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Berliner Effektengesellschaft AG (BFV) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Berliner Effektengesellschaft AG

BFVMarket cap $1.06BPrice $81.7

Country🇩🇪Germany

SectorFinancials

IndustryCapital Markets

Runs one of Germany's oldest independent capital markets businesses, managing equity stakes and financial services since the 1870s. It's a small-cap veteran that's outlasted countless banking crises, wars, and market crashes—still standing on Berlin's financial scene today.

In Bastion Portfolios?

52W Return-1%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+14%8

Revenue Forecast

Rev CAGR (1y)+14%7

Rev CAGR (3y)+13%8

Rev CAGR (5y)+9%7

Earnings Forecast

EPS Growth Y+1na–

EPS Growth Y+2na–

EPS Growth Y+3+8%6

Quality

Margins

EBIT Margin0%9

Net Income Margin17%7

Free Cash Flow Marginna–

Debt

Net Debt/EBITDAna–

Efficiency

ROE26%9

ROA13%9

Earnings Stability55

GEAR+

Not enough data to calculate the GEAR+ rating.

Value

Price Multiples

P/E Ratio (Forward)na–

P/E Ratio (Forward 3y)242

P/BV6.43

EV Multiples

EV/EBITDA Fwdna–

EV/EBIT Fwdna–

Yield

Free Cash Flow Yield0.0%4

Dividend Yield0.8%3

Momentum

Short term

1 month return+1%8

3 month return-1%6

YTD return+4%6

Mid term

Price vs 52wHigh95%10

1 year return+3%5

Long term

3 year return+2%3

5 year return-11%3

Risk Shield

Price Risk

Beta0.010

Volatility17%10

Free Cash Flow

Free Cash Flow Marginna–

Free Cash Flow Yield0.0%4

Quality

ROCE31%9

Earnings Stability55

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

BFVBerliner Effektengesellschaft

Revenue FY25$233M

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+14%8

Revenue, next 1Y+14%7

Revenue, next 3Y, CAGR+13%8

Revenue, next 5Y, CAGR+9%7

EARNINGS FORECAST▾SCORE

EPS growth, FY26Ena–

EPS growth, FY27Ena–

EPS growth, FY28E+8%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 14%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

Revenue is set to grow 13%/yr over the next 3 years, ahead of most of the market.7/10

Revenue grew 14%/yr over the last 3 years and is set to keep growing around 13%/yr.

The runway holds up: revenue is set to grow 9%/yr over five years.7/10

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

Earnings are set to fall even as revenue grows (EPS about 0%/yr vs revenue 13%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here. The one thing to watch: earnings are forecast to fall.

03Price Momentum

Is the market behind it right now?

BFVBerliner Effektengesellschaft

Total return Current945%

Price return Current787%

MOMENTUM RATING↗

AVERAGE59 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+1%8

3-month return-1%6

YTD return+4%6

MID & LONG-TERM▾SCORE

% of 52-week high95%10

1-year return+3%5

3-year return+2%3

5-year return-11%3

MOMENTUM ASSESSMENT

STRENGTHS

It's up 3% over the past year, now 5% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+1%).

WATCH

Returns sit at the market level over three months (-1%) and so far this year (+4%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+2% over three years and -11% over five), behind 70% of the market.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Berliner Effektengesellschaft AG. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

BFVBerliner Effektengesellschaft

Revenue FY25$233M

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+14%8

Revenue, next 1Y+14%7

Revenue, next 3Y, CAGR+13%8

Revenue, next 5Y, CAGR+9%7

EARNINGS FORECAST▾SCORE

EPS growth, FY26Ena–

EPS growth, FY27Ena–

EPS growth, FY28E+8%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 14%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

Revenue is set to grow 13%/yr over the next 3 years, ahead of most of the market.7/10

Revenue grew 14%/yr over the last 3 years and is set to keep growing around 13%/yr.

The runway holds up: revenue is set to grow 9%/yr over five years.7/10

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

Earnings are set to fall even as revenue grows (EPS about 0%/yr vs revenue 13%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here. The one thing to watch: earnings are forecast to fall.

03Price Momentum

Is the market behind it right now?

BFVBerliner Effektengesellschaft

Total return Current945%

Price return Current787%

MOMENTUM RATING↗

AVERAGE59 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+1%8

3-month return-1%6

YTD return+4%6

MID & LONG-TERM▾SCORE

% of 52-week high95%10

1-year return+3%5

3-year return+2%3

5-year return-11%3

MOMENTUM ASSESSMENT

STRENGTHS

It's up 3% over the past year, now 5% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+1%).

WATCH

Returns sit at the market level over three months (-1%) and so far this year (+4%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+2% over three years and -11% over five), behind 70% of the market.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Berliner Effektengesellschaft AG. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community