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Sector
Insurance - Diversified
Bâloise Holding AG functions as a diversified financial services group, primarily engaging in the insurance and banking industries across Switzerland, Germany, Belgium, and Luxembourg through its network of subsidiaries. The company organizes its operations into distinct divisions: Non-Life Insurance, Life Insurance, Asset Management & Banking, and Other Activities. Within its non-life portfolio, Bâloise provides extensive coverage including accident, health, general liability, motor vehicle, fire and other property protection, marine, credit protection, and legal expenses policies. Its life insurance offerings are equally comprehensive, featuring endowment policies (both conventional and unit-linked), group life schemes, term life coverage, immediate and deferred annuities, as well as supplementary riders for eventualities like premium waiver, accidental death, and disability. Beyond insurance, the company operates Baloise Bank SoBa, its banking arm located in Switzerland, and delivers specialized asset management services. Furthermore, Bâloise holds strategic interests in various equity investment firms, real estate companies, and financing ventures. Its diverse clientele spans private individuals, small and medium-sized enterprises (SMEs), and larger industrial corporations. Established in 1863, Bâloise Holding AG maintains its corporate headquarters in Basel, Switzerland.
www.baloise.comNo one on the platform currently holds BALN.SW.
No tracked institution reports a position in BALN.SW as of their last filing.
No one on the platform has traded BALN.SW yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 5.7% | 1.1% | 7.0% | — | — | — |
| Rev. Growth % | -8.6% | -10.3% | ||||
| Profit Margin % | 6.0% | 5.9% | 6.1% | |||
| Free Cash Flow Margin % | 0.9% | 7.1% | 8.0% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $9.1B | +2.8% | $11.74 | $10.47–$12.44 | — | 3 |
| 2027 | $9.4B | +2.6% | $12.54 | $11.13–$13.41 | — | 3 |
| 2028 | $9.0B | -4.0% | $13.09 | $13.09–$13.09 | — | 1 |
| 2029 | $9.1B | +1.3% | $13.95 | $13.95–$13.95 | — | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 3 of the last 4 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2025-09-10 | $5.43 | $6.09 | +12.2% |
| 2025-03-25 | $2.60 | $3.63 | +39.6% |
| 2024-09-12 | $3.77 | $4.56 | +21.0% |
| 2021-12-31 | $6.56 | $6.34 | -3.4% |
| -2.18% |
| $10.4B |
| — |
| LUKN.SWLuzerner Kantonalbank AG | $117.40 | +1.03% | $5.8B | — |
| SCR.SWSCOR Se | $31.12 | -2.87% | $5.6B | — |
Source: Financial Modeling Prep · peers by sector/industry