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Stock Research: Helvetia Baloise Holding

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Helvetia Baloise Holding

SWX:HBAN CH0466642201
35
  • Value
    29
  • Growth
    82
  • Safety
    Safety
    45
  • Combined
    51
  • Sentiment
    17
  • 360° View
    360° View
    35
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Company Description

Helvetia Holding AG is a Switzerland-based all-lines insurance service group. It operates in life and non-life insurance, including property, motor vehicle, liability, and transport policies. Helvetia operates in Switzerland, Germany, Italy, and Spain. In the last fiscal year, the company had a market cap of $12,808 million and 14442 employees.

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ANALYSIS: With an Obermatt 360° View of 35 (better than 35% compared with alternatives), overall professional sentiment and financial characteristics for the stock Helvetia Baloise Holding are below the industry average. The 360° View is based on consolidating four consolidated indicators, with three out of four indicators below average for Helvetia Baloise Holding. The consolidated Growth Rank has a good rank of 82, which means that the company experiences above-average growth momentum when looking at financial metrics such as revenue, profit, and invested capital growth, as well as stock returns. It ranks higher than 82% of competitors in the same industry. The other indicators are below average, namely the Value, Safety, and Sentiment Ranks.The Value Rank at 29 means that the share price of Helvetia Baloise Holding is on the high side compared with its peers regarding revenues, profits, and invested capital. The stock price is higher than for 71% of alternative stocks in the same industry. The consolidated Safety Rank has a riskier rank of 45, which means that the company has a riskier financing structure than 55% comparable companies when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. The consolidated Sentiment Rank also has a low rank of 17, indicating professional investors are more pessimistic about the stock than for 83% of alternative investment opportunities. ...read more

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Strongest Rank Price vs. Earnings (P/E)
Weakest Rank Revenue Growth
Country Switzerland
Industry Multi-line Insurance
Size Large
Website helvetia.com
Index
SPI
Renewables Users
Helvetia Baloise Holding stock price by TradingView. Not sourced by Obermatt.
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The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 7-May-2026.

Make Sense of the Ranks

The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

Value
Identifies how good a value the stock is.
Good Value Expensive
Combined
Consolidated view across Value, Growth, and Safety.
Good Tread Carefully
Growth
Shows a company's growth potential.
High Growth Tough Times
Sentiment
Shows what the market thinks of a stock.
Positive Sentiment Skepticism
Safety
Safety
Assesses how financially secure a company is.
Well-Financed High Leverage
360° View
360° View
Holistic stock analysis: all key non-/financial metrics
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Detailed and Historical Ranks

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Metrics Current 2025 2024 2023
Value
29 25 33 43
Growth
82 63 9 85
Safety
Safety
45 83 83 83
Sentiment
17 1 5 63
360° View
360° View
35 9 9 73
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Metrics Current 2025 2024 2023
Analyst Opinions
67 7 1 6
Opinions Change
50 15 4 50
Pro Holdings
n/a 11 9 93
Market Pulse
15 41 73 68
Sentiment
17 1 5 63
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Metrics Current 2025 2024 2023
Value
29 25 33 43
Growth
82 63 9 85
Safety Safety
45 83 83 83
Combined
51 32 32 32
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
55 59 69 74
Price vs. Earnings (P/E)
10 15 15 31
Price vs. Book (P/B)
52 20 28 52
Dividend Yield
37 31 44 39
Value
29 25 33 43
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Metrics Current 2025 2024 2023
Revenue Growth
98 31 27 69
Profit Growth
50 92 16 82
Capital Growth
72 36 23 47
Stock Returns
39 77 57 59
Growth
82 63 9 85
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Metrics Current 2025 2024 2023
Leverage
34 59 42 64
Refinancing
83 8 8 8
Liquidity
39 32 83 30
Safety Safety
45 83 83 83

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Frequently Asked
Questions

The only positive is high growth. The stock is expensive (low Value Rank), risky to finance, and carries critical professional sentiment. This is a risky proposition. Avoid unless you have exceptional conviction that the growth alone will overcome the price and financial risks.

Obermatt provides unbiased stock analysis as a completely independent third party. We have no conflicts of interest with individual stock titles. Our data-driven analysis is based on algorithms honed over twelve years, giving you analysis that is free from personal bias and conflicts of interest.

The 360° View Rank indicates a company's overall performance across all major financial and non-financial metrics tracked by Obermatt. A 360° View Rank of 75 means the company is more well-rounded than 75% of similar companies. A high score indicates that the company is strong across the board; it is attractively priced, growing sustainably, financially stable, and well-regarded by the market. Learn more.

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