Overview
Roche Holding AG is a multinational healthcare company based in Basel, Switzerland. The company operates in the pharmaceuticals and diagnostics industries, making it a global leader in cancer treatments, in-vitro diagnostics, and tissue-based cancer diagnostics. Roche is heavily invested in research and development, with key projects focusing on areas such as oncology, neuroscience, infectious diseases, and immunology.
Basic Stats
The Factor Analysis chart (below right) shows a view of Roche Holding AG - Depositary Receipt (Common Stock) from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | |
| EV | |
| Shares Out. | 796.32 MM |
| Earnings Date | |
| EPS (TTM) | 11.84 |
| Dividend Yield | |
| Ex-Dividend Date | 2025-03-28 |
| Borrow Rate | |
| Short Shares Avail. | |
| Short Interest | |
| Short Float | |
| Days to Cover | |
| Risk Free Rate | 4.17 % |
| Price Change (1 yr) | |
| Volatility (1 yr) | |
| Beta | |
| Sharpe Ratio (1 yr) | |
| Sortino Ratio (1 yr) |
| PE Ratio | |
| Price/Book | |
| Price/TBV | |
| Book/Market | |
| EBIT/EV | |
| EBIT(3yr avg)/EV | |
| ROA | 0.10 |
| ROE | 0.29 |
| ROIC | 0.14 |
| CROIC | 0.04 |
| OCROIC | 0.28 |
| Implied Volatility | |
| Put/Call OI Ratio |
| Growth | 32.11 /100 |
| Profitability | 86.33 /100 |
| Quality Score | 80.99 /100 |
| Value Score | |
| Momentum Score | |
| Stability (Low Vol) Score | |
| Analyst Sentiment | |
| Fund Sentiment | 49.25 /100 |
| Insider Sentiment | |
| Officer Sentiment | |
| Dividend Score | |
| QVM Score | |
| Piotroski F-SCORE | 8.00 /9 |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Price Target
The average one-year price target for Roche Holding AG - Depositary Receipt (Common Stock) is US$47.05. The forecasts range from a low of US$36.66 to a high of US$71.04. A stock’s price target is the price at which analysts consider it fairly valued with respect to its projected earnings and historical earnings. Analysts typically set price targets that correspond to their buy or sell recommendations.
Update Frequency: Monthly
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for Roche Holding AG - Depositary Receipt (Common Stock). An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2023-12-14 | BERENBERG | Buy | Hold | Downgrade |
| 2023-11-27 | HSBC | Buy | Buy | Maintains |
| 2023-11-27 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2023-11-07 | SOCIETE GENERALE | Buy | Buy | Maintains |
| 2023-10-27 | REDBURN ATLANTIC | Buy | Buy | Maintains |
| 2023-10-19 | STIFEL EUROPE | Hold | Hold | Maintains |
| 2023-09-25 | DAY BY DAY | Sell | Sell | Maintains |
| 2023-09-04 | BERENBERG | Buy | Buy | Maintains |
| 2023-08-30 | BERENBERG | Buy | Buy | Maintains |
| 2023-08-29 | BERENBERG | Buy | Buy | Maintains |
| 2023-08-28 | HSBC | Hold | Buy | Upgrade |
| 2023-08-27 | HSBC | Hold | Buy | Upgrade |
| 2023-08-17 | REDBURN ATLANTIC | Buy | Buy | Maintains |
| 2023-08-16 | REDBURN ATLANTIC | Buy | Buy | Maintains |
| 2023-08-07 | LANDESBANK BADEN-WUERTTEMBERG | Buy | Hold | Downgrade |
| 2023-08-06 | LANDESBANK BADEN-WUERTTEMBERG | Buy | Hold | Downgrade |
| 2023-08-03 | SOCIETE GENERALE | Buy | Buy | Maintains |
| 2023-08-03 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2023-08-02 | SOCIETE GENERALE | Buy | Buy | Maintains |
