EN DE

OVB Holding (O4B) Fair Value & Analysis

Financial Services · DE · Market cap €268M

OH OVB Holding O4B · XETRA
Price€19.40
Fair Value€10.22
Upside-47.3%
Quality54/100
Watch OVB Holding for free, get notified when fair value or trend changes. Watch for free
Mixed Growth
Thin margins · 1.7% net margin
Low debt · generates free cash flow
3.97% dividend yield
Trails peers (5/15)
Narrow moat 33/100
Evidence: High Range €7.67 – €12.78 Share as image

Fair value as of: Jul 19, 2026

From 13 valuation models · updated 22 days ago

Share price +2.6% over the past month.

A solid business, but screening 47% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (€12.78). The favourable scenario is already priced in.
  • Solid but not exceptional quality (54/100) and above fair value, neither a clear bargain nor a standout compounder.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
Share this valuation: 𝕏 WhatsApp

Price vs Fair Value (5 years)

€24.25 €15.03 Fair Value €10.22 Jun 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.

How to read this chart

60‑month range €15.03 – €24.25 · fair‑value band €7.67 – €12.78 · the €19.40 price screens above the €10.22 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 19, 2026.

Full chart & analysis →

Which stocks are undervalued right now? Check free Discover now →

Analysis

OVB Holding (O4B) currently trades at €19.40, while our model-based Fair Value estimate is €10.22, implying the stock looks roughly 47.3% overvalued today. The Quality Score stands at 54/100 (solid 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, OVB Holding generated revenue of €446M at a net margin of 1.7%. Revenue grew 7.9% year over year. It earns a return on equity of 7.8%. The balance sheet holds a net cash position of €64.2M. Fundamentals as of Jul 19, 2026

Our scenario range runs from €7.67 (bear case) to €12.78 (bull case); at €19.40, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 15% below its 52-week high and 5% above its 52-week low, currently below its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 11% fair-value upside, at -47%, O4B screens richer 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 Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF €20.08 €25.14 €31.10 80
Residual Income €5.26 €5.57 €5.84 76
Rev-Margin DCF €20.32 €28.73 €38.45 74
All 13 models by family
DCF Models
Owner Earnings €16.16 €20.50 €25.95 31
5Y P/E Exit €16.15 €20.83 €25.61 38
10Y P/E Exit €17.73 €21.83 €26.63 35
Earnings-Based
Graham-Dodd €4.09 €12.94 €17.23 54
Lynch FV €2.84 €4.06 €5.28 50
Dividend Discount
Gordon GGM €6.97 €11.67 €15.14 70
DDM Multi-Stage €6.97 €10.54 €12.55 61
Multiples
P/E Multiple €9.02 €12.03 €15.04 63
P/B Multiple €7.67 €10.22 €12.78 55
Asset-Based
NCAV (Graham) €3.37 €4.52 €6.75 50
Growth DCF
Growth DCF €20.08 €25.14 €31.10 80
Rev-Margin DCF €20.32 €28.73 €38.45 74
Economic Profit
Residual Income €5.26 €5.57 €5.84 76

Widest divergence: Growth DCF (€25.14) versus Earnings-Based (€4.06). Highest evidence: Growth DCF (80).

Notify me when O4B reaches fair value

Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.

Key figures & financial health

Revenue (TTM) €446M
Revenue growth (YoY) +7.9%
Net margin 1.7%
Return on equity 7.8%
Free cash flow €25.4M FY2025
P/E ratio 35.5
More key figures
Operating margin 1.9%
EPS (TTM) €0.5300
Dividend yield 4.0%
EPS growth (YoY) -68.8%
Net cash €64.2M FY2025

Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 54/100

Of which business quality 57 · Market factors (momentum, volatility) 52

Profitability 42
Margins and returns on capital today
Quality Growth 10
Are margins and returns improving?
Cashflow 67
Earnings quality: real cash, not paper profit
Fin. Strength 65
Balance sheet, leverage, solvency risk
Investment 77
Disciplined investing over empire-building
Low Volatility 99
Calm price path (market factor)
Momentum 32
Price trend over the last 3–12 months (market factor)
52W Momentum 31
Distance to the 52-week high (market factor)
Net Issuance 82
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

OVB Holding AG, together with its subsidiaries, provides advisory and brokerage services to private households in Europe. It offers advisory services to clients in structuring their finances; and brokerage services for various financial products offered by insurance companies, banks, building societies, and other enterprises.

