Helvetia Holding (HELN.F) Stock Overview
Engages in life and non-life insurance, and reinsurance business in Switzerland, Germany, Austria, Spain, Italy, France, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 0/6 |
| Past Performance | 5/6 |
| Financial Health | 3/6 |
| Dividends | 5/6 |
HELN.F Community Fair Values
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Helvetia Holding AG Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CHF 137.99 |
| 52 Week High | CHF 144.72 |
| 52 Week Low | CHF 130.00 |
| Beta | 0.94 |
| 1 Month Change | 0% |
| 3 Month Change | n/a |
| 1 Year Change | n/a |
| 3 Year Change | n/a |
| 5 Year Change | n/a |
| Change since IPO | 53.71% |
Recent News & Updates
Recent updates
Shareholder Returns
| HELN.F | US Insurance | US Market | |
|---|---|---|---|
| 7D | 0% | -0.08% | -3.7% |
| 1Y | n/a | -3.9% | 11.0% |
Return vs Industry: Insufficient data to determine how HELN.F performed against the US Insurance industry.
Return vs Market: Insufficient data to determine how HELN.F performed against the US Market.
Price Volatility
| HELN.F volatility | |
|---|---|
| HELN.F Average Weekly Movement | n/a |
| Insurance Industry Average Movement | 4.1% |
| Market Average Movement | 6.4% |
| 10% most volatile stocks in US Market | 17.0% |
| 10% least volatile stocks in US Market | 2.9% |
Stable Share Price: HELN.F has not had significant price volatility in the past 3 months.
Volatility Over Time: Insufficient data to determine HELN.F's volatility change over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1858 | 13,276 | Fabian Rupprecht | www.helvetia.com |
Helvetia Holding AG, through its subsidiaries, 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. Helvetia Holding AG was founded in 1858 and is headquartered in Sankt Gallen, Switzerland.
Helvetia Holding AG Fundamentals Summary
| HELN.F fundamental statistics | |
|---|---|
| Market cap | US$7.14b |
| Earnings (TTM) | US$732.53m |
| Revenue (TTM) | US$12.91b |
Is HELN.F overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| HELN.F income statement (TTM) | |
|---|---|
| Revenue | CHF 11.04b |
| Cost of Revenue | CHF 8.84b |
| Gross Profit | CHF 2.21b |
| Other Expenses | CHF 1.58b |
| Earnings | CHF 626.70m |
Last Reported Earnings
Jun 30, 2023
Next Earnings Date
Apr 11, 2024
| Earnings per share (EPS) | 11.85 |
| Gross Margin | 19.98% |
| Net Profit Margin | 5.68% |
| Debt/Equity Ratio | 58.1% |
How did HELN.F perform over the long term?
See historical performance and comparisonDividends
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2023/12/25 20:00 |
| End of Day Share Price | 2023/09/27 00:00 |
| Earnings | 2023/06/30 |
| Annual Earnings | 2022/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* 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.
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 Github.
Analyst Sources
Helvetia Holding AG is covered by 11 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Daniel Bischof | Baader Helvea Equity Research |
| Thomas Bateman | Berenberg |
| Iain Pearce | BNP Paribas |