Baloise Holding AG
SIX:BALN

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Baloise Holding AG Logo
Baloise Holding AG
SIX:BALN
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Price: 168.5 CHF 0.6% Market Closed
Market Cap: 7.6B CHF
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Intrinsic Value

The intrinsic value of one BALN stock under the Base Case scenario is 305.35 CHF. Compared to the current market price of 168.5 CHF, Baloise Holding AG is Undervalued by 45%.

The Intrinsic Value is calculated as the average of DCF and Relative values:

BALN Intrinsic Value
305.35 CHF
Undervaluation 45%
Intrinsic Value
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Baloise Holding AG

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Backtest Conclusion
Very Attractive
Current Valuation
+45%
Avg Valuation
-12%
Worst Valuation
-49%
Best Valuation
+45%

Stock is trading at its lowest valuation over the past 5 years.

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Fundamental Analysis

Economic Moat
Baloise Holding AG

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Business Breakdown

Baloise Holding AG, based in Switzerland, is a prominent player in the European insurance and financial services sector. Established in 1863, Baloise has cultivated a rich history of stability and growth, successfully navigating the complexities of an evolving market. The company offers a diverse range of services including life, health, property, and casualty insurance, alongside innovative solutions in asset management. With its deep-rooted commitment to sustainability and customer-centric approach, Baloise has consistently enhanced value for its clients while maintaining a robust financial profile. Recent strategic initiatives reflect Baloise's ambition to embrace digital transformation,...

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Financials
Annual
Quarterly
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Balance Sheet Decomposition
Baloise Holding AG

Cash & Short-Term Investments 2.6B
PP&E 636.4m
Long-Term Investments 72.2B
Other Assets 4B
Insurance Policy Liabilities 71.2B
Long Term Debt 150m
Other Liabilities 4.5B

Wall St
Price Targets

BALN Price Targets Summary
Baloise Holding AG

Wall Street analysts forecast BALN stock price to rise over the next 12 months.

According to Wall Street analysts, the average 1-year price target for BALN is 174.34 CHF with a low forecast of 160.59 CHF and a high forecast of 199.5 CHF.

Lowest
Price Target
160.59 CHF
5% Downside
Average
Price Target
174.34 CHF
3% Upside
Highest
Price Target
199.5 CHF
18% Upside
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Dividends

Dividend Yield
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Dividend Per Share
N/A
Growth 3Y
Growth 5Y
Growth 10Y
Dividend Safety Score
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0
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Shareholder Yield

Current shareholder yield for BALN is .

Shareholder yield represents the total return a company provides to its shareholders, calculated as the sum of dividend yield, buyback yield, and debt paydown yield. What is shareholder yield?

Shareholder Yield
Dividend Yield
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Buyback Yield
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Ownership

BALN Insider Trading
Buy and sell transactions by insiders

Cumulative Transactions Amount
Period Sold Bought Net
3 Months
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Profile

Baloise Holding AG Logo
Baloise Holding AG

Country

Switzerland

Industry

Insurance

Market Cap

7.6B CHF

Dividend Yield

4.57%

Description

Bâloise Holding AG engages in the provision of insurance and pension solutions. The company is headquartered in Basel, Basel-Stadt. The company went IPO on 2001-07-24. The firm combines insurance and banking services and is active in Switzerland, Germany, Belgium and Luxembourg. The firm diversifies its activities into Non-life, Life, Asset Management & Banking and Other Activities business segments. The Nonlife segment includes accident and health insurances, as well as products of the liability, motor, property and marine sectors. The Life segment includes capital-forming insurance and risk covers, among others. The Asset Management & Banking operating segment encompasses banking-related areas of asset management as well as the actual banking area. The Other Activities segment comprises equity investment companies, real-estate firms and financing companies.

Contact

BASEL-STADT
Basel
Aeschengraben 21
+41582858585.0
www.baloise.com

IPO

2001-07-24

Employees

7 693

Officers

Group CEO
Mr. Michael Muller
Head of Corporate Finance Division & CFO
Dr. Carsten Stolz
Head of Corporate Division Asset Management & Chief Investment Officer
Mr. Matthias Henny Dr Phil
Chief IT Officer & CTO
Dr. Alexander Bockelmann
Chief Executive Officer of Corporate Division Switzerland
Mr. Clemens Markstein
Head of Investor Relations
Mr. Markus Holtz
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Head of Sales & Marketing
Mr. Mathias Zingg
Head of Non Life - Luxembourg
Mr. Claude Meyer
Head of Sustainability & Regulatory Affairs
Ms. Gaby Lurie
Head of Real Estate
Mr. Jean-Pierre Valenghi
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See Also

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What is the Intrinsic Value of one BALN stock?

The intrinsic value of one BALN stock under the Base Case scenario is 305.35 CHF.

Is BALN stock undervalued or overvalued?

Compared to the current market price of 168.5 CHF, Baloise Holding AG is Undervalued by 45%.

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