average growth momentum when looking at financial metrics such as revenue, profit, and invested capital growth, as well as stock returns. The company is also safely financed with a Safety Rank of 73. But the professional market sentiment is below average compared with other stock investment alternatives with a Sentiment Rank of only 24. Professional investors are more confident in 76% other stocks. ...read more

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Strongest Rank Dividend Yield
Weakest Rank Price vs. Book (P/B)
Country Switzerland
Industry Asset Management & Custody
Size Small
Website bellevue.ch
Index
SPI
Bellevue Group stock price by TradingView. Not sourced by Obermatt.
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The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 30-Jul-2026.

Make Sense of the Ranks

The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

Value
Identifies how good a value the stock is.
Good Value Expensive
Combined
Consolidated view across Value, Growth, and Safety.
Good Tread Carefully
Growth
Shows a company's growth potential.
High Growth Tough Times
Sentiment
Shows what the market thinks of a stock.
Positive Sentiment Skepticism
Safety
Safety
Assesses how financially secure a company is.
Well-Financed High Leverage
360° View
360° View
Holistic stock analysis: all key non-/financial metrics
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Detailed and Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history. Unlock the analysis.

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Metrics Current 2025 2024 2023
Value
50 59 18 32
Growth
71 12 5 100
Safety
Safety
73 98 94 98
Sentiment
24 18 18 45
360° View
360° View
32 44 11 93
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Metrics Current 2025 2024 2023
Analyst Opinions
12 12 23 19
Opinions Change
50 50 50 50
Pro Holdings
n/a 65 41 93
Market Pulse
37 37 27 28
Sentiment
24 18 18 45
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Metrics Current 2025 2024 2023
Value
50 59 18 32
Growth
71 12 5 100
Safety Safety
73 98 94 98
Combined
45 69 13 94
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
81 65 48 38
Price vs. Earnings (P/E)
11 40 16 57
Price vs. Book (P/B)
89 38 27 17
Dividend Yield
1 88 39 46
Value
50 59 18 32
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Metrics Current 2025 2024 2023
Revenue Growth
40 33 25 63
Profit Growth
82 39 27 100
Capital Growth
61 17 23 100
Stock Returns
27 3 8 91
Growth
71 12 5 100
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Metrics Current 2025 2024 2023
Leverage
61 84 81 78
Refinancing
73 57 39 93
Liquidity
73 92 92 92
Safety Safety
73 98 94 98

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Frequently Asked
Questions

This stock has excellent financial qualities (value, growth, and safety are high) but a negative professional market sentiment. It suits an investor who believes the negative sentiment is a temporary overreaction and is looking for a financially solid company.

Obermatt provides unbiased stock analysis as a completely independent third party. We have no conflicts of interest with individual stock titles. Our data-driven analysis is based on algorithms honed over twelve years, giving you analysis that is free from personal bias and conflicts of interest.

The 360° View Rank indicates a company's overall performance across all major financial and non-financial metrics tracked by Obermatt. A 360° View Rank of 75 means the company is more well-rounded than 75% of similar companies. A high score indicates that the company is strong across the board; it is attractively priced, growing sustainably, financially stable, and well-regarded by the market. Learn more.

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