Baloise Holding (Switzerland) Buy Hold or Sell Recommendation
| BALN Stock | CHF 167.30 1.20 0.71% |
Assuming the 90 days trading horizon and your typical level of risk aversion, our recommendation regarding Baloise Holding AG is 'Hold'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Baloise Holding AG given historical horizon and risk tolerance towards Baloise Holding. When Macroaxis issues a 'buy' or 'sell' recommendation for Baloise Holding AG, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Baloise Holding Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Baloise and provide practical buy, sell, or hold advice based on investors' constraints. Baloise Holding AG. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors.
Baloise |
Execute Baloise Holding Buy or Sell Advice
The Baloise recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Baloise Holding AG. Macroaxis does not own or have any residual interests in Baloise Holding AG or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Baloise Holding's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Analyst Consensus | Not Available | Details | |
Reporting Quality (M-Score) | Inapplicable | Details |
Baloise Holding Returns Distribution Density
The distribution of Baloise Holding's historical returns is an attempt to chart the uncertainty of Baloise Holding's future price movements. The chart of the probability distribution of Baloise Holding daily returns describes the distribution of returns around its average expected value. We use Baloise Holding AG price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Baloise Holding returns is essential to provide solid investment advice for Baloise Holding.
| Mean Return | 0.08 | Value At Risk | -1.32 | Potential Upside | 1.37 | Standard Deviation | 1.07 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Baloise Holding historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Baloise Holding Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Baloise Holding or Financial Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Baloise Holding's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Baloise stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | 0.47 | |
σ | Overall volatility | 1.08 | |
Ir | Information ratio | -0.04 |
Baloise Holding Volatility Alert
Baloise Holding AG has relatively low volatility with skewness of -1.61 and kurtosis of 7.28. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Baloise Holding's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Baloise Holding's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Baloise Holding Fundamentals Vs Peers
Comparing Baloise Holding's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Baloise Holding's direct or indirect competition across all of the common fundamentals between Baloise Holding and the related equities. This way, we can detect undervalued stocks with similar characteristics as Baloise Holding or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Baloise Holding's fundamental indicators could also be used in its relative valuation, which is a method of valuing Baloise Holding by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Baloise Holding to competition |
| Fundamentals | Baloise Holding | Peer Average |
| Return On Equity | 0.0938 | -0.31 |
| Return On Asset | -0.0047 | -0.14 |
| Profit Margin | 0.08 % | (1.27) % |
| Operating Margin | (0.1) % | (5.51) % |
| Current Valuation | 7.32 B | 16.62 B |
| Shares Outstanding | 45.17 M | 571.82 M |
| Shares Owned By Insiders | 0.21 % | 10.09 % |
| Shares Owned By Institutions | 46.57 % | 39.21 % |
| Price To Earning | 15.07 X | 28.72 X |
| Price To Book | 1.28 X | 9.51 X |
| Price To Sales | 0.95 X | 11.42 X |
| Revenue | 9.2 B | 9.43 B |
| Gross Profit | 3.1 B | 27.38 B |
| EBITDA | 843.3 M | 3.9 B |
| Net Income | 697.9 M | 570.98 M |
| Cash And Equivalents | 4.07 B | 2.7 B |
| Cash Per Share | 464.18 X | 5.01 X |
| Total Debt | 2.43 B | 5.32 B |
| Debt To Equity | 0.35 % | 48.70 % |
| Current Ratio | 33.57 X | 2.16 X |
| Book Value Per Share | 110.82 X | 1.93 K |
| Cash Flow From Operations | 477 M | 971.22 M |
| Earnings Per Share | 12.69 X | 3.12 X |
| Target Price | 157.5 | |
| Number Of Employees | 10 | 18.84 K |
| Beta | 0.97 | -0.15 |
| Market Capitalization | 6.87 B | 19.03 B |
| Total Asset | 89.98 B | 29.47 B |
| Z Score | 1.2 | 8.72 |
| Annual Yield | 0.05 % | |
| Five Year Return | 3.85 % | |
| Net Asset | 89.98 B | |
| Last Dividend Paid | 7.0 |
Baloise Holding Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Baloise . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 2375.01 | |||
| Daily Balance Of Power | (0.48) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 167.25 | |||
| Day Typical Price | 167.27 | |||
| Price Action Indicator | (0.55) | |||
| Period Momentum Indicator | (1.20) | |||
| Relative Strength Index | 44.65 |
About Baloise Holding Buy or Sell Advice
When is the right time to buy or sell Baloise Holding AG? Buying financial instruments such as Baloise Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Additional Tools for Baloise Stock Analysis
When running Baloise Holding's price analysis, check to measure Baloise Holding's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Baloise Holding is operating at the current time. Most of Baloise Holding's value examination focuses on studying past and present price action to predict the probability of Baloise Holding's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Baloise Holding's price. Additionally, you may evaluate how the addition of Baloise Holding to your portfolios can decrease your overall portfolio volatility.