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HBM Healthcare Investments AG (HBMN) Fair Value & Analysis

Financial Services · CH · Market cap CHF 1.7B

HH HBM Healthcare Investments AG HBMN · SW
PriceCHF 250.50
Fair ValueCHF 390.41
Upside+55.9%
Quality81/100
Weak Growth
Highly profitable · 98.6% net margin
Low debt · negative free cash flow
3.58% dividend yield
Ranks above peers (11/13)
Wide moat 76/100
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Evidence: Medium Range CHF 292.81 – CHF 488.02 Share as image

Fair value as of: Jul 16, 2026

From 11 valuation models · updated 16 days ago

Fair value updated Jul 16, 2026, revised from CHF 47.67 to CHF 390.41 (+719.0%) since Jun 26, 2026. Share price +5.7% over the past month.

A strong business, screening 56% undervalued on our models.

What matters now

  • The rarer combination: high quality (81/100) AND below fair value. That earns a closer look rather than a quick verdict.
  • The price is below even our cautious bear case (CHF 292.81). The market is more pessimistic than our downside scenario.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (5 years)

CHF 298.16 CHF 129.20 Fair Value CHF 390.41 Apr 2021 Jul 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.

How to read this chart

60‑month range CHF 129.20 – CHF 298.16 · fair‑value band CHF 292.81 – CHF 488.02 · the CHF 250.50 price screens below the CHF 390.41 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.

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Analysis

HBM Healthcare Investments AG (HBMN) currently trades at CHF 250.50, while our model-based Fair Value estimate is CHF 390.41, implying the stock looks roughly 55.9% undervalued today. We read business quality at 81/100 (high quality), in the Financial Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.

Over the trailing twelve months, HBM Healthcare Investments AG generated revenue of CHF 276M at a net margin of 98.6%. It earns a return on equity of 15.6%. Net debt stands at CHF 94.3M. The stock trades on a trailing P/E of 5.8. Fundamentals as of Jul 16, 2026

Our scenario range runs from CHF 292.81 (bear case) to CHF 488.02 (bull case); at CHF 250.50, the current price sits below that range. The share trades near its 52-week high and 59% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at -51% fair-value upside, at 56%, HBMN screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Residual Income CHF 259.82 CHF 322.51 CHF 791.33 76
Gordon GGM CHF 38.22 CHF 68.86 CHF 94.80 70
Growth-Adj P/E CHF 1,298 CHF 1,854 CHF 2,410 68
All 11 models by family
Earnings-Based
Graham-Dodd CHF 279.55 CHF 1,950 CHF 2,736 54
Lynch FV CHF 1,007 CHF 1,439 CHF 1,871 50
PEG = 1.0 CHF 1,007 CHF 1,439 CHF 1,871 46
Dividend Discount
Gordon GGM CHF 38.22 CHF 68.86 CHF 94.80 70
DDM Multi-Stage CHF 38.22 CHF 62.91 CHF 73.56 61
Multiples
P/E Multiple CHF 616.66 CHF 822.22 CHF 1,028 63
P/S Multiple CHF 77.81 CHF 103.75 CHF 129.69 58
P/B Multiple CHF 524.16 CHF 698.88 CHF 873.60 55
Asset-Based
NCAV (Graham) CHF 139.43 CHF 186.84 CHF 278.87 50
Economic Profit
Residual Income CHF 259.82 CHF 322.51 CHF 791.33 76
Growth Earnings
Growth-Adj P/E CHF 1,298 CHF 1,854 CHF 2,410 68

Widest divergence: Growth Earnings (CHF 1,854) versus Dividend Discount (CHF 62.91). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) CHF 276M
Revenue growth (YoY) +328%
Net margin 98.6%
Return on equity 15.6%
Free cash flow −CHF 2.7M FY2026
P/E ratio 6.2
More key figures
Operating margin 105%
EPS (TTM) CHF 40.74
Dividend yield 3.6%
EPS growth (YoY) +343%
Net debt CHF 94.3M FY2026

Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 81/100

Of which business quality 69 · Market factors (momentum, volatility) 79

Profitability 48
Margins and returns on capital today
Quality Growth 93
Are margins and returns improving?
Cashflow 42
Earnings quality: real cash, not paper profit
Fin. Strength 66
Balance sheet, leverage, solvency risk
Investment 97
Disciplined investing over empire-building
Low Volatility 83
Calm price path (market factor)
Momentum 67
Price trend over the last 3–12 months (market factor)
52W Momentum 94
Distance to the 52-week high (market factor)
Net Issuance 98
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

HBM Healthcare Investments AG specializes in fund of funds and direct investments in middle market and mature companies.

