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Valiant Holding (VATN) Fair Value & Analysis

Financial Services · CH · Market cap CHF 2.6B

VH Valiant Holding VATN · SW
PriceCHF 153.80
Fair ValueCHF 127.60
Upside-17.0%
Quality52/100
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Mixed Growth
Highly profitable · 28.2% net margin
High debt · generates free cash flow
Trails peers (1/15)
Moderate moat 63/100
Evidence: High Range CHF 95.70 – CHF 159.49 Share as image

Fair value as of: Jul 18, 2026

From 6 valuation models · updated 22 days ago

Share price −5.2% over the past month.

A solid business, but screening 17% overvalued on our models.

What matters now

  • Solid but not exceptional quality (52/100) 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.
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Price vs Fair Value (5 years)

CHF 176.90 CHF 66.88 Fair Value CHF 127.60 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.

How to read this chart

60‑month range CHF 66.88 – CHF 176.90 · fair‑value band CHF 95.70 – CHF 159.49 · the CHF 153.80 price screens above the CHF 127.60 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.

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Analysis

Valiant Holding (VATN) currently trades at CHF 153.80, while our model-based Fair Value estimate is CHF 127.60, implying the stock looks roughly 17.0% overvalued today. The Quality Score stands at 52/100 (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, Valiant Holding generated revenue of CHF 551M at a net margin of 28.2%. Revenue grew 0.9% year over year. It earns a return on equity of 5.6%. Net debt stands at CHF 7.9B. Fundamentals as of Jul 18, 2026

Our scenario range runs from CHF 95.70 (bear case) to CHF 159.49 (bull case); at CHF 153.80, the current price sits within 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 13% below its 52-week high and 36% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 42% fair-value upside, at -17%, VATN 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 BearBaseBull Evidence
Highest evidence
Residual Income CHF 135.42 CHF 138.68 CHF 135.80 76
Gordon GGM CHF 48.40 CHF 58.40 CHF 68.95 70
P/E Multiple CHF 95.70 CHF 127.60 CHF 159.49 63
All 6 models by family
Dividend Discount
Gordon GGM CHF 48.40 CHF 58.40 CHF 68.95 70
DDM Multi-Stage CHF 48.40 CHF 63.53 CHF 81.74 61
Multiples
P/E Multiple CHF 95.70 CHF 127.60 CHF 159.49 63
P/B Multiple CHF 125.14 CHF 166.86 CHF 208.57 55
Asset-Based
NCAV (Graham) CHF 87.67 CHF 117.48 CHF 175.35 50
Economic Profit
Residual Income CHF 135.42 CHF 138.68 CHF 135.80 76

Widest divergence: Economic Profit (CHF 138.68) versus Dividend Discount (CHF 58.40). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) CHF 551M
Revenue growth (YoY) +0.9%
Net margin 28.2%
Return on equity 5.6%
Free cash flow CHF 52.4M FY2025
P/E ratio 16.2
More key figures
Operating margin 31.9%
EPS (TTM) CHF 9.84
EPS growth (YoY) +2.5%
Net debt CHF 7.9B FY2025

Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 52/100

Of which business quality 50 · Market factors (momentum, volatility) 65

Profitability 28
Margins and returns on capital today
Quality Growth 57
Are margins and returns improving?
Cashflow 39
Earnings quality: real cash, not paper profit
Fin. Strength 37
Balance sheet, leverage, solvency risk
Investment 90
Disciplined investing over empire-building
Low Volatility 96
Calm price path (market factor)
Momentum 48
Price trend over the last 3–12 months (market factor)
52W Momentum 60
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

Valiant Holding AG, together with its subsidiaries, provides financial products and services in the areas of financing, payments, savings, investments, and retirement planning in Switzerland.

