Baloise Competitors

BLHEYDelisted Stock

USD 23.50 0.00 0.00%

Baloise Holding competes with IA Financial, Aegon NV, Helvetia Holding, Helvetia Holding, and Ageas SA/NV; as well as few others. The company classifies itself under Financial Services sector and is part of Insurance—Diversified industry. Analyzing Baloise Holding competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Baloise Holding to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in discontinued.

Baloise Holding vs Ageas SA/NV Correlation

Good diversification

The correlation between Baloise Holding and AGESF is -0.12 (i.e., Good diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Baloise Holding and AGESF in the same portfolio, assuming nothing else is changed.

Moving against Baloise Pink Sheet

0.68	AIG	American International Earnings Call This Week	Pair Corr
0.54	IVVD	Invivyd	Pair Corr
0.53	ZFSVF	Zurich Insurance Earnings Call This Week	Pair Corr
0.5	ZURVY	Zurich Insurance Earnings Call This Week	Pair Corr
0.46	AXAHF	AXA SA	Pair Corr

Specify up to 10 symbols:

Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Baloise Holding's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

Low	Estimated	High
19.04	23.50	27.96

Details

Intrinsic

Valuation

Low	Real	High
16.46	20.92	25.38

Details

Baloise Holding Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Baloise Holding and its competitors represents the degree of relationship between the price movements of corresponding pink sheets. A correlation of about +1.0 implies that the price of Baloise and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Baloise Holding does not affect the price movement of the other competitor.

	IAFNF	AEGOF	HLVTY	HELNF	AGESY	TDHOY	TDHOF	BBSEY	SLLDY	AGESF
IAFNF		0.87	0.56	0.86	0.65	0.63	0.0	0.28	0.6	0.71	IAFNF
AEGOF	0.87		0.72	0.92	0.73	0.7	0.0	0.5	0.79	0.74	AEGOF
HLVTY	0.56	0.72		0.7	0.66	0.81	0.0	0.65	0.84	0.64	HLVTY
HELNF	0.86	0.92	0.7		0.77	0.69	0.0	0.53	0.81	0.83	HELNF
AGESY	0.65	0.73	0.66	0.77		0.84	0.0	0.77	0.86	0.74	AGESY
TDHOY	0.63	0.7	0.81	0.69	0.84		0.0	0.73	0.81	0.72	TDHOY
TDHOF	0.0	0.0	0.0	0.0	0.0	0.0		0.0	0.0	0.0	TDHOF
BBSEY	0.28	0.5	0.65	0.53	0.77	0.73	0.0		0.84	0.62	BBSEY
SLLDY	0.6	0.79	0.84	0.81	0.86	0.81	0.0	0.84		0.77	SLLDY
AGESF	0.71	0.74	0.64	0.83	0.74	0.72	0.0	0.62	0.77		AGESF
	IAFNF	AEGOF	HLVTY	HELNF	AGESY	TDHOY	TDHOF	BBSEY	SLLDY	AGESF