Full company description

HBM Healthcare Investments AG specializes in fund of funds and direct investments in middle market and mature companies. The fund prefers to invest in start up, early stage, mid stage, mid venture, late venture, and late stage private companies, unlisted emerging companies, small cap public companies, buyouts, growth capital, and private investment in public equities (PIPES). Within fund of funds, it invests in venture capital funds. It also seeks to finance spin-offs of product lines or departments from larger corporations and the expansion or restructuring of established companies, seed stages, venture capital, expansion capital stages, spin-offs, and buyouts. The fund prefers to invest in the private and public companies in the healthcare sector with a focus on human medicine, drugs, pharma , biopharma, biotechnology, diagnostics, medical technology, and related industries. It seeks to make initial investments in companies whose primary products are in clinical development or the immediately preceding stage. The fund typically invests globally with a focus on Asia Pacific, Asia, North America, and Europe. In case of public companies, it focuses on those which originate from its private portfolio. The fund increases its investment in portfolio companies by participating in a follow-on financing or after the portfolio company's IPO. It may acquire majority participations in portfolio companies, usually takes a seat on the portfolio company's Board of Directors, and largely makes equity investments but may also invest through other instruments including convertible bonds, debt securities, structured products, and derivatives. The fund exits its portfolio companies through trade sale or IPO.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

HBM Healthcare Investments AG reported revenue of CHF 274M in FY2026 versus −CHF 76.5M in FY2022. Reported net income was CHF 272M in FY2026.

Growth Quality 20/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2026)
CHF 274M
Latest YoY
+1,126.7%
Avg. growth/yr (5Y)
−18.6%
Avg. growth/yr (24Y)
+10.5%
Revenue
FY22 −CHF 76.5M
FY23 −CHF 142M
FY24 CHF 3.1M
FY25 CHF 22.4M
FY26 CHF 274M
Net income
FY22 −CHF 78.0M
FY23 −CHF 146M
FY24 −CHF 1.1M
FY25 CHF 18.5M
FY26 CHF 272M

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Cite: Fair Value Calculator (2026). "HBM Healthcare Investments AG Fair Value". https://www.fairvalue-calculator.com/stock/HBMN

Peer Group

Asset Management · 995 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 80 · Top 25%
Fair Value upside +56% · Top 25%
Return on equity (TTM) 16% · Top 25%
Return on assets 9% · Top 25%
Net margin (TTM) 99% · Top 25%
Operating margin (TTM) 105% · Top 25%
Revenue growth 328% · Top 25%
Dividend yield (TTM) 3.6% · Above median
Debt / equity 0.05× · Lower than median

Valuation Multiples vs Asset Management median · lower = cheaper

P/E (TTM) 6.2× · Cheaper than median
P/B 1.12× · Pricier than median
P/S (TTM) 7.51× · Pricier than median
EV/EBITDA 7.9× · Cheaper than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 100 · sector 33
FUTURE 100 · sector 8
PAST 62 · sector 24
HEALTH 97 · sector 95
DIVIDEND 72 · sector 69

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Asset Management stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

Stock Price Fair Value vs Fair Value
Fondul Proprietatea SA FP $0.0420 $0.0800 +90%
BlackRock, Inc BLK $1,036 $504.81 -51%
Blackstone Inc BX $124.56 $16.35 -87%
Investor AB INVEB kr 394.40 kr 788.80 +100%
Brookfield Corporation BN $41.21 $9.95 -76%
KKR & Co KKR $100.94 $44.88 -56%
AB Industrivärden INDUA kr 532.50 kr 1,065 +100%
Jio Financial Services Limited JIOFIN ₹242.98 ₹40.19 -83%
Bajaj Holdings BAJAJHLDNG ₹10,398 ₹9,202 -12%
HDFC Asset Management Company HDFCAMC ₹2,729 ₹301.41 -89%

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Frequently asked questions

Is HBM Healthcare Investments AG (HBMN) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of CHF 390.41 versus a price of CHF 250.50, about +56% (undervalued).
What is the fair value of HBMN?
Our model-based fair value for HBM Healthcare Investments AG is CHF 390.41 (as of Jul 16, 2026), built from audited fundamentals. The current price is CHF 250.50.
What is the quality score of HBMN?
HBM Healthcare Investments AG has a Quality Score of 81/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of HBM Healthcare Investments AG (HBMN)?
HBM Healthcare Investments AG reported trailing-twelve-month revenue of about CHF 276M (latest available figure, as of Jul 16, 2026).
What is the net profit margin of HBMN?
The net profit margin of HBM Healthcare Investments AG is about 98.6%, meaning it keeps roughly 98.6% of revenue as net income. Based on the latest reported figures.

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.

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