Is HELN undervalued compared to its fair value, analyst forecasts and its price relative to the market?
Valuation Score
2/6
Valuation Score 2/6
Below Fair Value
Significantly Below Fair Value
Price-To-Earnings vs Peers
Price-To-Earnings vs Industry
Price-To-Earnings vs Fair Ratio
Analyst Forecast
Share Price vs Fair Value
What is the Fair Price of HELN when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.
Below Fair Value: HELN (CHF151.4) is trading below our estimate of fair value (CHF248.37)
Significantly Below Fair Value: HELN is trading below fair value by more than 20%.
Key Valuation Metric
Which metric is best to use when looking at relative valuation for HELN?
Key metric: As HELN is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.
The above table shows the Price to Earnings ratio for HELN. This is calculated by dividing HELN's market cap by their current
earnings.
What is HELN's PE Ratio?
PE Ratio
29.4x
Earnings
CHF 272.42m
Market Cap
CHF 8.00b
HELN key valuation metrics and ratios. From Price to Earnings, Price to Sales and Price to Book to Price to Earnings Growth Ratio, Enterprise Value and EBITDA.
Price-To-Earnings vs Industry: HELN is expensive based on its Price-To-Earnings Ratio (29.4x) compared to the European Insurance industry average (12x).
Price to Earnings Ratio vs Fair Ratio
What is HELN's PE Ratio
compared to its
Fair PE Ratio?
This is the expected PE Ratio taking into
account the company's forecast earnings growth, profit margins
and other risk factors.
HELN PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio
29.4x
Fair PE Ratio
21.6x
Price-To-Earnings vs Fair Ratio: HELN is expensive based on its Price-To-Earnings Ratio (29.4x) compared to the estimated Fair Price-To-Earnings Ratio (21.6x).
Analyst Price Targets
What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?
The above table shows the analyst HELN forecast and predictions for the stock price in 12 month’s time.
Date
Share Price
Average 1Y Price Target
Dispersion
High
Low
1Y Actual price
Analysts
Current
CHF 151.40
CHF 148.20
-2.1%
9.6%
CHF 170.00
CHF 125.00
n/a
5
Dec ’25
CHF 154.40
CHF 148.20
-4.0%
9.6%
CHF 170.00
CHF 125.00
n/a
5
Nov ’25
CHF 147.80
CHF 139.40
-5.7%
15.7%
CHF 170.00
CHF 106.00
n/a
5
Oct ’25
CHF 146.50
CHF 137.25
-6.3%
17.5%
CHF 170.00
CHF 106.00
n/a
4
Sep ’25
CHF 134.30
CHF 115.50
-14.0%
8.2%
CHF 125.00
CHF 106.00
n/a
2
Aug ’25
CHF 131.20
CHF 115.50
-12.0%
8.2%
CHF 125.00
CHF 106.00
n/a
2
Jul ’25
CHF 123.30
CHF 110.67
-10.2%
9.3%
CHF 125.00
CHF 101.00
n/a
3
Jun ’25
CHF 121.10
CHF 110.67
-8.6%
9.3%
CHF 125.00
CHF 101.00
n/a
3
May ’25
CHF 120.30
CHF 110.67
-8.0%
9.3%
CHF 125.00
CHF 101.00
n/a
3
Apr ’25
CHF 124.30
CHF 110.67
-11.0%
9.3%
CHF 125.00
CHF 101.00
n/a
3
Mar ’25
CHF 125.80
CHF 111.00
-11.8%
9.0%
CHF 125.00
CHF 102.00
n/a
3
Feb ’25
CHF 125.20
CHF 111.00
-11.3%
9.0%
CHF 125.00
CHF 102.00
n/a
3
Jan ’25
CHF 115.90
CHF 111.00
-4.2%
9.0%
CHF 125.00
CHF 102.00
n/a
3
Dec ’24
CHF 119.60
CHF 114.33
-4.4%
12.9%
CHF 135.00
CHF 102.00
CHF 154.40
3
Nov ’24
CHF 123.40
CHF 110.93
-10.1%
16.0%
CHF 135.00
CHF 92.80
CHF 147.80
3
Oct ’24
CHF 128.40
CHF 115.27
-10.2%
15.0%
CHF 135.00
CHF 92.80
CHF 146.50
3
Sep ’24
CHF 135.20
CHF 115.27
-14.7%
15.0%
CHF 135.00
CHF 92.80
CHF 134.30
3
Aug ’24
CHF 128.80
CHF 115.27
-10.5%
15.0%
CHF 135.00
CHF 92.80
CHF 131.20
3
Jul ’24
CHF 121.00
CHF 115.27
-4.7%
15.0%
CHF 135.00
CHF 92.80
CHF 123.30
3
Jun ’24
CHF 124.40
CHF 115.33
-7.3%
15.0%
CHF 135.00
CHF 93.00
CHF 121.10
3
May ’24
CHF 133.10
CHF 110.67
-16.9%
11.3%
CHF 121.00
CHF 93.00
CHF 120.30
3
Apr ’24
CHF 127.40
CHF 110.67
-13.1%
11.3%
CHF 121.00
CHF 93.00
CHF 124.30
3
Mar ’24
CHF 120.50
CHF 104.67
-13.1%
11.4%
CHF 121.00
CHF 93.00
CHF 125.80
3
Feb ’24
CHF 113.80
CHF 104.67
-8.0%
11.4%
CHF 121.00
CHF 93.00
CHF 125.20
3
Jan ’24
CHF 107.80
CHF 100.00
-7.2%
5.7%
CHF 107.00
CHF 93.00
CHF 115.90
3
Dec ’23
CHF 106.70
CHF 103.50
-3.0%
3.4%
CHF 107.00
CHF 100.00
CHF 119.60
2
Analyst Forecast: Target price is lower than the current share price.