Bellevue Group (BBN) Fair Value & Analysis
Financial Services · CH · Market cap CHF 99.8M
Fair value as of: Jun 26, 2026
From 24 valuation models · updated 3 days ago
Share price −8.6% over the past month.
Price vs Fair Value (12 months)
12‑month range CHF 6.84 – CHF 12.16 · fair‑value band CHF 1.80 – CHF 3.00 · the CHF 6.84 price screens above the CHF 2.40 fair value. As of Jun 26, 2026.
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Bellevue Group (BBN) currently trades at CHF 6.84, while our model-based Fair Value estimate is CHF 2.40 — implying the stock looks roughly 64.9% overvalued today. We read business quality at 95/100 (high quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).
Over the trailing twelve months, Bellevue Group generated revenue of CHF 52.8M at a net margin of 3.6%. Revenue declined 17.9% year over year. It earns a return on equity of 1.6%. The balance sheet holds a net cash position of CHF 1.9M. Fundamentals as of Jun 26, 2026
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.
About the company
Bellevue Group AG engages in the asset management business in Switzerland, the United Kingdom, Germany, and internationally. The company offers healthcare investment solutions, including biotech, medtech, thematic, and healthcare global and regional. It also provides small and mid-sized entrepreneur investment solutions, such as listed small and mid-caps, and private equity strategies; and multi asset and bond solutions. The company was founded in 1993 and is headquartered in Zurich, Switzerland.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Bellevue Group reported revenue of CHF 53.0M in FY2025 versus CHF 142M in FY2021, a compound −21.9%/yr. Reported net income was CHF 1.9M in FY2025, compounding −54.3%/yr from FY2021.
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.
Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.