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Helvetia Holding SWX:HELN Stock Report

Last Price

CHF 150.90

Market Cap

CHF 8.0b

7D

2.1%

1Y

27.3%

Updated

20 Nov, 2024

Data

Company Financials +

HELN Stock Overview

Engages in life and non-life insurance, and reinsurance business in Switzerland, Germany, Austria, Spain, Italy, France, and internationally. More details

HELN fundamental analysis
Snowflake Score
Valuation2/6
Future Growth2/6
Past Performance1/6
Financial Health3/6
Dividends3/6

Helvetia Holding AG Competitors

Price History & Performance

Summary of all time highs, changes and price drops for Helvetia Holding
Historical stock prices
Current Share PriceCHF 150.90
52 Week HighCHF 152.70
52 Week LowCHF 114.70
Beta0.93
11 Month Change-0.40%
3 Month Change13.97%
1 Year Change27.34%
33 Year Change43.58%
5 Year Change9.99%
Change since IPO429.47%

Recent News & Updates

Helvetia Holding AG (VTX:HELN) Not Flying Under The Radar

Nov 19
Helvetia Holding AG (VTX:HELN) Not Flying Under The Radar

Recent updates

Helvetia Holding AG (VTX:HELN) Not Flying Under The Radar

Nov 19
Helvetia Holding AG (VTX:HELN) Not Flying Under The Radar

We Ran A Stock Scan For Earnings Growth And Helvetia Holding (VTX:HELN) Passed With Ease

Mar 18
We Ran A Stock Scan For Earnings Growth And Helvetia Holding (VTX:HELN) Passed With Ease

Helvetia Holding AG's (VTX:HELN) Shares Lagging The Market But So Is The Business

Feb 25
Helvetia Holding AG's (VTX:HELN) Shares Lagging The Market But So Is The Business

Do Helvetia Holding's (VTX:HELN) Earnings Warrant Your Attention?

Nov 22
Do Helvetia Holding's (VTX:HELN) Earnings Warrant Your Attention?

Helvetia Holding (VTX:HELN) Has Announced That It Will Be Increasing Its Dividend To CHF5.90

Apr 05
Helvetia Holding (VTX:HELN) Has Announced That It Will Be Increasing Its Dividend To CHF5.90

Earnings Beat: Helvetia Holding AG Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Mar 10
Earnings Beat: Helvetia Holding AG Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Helvetia Holding (VTX:HELN) Is Increasing Its Dividend To CHF5.90

Mar 09
Helvetia Holding (VTX:HELN) Is Increasing Its Dividend To CHF5.90

Helvetia Holding (VTX:HELN) Is Increasing Its Dividend To CHF5.50

Apr 28
Helvetia Holding (VTX:HELN) Is Increasing Its Dividend To CHF5.50

Helvetia Holding's (VTX:HELN) Upcoming Dividend Will Be Larger Than Last Year's

Apr 10
Helvetia Holding's (VTX:HELN) Upcoming Dividend Will Be Larger Than Last Year's

Helvetia Holding (VTX:HELN) Is Increasing Its Dividend To CHF5.50

Mar 27
Helvetia Holding (VTX:HELN) Is Increasing Its Dividend To CHF5.50

What To Know Before Buying Helvetia Holding AG (VTX:HELN) For Its Dividend

Mar 14
What To Know Before Buying Helvetia Holding AG (VTX:HELN) For Its Dividend

Helvetia Holding's (VTX:HELN) Stock Price Has Reduced 33% In The Past Year

Feb 16
Helvetia Holding's (VTX:HELN) Stock Price Has Reduced 33% In The Past Year

What Kind Of Shareholders Own Helvetia Holding AG (VTX:HELN)?

Jan 05
What Kind Of Shareholders Own Helvetia Holding AG (VTX:HELN)?

Here's What You Should Know About Helvetia Holding AG's (VTX:HELN) 5.7% Dividend Yield

Dec 09
Here's What You Should Know About Helvetia Holding AG's (VTX:HELN) 5.7% Dividend Yield

What Type Of Returns Would Helvetia Holding's(VTX:HELN) Shareholders Have Earned If They Purchased Their SharesYear Ago?

Nov 18
What Type Of Returns Would Helvetia Holding's(VTX:HELN) Shareholders Have Earned If They Purchased Their SharesYear Ago?

Shareholder Returns

HELNCH InsuranceCH Market
7D2.1%2.7%-1.4%
1Y27.3%23.3%5.2%

Return vs Industry: HELN exceeded the Swiss Insurance industry which returned 23.3% over the past year.

Return vs Market: HELN exceeded the Swiss Market which returned 5.2% over the past year.

Price Volatility

Is HELN's price volatile compared to industry and market?
HELN volatility
HELN Average Weekly Movement2.4%
Insurance Industry Average Movement2.0%
Market Average Movement3.4%
10% most volatile stocks in CH Market6.6%
10% least volatile stocks in CH Market1.6%

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

FoundedEmployeesCEOWebsite
185814,104Fabian Rupprechtwww.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

How do Helvetia Holding's earnings and revenue compare to its market cap?
HELN fundamental statistics
Market capCHF 7.97b
Earnings (TTM)CHF 272.42m
Revenue (TTM)CHF 9.57b

29.3x

P/E Ratio

0.8x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
HELN income statement (TTM)
RevenueCHF 9.57b
Cost of RevenueCHF 8.15b
Gross ProfitCHF 1.42b
Other ExpensesCHF 1.15b
EarningsCHF 272.42m

Last Reported Earnings

Jun 30, 2024

Next Earnings Date

Mar 06, 2025

Earnings per share (EPS)5.16
Gross Margin14.82%
Net Profit Margin2.85%
Debt/Equity Ratio62.5%

How did HELN perform over the long term?

See historical performance and comparison

Dividends

4.2%

Current Dividend Yield

122%

Payout Ratio