HLVT.Y 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 | 0/6 |
| Future Growth | 1/6 |
| Past Performance | 2/6 |
| Financial Health | 4/6 |
| Dividends | 5/6 |
My Notes
Capture your thoughts, links and company narrative
Helvetia Holding AG Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CHF 3.49 |
| 52 Week High | CHF 4.02 |
| 52 Week Low | CHF 3.16 |
| Beta | 0.93 |
| 1 Month Change | 0% |
| 3 Month Change | n/a |
| 1 Year Change | -8.64% |
| 3 Year Change | n/a |
| 5 Year Change | 14.43% |
| Change since IPO | 14.43% |
Recent News & Updates
Recent updates
Shareholder Returns
| HLVT.Y | US Insurance | US Market | |
|---|---|---|---|
| 7D | 0% | 0.1% | -0.4% |
| 1Y | -8.6% | 27.2% | 24.8% |
Return vs Industry: HLVT.Y underperformed the US Insurance industry which returned 31.6% over the past year.
Return vs Market: HLVT.Y underperformed the US Market which returned 22.2% over the past year.
Price Volatility
| HLVT.Y volatility | |
|---|---|
| HLVT.Y Average Weekly Movement | n/a |
| Insurance Industry Average Movement | 4.2% |
| Market Average Movement | 6.3% |
| 10% most volatile stocks in US Market | 17.0% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: HLVT.Y has not had significant price volatility in the past 3 months.
Volatility Over Time: Insufficient data to determine HLVT.Y's volatility change 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
| HLVT.Y fundamental statistics | |
|---|---|
| Market cap | US$7.39b |
| Earnings (TTM) | US$309.47m |
| Revenue (TTM) | US$10.32b |
23.9x
P/E Ratio0.7x
P/S RatioIs HLVT.Y overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| HLVT.Y income statement (TTM) | |
|---|---|
| Revenue | CHF 9.23b |
| Cost of Revenue | CHF 7.82b |
| Gross Profit | CHF 1.40b |
| Other Expenses | CHF 1.13b |
| Earnings | CHF 276.72m |
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 HLVT.Y perform over the long term?
See historical performance and comparisonDividends
5.0%
Current Dividend Yield120%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/07/14 02:50 |
| End of Day Share Price | 2024/04/17 00:00 |
| Earnings | 2023/12/31 |
| Annual Earnings | 2023/12/31 |
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 |
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| Management | 10 years |
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| 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 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. 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 |
|---|---|
| Dieter Hein | AlphaValue |
| Daniel Bischof | Baader Helvea Equity Research |
| Stefan Schürmann | Bank Vontobel AG |