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| Metrics | Range | Conclusion |
|---|---|---|
| Selected LTM Pb Multiple | 1.1x - 1.2x | 1.1x |
| Historical Pb Multiple | 0.0x - 1.7x | 0.6x |
| Fair Value | €35.30 - €39.02 | €37.16 |
| Upside | -35.6% - -28.8% | -32.2% |
| Benchmarks | - | Full Ticker |
| Vontobel Holding AG | - | SWX:VONN |
| EFG International AG | - | DB:E2S1 |
| Julius Bär Gruppe AG | - | DB:JGE1 |
| Banca Generali S.p.A. | - | BIT:BGN |
| Banca Profilo S.p.A. | - | BIT:PRO |
| Van Lanschot Kempen NV | - | DB:VA3 |
| Select Price / Book Ratio | ||||||||
| Benchmark Companies | ||||||||
| VONN | E2S1 | JGE1 | BGN | PRO | VA3 | |||
| SWX:VONN | DB:E2S1 | DB:JGE1 | BIT:BGN | BIT:PRO | DB:VA3 | |||
| Historical Net Income Growth | ||||||||
| 5Y CAGR | 1.2% | 26.3% | 17.1% | 9.6% | 4.5% | 7.2% | ||
| 3Y CAGR | -10.7% | 17.3% | -1.9% | 10.1% | 1.1% | -1.3% | ||
| Latest Twelve Months | 23.9% | 5.9% | 125.1% | 14.9% | 7.8% | 11.3% | ||
| Historical Net Income Profit Margin | ||||||||
| 5 Year Average Margin | 19.9% | 16.6% | 21.2% | 41.5% | 16.3% | 16.7% | ||
| Prior Fiscal Year | 16.4% | 20.0% | 14.0% | 40.6% | 15.9% | 17.7% | ||
| Latest Fiscal Year | 18.7% | 20.2% | 26.5% | 43.2% | 13.2% | 18.2% | ||
| Latest Twelve Months | 18.7% | 20.2% | 26.5% | 42.4% | 12.4% | 18.2% | ||
| Return on Equity | ||||||||
| 5 Year Average Margin | 13.4% | 9.6% | 12.3% | 28.1% | 6.1% | 7.0% | ||
| Prior Fiscal Year | 10.4% | 13.3% | 7.3% | 28.6% | 7.1% | 8.7% | ||
| Latest Twelve Months | 12.3% | 13.1% | 15.7% | 28.7% | 5.2% | 9.7% | ||
| Next Fiscal Year | 12.7% | 14.0% | 11.9% | 22.1% | #NUM! | 10.4% | ||
| Two Fiscal Years Forward | 13.3% | 15.6% | 13.7% | 19.1% | 5.6% | 10.0% | ||
| Current Trading Multiples | ||||||||
| Price / LTM Sales | 2.6x | 3.1x | 2.9x | 5.5x | 1.6x | 3.2x | ||
| Price / LTM EPS | 14.0x | 15.2x | 11.1x | 13.0x | 12.5x | 17.8x | ||
| Price / Book | 1.7x | 1.9x | 1.7x | 3.4x | 0.7x | 1.7x | ||
| Price / Fwd Book | 1.7x | 1.8x | 1.6x | 3.0x | 0.7x | 1.7x | ||
| Low | Mid | High | ||||||
| Benchmark P/B Ratio | 0.7x | 1.7x | 3.4x | |||||
| Historical P/B Ratio | 0.0x | 0.6x | 1.7x | |||||
| Selected P/B Multiple | 1.1x | 1.1x | 1.2x | |||||
| (x) Book Value | 1,377 | 1,377 | 1,377 | |||||
| Equity Value | |||||||
| Benchmark Companies | |||||||
| (in millions) | VONN | E2S1 | JGE1 | BGN | PRO | VA3 | |
| Value of Common Equity | 3,804 | 4,405 | 11,179 | 5,444 | 110 | 2,322 | |
| (/) Shares Outstanding | 55.7 | 299.4 | 1,043.9 | 113.9 | 660.4 | 42.4 | |
| Implied Stock Price | 68.30 | 14.71 | 10.71 | 47.78 | 0.17 | 54.80 | |
| FX Conversion Rate to Trading Currency | 1.00 | 0.93 | 0.93 | 1.00 | 1.00 | 1.00 | |
| Implied Stock Price (Trading Cur) | 68.30 | 15.80 | 11.50 | 47.78 | 0.17 | 54.80 | |
| Trading Currency | CHF | EUR | EUR | EUR | EUR | EUR | |
| FX Rate to Reporting Currency | 1.00 | 0.93 | 0.93 | 1.00 | 1.00 | 1.00 | |