VALUEworks is a multi-family office based in Zurich, Switzerland, providing wealth management services.

VALUEworks

Dun & Bradstreet provides credit insights and credibility reviews, as well as assistance through its concierge service, self-described.

Dun & Bradstreet

eClerx Services Limited provides data management, analytics, and process outsourcing services in the United States, the United Kingdom, Europe, and the Asia Pacific. The company offers customer experience solutions for business process optimization and customer interaction monitoring; field technical operations services for avoidable truck roll, dispatch services, connected homes, return merchandise authorization, and revenue assurance; omnichannel customer support services; advanced and digital analytics, and enterprise business intelligence solutions; and robotic process automation, Q-clips, workforce manager solutions, as well as chatbots and QA testing with test assure. It also provides digital solutions, such as speech and chat analytics, tag audits and implementation, data management and visualization, forecasting, personalization, social media services, A/B testing and optimization, reporting and automation, analysis and insights, and consulting and process optimization. In addition, the company offers derivative trade support, cash securities operations, regulatory compliance and data, document management, and analytics solutions, as well as technology products. It serves financial services, cable and telecommunications, retail, fashion, media and entertainment, manufacturing, travel and leisure, software, and high-tech industries. eClerx Services Limited was incorporated in 2000 and is based in Mumbai, India.

eClerx Services Limited

EXL Media provides media strategy, buying, and performance measurement services, leveraging insights and analytics to create optimal media strategies that align with clients' business goals.

EXL Media

VALUEworks | 715 followers on LinkedIn. Providing customised services to multi-generational families | VALUEworks recognises that every family is different. Yet at their core, family members all seek peace of mind, a clear and comprehensive perspective on the family&#39;s wealth, and an energising purpose that is fulfilling and can hold the family members together.

Our customised family advisory, wealth structure management and investment consulting services are designed to meet your family’s unique circumstances, from its practical needs to its ambitious goals.

Founder and managing partner at VALUEworks

Kecia Barkawi-Hauser

Global philanthropy expert and executive

Silvia Bastante de Unverhau

Real Estate & Art Services

Manuela Gadient

Charity & Project Manager bei VALUEworks AG

Christianna Doukakis

This is a great article from my colleagues at VALUEworks on the requirements of Foundations to be fit and flexible for the changing regulatory landscape.

We are delighted to share our latest article on philanthropy, published by the internationally renown STEP Journal, on "Shoring up the foundations”. In this article we explore how family philanthropy can benefit from the recently modernized Swiss foundation legislation. We delve into the main changes impacting charitable foundations and their positive impact on family philanthropy, particularly for the next generation of donors. We hope you enjoy the read. Do share your thoughts with us! #Philanthropy #NextGen #STEP #Foundation #Giving #DoingGood #Switzerland #VALUEworks

So pleased to be supporting and working with VALUEworks as they reach the 20 year milestone. Values and purpose are the DNA of everyone in the team. You can’t find a better steward for family wealth.

20 years ago, VALUEworks was founded and ever since we have been driven by our values and strong beliefs. We were at the forefront of developments, with family values, sustainability, and philanthropy an integral part of our initial offering. We are so proud and thankful for all these years during which we were able to support multi-generational families, some of which are still our clients today. We listened, we asked, and worked to understand our clients’ problems and how to solve them. We were by their side in good but also very difficult times. And with them, we were able to grow. We would like to take this opportunity to thank all of you who have supported and inspired us over these years in so many ways, and who made us rethink, innovate, and develop. We are really excited to enter VALUEworks’ third decade and look forward to embracing new opportunities, mastering challenges, and continuing to support our clients with care, insight, and diligence. #Familyvalues #Philanthropy #Empowerment #Responsability #Impact #NextGen #Familygovernance #Estateplanning #Foundations

Metric
Company Name	VALUEworks	Dun & Bradstreet	eClerx Services Limited	EXL Media
Symbol			ECLERX
MSH ID	CH:VALUEWORKS	COM:DANDB	COM:ECLERX	COM:EXLMEDIA
Market	PRIVATE	PRIVATE	STOCKS	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Technology	Commercial & Professional Services
Industry	Financial Services	Business Services	Information Technology Services	Advertising & Marketing
Country	CH	US	IN	US
Stage
Employee Count			13.26K	1
Website	valueworks.ch	dandb.com	eclerx.com	exlmedia.com
LinkedIn	valueworks-ag		eclerx
Founders

Metric
Market Cap			1.46B
Enterprise Value
Monthly Web Traffic
Web Traffic Growth
Valuation
Raised Capital

Metric
Revenue			345.39M
Revenue (LTM)
Revenue (NTM)
Gross Profit			117.54M
EBITDA			91.47M
Operating Income			76.62M
Net Income			60.38M
EPS			1.25
Diluted EPS			1.23
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin			0.39
Operating Profit Margin			0.25
EBITDA Margin			0.26
Net Profit Margin			0.18
Return on Equity			0.38
Return on Assets			0.18
Return on Capital Employed			0.27

VALU

CH:VALUEWORKS

VALUEworks

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio			24.64
P/B Ratio			6.41
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio			4.95
EV Multiple			19.03

Metric
Days Sales Outstanding			51.19
Days Payables Outstanding			2.94
Days Inventory Outstanding			0.13
Operating Cycle			62.01
Cash Conversion Cycle			58.20
Asset Turnover			1.03

Metric
Operating Cash Flow			61.75M
Free Cash Flow			53.79M
Cash Flow to Debt			0.73
Operating Cash Flow/Sales			0.07
Free Cash Flow Yield			0.00

Metric
Cash & Equivalents			81.71M
Accounts Receivable			-6.51M
Inventory			76.15K
Goodwill			47.15M
Debt to Capitalization			0.11
Debt to Assets			0.08
Current Ratio			5.08
Quick Ratio			5.17

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue			0.00
R&D to Revenue
SG&A to Revenue