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Bellevue Group AG

Bellevue Group AG

7.34 CHF+0.00 (+0.00%)
XSWX:BBNMarket Closed
ListedCHF98MFinancial ServicesAsset Management72 employees

Company Profile

Legal NameBellevue Group AG
CEOMr. Markus Peter
HeadquartersTheaterstrasse 12
Phone41 44 267 67 00
Employees (FTE)72
SectorFinancial Services
IndustryAsset Management

Business Description

Bellevue Group AG is a Switzerland-based, independent asset management firm founded in 1993 and headquartered in Zurich. It specializes as a pure-play asset manager with a distinctive focus on healthcare investments, including biotech, medtech, thematic strategies, and global and regional healthcare funds, which represent around 89% of its client assets. The company also offers solutions for small and mid-sized entrepreneur investments, such as listed small and mid caps and private equity strategies through its Bellevue Private Markets division, alongside multi-asset, bonds, and alternatives. Operating primarily through subsidiaries like Bellevue Asset Management and StarCapital, it serves institutional, intermediary, and private clients across Switzerland, Germany, the United Kingdom, and internationally. With approximately 90 employees and CHF 5.8 billion in assets under management as of 2024, Bellevue Group AG emphasizes innovation, such as funds targeting obesity solutions and AI in healthcare, positioning it as a key player in specialized growth sectors within the financial markets.

Profitability & Growth

Profitability

Profit Margin+3.57%
Operating Margin+11.39%
Return on Equity (TTM)+1.60%
Return on Assets (TTM)+1.19%

Recent Year-End

Revenue52.8M
Revenue / Share3.97
Gross Profit52.8M
EBITDA6.9M
Diluted EPS0.14
Earnings Growth YoY-1.60%
Revenue Growth YoY-17.90%

Balance Sheet Snapshot

Total Cash (MRQ)

33.8M

Total Debt (MRQ)

17.1M

Current Ratio (MRQ)

2.90

Book Value / Share

8.74

Stock Statistics

Shares Outstanding13.4M
Avg Volume (10d)14.9K
Avg Volume (90d)21.9K
% Held by Insiders+47.38%
% Held by Institutions+5.25%

Valuation

Market Cap98.2M
Enterprise Value80.7M
Trailing P/E51.14
Forward P/E6.57
PEG Ratio6.57
Price / Sales (TTM)1.81
Price / Book (MRQ)0.82
EV / Revenue1.53
EV / EBITDA11.72

Price Summary

52-Week Low6.68
52-Week High12.40
50-Day MA7.28
200-Day MA8.91
Beta0.87

Dividends

Forward Div Rate0.60
Forward Div Yield+8.13%
Trailing Div Rate0.15
5Y Avg Div Yield+6.89%
Payout Ratio+5.00%
Dividend Date2025-03-24
Ex-Dividend Date2026-03-26