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Zuger Kantonalbank (ZUGER) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Zuger Kantonalbank

ZUGERMarket cap $3.82BPrice $13287.5

Country🇨🇭Switzerland

SectorFinancials

IndustryBanks

Provides retail and commercial banking across Zug, one of Switzerland's wealthiest and lowest-tax cantons. As a state-backed cantonal bank, it enjoys a government guarantee, giving depositors safety few private lenders can match.

In Bastion Portfolios?

52W Return+23%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+15%–

Revenue Forecast

Rev CAGR (1y)na–

Rev CAGR (3y)+2%–

Rev CAGR (5y)+2%2

Earnings Forecast

EPS Growth Y+1na–

EPS Growth Y+2na–

EPS Growth Y+3+2%4

Quality

Margins

EBIT Margin0%4

Net Income Margin40%10

Free Cash Flow Marginna–

Debt

Net Debt/EBITDAna–

Efficiency

ROE8%4

ROA1%2

Earnings Stability88

GEAR+

Not enough data to calculate the GEAR+ rating.

Value

Price Multiples

P/E Ratio (Forward)na–

P/E Ratio (Forward 3y)232

P/BV2.07

EV Multiples

EV/EBITDA Fwdna–

EV/EBIT Fwdna–

Yield

Free Cash Flow Yield0.0%4

Dividend Yield2.1%5

Momentum

Short term

1 month return+4%9

3 month return+6%8

YTD return+28%8

Mid term

Price vs 52wHigh96%10

1 year return+29%8

Long term

3 year return+53%6

5 year return+89%7

Risk Shield

Price Risk

Beta0.110

Volatility17%10

Free Cash Flow

Free Cash Flow Marginna–

Free Cash Flow Yield0.0%4

Quality

ROCE2%2

Earnings Stability88

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

ZUGERZuger Kantonalbank

Revenue FY25$416M

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+15%–

Revenue, next 1Yna–

Revenue, next 3Y, CAGR+2%–

Revenue, next 5Y, CAGR+2%2

EARNINGS FORECAST▾SCORE

EPS growth, FY26Ena–

EPS growth, FY27Ena–

EPS growth, FY28E+2%4

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue grew 15%/yr over the last 3 years; forecasts see it cooling to 2%/yr.

WEAKNESSES

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

Revenue is set to grow 2%/yr over the next 3 years, behind most of the market.2/10

Over five years revenue is set to grow 2%/yr, behind 80% of companies worldwide.2/10

Earnings are set to fall even as revenue grows (EPS about 0%/yr vs revenue 2%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

ZUGERZuger Kantonalbank

Total return Current113%

Price return Current84.5%

MOMENTUM RATING↗

VERY STRONG88 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+4%9

3-month return+6%8

YTD return+28%8

MID & LONG-TERM▾SCORE

% of 52-week high96%10

1-year return+29%8

3-year return+53%6

5-year return+89%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +53% over three years and +89% over five, ahead of 60% of the market.

It's up 29% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+4%), over three months (+6%) and so far this year (+28%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Zuger Kantonalbank. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

ZUGERZuger Kantonalbank

Revenue FY25$416M

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+15%–

Revenue, next 1Yna–

Revenue, next 3Y, CAGR+2%–

Revenue, next 5Y, CAGR+2%2

EARNINGS FORECAST▾SCORE

EPS growth, FY26Ena–

EPS growth, FY27Ena–

EPS growth, FY28E+2%4

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue grew 15%/yr over the last 3 years; forecasts see it cooling to 2%/yr.

WEAKNESSES

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

Revenue is set to grow 2%/yr over the next 3 years, behind most of the market.2/10

Over five years revenue is set to grow 2%/yr, behind 80% of companies worldwide.2/10

Earnings are set to fall even as revenue grows (EPS about 0%/yr vs revenue 2%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

ZUGERZuger Kantonalbank

Total return Current113%

Price return Current84.5%

MOMENTUM RATING↗

VERY STRONG88 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+4%9

3-month return+6%8

YTD return+28%8

MID & LONG-TERM▾SCORE

% of 52-week high96%10

1-year return+29%8

3-year return+53%6

5-year return+89%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +53% over three years and +89% over five, ahead of 60% of the market.

It's up 29% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+4%), over three months (+6%) and so far this year (+28%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Zuger Kantonalbank. 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