Looks like there`s been an error while trying to load this page.
Our team has been notified but please contact us using the email support widget if the problem persists.
| Trend | Peers | Company |
|---|---|---|
| Is return on equity increasing? | Yes | No |
| Is net profit margin increasing? | Yes | No |
| Is asset turnover increasing? | Yes | Yes |
| Is equity multiplier increasing? | No | No |
| Competitors Used |
|---|
| Vontobel Holding AG |
| EFG International AG |
| Julius Bär Gruppe AG |
| Investec Group |
| Banca Profilo S.p.A. |
| Return on Equity Benchmarks | ||||||||
| Comparable Companies | ||||||||
| VONN | EFGN | BAER | IVKA | PRO | 3VFN | |||
| Return On Equity | ||||||||
| Latest Twelve Months | 12% | 13% | 16% | 11% | 5% | 2% | ||
| Fiscal Year - 1 | 10% | 13% | 7% | 12% | 7% | 4% | ||
| Fiscal Year - 2 | 11% | 8% | 15% | 14% | 7% | 4% | ||
| Fiscal Year - 3 | 19% | 9% | 16% | 10% | 5% | 5% | ||
| Fiscal Year - 4 | 13% | 7% | 11% | 5% | 6% | 4% | ||
| Fiscal Year - 5 | 14% | 6% | 8% | 4% | 5% | 7% | ||
| Average | 13% | 9% | 12% | 10% | 6% | 4% | ||
| Median | 13% | 9% | 13% | 11% | 5% | 4% | ||
| Benchmarks | Ticker | |||||||
| Vontobel Holding AG | SWX:VONN | |||||||
| EFG International AG | SWX:EFGN | |||||||
| Julius Bär Gruppe AG | SWX:BAER | |||||||
| Investec Group | DB:IVKA | |||||||
| Banca Profilo S.p.A. | BIT:PRO | |||||||
| Financial Performance | ||||||||
| Comparable Companies | ||||||||
| (in millions) | VONN | EFGN | BAER | IVKA | PRO | 3VFN | ||
| Latest Fiscal Year | Dec-24 | Dec-24 | Dec-24 | Mar-25 | Dec-24 | Dec-24 | ||
| LTM Period | Dec-24 | Dec-24 | Dec-24 | Mar-25 | Mar-25 | Dec-24 | ||
| Revenues | ||||||||
| Latest Twelve Months | 1,422 | 1,497 | 3,861 | 1,995 | 70 | 330 | ||
| Fiscal Year | 1,422 | 1,497 | 3,861 | 1,995 | 71 | 330 | ||
| Fiscal Year - 1 | 1,310 | 1,424 | 3,240 | 1,911 | 73 | 357 | ||
| Fiscal Year - 2 | 1,285 | 1,267 | 3,853 | 1,801 | 67 | 339 | ||
| Fiscal Year - 3 | 1,536 | 1,258 | 3,858 | 1,882 | 64 | 332 | ||
| Fiscal Year - 4 | 1,266 | 1,124 | 3,583 | 1,482 | 57 | 300 | ||
| Fiscal Year - 5 | 1,262 | 1,160 | 3,383 | 1,601 | 57 | 335 | ||
| Net Income | ||||||||
| Latest Twelve Months | 266 | 302 | 1,022 | 623 | 9 | 18 | ||
| Fiscal Year | 266 | 302 | 1,022 | 623 | 9 | 18 | ||
| Fiscal Year - 1 | 215 | 285 | 454 | 602 | 12 | 44 | ||
| Fiscal Year - 2 | 230 | 182 | 950 | 705 | 11 | 40 | ||
| Fiscal Year - 3 | 374 | 187 | 1,082 | 477 | 9 | 51 | ||
| Fiscal Year - 4 | 243 | 115 | 698 | 234 | 10 | 42 | ||
| Fiscal Year - 5 | 251 | 94 | 465 | 165 | 7 | 74 | ||
| Total Assets | ||||||||
| Latest Fiscal Quarter Prior | 29,146 | 38,586 | 96,786 | 56,626 | 2,408 | 11,450 | ||
| Latest Fiscal Quarter | 32,861 | 40,600 | 105,072 | 58,253 | 2,603 | 10,636 | ||
| Fiscal Year | 32,861 | 40,600 | 105,072 | 58,253 | 2,547 | 10,636 | ||
| Fiscal Year - 1 | 29,146 | 38,586 | 96,786 | 56,626 | 2,139 | 11,450 | ||
| Fiscal Year - 2 | 30,509 | 43,538 | 105,644 | 57,892 | 1,888 | 12,631 | ||
| Fiscal Year - 3 | 32,398 | 42,143 | 116,306 | 58,888 | 1,667 | 13,196 | ||
| Fiscal Year - 4 | 31,422 | 40,637 | 109,137 | 51,450 | 1,846 | 13,523 | ||
| Fiscal Year - 5 | 26,240 | 40,985 | 102,035 | 50,558 | 2,108 | 13,400 | ||
| Fiscal Year - 6 | 26,037 | 40,161 | 102,898 | 57,724 | 2,256 | 12,428 | ||
| Common Equity | ||||||||
| Latest Fiscal Quarter Prior | 2,092 | 2,217 | 6,161 | 5,347 | 169 | 1,107 | ||
| Latest Fiscal Quarter | 2,231 | 2,378 | 6,827 | 5,528 | 164 | 1,117 | ||
| Fiscal Year | 2,231 | 2,378 | 6,827 | 5,528 | 161 | 1,117 | ||
| Fiscal Year - 1 | 2,092 | 2,217 | 6,161 | 5,347 | 166 | 1,107 | ||
| Fiscal Year - 2 | 2,019 | 2,065 | 6,287 | 4,721 | 161 | 1,102 | ||
| Fiscal Year - 3 | 2,069 | 2,249 | 6,734 | 5,029 | 164 | 1,086 | ||
| Fiscal Year - 4 | 1,892 | 1,701 | 6,426 | 4,570 | 176 | 1,025 | ||
| Fiscal Year - 5 | 1,813 | 1,727 | 6,180 | 4,158 | 165 | 1,026 | ||
| Fiscal Year - 6 | 1,704 | 1,628 | 6,040 | 4,426 | 152 | 982 | ||