Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
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Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Compagnie Bancaire Helvétiques S.A., commonly referred to as CBH, is a distinguished private banking institution firmly rooted in Swiss banking traditions. Offering personalized financial services, the bank primarily aims to cater to high-net-worth individuals, families, and institutions with a bespoke approach to wealth management. With a heritage that underscores discretion and stability, CBH provides a wide range of services, including asset management, estate planning, and investment advisory. This makes it instrumental in helping clients preserve and grow their wealth across generations. The bank's operations significantly impact various sectors, particularly the wealth management industry, by emphasizing personalized client relationships and in-depth market insights. CBH’s role in the financial market extends into private banking with a global reach from its Swiss base, reinforcing Switzerland's reputation as a hub for secure and sophisticated financial services. The institution's strategic approach to handling complex financial portfolios underpins its market significance, allowing it to adapt to evolving financial landscapes while maintaining a tradition of excellence and trust.
€1800.00
€40.00 (-2.17%)
Price from 2 days ago
The business is unprofitable at the operating level (-0.49% margin). The thesis depends entirely on whether and when it reaches sustainable profitability.
Revenue declined 2.7% YoY. The question is whether this is cyclical or a structural shift.
Insufficient data to identify specific risks. Treat any missing metrics as a data gap, not a clean bill of health.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
€109M
▼ -2.7% YoY
Net Income (TTM)
-€11M
▼ -39.4% YoY
Op. Margin
-0.49%
▲ +3.3pp YoY
ROIC
-0.34%
▲ +2.2pp YoY
Cash Flow & Balance Sheet
FCF
N/A
Op. Cash Flow
N/A
Net Debt
€21M
Cash & Equiv.
€4M
3Y CAGR: -0.9%
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Compagnie Bancaire Helvétiques (COBH.XBRU)'s valuation is best read against its own history, its peers, and the growth its price implies. A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Compagnie Bancaire Helvétiques scores 8/100 on Intrinsiqq's quality scorecard, weighing growth, margins, returns on capital, share count, and balance-sheet strength. All figures are computed from SEC filings; read the full . This is analysis, not investment advice.
Compagnie Bancaire Helvétiques scores 8 out of 100 on Intrinsiqq's quality score, passing 0 of 5 checks, which makes it a lower-quality business on these measures. Recent fundamentals include a -0.5% operating margin and a -0.3% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full check-by-check breakdown is on the quality scorecard.
That depends on valuation and quality together, not either alone. you should weigh COBH.XBRU's valuation and scores 8/100 on quality (lower-quality). A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.