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- Ticker
- BALN.SW
- Price
- 203.00
- Stock movement down
- -0.20 (-0.10%)
- Company name
- Baloise Holding AG
- Exchange
- (SW ,
- Currency
- CHF )
- Sector
- Financial Services >Insurance - Diversified
- Market cap
- 9.21B
- Ent value
- 81.65B
- Price/Sales
- 0.82
- Price/Book
- 3.18
- Div yield
- -
- Div growth
- -
- Growth years
- -
- FCF payout
- 60.13%
- Trailing P/E
- 13.93
- Forward P/E
- 17.22
- PEG
- -
- EPS growth
- -10.80%
- 1 year return (CAGR)
- 21.12%
- 3 year return (CAGR)
- -
- 5 year return (CAGR)
- -
- 10 year return (CAGR)
- -
Last updated: 2025-12-08
DIVIDENDS
BALN.SW does not pay dividends or no data was received
VALUATION
Valuation Ratios
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Valuation Ratios data
| Trailing P/E | 13.93 |
| Price to OCF | 14.27 |
| Price to FCF | 15.07 |
| Price to EBITDA | 14.67 |
| EV to EBITDA | 130.14 |
Valuation (Sales/Book Value)
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Valuation (Sales/Book Value) data
| Price to Sales | 0.82 |
| Price to Book | 3.18 |
| EV to Sales | 7.26 |
FINANCIALS
Per share
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Per share data
| Current share count | 45.35M |
| EPS (TTM) | 14.53 |
| FCF per share (TTM) | 13.44 |
Income statement
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Income statement data
| Revenue (TTM) | 11.25B |
| Gross profit (TTM) | 6.85B |
| Operating income (TTM) | 3.41B |
| Net income (TTM) | 660.70M |
| EPS (TTM) | 14.53 |
| EPS (1y forward) | 11.79 |
Margins
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Margins data
| Gross margin (TTM) | 60.89% |
| Operating margin (TTM) | 30.33% |
| Profit margin (TTM) | 5.87% |
Balance Sheet
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Balance Sheet data
| Cash | 2.90B |
| Net receivables | 497.60M |
| Total current assets | 3.79B |
| Goodwill | 0.00 |
| Intangible assets | 194.50M |
| Property, plant and equipment | 535.80M |
| Total assets | 78.23B |
| Accounts payable | 0.00 |
| Short/Current long term debt | 0.00 |
| Total current liabilities | 692.40M |
| Total liabilities | 75.34B |
| Shareholder's equity | 2.89B |
| Net tangible assets | 0.00 |
Cash flow
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Cash flow data
| Operating cash flow (TTM) | 645.10M |
| Capital expenditures (TTM) | 34.30M |
| Free cash flow (TTM) | 610.80M |
| Dividends paid (TTM) | 367.30M |
Financial returns
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Financial returns data
| Return on Equity | 22.84% |
| Return on Assets | 0.84% |
| Return on Invested Capital | 22.84% |
| Cash Return on Invested Capital | 21.12% |
STOCK INFORMATION
Stock chart
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Stock price data
| Open | 201.00 |
| Daily high | 204.40 |
| Daily low | 198.00 |
| Daily Volume | 714K |
| All-time high | 217.00 |
| 1y analyst estimate | 229.20 |
| Beta | 0.45 |
| EPS (TTM) | 14.53 |
| Dividend per share | 0.00 |
| Ex-div date | 29 Apr 2025 |
| Next earnings date | 24 Mar 2026 |
Downside potential
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Downside potential data
| BALN.SW | S&P500 | |
| Current price drop from All-time high | -6.45% | -0.25% |
| Highest price drop | -13.29% | -19.00% |
| Date of highest drop | 18 Dec 2024 | 8 Apr 2025 |
| Avg drop from high | -6.19% | -2.49% |
| Avg time to new high | 13 days | 6 days |
| Max time to new high | 113 days | 89 days |
COMPANY DETAILS
Marketcap
9.21B
Marketcap category
Mid-cap
Description
Baloise Holding AG, together with its subsidiaries, primarily engages in the insurance and banking businesses in Switzerland, Germany, Belgium, and Luxembourg. It operates through Non-Life, Life, Asset Management & Banking, and Other Activities segments. The Non-Life segment offers accident and health insurance, as well as liability, motor, property, and marine insurance. The Life segment provides endowment policies, term insurance, investment-linked products, and private placement life insurance for individuals and companies. The Asset Management & Banking segment offers asset management and banking services. The Other Activities segment engages in the equity investment, real estate, and financing businesses. The company was founded in 1863 and is headquartered in Basel, Switzerland.
Employees
7569
Website
Investor relations
-
SEC filings
CEO
Country
Switzerland
City
Stock type
-
CCC status
-
Dividend Frequency
-
EVENTS AND PRESENTATIONS
EventsPresentations
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UNDERSTAND THE BUSINESS
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COMPANY NEWS
All newsPress releases
Earlier in December 2025, Helvetia Baloise Holding Ltd (SWX:HELN) was added to several major S&P indices, including the S&P Global 1200, S&P EUROPE 350, S&P EUROPE 350 Financials, and S&P EUROPE 350 I...
December 15, 2025
Baloise Holding (SWX:BALN) has quietly slipped over the past week, even though its share price is still well ahead of where it started the year. That pullback is prompting a closer look at the current...
December 14, 2025
If you are wondering whether Baloise Holding at around CHF198 is still a smart buy or if most of the upside is already priced in, you are in the right place. Despite a choppy recent spell, with the sh...
December 14, 2025
LONDON, December 10, 2025--AM Best has removed from under review with developing implications and affirmed the Financial Strength Rating of A (Excellent) and the Long-Term Issuer Credit Rating of "a+"...
December 10, 2025
The operational integration phase will focus on combining business activities and harmonising internal processes.
December 8, 2025
BASEL, Switzerland - December 3, 2025 (NEWMEDIAWIRE) - Carsten Stolz, CFO of the Baloise Group, has decided to leave the company as of 31 December 2025 in order to pursue new professional challenges o...
December 3, 2025
The approvals include the green light from the Swiss Competition Commission and the conclusion of the EC's FSR review.
September 15, 2025
Baloise Holding (SWX:BALN) has recently caught investor attention, and you might be wondering if there’s a story behind its latest stock movements or if the action is just part of the normal market eb...
September 13, 2025
The cider brand has added a high-contrast NaviLens QR code to its cans.
September 9, 2025
BioReference health, JPMorgan Chase and an Italian fashion retailer are making the job cuts amid market uncertainty
September 9, 2025
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