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Stock Research: Helvetia Baloise Holding

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Helvetia Baloise Holding

SWX:HBAN CH0466642201
41
  • Value
    42
  • Growth
    63
  • Safety
    Safety
    32
  • Combined
    41
  • Sentiment
    50
  • 360° View
    360° View
    41
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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 41 (better than 41% 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 half of the metrics below and half above average for Helvetia Baloise Holding. The consolidated Growth Rank has a good rank of 63, 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. This means that growth is higher than for 63% of competitors in the same industry. The consolidated Sentiment Rank also has a good rank of 50, which means that professional investors are more optimistic about the stock than for 50% of alternative investment opportunities. But the consolidated Value Rank has a less desirable rank of 42, which means that the share price of Helvetia Baloise Holding is on the higher side compared with typical size in indicators such as revenues, profits, and invested capital. This means the stock price is higher than for 58% of alternative stocks in the same industry. Finally, the consolidated Safety Rank has a riskier rank of 32, which means that the company has a financing structure that is riskier than those of 68% comparable companies when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. ...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-Oct-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
42 25 33 43
Growth
63 63 9 85
Safety
Safety
32 83 83 83
Sentiment
50 1 5 63
360° View
360° View
41 9 9 73
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Metrics Current 2025 2024 2023
Analyst Opinions
69 7 1 6
Opinions Change
50 15 4 50
Pro Holdings
n/a 11 9 93
Market Pulse
47 41 73 68
Sentiment
50 1 5 63
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Metrics Current 2025 2024 2023
Value
42 25 33 43
Growth
63 63 9 85
Safety Safety
32 83 83 83
Combined
41 32 32 32
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
78 59 69 74
Price vs. Earnings (P/E)
19 15 15 31
Price vs. Book (P/B)
45 20 28 52
Dividend Yield
49 31 44 39
Value
42 25 33 43
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Metrics Current 2025 2024 2023
Revenue Growth
98 31 27 69
Profit Growth
55 92 16 82
Capital Growth
51 36 23 47
Stock Returns
30 77 57 59
Growth
63 63 9 85
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Metrics Current 2025 2024 2023
Leverage
21 59 42 64
Refinancing
82 8 8 8
Liquidity
42 32 83 30
Safety Safety
32 83 83 83

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Frequently Asked
Questions

This is a classic, high-risk growth play: high growth and positive sentiment outweigh low Value Rank (expensive) and risky financing. This is for aggressive growth investors who are comfortable with the high price and risk, believing the growth story justifies the expense.

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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