VZ Holding AG VZN

Morningstar Rating
CHF 133.60 +0.20 (0.15%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

VZN is trading at a 588% premium.
Price
CHF 134.21
Fair Value
CHF 199.33
Uncertainty
High
1-Star Price
CHF 187.84
5-Star Price
CHF 962.52
Economic Moat
Hmg
Capital Allocation

Trading Information

Previous Close Price
CHF 133.40
Day Range
CHF 132.20134.40
52-Week Range
CHF 86.70134.40
Bid/Ask
CHF 133.00 / CHF 134.00
Market Cap
CHF 5.28 Bil
Volume/Avg
26,991 / 12,470

Key Statistics

Price/Earnings (Normalized)
23.58
Price/Sales
9.72
Dividend Yield (Trailing)
1.68%
Dividend Yield (Forward)
1.68%
Total Yield
1.68%

Company Profile

VZ Holding AG offers financial advisory services for individuals and companies in many areas. It provides Independent, transparent advice, a Consultation process, and wide-ranging advice such as retirement, real estate, mortgages, shareholdings, and insurance advice. It generates the majority of its revenue from management fees on assets under management.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Mid Growth
Total Number of Employees
1,541

Comparables

Valuation

Metric
VZN
LUKN
FREN
Price/Earnings (Normalized)
23.5814.1326.36
Price/Book Value
5.550.790.96
Price/Sales
9.725.1011.59
Price/Cash Flow
17.259.6929.54
Price/Earnings
VZN
LUKN
FREN

Financial Strength

Metric
VZN
LUKN
FREN
Quick Ratio
0.380.33
Current Ratio
0.380.33
Interest Coverage
26.543.16
Quick Ratio
VZN
LUKN
FREN

Profitability

Metric
VZN
LUKN
FREN
Return on Assets (Normalized)
3.40%0.47%1.26%
Return on Equity (Normalized)
25.37%7.11%3.12%
Return on Invested Capital (Normalized)
15.63%1.94%
Return on Assets
VZN
LUKN
FREN

Asset Management Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
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State Street Corp
STT
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Raymond James Financial Inc
RJF
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T. Rowe Price Group Inc
TROW
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Northern Trust Corp
NTRS
CmdybmplPcym$18.2 Bil
The Carlyle Group Inc
CG
MftnwntPtbldkj$15.5 Bil
Franklin Resources Inc
BEN
WpfslndzDnhd$10.9 Bil

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