Stock Research: Helvetia

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Helvetia

SWX:HELN CH0466642201
9
  • Value
    83
  • Growth
    65
  • Safety
    Safety
    29
  • Combined
    32
  • Sentiment
    67
  • 360° View
    360° View
    9
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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

ANALYSIS: With an Obermatt 360° View of 9 (better than 9% compared with alternatives), overall professional sentiment and financial characteristics for the stock Helvetia are critical, mostly below average. The 360° View is based on consolidating four consolidated indicators, with all but one indicator above average for Helvetia. The consolidated Growth Rank has a good rank of 65, 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 65% of competitors in the same industry. The consolidated Safety Rank at 83 means that the company has a financing structure that is safer than 83% comparable companies when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. Finally, the consolidated Sentiment Rank has a good rank of 67, which means that professional investors are more optimistic about the stock than for 67% of alternative investment opportunities. But the consolidated Value Rank is less desirable at 29, meaning that the share price of Helvetia is on the higher side compared with indicators such as revenues, profits, and invested capital. This means the stock price is higher than for 71% of alternative stocks in the same industry. ...read more

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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: 10-Sep-2025.

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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.

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Metrics Current 2024 2023 2022
Value
29 25 33 43
Growth
65 63 9 85
Safety
Safety
83 83 83 83
Sentiment
67 1 5 63
360° View
360° View
9 9 9 73
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Metrics Current 2024 2023 2022
Analyst Opinions
56 7 1 6
Opinions Change
90 15 4 50
Pro Holdings
n/a 11 9 93
Market Pulse
25 41 73 68
Sentiment
67 1 5 63
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Metrics Current 2024 2023 2022
Value
29 25 33 43
Growth
65 63 9 85
Safety Safety
83 83 83 83
Combined
32 32 32 32
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Metrics Current 2024 2023 2022
Price vs. Sales (P/S)
17 15 15 31
Price vs. Earnings (P/E)
72 59 69 74
Price vs. Book (P/B)
26 20 28 52
Dividend Yield
21 31 44 39
Value
29 25 33 43
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Metrics Current 2024 2023 2022
Revenue Growth
27 31 27 69
Profit Growth
65 92 16 82
Capital Growth
59 36 23 47
Stock Returns
79 77 57 59
Growth
65 63 9 85
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Metrics Current 2024 2023 2022
Leverage
59 59 42 64
Refinancing
8 8 8 8
Liquidity
40 32 83 30
Safety Safety
83 83 83 83

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