Helvetia Baloise Holding

HELN: Revenue Assumptions And Profit Margins Will Drive Stable Performance Outlook

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Feb 25

Updated

29 Nov 25

Views

28

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

42.2%

7D

5.4%

Loading

1Y

42.2%

7D

5.4%

You can edit this narrative until Nov 30 2:05 PM. Then, changes will post as Updates.

Author's Valuation

CHF 2132.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 29 Nov 25

Fair value Increased 0.47%

HELN: Fair Value And Profit Margins Will Offset Modest Rate Increase

Analysts have raised their price target for Helvetia Holding from CHF 212 to CHF 213, reflecting expectations for stronger revenue growth and improved profit margins. Valuation Changes Fair Value has increased slightly from CHF 212 to CHF 213.

Shared on 15 Nov 25

HELN: Fair Value And Profit Margins Will Offset Modest Rate Increase

Analysts have maintained their fair value estimate for Helvetia Holding at CHF 212.00. They cited minor adjustments to financial assumptions but noted no material change in their outlook for the company.

Shared on 01 Nov 25

Analysts have maintained their price target for Helvetia Holding at CHF 212.00. They cite consistent assumptions regarding revenue growth, profit margins, and valuation metrics.

Shared on 18 Oct 25

Analysts have maintained their fair value estimate for Helvetia Holding at CHF 212.00. They cite minimal changes in the discount rate, revenue growth, profit margin, and future price-to-earnings ratio as the basis for their unchanged outlook.

Shared on 03 Oct 25

Fair value Increased 1.92%

Analysts have raised their fair value estimate for Helvetia Holding from CHF 208 to CHF 212. They cite slightly improved revenue growth assumptions and a marginally lower discount rate in their updated models.

Shared on 06 Sep 25

Fair value Increased 3.90%

The upward revision in Helvetia Holding's fair value reflects heightened revenue growth expectations (5.3% vs. 3.7%) that more than offset a slight dip in net profit margins, resulting in the consensus price target increasing from CHF200.20 to CHF208.00.

Shared on 17 Jul 25

Fair value Increased 36%

Despite a notable reduction in revenue growth forecasts, a substantial increase in Helvetia Holding’s future P/E multiple has driven the consensus analyst price target up from CHF146.84 to CHF200.20. What's in the News Helvetia Holding AG will hold a Special/Extraordinary Shareholders Meeting on May 23, 2025.

Shared on 23 Apr 25

Fair value Decreased 3.34%

AnalystConsensusTarget has increased revenue growth from 3.4% to 5.7%.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 1.97%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

CHF 213

2.8% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

11.91%

Insurance revenue growth rate

0.27%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

3.86%

Calculation

CHF 1.11b

Earnings '28

x

11.20x

PE Ratio '28

=

CHF 12.41b

Market Cap '28

CHF 12.41b

Market Cap '28

/

52.97m

No. shares '28

=

CHF 234.27

Share Price '28

CHF 234.27 Share Price '28

Discounted to 2025 @ 3.86% p.a.

=

CHF 209.12

Fair Value '25