Zug Estates (Switzerland) Performance
| ZUGN Stock | CHF 2,490 20.00 0.81% |
On a scale of 0 to 100, Zug Estates holds a performance score of 15. The firm maintains a market beta of 0.16, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Zug Estates' returns are expected to increase less than the market. However, during the bear market, the loss of holding Zug Estates is expected to be smaller as well. Please check Zug Estates' total risk alpha, treynor ratio, and the relationship between the jensen alpha and sortino ratio , to make a quick decision on whether Zug Estates' historical returns will revert.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Zug Estates Holding are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. In spite of fairly abnormal basic indicators, Zug Estates showed solid returns over the last few months and may actually be approaching a breakup point. ...more
Forward Dividend Yield 0.0198 | Payout Ratio | Forward Dividend Rate 49 | Dividend Date 2025-04-16 | Ex Dividend Date 2026-04-10 |
1 | Can Zug Estates Holding AG stock deliver double digit returns - Volume Spike Comprehensive Market Scan Insights - Newser | 12/04/2025 |
2 | V-ZUG Holding shareholders have endured a 55 percent loss from investing in the stock three years ago - Yahoo Finance | 12/22/2025 |
3 | Strong annual result for the Zug Estates Group - TradingView | 02/18/2026 |
| Begin Period Cash Flow | 17 M | |
| Total Cashflows From Investing Activities | -27.9 M |
Zug |
Zug Estates Relative Risk vs. Return Landscape
If you would invest 214,000 in Zug Estates Holding on December 4, 2025 and sell it today you would earn a total of 35,000 from holding Zug Estates Holding or generate 16.36% return on investment over 90 days. Zug Estates Holding is generating 0.266% of daily returns and assumes 1.3468% volatility on return distribution over the 90 days horizon. Simply put, 12% of stocks are less volatile than Zug, and 95% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Zug Estates Target Price Odds to finish over Current Price
The tendency of Zug Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 2,490 | 90 days | 2,490 | under 4 |
Based on a normal probability distribution, the odds of Zug Estates to move above the current price in 90 days from now is under 4 (This Zug Estates Holding probability density function shows the probability of Zug Stock to fall within a particular range of prices over 90 days) .
Zug Estates Price Density |
| Price |
Predictive Modules for Zug Estates
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Zug Estates Holding. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Zug Estates Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Zug Estates is not an exception. The market had few large corrections towards the Zug Estates' value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Zug Estates Holding, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Zug Estates within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.22 | |
β | Beta against Dow Jones | 0.16 | |
σ | Overall volatility | 120.94 | |
Ir | Information ratio | 0.15 |
Zug Estates Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Zug Estates for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Zug Estates Holding can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Zug Estates Holding has accumulated 660.33 M in total debt with debt to equity ratio (D/E) of 0.65, which is about average as compared to similar companies. Zug Estates Holding has a current ratio of 0.55, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Zug Estates until it has trouble settling it off, either with new capital or with free cash flow. So, Zug Estates' shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Zug Estates Holding sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Zug to invest in growth at high rates of return. When we think about Zug Estates' use of debt, we should always consider it together with cash and equity. | |
| About 38.0% of Zug Estates outstanding shares are owned by insiders | |
| Latest headline from news.google.com: Strong annual result for the Zug Estates Group - TradingView |
Zug Estates Price Density Drivers
Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Zug Stock often depends not only on the future outlook of the current and potential Zug Estates' investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Zug Estates' indicators that are reflective of the short sentiment are summarized in the table below.
| Common Stock Shares Outstanding | 510 K | |
| Cash And Short Term Investments | 14.1 M |
Zug Estates Fundamentals Growth
Zug Stock prices reflect investors' perceptions of the future prospects and financial health of Zug Estates, and Zug Estates fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Zug Stock performance.
| Return On Equity | 0.0804 | ||||
| Return On Asset | 0.0185 | ||||
| Profit Margin | 0.93 % | ||||
| Operating Margin | 0.59 % | ||||
| Current Valuation | 1.91 B | ||||
| Shares Outstanding | 460.34 K | ||||
| Price To Earning | 31.62 X | ||||
| Price To Book | 1.17 X | ||||
| Price To Sales | 13.81 X | ||||
| Revenue | 91.5 M | ||||
| Gross Profit | 80.47 M | ||||
| EBITDA | 110.77 M | ||||
| Net Income | 85.17 M | ||||
| Cash And Equivalents | 14.11 M | ||||
| Cash Per Share | 33.72 X | ||||
| Total Debt | 660.33 M | ||||
| Debt To Equity | 0.65 % | ||||
| Current Ratio | 0.56 X | ||||
| Book Value Per Share | 2,137 X | ||||
| Cash Flow From Operations | 47.01 M | ||||
| Earnings Per Share | 166.97 X | ||||
| Market Capitalization | 1.26 B | ||||
| Total Asset | 1.91 B | ||||
| Retained Earnings | 567.78 M | ||||
| Working Capital | (147.45 M) | ||||
About Zug Estates Performance
Evaluating Zug Estates' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Zug Estates has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Zug Estates has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 5.08 | 4.83 | |
| Return On Tangible Assets | 0.04 | 0.04 | |
| Return On Capital Employed | 0.03 | 0.04 | |
| Return On Assets | 0.04 | 0.04 | |
| Return On Equity | 0.08 | 0.07 |
Things to note about Zug Estates Holding performance evaluation
Checking the ongoing alerts about Zug Estates for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Zug Estates Holding help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Zug Estates Holding has accumulated 660.33 M in total debt with debt to equity ratio (D/E) of 0.65, which is about average as compared to similar companies. Zug Estates Holding has a current ratio of 0.55, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Zug Estates until it has trouble settling it off, either with new capital or with free cash flow. So, Zug Estates' shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Zug Estates Holding sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Zug to invest in growth at high rates of return. When we think about Zug Estates' use of debt, we should always consider it together with cash and equity. | |
| About 38.0% of Zug Estates outstanding shares are owned by insiders | |
| Latest headline from news.google.com: Strong annual result for the Zug Estates Group - TradingView |
- Analyzing Zug Estates' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Zug Estates' stock is overvalued or undervalued compared to its peers.
- Examining Zug Estates' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Zug Estates' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Zug Estates' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Zug Estates' stock. These opinions can provide insight into Zug Estates' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Zug Stock Analysis
When running Zug Estates' price analysis, check to measure Zug Estates' 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 Zug Estates is operating at the current time. Most of Zug Estates' value examination focuses on studying past and present price action to predict the probability of Zug Estates' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Zug Estates' price. Additionally, you may evaluate how the addition of Zug Estates to your portfolios can decrease your overall portfolio volatility.