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High positive correlations

HELNF	+ 0.92	AEGOF
AEGOF	+ 0.87	IAFNF
HELNF	+ 0.86	IAFNF
SLLDY	+ 0.86	AGESY
SLLDY	+ 0.84	HLVTY
TDHOY	+ 0.84	AGESY

High negative correlations

AGESF	- 0.0	TDHOF
SLLDY	- 0.0	TDHOF
BBSEY	- 0.0	TDHOF
TDHOF	- 0.0	TDHOY
TDHOF	- 0.0	AGESY
TDHOF	- 0.0	HELNF

Risk-Adjusted Indicators

There is a big difference between Baloise Pink Sheet performing well and Baloise Holding Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Baloise Holding's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
IAFNF	0.64	0.15	0.08	1.36	0.46	(1.11)	1.88	(1.30)	5.14
AEGOF	0.33	0.14	0.00	(1.02)	0.00	0.00	0.00	0.00	12.55
HLVTY	0.25	0.09	0.00	0.69	0.00	0.00	0.16	0.00	7.23
HELNF	2.37	1.24	0.00	(1.45)	0.00	0.00	0.00	0.00	77.27
AGESY	0.95	0.20	0.12	2.10	1.02	(1.05)	1.94	(1.97)	5.23
TDHOY	2.19	0.46	0.12	(9.27)	2.38	(2.77)	5.09	(4.82)	20.91
TDHOF	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
BBSEY	1.98	0.25	0.08	0.67	2.34	(2.20)	3.76	(4.08)	15.05
SLLDY	1.43	0.29	0.16	0.58	1.31	(1.64)	3.35	(2.27)	9.57
AGESF	0.17	0.06	0.00	(7.99)	0.00	0.00	0.02	0.00	4.71

