Helvetia Holding (BATS-CHIXE:HELNZ) - Stock Price, News & Analysis

HELNZ Stock Overview

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

About the company

HELNZ fundamental analysis
Snowflake Score
Valuation	0/6
Future Growth	2/6
Past Performance	2/6
Financial Health	4/6
Dividends	4/6

Rewards

Earnings are forecast to grow 12.47% per year

Risk Analysis

Profit margins (3%) are lower than last year (5.1%)

Dividend of 4.95% is not well covered by earnings

Helvetia Holding AG Competitors

Aviva

LSE:AV.

UK£13.3b

Hiscox

LSE:HSX

UK£4.1b

Beazley

LSE:BEZ

UK£4.4b

Direct Line Insurance Group

LSE:DLG

UK£2.6b

Price History & Performance

Summary of all time highs, changes and price drops for Helvetia Holding
Historical stock prices
Current Share Price	CHF127.90
52 Week High	CHF137.10
52 Week Low	CHF115.00
Beta	0.91
1 Month Change	7.75%
3 Month Change	3.98%
1 Year Change	0%
3 Year Change	26.51%
5 Year Change	8.39%
Change since IPO	99.07%

Recent updates

Shareholder Returns

	HELNZ	GB Insurance	GB Market
7D	3.8%	2.3%	1.0%
1Y	0%	-7.1%	6.7%

Return vs Industry: HELNZ exceeded the UK Insurance industry which returned -7.9% over the past year.

Return vs Market: HELNZ underperformed the UK Market which returned 6.8% over the past year.

Price Volatility

Is HELNZ's price volatile compared to industry and market?
HELNZ volatility
HELNZ Average Weekly Movement	2.4%
Insurance Industry Average Movement	4.4%
Market Average Movement	4.9%
10% most volatile stocks in GB Market	11.3%
10% least volatile stocks in GB Market	2.7%

Stable Share Price: HELNZ has not had significant price volatility in the past 3 months.

Volatility Over Time: HELNZ'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

How do Helvetia Holding's earnings and revenue compare to its market cap?
HELNZ fundamental statistics
Market cap	CHF6.73b
Earnings (TTM)	CHF276.72m
Revenue (TTM)	CHF9.23b

24.3x

P/E Ratio

0.7x

P/S Ratio

Is HELNZ overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
HELNZ 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 HELNZ perform over the long term?

See historical performance and comparison

Dividends

4.9%

Current Dividend Yield

120%

Payout Ratio

Does HELNZ pay a reliable dividends?

See HELNZ dividend history and benchmarks

When do you need to buy HELNZ by to receive an upcoming dividend?
Helvetia Holding dividend dates
Ex Dividend Date	May 28 2024
Dividend Pay Date	May 30 2024
Days until Ex dividend	10 days
Days until Dividend pay date	12 days