Swiss Group Life Semi-Autonomy Will Face Risks Yet Deliver Savings

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AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Published
09 Feb 25
Updated
17 Jul 25
AnalystConsensusTarget's Fair Value
CHF 212.35
3.6% undervalued intrinsic discount
17 Jul
CHF 204.60
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1Y
31.5%
7D
5.7%

Author's Valuation

CHF 212.4

3.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on17 Jul 25
Fair value Increased 30%

Despite a marked decline in revenue growth forecasts, the consensus analyst price target for Baloise Holding has risen sharply, likely driven by higher future earnings multiples, lifting the fair value estimate from CHF163.96 to CHF212.35. What's in the News Helvetia Holding AG agreed to acquire Baloise Holding AG in a CHF 8.3 billion merger of equals, with the combined group to be named "Helvetia Baloise Holding Ltd" and listed on SIX Swiss Exchange under ticker "HBAN".

Shared on26 Mar 25
Fair value Decreased 4.32%

AnalystConsensusTarget has increased revenue growth from 11.8% to 13.7%.

Shared on19 Mar 25
Fair value Increased 0.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 2.21%

AnalystConsensusTarget has decreased revenue growth from 13.1% to 11.8%.