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

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	EXL Media
Symbol
MSH ID	CH:VALUEWORKS	COM:DANDB	COM:EXLMEDIA
Market	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Commercial & Professional Services
Industry	Financial Services	Business Services	Advertising & Marketing
Country	CH	US	US
Stage
Employee Count			1
Website	valueworks.ch	dandb.com	exlmedia.com
LinkedIn	valueworks-ag
Founders

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

Metric
Revenue
Revenue (LTM)
Revenue (NTM)
Gross Profit
EBITDA
Operating Income
Net Income
EPS
Diluted EPS
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
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

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
P/B Ratio
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio
EV Multiple

Metric
Days Sales Outstanding
Days Payables Outstanding
Days Inventory Outstanding
Operating Cycle
Cash Conversion Cycle
Asset Turnover

Metric
Operating Cash Flow
Free Cash Flow
Cash Flow to Debt
Operating Cash Flow/Sales
Free Cash Flow Yield

Metric
Cash & Equivalents
Accounts Receivable
Inventory
Goodwill
Debt to Capitalization
Debt to Assets
Current Ratio
Quick Ratio

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