| 2023-08-02 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2023-07-28 | CREDIT SUISSE - EUROPE | Outperform | Outperform | Maintains |
| 2023-07-28 | DZ BANK | Hold | Hold | Maintains |
| 2023-07-27 | CREDIT SUISSE - EUROPE | Outperform | Outperform | Maintains |
| 2023-07-27 | DZ BANK | Hold | Hold | Maintains |
| 2023-07-27 | STIFEL EUROPE | Hold | Hold | Maintains |
| 2023-07-26 | STIFEL EUROPE | Hold | Hold | Maintains |
| 2023-06-02 | BERENBERG | Hold | Buy | Upgrade |
| 2023-06-01 | BERENBERG | Hold | Buy | Upgrade |
| 2023-06-01 | REDBURN LIMITED | Buy | Buy | Maintains |
| 2023-05-31 | REDBURN LIMITED | Buy | Buy | Maintains |
| 2023-05-29 | DAY BY DAY | Buy | Sell | Downgrade |
| 2023-05-28 | DAY BY DAY | Buy | Sell | Downgrade |
| 2023-05-15 | SOCIETE GENERALE | Hold | Buy | Upgrade |
| 2023-05-14 | SOCIETE GENERALE | Hold | Buy | Upgrade |
| 2023-05-10 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2023-05-09 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2023-05-08 | WOLFE RESEARCH | Outperform | Outperform | Maintains |
| 2023-05-07 | WOLFE RESEARCH | Outperform | Outperform | Maintains |
| 2023-04-27 | CREDIT SUISSE - EUROPE | Neutral | Outperform | Upgrade |
| 2023-04-27 | DZ BANK | Hold | Hold | Maintains |
| 2023-04-26 | CREDIT SUISSE - EUROPE | Neutral | Outperform | Upgrade |
| 2023-04-26 | DZ BANK | Hold | Hold | Maintains |
| 2023-04-26 | STIFEL EUROPE | Buy | Hold | Downgrade |
| 2023-04-25 | STIFEL EUROPE | Buy | Hold | Downgrade |
| 2023-04-17 | DAY BY DAY | Buy | Sell | Downgrade |
| 2023-04-14 | REDBURN LIMITED | Buy | Buy | Maintains |
| 2023-04-06 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2023-04-05 | BERENBERG | Hold | Buy | Upgrade |
| 2023-04-05 | CREDIT SUISSE - EUROPE | Neutral | Outperform | Upgrade |
| 2023-02-24 | WOLFE RESEARCH | Outperform | Outperform | Maintains |
| 2023-02-06 | DZ BANK | Hold | Hold | Maintains |
| 2023-02-03 | STIFEL EUROPE | Buy | Hold | Downgrade |
| 2023-01-10 | SOCIETE GENERALE | Buy | Hold | Downgrade |
| 2023-01-09 | SOCIETE GENERALE | Buy | Hold | Downgrade |
| 2022-11-14 | STIFEL EUROPE | Buy | Buy | Maintains |
| 2022-11-14 | COWEN AND COMPANY | Outperform | Outperform | Maintains |
| 2022-11-13 | STIFEL EUROPE | Buy | Buy | Maintains |
| 2022-11-13 | COWEN AND COMPANY | Outperform | Outperform | Maintains |
| 2022-10-31 | DAY BY DAY | Buy | Buy | Maintains |
| 2022-10-30 | DAY BY DAY | Buy | Buy | Maintains |
| 2022-08-12 | BERENBERG | Hold | Hold | Maintains |
| 2022-08-11 | BERENBERG | Hold | Hold | Maintains |
| 2022-07-25 | CREDIT SUISSE - EUROPE | Neutral | Neutral | Maintains |
| 2022-07-24 | CREDIT SUISSE - EUROPE | Neutral | Neutral | Maintains |
| 2022-07-22 | LANDESBANK BADEN-WUERTTEMBERG | Buy | Buy | Maintains |
| 2022-07-21 | LANDESBANK BADEN-WUERTTEMBERG | Buy | Buy | Maintains |
| 2022-05-11 | BRYAN GARNIER | Buy | Buy | Maintains |
| 2022-05-10 | BRYAN GARNIER | Buy | Buy | Maintains |
| 2022-04-25 | DAY BY DAY | Buy | Buy | Maintains |
| 2022-04-24 | DAY BY DAY | Buy | Buy | Maintains |
| 2022-04-01 | LIBERUM | Hold | Hold | Maintains |
| 2022-03-31 | LIBERUM | Hold | Hold | Maintains |
| 2022-02-22 | HSBC | Hold | Hold | Maintains |
