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Alternative stocks to Helvetia (SWX:HELN)


These are the alternatives to Helvetia that fall within the same industry, Multi-line Insurance, or region, Switzerland.

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For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. The higher the rank, the better the stock performs than its peers. And, we do this for six investment strategies:

Value - shows how good of a value the stock is. Green is "inexpensive"; red is "expensive".

Growth - shows a company's growth potential. Green is "high growth" expected; red is "tough times ahead".

Safety - relates to the amount of debt a company has. Green is low debt level; red is high debt level.

Combined Financial - this isn't an average of the first three ranks but rather a consolidated view across several financial indicators. Green = good; red = tread carefully.

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Helvetia stock research in summary

helvetia.com


Helvetia shares are more expensive than other comparable stocks. They show above average growth and are safely financed, but are poor value. We recommend evaluating whether the future of the company Helvetia is really as positive as the high price of the shares suggests. If you come to the conclusion that the future for this company is only average, that could be a reason to sell this share.


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Country Switzerland
Industry Multi-line Insurance
Index
Size class X-Large

Large companies - similar industry as Helvetia

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. AXA (XXL, FR)  Multi-line Insurance
1. AXA (XXL, FR)   Multi-line Insurance 71 25 78 100
2. Ageas (XL, BE)  Multi-line Insurance
2. Ageas (XL, BE)   Multi-line Insurance 79 67 87 94
3. Aviva (XXL, GB)  Multi-line Insurance
3. Aviva (XXL, GB)   Multi-line Insurance 69 49 39 85
4. Gjensidige Forsikring (XL, NO)  Multi-line Insurance
4. Gjensidige Forsikring (XL, NO)   Multi-line Insurance 5 87 98 78
5. Talanx (XXL, DE)  Multi-line Insurance
5. Talanx (XXL, DE)   Multi-line Insurance 51 95 58 73
6. Zurich Insurance Group (XXL, CH)  Multi-line Insurance
6. Zurich Insurance Group (XXL, CH)   Multi-line Insurance 19 87 41 65
7. Unipol (XXL, IT)  Multi-line Insurance
7. Unipol (XXL, IT)   Multi-line Insurance 85 97 63 63
8. Mapfre (XXL, ES)  Multi-line Insurance
8. Mapfre (XXL, ES)   Multi-line Insurance 83 79 34 56
9. Vienna Insurance Group (XXL, AT)  Multi-line Insurance
9. Vienna Insurance Group (XXL, AT)   Multi-line Insurance 81 93 37 48
10. Bâloise (XL, CH)  Multi-line Insurance
10. Bâloise (XL, CH)   Multi-line Insurance 27 73 49 44

May 15, 2025

Why popular stocks have low ratings

It’s easier said than done. When your stock drops, it’s easy to want to sell it and find a better performer. Think twice, or even three times, before trading. Those fees (especially the hidden ones) can eat up your gains.

Large companies - similar region as Helvetia

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Swiss Life (XXL, CH)  Life & Health Insurance
1. Swiss Life (XXL, CH)   Life & Health Insurance 11 13 96 98
2. Swatch (XL, CH)  Apparel, Accessories, Luxury
2. Swatch (XL, CH)   Apparel, Accessories, Luxury 79 25 100 98
3. DKSH (XXL, CH)  Research & Consulting
3. DKSH (XXL, CH)   Research & Consulting 45 81 88 96
4. ALSO (XL, CH)  Technology Distributors
4. ALSO (XL, CH)   Technology Distributors 42 95 73 94
5. BKW (XL, CH)  Electric Utilities
5. BKW (XL, CH)   Electric Utilities 36 75 99 90
6. SFS (XL, CH)  Industrial Machinery
6. SFS (XL, CH)   Industrial Machinery n/a n/a n/a n/a
7. Chubb (XXL, CH)  Property & Casualty Insurance
7. Chubb (XXL, CH)   Property & Casualty Insurance 13 39 52 74
8. STMicroelectronics (XXL, CH)  Semiconductors
8. STMicroelectronics (XXL, CH)   Semiconductors 52 40 81 72
9. Swiss Re (XXL, CH)  Reinsurance
9. Swiss Re (XXL, CH)   Reinsurance 31 100 21 70
10. ABB (XXL, CH)  Electr. Components & Equipment
10. ABB (XXL, CH)   Electr. Components & Equipment 24 63 77 70

May 15, 2025


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Mid sized companies - similar industry as Helvetia

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. St. Galler Kantonalbank (M, CH)  Regional Banks
1. St. Galler Kantonalbank (M, CH)   Regional Banks 46 91 73 100
2. Banque Cantonale De Genève (M, CH)  Regional Banks
2. Banque Cantonale De Genève (M, CH)   Regional Banks 82 19 100 91
3. Berner Kantonalbank (M, CH)  Regional Banks
3. Berner Kantonalbank (M, CH)   Regional Banks 37 64 82 82
4. EFG International (M, CH)  Asset Management & Custody
4. EFG International (M, CH)   Asset Management & Custody 35 72 80 80
5. Leonteq (M, CH)  Investment Banking & Brokerage
5. Leonteq (M, CH)   Investment Banking & Brokerage 95 78 11 79
6. Basellandschaftliche Kantonalbank (M, CH)  Regional Banks
6. Basellandschaftliche Kantonalbank (M, CH)   Regional Banks 100 55 19 64
7. Valiant (M, CH)  Regional Banks
7. Valiant (M, CH)   Regional Banks 91 73 1 55
8. VZ (M, CH)  Asset Management & Custody
8. VZ (M, CH)   Asset Management & Custody 1 87 68 53
9. Basler Kantonalbank (M, CH)  Regional Banks
9. Basler Kantonalbank (M, CH)   Regional Banks 73 73 10 46
10. CFT (L, CH)  Investment Banking & Brokerage
10. CFT (L, CH)   Investment Banking & Brokerage 41 66 37 44

May 15, 2025


Mid sized companies - similar region as Helvetia

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. St. Galler Kantonalbank (M, CH)  Regional Banks
1. St. Galler Kantonalbank (M, CH)   Regional Banks 46 91 73 100
2. V-ZUG Holding (M, CH)  Household Appliances
2. V-ZUG Holding (M, CH)   Household Appliances 67 92 84 100
3. Tecan Group (L, CH)  Life Sciences Tools & Services
3. Tecan Group (L, CH)   Life Sciences Tools & Services 57 71 88 100
4. CPH Chemie + Papier (M, CH)  Paper Products
4. CPH Chemie + Papier (M, CH)   Paper Products 59 83 94 98
5. Ascom (M, CH)  Health Care Technology
5. Ascom (M, CH)   Health Care Technology 92 34 94 96
6. Phoenix Mecano (L, CH)  Electr. Components & Equipment
6. Phoenix Mecano (L, CH)   Electr. Components & Equipment n/a n/a n/a n/a
7. Arbonia (M, CH)  Building Products
7. Arbonia (M, CH)   Building Products 98 38 74 92
8. Vetropack (L, CH)  Metal & Glass Containers
8. Vetropack (L, CH)   Metal & Glass Containers 89 67 54 92
9. Banque Cantonale De Genève (M, CH)  Regional Banks
9. Banque Cantonale De Genève (M, CH)   Regional Banks 82 19 100 91
10. Montana Aerospace (L, CH)  Aerospace & Defense
10. Montana Aerospace (L, CH)   Aerospace & Defense 33 91 75 90

May 15, 2025



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