HELN Stock Overview
Engages in life and non-life insurance, and reinsurance business in Switzerland, Germany, Austria, Spain, Italy, France, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 3/6 |
| Past Performance | 1/6 |
| Financial Health | 3/6 |
| Dividends | 4/6 |
My Notes
Capture your thoughts, links and company narrative
Helvetia Holding AG Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CHF 145.50 |
| 52 Week High | CHF 154.70 |
| 52 Week Low | CHF 114.70 |
| Beta | 0.93 |
| 1 Month Change | -5.34% |
| 3 Month Change | 7.22% |
| 1 Year Change | 26.08% |
| 3 Year Change | 37.39% |
| 5 Year Change | 4.90% |
| Change since IPO | 410.53% |
Recent News & Updates
Shareholder Returns
| HELN | CH Insurance | CH Market | |
|---|---|---|---|
| 7D | -0.6% | -3.0% | -2.3% |
| 1Y | 26.1% | 23.9% | 0.7% |
Return vs Industry: HELN exceeded the Swiss Insurance industry which returned 23.9% over the past year.
Return vs Market: HELN exceeded the Swiss Market which returned 0.7% over the past year.
Price Volatility
| HELN volatility | |
|---|---|
| HELN Average Weekly Movement | 2.4% |
| Insurance Industry Average Movement | 2.0% |
| Market Average Movement | 3.2% |
| 10% most volatile stocks in CH Market | 7.4% |
| 10% least volatile stocks in CH Market | 1.6% |
Stable Share Price: HELN has not had significant price volatility in the past 3 months compared to the Swiss market.
Volatility Over Time: HELN's weekly volatility (2%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1858 | 14,104 | Fabian Rupprecht | www.helvetia.com |
Helvetia Holding AG engages in life and non-life insurance, and reinsurance business in Switzerland, Germany, Austria, Spain, Italy, France, and internationally. It offers life insurance products in the areas of investment-linked, group life, and others; non-life insurance products in the areas of property, motor vehicle, health/accident, liability, and transport; and annuity insurance products and pension plans. The company was founded in 1858 and is headquartered in Sankt Gallen, Switzerland.
Helvetia Holding AG Fundamentals Summary
| HELN fundamental statistics | |
|---|---|
| Market cap | CHF 7.69b |
| Earnings (TTM) | CHF 272.42m |
| Revenue (TTM) | CHF 9.57b |
28.2x
P/E Ratio0.8x
P/S RatioIs HELN overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| HELN income statement (TTM) | |
|---|---|
| Revenue | CHF 9.57b |
| Cost of Revenue | CHF 8.15b |
| Gross Profit | CHF 1.42b |
| Other Expenses | CHF 1.15b |
| Earnings | CHF 272.42m |
Last Reported Earnings
Jun 30, 2024
Next Earnings Date
Mar 06, 2025
| Earnings per share (EPS) | 5.16 |
| Gross Margin | 14.82% |
| Net Profit Margin | 2.85% |
| Debt/Equity Ratio | 62.5% |
How did HELN perform over the long term?
See historical performance and comparisonDividends
4.3%
Current Dividend Yield122%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/22 01:28 |
| End of Day Share Price | 2024/12/20 00:00 |
| Earnings | 2024/06/30 |
| Annual Earnings | 2023/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
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Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
Helvetia Holding AG is covered by 19 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Dieter Hein | AlphaValue |
| Daniel Bischof | Baader Helvea Equity Research |
| Stefan Schürmann | Bank Vontobel AG |