Full company description

Valiant Holding AG, together with its subsidiaries, provides financial products and services in the areas of financing, payments, savings, investments, and retirement planning in Switzerland. The company offers savings; real estate financing; loans for working capital and other basic services for businesses; unsecured and consumer loans; payment transactions and other banking transactions through Valiant app; and retirement planning and investment solutions, as well as personal advisory services. It serves private clients, affluent clients, self-employed individuals and small companies, and medium-sized companies. The company was founded in 1824 and is based in Bern, Switzerland.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Valiant Holding reported revenue of CHF 737M in FY2025 versus CHF 437M in FY2021, a compound +14.0%/yr. Reported net income was CHF 155M in FY2025, compounding +5.9%/yr from FY2021.

Growth Quality 79/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
CHF 737M
Avg. growth/yr (3Y)
+24.0%
Avg. growth/yr (5Y)
+13.2%
Avg. growth/yr (21Y)
+1.3%
Revenue +14.0%/yr
FY21 CHF 437M
FY22 CHF 478M
FY23 CHF 768M
FY24 CHF 833M
FY25 CHF 737M
Net income +5.9%/yr
FY21 CHF 123M
FY22 CHF 130M
FY23 CHF 144M
FY24 CHF 150M
FY25 CHF 155M

VATN screens 17% overvalued. Compare with PT Bank Central Asia Tbk →

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

Peer Group

Banks - Regional · 1083 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 57 · Above median
Fair Value upside −17% · Below median
Return on equity (TTM) 6% · Bottom 25%
Return on assets 0% · Bottom 25%
Net margin (TTM) 28% · Below median
Operating margin (TTM) 32% · Below median
Revenue growth 1% · Below median
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 3.84× · Higher than 75% of peers

Valuation Multiples vs Banks - Regional median · lower = cheaper

P/E (TTM) 16.7× · Pricier than 75% of peers
P/B 1.16× · Pricier than median
P/S (TTM) 5.81× · Pricier than 75% of peers
P/FCF 61.0× · Pricier than 75% of peers
EV/EBITDA 45.8× · Pricier than 75% of peers
PEG 1.91× · 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 11 · sector 39
FUTURE 5 · sector 44
PAST 22 · sector 41
HEALTH 0 · sector 85
DIVIDEND 0 · sector 49

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 Banks - Regional stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).

Stock Price Fair Value vs Fair Value
PT Bank Central Asia Tbk BBCA 6,175 IDR 6,087 IDR -1%
KB Financial Group 105560 184,400 KRW 213,797 KRW +16%
PT Bank Rakyat Indonesia (Persero) Tbk BBRI 2,970 IDR 4,891 IDR +65%
PT Bank Mandiri (Persero) Tbk BMRI 4,310 IDR 7,841 IDR +82%
Banco Bradesco S.A BBD 5,120 ARS 10,240 ARS +100%
Shinhan Financial Group 055550 107,900 KRW 137,259 KRW +27%
Hana Financial Group 086790 136,800 KRW 193,969 KRW +42%
Lloyds Banking Group LYG 4,138 ARS 8,275 ARS +100%
Banco de Chile, CHILE 193.10 CLP 152.55 CLP -21%
Joint Stock Commercial Bank for Foreign Trade of Vietnam, VCB 59,400 VND 84,201 VND +42%

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Frequently asked questions

Is Valiant Holding (VATN) overvalued or undervalued?
As of Jul 18, 2026, our model estimates a fair value of CHF 127.60 versus a price of CHF 153.80, about −17% (overvalued).
What is the fair value of VATN?
Our model-based fair value for Valiant Holding is CHF 127.60 (as of Jul 18, 2026), built from audited fundamentals. The current price is CHF 153.80.
What is the quality score of VATN?
Valiant Holding has a Quality Score of 52/100. 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 Valiant Holding (VATN)?
Valiant Holding reported trailing-twelve-month revenue of about CHF 551M (latest available figure, as of Jul 18, 2026).
What is the net profit margin of VATN?
The net profit margin of Valiant Holding is about 28.2%, meaning it keeps roughly 28.2% 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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