HELN Stock Overview
Helvetia Holding AG engages in life and non-life insurance, and reinsurance business in Switzerland, Germany, Austria, Spain, Italy, France, and internationally.
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 3/6 |
| Past Performance | 2/6 |
| Financial Health | 4/6 |
| Dividends | 5/6 |
Helvetia Holding AG Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CHF118.10 |
| 52 Week High | CHF137.00 |
| 52 Week Low | CHF114.70 |
| Beta | 0.91 |
| 1 Month Change | -3.51% |
| 3 Month Change | -5.14% |
| 1 Year Change | -11.14% |
| 3 Year Change | 7.95% |
| 5 Year Change | -7.45% |
| Change since IPO | 314.39% |
Recent News & Updates
We Ran A Stock Scan For Earnings Growth And Helvetia Holding (VTX:HELN) Passed With Ease
Mar 18
Helvetia Holding AG's (VTX:HELN) Shares Lagging The Market But So Is The Business
Feb 25Recent updates
We Ran A Stock Scan For Earnings Growth And Helvetia Holding (VTX:HELN) Passed With Ease
Mar 18Helvetia Holding AG's (VTX:HELN) Shares Lagging The Market But So Is The Business
Feb 25Do Helvetia Holding's (VTX:HELN) Earnings Warrant Your Attention?
Nov 22Helvetia Holding (VTX:HELN) Has Announced That It Will Be Increasing Its Dividend To CHF5.90
Apr 05Earnings Beat: Helvetia Holding AG Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Mar 10Helvetia Holding (VTX:HELN) Is Increasing Its Dividend To CHF5.90
Mar 09Helvetia Holding (VTX:HELN) Is Increasing Its Dividend To CHF5.50
Apr 28Helvetia Holding's (VTX:HELN) Upcoming Dividend Will Be Larger Than Last Year's
Apr 10Helvetia Holding (VTX:HELN) Is Increasing Its Dividend To CHF5.50
Mar 27What To Know Before Buying Helvetia Holding AG (VTX:HELN) For Its Dividend
Mar 14Helvetia Holding's (VTX:HELN) Stock Price Has Reduced 33% In The Past Year
Feb 16What Kind Of Shareholders Own Helvetia Holding AG (VTX:HELN)?
Jan 05Here's What You Should Know About Helvetia Holding AG's (VTX:HELN) 5.7% Dividend Yield
Dec 09
What Type Of Returns Would Helvetia Holding's(VTX:HELN) Shareholders Have Earned If They Purchased Their SharesYear Ago?
Nov 18Shareholder Returns
| HELN | CH Insurance | CH Market | |
|---|---|---|---|
| 7D | -0.5% | 0.3% | 0.03% |
| 1Y | -11.1% | 4.3% | -3.3% |
Return vs Industry: HELN underperformed the Swiss Insurance industry which returned 5.4% over the past year.
Return vs Market: HELN underperformed the Swiss Market which returned -2.5% over the past year.
Price Volatility
| HELN volatility | |
|---|---|
| HELN Average Weekly Movement | 2.3% |
| Insurance Industry Average Movement | 2.2% |
| Market Average Movement | 3.5% |
| 10% most volatile stocks in CH Market | 7.5% |
| 10% least volatile stocks in CH Market | 2.0% |
Stable Share Price: HELN has not had significant price volatility in the past 3 months.
Volatility Over Time: HELN's weekly volatility (2%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1858 | 13,812 | 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 | CHF6.24b |
| Earnings (TTM) | CHF276.72m |
| Revenue (TTM) | CHF9.23b |
22.6x
P/E Ratio0.7x
P/S RatioIs HELN overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| HELN income statement (TTM) | |
|---|---|
| Revenue | CHF9.23b |
| Cost of Revenue | CHF7.82b |
| Gross Profit | CHF1.40b |
| Other Expenses | CHF1.13b |
| Earnings | CHF276.72m |
Last Reported Earnings
Dec 31, 2023
Next Earnings Date
Sep 05, 2024
| Earnings per share (EPS) | 5.24 |
| Gross Margin | 15.20% |
| Net Profit Margin | 3.00% |
| Debt/Equity Ratio | 56.1% |
How did HELN perform over the long term?
See historical performance and comparisonDividends
5.3%
Current Dividend Yield120%
Payout RatioDoes HELN pay a reliable dividends?
See HELN dividend history and benchmarks| Helvetia Holding dividend dates | |
|---|---|
| Ex Dividend Date | May 28 2024 |
| Dividend Pay Date | May 30 2024 |
| Days until Ex dividend | 32 days |
| Days until Dividend pay date | 34 days |
Does HELN pay a reliable dividends?
See HELN dividend history and benchmarks