Baloise Holding Competitive Analysis

The better you understand Baloise Holding competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Baloise Holding's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Baloise Holding's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	BLHEY	IAFNF	AEGOF	HLVTY	HELNF	AGESY	TDHOY	BBSEY	SLLDY	AGESF
	0.00 23.50 Baloise	0.24 126.89 IAFNF	0.00 7.70 Aegon	1.56 6.50 Helvetia	3.35 250.67 Helvetia	1.26 74.15 Ageas	3.80 13.92 TDHOY	1.32 7.45 BBSEY	0.08 12.94 Sanlam	0.00 69.95 Ageas
Market Volatility (90 Days Market Risk)	Not too volatile	Very steady	Not too volatile	Not too volatile	Very steady	Very steady	Somewhat reliable	Somewhat reliable	Not too volatile	Very steady
Market Performance (90 Days Performance)	Weakest	Fair	Fair	Good	Fair	Good	Good	Fair	Good	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Hazard	Low	Small	Low	Low	Low	Fair	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Under Valued	Over Valued	Fairly Valued	Over Valued	Under Valued	Over Valued	Over Valued	Under Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Not Rated	Buy	Strong Sell	Strong Hold	Cautious Hold	Strong Buy	Strong Sell	Cautious Hold	Strong Buy	Cautious Hold
Current Ratio	19.19	0.44	1.39	0.69	N/A	1.12	13.12	1.29	1.66	2.1
Net Asset	89.98 B	94.66 B	468.25 B	N/A	69.74 B	111.14 B	17.81 T	16.13 B	1.06 T	111.14 B
Profit Margin	0.0849	0.08	N/A	0.0414	0.0414	0.0986	-0.0875	0.81	0.084	0.0986
EBITDA	843.3 M	1.47 B	(501 M)	806.2 M	806.2 M	2.02 B	44.59 B	7.07 B	16.46 B	1.85 B
Operating Margin	-0.0973	0.1	0.0156	0.059	0.059	0.16	0.0494	0.94	0.17	0.16
Current Valuation	7.78 B	6.57 B	14.18 B	7.5 B	6.75 B	10.84 B	654.6 M	12.11 B	5.91 B	10.84 B
Price To Book	1.21	1.22	0.59	N/A	1.07	0.84	0.93	6.64	1.67	0.84
Retained Earnings	5.67 B	N/A	N/A	N/A	N/A	118 M	N/A	3.42 B	43.42 B	118 M
Current Asset	18.98 B	N/A	46.52 B	N/A	N/A	6.76 B	N/A	2.6 B	108.46 B	6.76 B
Five Year Return	N/A	N/A	5.38	N/A	N/A	5.6	3.37	7.12	4.77	N/A
Beta	0.97	1.22	1.29	0.97	0.97	0.76	0.93	0.68	0.91	0.76
Number Of Employees	33	6	20 K	12.13 K	12.13 K	10.98 K	19.93 K	196	21.18 K	10.98 K
Shares Outstanding	451.72 M	105.3 M	1.99 B	51.99 M	52.86 M	183.44 M	1.11 B	2 B	1.1 B	183.44 M
Cash Flow From Operations	477 M	185 M	(1.8 B)	678.7 M	678.7 M	(1.06 B)	(396.88 B)	3.28 B	(1.45 B)	(1.06 B)
Annual Yield	0.0501	0.0325	0.0458	N/A	0.0629	0.0958	0.0283	0.0546	0.0717	0.0882
Total Debt	4.97 B	1.52 B	11.98 B	2.4 B	1.66 B	3.65 B	162 B	N/A	6.17 B	3.65 B
Return On Equity	0.0938	0.11	0.0185	0.0774	0.0774	0.1	-0.13	0.81	0.18	0.1
Z Score	0.6	2.4	N/A	1.2	1.8	1.2	N/A	N/A	0.6	1.2
Return On Asset	-0.0047	0.0076	-4.0E-4	0.006	0.006	0.0091	0.0033	0.3	0.0149	0.0091
Book Value Per Share	11.08	62.71	7.47	1.95	78.15	42.17	878.02	3.8	64.02	42.17
Current Liabilities	2.63 B	N/A	14.9 B	N/A	N/A	5.18 B	N/A	1.43 B	59.22 B	5.18 B
Total Asset	89.98 B	94.66 B	468.25 B	N/A	69.74 B	111.14 B	17.81 T	16.13 B	1.06 T	111.14 B
Debt To Equity	0.52	0.49	0.6	0.46	N/A	0.74	0.14	N/A	0.2	0.49
Last Dividend Paid	7.0	2.6	0.2	5.5	5.5	N/A	59.0	2.88	3.34	N/A
Target Price	N/A	N/A	N/A	N/A	N/A	49.78	N/A	7.3	N/A	N/A
Shares Owned By Institutions	N/A	47.53	33.66	N/A	19.93	0.03	N/A	0.04	0.01	35.2
Market Capitalization	7.39 B	6.46 B	11.3 B	6.6 B	6.43 B	8.75 B	8.78 B	14.24 B	7.3 B	9.26 B
Price To Earning	13.46	9.47	17.0	11.85	N/A	5.52	4.69	2.95	34.26	10.49
Price To Earnings To Growth	N/A	N/A	13.86	N/A	N/A	6.32	N/A	N/A	N/A	6.3
Price To Sales	1.02	0.59	0.28	0.47	0.55	0.82	0.0036	1.8	0.0437	0.8
Net Income	697.9 M	852 M	1.65 B	497.2 M	497.2 M	1.23 B	14.18 B	6.04 B	17.5 B	845 M
Earnings Per Share	1.39	5.52	0.32	0.24	9.03	5.79	0.09	0.58	0.74	5.78