| 2022-02-21 | HSBC | Hold | Hold | Maintains |
| 2021-10-21 | CREDIT SUISSE - EUROPE | Neutral | Neutral | Maintains |
| 2021-10-20 | CREDIT SUISSE - EUROPE | Neutral | Neutral | Maintains |
| 2021-04-01 | LIBERUM | Hold | Hold | Maintains |
| 2021-04-01 | SOCIETE GENERALE | Buy | Buy | Maintains |
| 2021-03-31 | SOCIETE GENERALE | Buy | Buy | Maintains |
| 2021-03-31 | LIBERUM | Hold | Hold | Maintains |
| 2019-01-28 | Argus | Buy | Initiate | |
| 2019-01-28 | Credit Suisse | Underperform | Neutral | Upgrade |
| 2018-11-19 | Goldman Sachs | Conviction Buy | Buy | Downgrade |
| 2018-05-25 | Credit Suisse | Neutral | Underperform | Downgrade |
| 2018-05-10 | Bernstein | Outperform | Market Perform | Downgrade |
| 2015-01-08 | UBS | Buy | Neutral | Downgrade |
| 2014-03-13 | Morgan Stanley | Overweight | Initiate | |
| 2012-08-22 | JP Morgan | Neutral | Overweight | Upgrade |
| 2024-08-07 | BERENBERG | Hold | Hold | Maintains |
| 2024-08-05 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2024-08-01 | STIFEL EUROPE | Hold | Hold | Maintains |
| 2024-07-31 | REDBURN ATLANTIC | Buy | Buy | Maintains |
| 2024-07-25 | DZ BANK | Hold | Buy | Upgrade |
| 2024-07-25 | LANDESBANK BADEN-WUERTTEMBERG | Hold | Buy | Upgrade |
| 2024-07-24 | TD COWEN | Hold | Hold | Maintains |
| 2024-05-26 | HSBC | Buy | Buy | Maintains |
| 2024-03-03 | DAY BY DAY | Sell | Sell | Maintains |
| 2024-02-05 | SOCIETE GENERALE | Buy | Buy | Maintains |
| 2023-12-13 | BERENBERG | Buy | Hold | Downgrade |
| 2023-11-26 | HSBC | Buy | Buy | Maintains |
| 2023-11-26 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2023-11-06 | SOCIETE GENERALE | Buy | Buy | Maintains |
| 2023-10-26 | REDBURN ATLANTIC | Buy | Buy | Maintains |
| 2023-10-18 | STIFEL EUROPE | Hold | Hold | Maintains |
| 2023-09-24 | DAY BY DAY | Sell | Sell | Maintains |
| 2023-09-03 | BERENBERG | Buy | Buy | Maintains |
| 2025-01-06 | BERENBERG | Hold | Hold | Maintains |
| 2024-12-08 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2024-11-24 | HSBC | Buy | Buy | Maintains |
| 2024-11-19 | TD COWEN | Hold | Hold | Maintains |
| 2024-11-03 | REDBURN ATLANTIC | Buy | Buy | Maintains |
| 2024-10-24 | DZ BANK | Buy | Buy | Maintains |
| 2024-10-23 | STIFEL EUROPE | Hold | Hold | Maintains |
| 2024-10-23 | LANDESBANK BADEN-WUERTTEMBERG | Buy | Buy | Maintains |
| 2024-10-13 | DAY BY DAY | Sell | Hold | Upgrade |
| 2025-04-07 | BERENBERG | Hold | Hold | Maintains |
| 2025-04-06 | TD COWEN | Hold | Hold | Maintains |
| 2025-03-23 | HSBC | Buy | Buy | Maintains |
| 2025-03-21 | REDBURN ATLANTIC | Buy | Buy | Maintains |
| 2025-03-11 | JEFFERIES | Hold | Hold | Maintains |
| 2025-03-02 | STIFEL EUROPE | Hold | Hold | Maintains |
| 2025-02-02 | DZ BANK | Buy | Buy | Maintains |
| 2025-02-02 | LANDESBANK BADEN-WUERTTEMBERG | Buy | Buy | Maintains |
| 2025-01-21 | INTESA SANPAOLO EQUITY RESEARCH | Hold | Hold | Maintains |
| 2025-07-17 | BERENBERG | Hold | Hold | Maintains |
| 2025-07-13 | TD COWEN | Hold | Hold | Maintains |
| 2025-07-01 | ROTHSCHILD & CO REDBURN | Buy | Buy | Maintains |
| 2025-06-04 | JEFFERIES | Hold | Hold | Maintains |
| 2025-05-25 | HSBC | Buy | Hold | Downgrade |
| 2025-04-27 | DZ BANK | Buy | Buy | Maintains |
