Home Stock

Stock Research: Helvetia Baloise Holding

Independent stock analysis through peer comparison: Get the 360° View as an objective basis for stock decision-making and explore the detailed ranks.

Helvetia Baloise Holding

SWX:HBAN CH0466642201
51
  • Value
    30
  • Growth
    84
  • Safety
    Safety
    45
  • Combined
    56
  • Sentiment
    47
  • 360° View
    360° View
    51
Unlock
What factors are driving this 360° View?
Subscribe to View
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.

more

ANALYSIS: With an Obermatt 360° View of 51 (better than 51% compared with alternatives), overall professional sentiment and financial characteristics for the stock Helvetia Baloise Holding are above 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 84, 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 84% of competitors in the same industry. The other indicators are below average, namely the Value, Safety, and Sentiment Ranks.The Value Rank at 30 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 70% 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 47, indicating professional investors are more pessimistic about the stock than for 53% of alternative investment opportunities. ...read more

more
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.
Similar Add to Watchlist Similar See Similar Stocks
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: 23-Jun-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
Good Watch Out

Detailed and Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history. Unlock the analysis.

Unlock Ranks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2025 2024 2023
Value
30 25 33 43
Growth
84 63 9 85
Safety
Safety
45 83 83 83
Sentiment
47 1 5 63
360° View
360° View
51 9 9 73
Unlock Similar Stocks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
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
66 41 73 68
Sentiment
47 1 5 63
Unlock Similar Stocks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2025 2024 2023
Value
30 25 33 43
Growth
84 63 9 85
Safety Safety
45 83 83 83
Combined
56 32 32 32
Unlock Similar Stocks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
57 59 69 74
Price vs. Earnings (P/E)
13 15 15 31
Price vs. Book (P/B)
46 20 28 52
Dividend Yield
35 31 44 39
Value
30 25 33 43
Unlock Similar Stocks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2025 2024 2023
Revenue Growth
96 31 27 69
Profit Growth
50 92 16 82
Capital Growth
73 36 23 47
Stock Returns
47 77 57 59
Growth
84 63 9 85
Unlock Similar Stocks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2025 2024 2023
Leverage
35 59 42 64
Refinancing
80 8 8 8
Liquidity
38 32 83 30
Safety Safety
45 83 83 83

Similar Stocks

Discover high‑ranked alternatives to Helvetia Baloise Holding and broaden your portfolio horizons.

Bachem

SWX:BANB
Country: Switzerland
Industry: Life Sciences Tools & Services
Size: Medium
Full Stock Analysis

Zehnder Group

SWX:ZEHN
Country: Switzerland
Industry: Building Products
Size: Medium
Full Stock Analysis

DKSH

SWX:DKSH
Country: Switzerland
Industry: Trading & Distribution
Size: Large
Full Stock Analysis

AXA

PAR:CS
Country: France
Industry: Multi-line Insurance
Size: Large
Full Stock Analysis

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.

Become an Obermatt subscriber and see all of the similar stocks here.

OTHER FEATURES

Use the Platform to its Fullest

The Obermatt Advantage

Ready to Elevate Your Investing?
Get Started Today

Choose the Obermatt subscription that best fits your needs.


30-day money back guarantee. Your subscription will renew until you cancel it, which you can do at any time.

What Our Customers Say

See how Obermatt improved their investing:

Review us See More Google Reviews