Shares Owned By Insiders	N/A	0.13	14.96	N/A	34.26	N/A	N/A	N/A	N/A	7.23
Revenue	9.2 B	15.51 B	46.14 B	11.06 B	12.5 B	13.04 B	1.7 T	4.64 B	200.41 B	12.96 B
Working Capital	16.35 B	N/A	31.62 B	N/A	N/A	1.58 B	N/A	1.17 B	49.24 B	1.58 B
Cash And Equivalents	18.24 B	1.96 B	20.39 B	1.79 B	N/A	2.22 B	851.7 B	4.02 B	52.44 B	2.01 B
Cash Per Share	40.38	18.4	10.05	0.84	N/A	12.09	763.42	2.02	51.16	10.85
Gross Profit	3.1 B	3.14 B	5.25 B	2.14 B	2.14 B	3.19 B	368.92 B	7.3 B	62.48 B	3.19 B
Day Typical Price	23.5	126.89	7.7	6.5	250.67	73.96	13.75	7.44	12.94	69.95
Accumulation Distribution	N/A	N/A	N/A	N/A	N/A	7.74	81.06	2284.15	N/A	N/A
Market Facilitation Index	N/A	N/A	N/A	N/A	N/A	7.0E-4	2.0E-4	1.0E-4	N/A	N/A
Daily Balance Of Power	0.0	9.2 T	0.0	9.2 T	0	1.4375	0.9808	(0.10)	0	0.0
Period Momentum Indicator	N/A	0.31	N/A	0.1	(8.68)	0.92	0.51	(0.10)	(0.01)	N/A
Rate Of Daily Change	1.0	1.0	1.0	1.02	0.97	1.01	1.04	0.99	1.0	1.0
Day Median Price	23.5	126.89	7.7	6.5	250.67	73.87	13.66	7.44	12.94	69.95
Price Action Indicator	N/A	0.16	N/A	0.05	(4.34)	0.74	0.51	(0.04)	(0.01)	N/A
Coefficient Of Variation	(2,266)	560.59	940.74	702.73	767.56	536.38	674.26	906.95	552.85	821.46
Mean Deviation	1.19	0.6363	0.3332	0.2515	2.37	0.9546	2.19	1.98	1.43	0.1658
Jensen Alpha	(0.14)	0.1471	0.1411	0.0888	1.24	0.2034	0.465	0.2459	0.2869	0.062
Total Risk Alpha	(0.38)	0.0745	0.0156	0.0323	0.3841	0.1075	0.1845	0.0498	0.1647	0.0103
Sortino Ratio	N/A	0.0807	N/A	N/A	N/A	0.1174	0.1173	0.0786	0.1569	N/A
Downside Variance	N/A	1.1	N/A	N/A	N/A	1.42	11.1	6.74	2.67	N/A
Standard Deviation	2.85	0.926	1.34	0.7664	9.13	1.18	3.18	2.58	1.86	0.5873
Kurtosis	15.91	1.36	61.36	45.02	64.85	(0.03)	3.02	1.03	0.5096	56.53
Potential Upside	2.91	1.88	N/A	0.1629	N/A	1.94	5.09	3.76	3.35	0.0151
Treynor Ratio	(1.78)	1.36	(1.02)	0.686	(1.45)	2.1	(9.27)	0.6712	0.5782	(7.99)
Maximum Drawdown	12.81	5.14	12.55	7.23	77.27	5.23	20.91	15.05	9.57	4.71
Variance	8.11	0.8575	1.78	0.5874	83.34	1.4	10.1	6.68	3.47	0.3449
Market Risk Adjusted Performance	(1.77)	1.37	(1.01)	0.696	(1.44)	2.11	(9.26)	0.6812	0.5882	(7.98)
Risk Adjusted Performance	(0.03)	0.1461	0.0902	0.115	0.1149	0.1545	0.1279	0.0964	0.1525	0.095
Skewness	(2.19)	0.3632	7.65	6.14	8.02	(0.19)	0.533	(0.25)	0.4107	7.24
Semi Deviation	N/A	0.4614	N/A	N/A	N/A	1.02	2.38	2.34	1.31	N/A
Information Ratio	(0.07)	0.0912	0.0458	0.037	0.1214	0.1182	0.1229	0.079	0.1375	(0.02)
Value At Risk	(4.42)	(1.30)	N/A	N/A	N/A	(1.97)	(4.82)	(4.08)	(2.27)	N/A
Expected Short fall	N/A	(1.11)	N/A	N/A	N/A	(1.05)	(2.77)	(2.20)	(1.64)	N/A
Downside Deviation	N/A	1.05	N/A	N/A	N/A	1.19	3.33	2.6	1.63	N/A
Semi Variance	N/A	0.2129	N/A	N/A	N/A	1.04	5.66	5.46	1.72	N/A

Baloise Holding Competition Performance Charts

Five steps to successful analysis of Baloise Holding Competition

Baloise Holding's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Baloise Holding in relation to its competition. Baloise Holding's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Baloise Holding in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Baloise Holding's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Baloise Holding, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Baloise Holding position

In addition to having Baloise Holding in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in discontinued.

You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

Other Consideration for investing in Baloise Pink Sheet

If you are still planning to invest in Baloise Holding check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Baloise Holding's history and understand the potential risks before investing.

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