Helvetia Holding AG

SWX:HELN Stock Report

Market Cap: CHF 7.7b

Helvetia Holding Past Earnings Performance

Past criteria checks 1/6

Helvetia Holding's earnings have been declining at an average annual rate of -3.3%, while the Insurance industry saw earnings growing at 0.7% annually. Revenues have been declining at an average rate of 2.8% per year. Helvetia Holding's return on equity is 7.3%, and it has net margins of 2.8%.

Key information

-3.3%

Earnings growth rate

-5.8%

EPS growth rate

Insurance Industry Growth6.3%
Revenue growth rate-2.8%
Return on equity7.3%
Net Margin2.8%
Next Earnings Update06 Mar 2025

Recent past performance updates

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

Revenue & Expenses Breakdown

How Helvetia Holding makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

SWX:HELN Revenue, expenses and earnings (CHF Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Jun 249,5682729440
31 Mar 249,3972759410
31 Dec 239,2272779380
30 Sep 238,9733849240
30 Jun 238,7184919110
31 Mar 238,4864589050
31 Dec 228,2534258990
30 Sep 229,2984199740
30 Jun 2210,3434141,0490
31 Mar 2211,4204491,1050
31 Dec 2112,4964851,1610
30 Sep 2112,3774971,1340
30 Jun 2112,2575101,1080
31 Mar 2111,2443771,0380
31 Dec 2010,2322449680
30 Sep 209,8442288850
30 Jun 209,4572138020
31 Mar 2010,0233677640
31 Dec 1910,5905207270
30 Sep 1910,0915007080
30 Jun 199,5934806900
31 Mar 199,3274476890
31 Dec 189,0604146880
30 Sep 189,3474086800
30 Jun 189,6344016720
31 Mar 189,6473946580
31 Dec 179,6603876450
30 Sep 179,5573846240
30 Jun 179,4533826020
31 Mar 179,3893695940
31 Dec 169,3253575860
30 Sep 169,2373345670
30 Jun 169,1493115490
31 Mar 169,0972995510
31 Dec 159,0462865530
30 Sep 159,1103165570
30 Jun 159,1743455610
31 Mar 159,0403635190
31 Dec 148,9063804780
30 Sep 148,6253744490
30 Jun 148,3443684210
31 Mar 148,3413604170
31 Dec 138,3383524120

Quality Earnings: HELN has high quality earnings.

Growing Profit Margin: HELN's current net profit margins (2.8%) are lower than last year (5.6%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: HELN's earnings have declined by 3.3% per year over the past 5 years.

Accelerating Growth: HELN's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: HELN had negative earnings growth (-44.5%) over the past year, making it difficult to compare to the Insurance industry average (2.9%).

Return on Equity

High ROE: HELN's Return on Equity (7.3%) is considered low.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/18 01:22
End of Day Share Price 2024/12/18 00:00
Earnings2024/06/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

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.

AnalystInstitution
Dieter HeinAlphaValue
Daniel BischofBaader Helvea Equity Research
Stefan SchürmannBank Vontobel AG