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Bellevue Group AG (BBN.SW)
Küsnacht, CH
Bellevue Group AG operates as an asset management specialist with a presence spanning Switzerland, the United Kingdom, Germany, and additional international markets. The firm's product portfolio encompasses distinctive healthcare equity offerings, meticulously chosen niche investment opportunities, and strategies tailored for entrepreneurial ventures. It also oversees a diverse array of investment funds and crafts bespoke investment solutions for its institutional, intermediary, and individual clientele, further providing comprehensive investment advisory and research capabilities. Established in 1993, its principal offices are located in Küsnacht, Switzerland.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.06% | +0.54% | -1.58% | -15.80% | -17.29% | -30.60% | -19.44% | -74.23% | -80.77% | -50.27% | -81.70% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2024-11 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Asset Management: +17.4%-24.9% Q4'25: -33.7% (vs Q4'23)
-
EPS growth Asset Management: +22.7%-79.7% Q4'25: -76.4% (vs Q4'23)
-
FCF margin FCF growth · Asset Management: +27.7%+26.5% ★ Q4'25: +8.8% (vs Q4'23)
-
EBIT margin Asset Management: +50.6%+7.2% Q4'25: +11.4% (vs Q4'23)
-
ROIC Asset Management: +6.5%+2.7% Q4'25: +9.1% (vs Q4'23)
-
Share dilution Asset Management: +0.0%+0.6% Q4'25: +0.7% (vs Q4'23)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×4.29× ★ Q4'25: 1.62× (vs Q4'23)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2000 actual |
Dec 2001 actual |
Dec 2004 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
100.48M
est.
|
102.51M
est.
|
82.94M
est: 99.75M (-16.9%)
|
102.02M
est: 105.00M (-2.8%)
|
110.37M
est: 101.90M (+8.3%)
|
142.16M
est: 146.20M (-2.8%)
|
99.37M
est: 101.10M (-1.7%)
|
81.91M
est: 97.40M (-15.9%)
|
70.50M
est: 74.60M (-5.5%)
|
52.98M
est: 78.50M (-32.5%)
|
83.70M
83.70M – 83.70M
+6.6% YoY
|
| EBITDA |
34.67M
est.
|
34.67M
est.
|
42.57M
est: 33.73M (+26.2%)
|
40.56M
est: 58.55M (-30.7%)
|
46.36M
est: 35.15M (+31.9%)
|
60.27M
est: 50.44M (+19.5%)
|
34.87M
est: 34.88M (0.0%)
|
23.80M
est: 34.37M (-30.8%)
|
16.89M
est: 38.44M (-56.1%)
|
7.44M
est: 22.69M (-67.2%)
|
24.20M
24.20M – 24.20M
+6.6% YoY
|
| EBIT |
30.43M
est.
|
30.43M
est.
|
45.22M
est: 29.61M (+52.7%)
|
36.32M
est: 58.55M (-38.0%)
|
41.58M
est: 30.86M (+34.7%)
|
56.52M
est: 44.27M (+27.7%)
|
31.24M
est: 30.61M (+2.1%)
|
20.14M
est: 33.33M (-39.6%)
|
12.66M
est: 18.04M (-29.8%)
|
3.79M
est: 18.98M (-80.0%)
|
20.24M
20.24M – 20.24M
+6.6% YoY
|
| Net Income |
55.88M
est.
|
66.34M
est.
|
38.37M
est: 57.98M (-33.8%)
|
19.46M
est: 20.92M (-7.0%)
|
22.30M
est: 26.13M (-14.7%)
|
43.06M
est: 48.57M (-11.3%)
|
25.30M
est: 25.81M (-2.0%)
|
15.22M
est: 15.46M (-1.5%)
|
9.16M
est: 12.92M (-29.1%)
|
1.89M
est: 14.51M (-87.0%)
|
16.38M
16.38M – 16.38M
+12.8% YoY
|
| SGA |
34.28M
est.
|
34.29M
est.
|
11.07M
est: 33.36M (-66.8%)
|
8.97M
est: 35.82M (-75.0%)
|
7.84M
est: 34.77M (-77.4%)
|
9.79M
est: 49.88M (-80.4%)
|
9.64M
est: 34.49M (-72.0%)
|
58.19M
est: 72.31M (-19.5%)
|
53.48M
est: 24.39M (+119.3%)
|
—
est: 25.67M (-100.0%)
|
27.37M
27.37M – 27.37M
+6.6% YoY
|
| EPS |
4.22
est.
|
4.99
est.
|
3.64
est: 4.36 (-16.5%)
|
1.05
est: 1.58 (-33.6%)
|
1.67
est: 1.97 (-15.4%)
|
3.24
est: 3.67 (-11.7%)
|
1.90
est: 1.95 (-2.6%)
|
1.15
est: 1.32 (-12.9%)
|
0.69
est: 0.97 (-28.9%)
|
0.14
est: 1.09 (-87.2%)
|
1.23
1.23 – 1.23
+12.8% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | B | 3/5 | 4/5 | 2/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-28 | B | 3/5 | 4/5 | 2/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-27 | B | 3/5 | 4/5 | 2/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-26 | B | 3/5 | 4/5 | 2/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-22 | B | 3/5 | 4/5 | 2/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-21 | B | 3/5 | 4/5 | 2/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-20 | B | 3/5 | 4/5 | 2/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-19 | B | 3/5 | 4/5 | 2/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-18 | B | 3/5 | 4/5 | 2/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-15 | B | 3/5 | 4/5 | 2/5 | 4/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-13 | B | 3/5 | 4/5 | 2/5 | 4/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-12 | B | 3/5 | 4/5 | 2/5 | 4/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-11 | B | 3/5 | 3/5 | 2/5 | 4/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-08 | B | 3/5 | 3/5 | 2/5 | 4/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-07 | B | 3/5 | 3/5 | 2/5 | 4/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-06 | B | 3/5 | 3/5 | 2/5 | 4/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-05 | B | 3/5 | 3/5 | 2/5 | 4/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-04 | B | 3/5 | 3/5 | 2/5 | 4/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-30 | B- | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-29 | B- | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-28 | B- | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-27 | B- | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-24 | B | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-23 | B | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-22 | B | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-21 | B | 3/5 | 4/5 | 2/5 | 5/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-20 | B | 3/5 | 4/5 | 2/5 | 5/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-17 | B | 3/5 | 4/5 | 2/5 | 5/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-16 | B | 3/5 | 4/5 | 2/5 | 5/5 | 2/5 | 1/5 | 3/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Core SPI(R) ETF (CH) CHSPI.SW | 0.00% | 242.4K | 0.10% |
| 2 | Dimensional World ex U.S. Core Equity 2 ETF DFAX | 0.00% | 35.0K | 0.28% |
| 3 | Dimensional - International Small Cap Value ETF DISV | 0.00% | 4.1K | 0.42% |
| 4 | Avantis International Equity ETF AVDE | 0.00% | 13.8K | 0.23% |
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Markus Peter | Chief Executive Officer of Bellevue Asset Management | 708.8K | male |
| Veit D. de Maddalena | Executive Chairman | 232.9K | male |
| Patrick Fischli | Head Distribution | — | male |
| Stefano Montalbano | CRO, Chief Financial Officer & Member of Executive Board | — | male |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for BBN.SW
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
