Helvetia Holding Valuation
Is HELN undervalued compared to its fair value, analyst forecasts and its price relative to the market?
Valuation Score
2/6Valuation 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 (CHF134.3) is trading below our estimate of fair value (CHF187.31)
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?
Other financial metrics that can be useful for relative valuation.
What is HELN's n/a Ratio? | |
---|---|
n/a | 0x |
n/a | n/a |
Market Cap | CHF 7.10b |
Key Statistics | |
---|---|
Enterprise Value/Revenue | 0.9x |
Enterprise Value/EBITDA | 15.1x |
PEG Ratio | 1.3x |
Price to Earnings Ratio vs Peers
How does HELN's PE Ratio compare to its peers?
Company | Forward PE | Estimated Growth | Market Cap |
---|---|---|---|
Peer Average | 18.8x | ||
BALN Bâloise Holding | 31.1x | 19.9% | CHF 7.5b |
VAHN Vaudoise Assurances Holding | 9.3x | n/a | CHF 1.3b |
ZURN Zurich Insurance Group | 17x | 7.3% | CHF 70.8b |
SLHN Swiss Life Holding | 17.8x | -0.3% | CHF 19.2b |
HELN Helvetia Holding | 25.6x | 20.5% | CHF 7.1b |
Price-To-Earnings vs Peers: HELN is expensive based on its Price-To-Earnings Ratio (25.6x) compared to the peer average (18.8x).
Price to Earnings Ratio vs Industry
How does HELN's PE Ratio compare vs other companies in the European Insurance Industry?
Price-To-Earnings vs Industry: HELN is expensive based on its Price-To-Earnings Ratio (25.6x) compared to the European Insurance industry average (11x).
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.
Fair Ratio | |
---|---|
Current PE Ratio | 25.6x |
Fair PE Ratio | 20.6x |
Price-To-Earnings vs Fair Ratio: HELN is expensive based on its Price-To-Earnings Ratio (25.6x) compared to the estimated Fair Price-To-Earnings Ratio (20.6x).
Analyst Price Targets
What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?
Date | Share Price | Average 1Y Price Target | Dispersion | High | Low | 1Y Actual price | Analysts |
---|---|---|---|---|---|---|---|
Current | 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 | n/a | 3 |
Nov ’24 | CHF 123.40 | CHF 110.93 -10.1% | 16.0% | CHF 135.00 | CHF 92.80 | n/a | 3 |
Oct ’24 | CHF 128.40 | CHF 115.27 -10.2% | 15.0% | CHF 135.00 | CHF 92.80 | n/a | 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 |
Nov ’23 | CHF 99.60 | CHF 103.50 +3.9% | 3.4% | CHF 107.00 | CHF 100.00 | CHF 123.40 | 2 |
Oct ’23 | CHF 92.90 | CHF 103.50 +11.4% | 3.4% | CHF 107.00 | CHF 100.00 | CHF 128.40 | 2 |
Sep ’23 | CHF 105.70 | CHF 108.00 +2.2% | 3.7% | CHF 112.00 | CHF 104.00 | CHF 135.20 | 2 |
Analyst Forecast: Target price is lower than the current share price.