Full company description

OVB Holding AG, together with its subsidiaries, provides advisory and brokerage services to private households in Europe. It offers advisory services to clients in structuring their finances; and brokerage services for various financial products offered by insurance companies, banks, building societies, and other enterprises. The company was founded in 1970 and is based in Cologne, Germany.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

OVB Holding reported revenue of €437M in FY2025 versus €321M in FY2021, a compound +8.1%/yr. Reported net income was €8.6M in FY2025, compounding −14.1%/yr from FY2021.

Growth Quality 68/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
€437M
Latest YoY
+7.0%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+9.6%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+10.1%
Avg. growth/yr (21Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+5.7%
Revenue +8.1%/yr
FY21 €321M
FY22 €332M
FY23 €354M
FY24 €409M
FY25 €437M
Net income −14.1%/yr
FY21 €15.7M
FY22 €14.7M
FY23 €14.3M
FY24 €19.2M
FY25 €8.6M
Character of growth · EPS growth decomposed (2014-2025) +6.0 % p.a.
Revenue per share +7.4 pp

of which total revenue +7.4 pp · buybacks/dilution +0.0 pp

EBIT margin −4.2 pp
Tax rate +0.4 pp
Residual (interest, one-offs) +2.5 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

O4B screens 47% overvalued. Compare with Huatai Securities Co →

Share or link this analysis
For bloggers & editors: embed code + live data

For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.

Cite: Fair Value Calculator (2026). "OVB Holding Fair Value". https://www.fairvalue-calculator.com/stock/O4B

Peer Group

Capital Markets · 423 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 55 · Above median
Fair Value upside −47% · Below median
Return on equity (TTM) 8% · Above median
Return on assets 1% · Below median
Net margin (TTM) 2% · Below median
Operating margin (TTM) 2% · Below median
Revenue growth 8% · Below median
Dividend yield (TTM) 4.0% · Top 25%
Debt / equity 0.00× · Lower than 75% of peers

Valuation Multiples vs Capital Markets median · lower = cheaper

P/E (TTM) 35.5× · Pricier than 75% of peers
P/B 3.22× · Pricier than 75% of peers
P/S (TTM) 0.69× · Cheaper than 75% of peers
P/FCF 12.2× · Pricier than 75% of peers
EV/EBITDA 24.6× · Pricier than 75% of peers
PEG 2.45× · Pricier 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 0 · sector 9
FUTURE 40 · sector 96
PAST 31 · sector 30
HEALTH 100 · sector 93
DIVIDEND 79 · sector 36

VALUE 0: the price sits above our fair-value range.

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 Capital Markets stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).

Stock Price Fair Value vs Fair Value
Huatai Securities Co HTSC $0.2700 $0.0400 -85%
Mirae Asset Securities Co 006800 38,750 KRW 31,645 KRW -18%
Meritz Financial Group 138040 117,000 KRW 87,706 KRW -25%
Korea Investment Holdings 071050 239,000 KRW 318,825 KRW +33%
NH Investment & Securities Co 005940 31,000 KRW 37,133 KRW +20%
Samsung Securities Co 016360 107,700 KRW 126,487 KRW +17%
Motilal Oswal Financial Services Limited MOTILALOFS ₹967.00 ₹299.65 -69%
Kiwoom Securities Co 039490 322,000 KRW 358,091 KRW +11%
SSI Securities Corporation SSI 24,250 VND 28,021 VND +16%
Bolsas y Mercados Argentinos S.A BYMA 313.75 ARS 120.22 ARS -62%

Compare OVB Holding with another stock

Price, fair value, quality and upside side by side.

Free, no sign-up

Explore undervalued stocks

More undervalued Financial Services stocks →

All undervalued stocks TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued Blue-Chip StocksUndervalued Small-Cap StocksUndervalued Dividend Stocks

Frequently asked questions

Is OVB Holding (O4B) overvalued or undervalued?
As of Jul 19, 2026, our model estimates a fair value of €10.22 versus a price of €19.40, about −47% (overvalued).
What is the fair value of O4B?
Our model-based fair value for OVB Holding is €10.22 (as of Jul 19, 2026), built from audited fundamentals. The current price is €19.40.
What is the quality score of O4B?
OVB Holding has a Quality Score of 54/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of OVB Holding (O4B)?
OVB Holding reported trailing-twelve-month revenue of about €446M (latest available figure, as of Jul 19, 2026).
What is the net profit margin of O4B?
The net profit margin of OVB Holding is about 1.7%, meaning it keeps roughly 1.7% of revenue as net income. Based on the latest reported figures.
Does OVB Holding pay a dividend?
OVB Holding currently shows a dividend yield of about 3.57% relative to its recent price (as of Jul 19, 2026).

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.

14 days Pro free · no card

Track OVB Holding and try Pro for 14 days

One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.

Zero risk: nothing is ever charged. After 14 days you decide whether to stay.