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
12
  • Value
    41
  • Growth
    18
  • Safety
    Safety
    54
  • Combined
    19
  • Sentiment
    39
  • 360° View
    360° View
    12
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 12 (better than 12% compared with alternatives), overall professional sentiment and financial characteristics for the stock Helvetia Baloise Holding are critical, mostly below average. The 360° View is based on consolidating four consolidated indicators, with three out of four metrics below average for Helvetia Baloise Holding. The only rank that is above average is the consolidated Safety Rank at 54, which means that the company has a financing structure that is safer than those of 54% comparable companies when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. But the Value, Growth and Sentiment Ranks are all below average. The consolidated Value Rank has a less desirable rank of 41, which means that the share price of Helvetia Baloise Holding is on the high side compared with typical size in indicators such as revenues, profits, and invested capital. The consolidated Growth Rank also has a low rank of 18, which implies that the company exhibits below-average growth momentum when looking at financial metrics such as revenue, profit, and invested capital growth as well as stock returns. Finally, the consolidated Sentiment Rank is also low at a rank of 39, which means that professional investors are more pessimistic about the stock than for 61% of alternative investment opportunities. While Safety is strong, it’s not the most critical indicator, so we suggest proceeding with caution if you are considering this stock. ...read more

more
Index
SPI
Renewables Users
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: 26-Mar-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.

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
41 25 33 43
Growth
18 63 9 85
Safety
Safety
54 83 83 83
Sentiment
39 1 5 63
360° View
360° View
12 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
70 7 1 6
Opinions Change
88 15 4 50
Pro Holdings
n/a 11 9 93
Market Pulse
5 41 73 68
Sentiment
39 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
41 25 33 43
Growth
18 63 9 85
Safety Safety
54 83 83 83
Combined
19 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)
75 59 69 74
Price vs. Earnings (P/E)
47 15 15 31
Price vs. Book (P/B)
25 20 28 52
Dividend Yield
35 31 44 39
Value
41 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
9 31 27 69
Profit Growth
50 92 16 82
Capital Growth
72 36 23 47
Stock Returns
45 77 57 59
Growth
18 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
46 59 42 64
Refinancing
83 8 8 8
Liquidity
38 32 83 30
Safety Safety
54 83 83 83

Similar Stocks

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

Swatch

VTX:UHR
Country: Switzerland
Industry: Apparel, Accessories, Luxury
Size: X-Large
Full Stock Analysis

UNIQA

VIE:UQA
Country: Austria
Industry: Multi-line Insurance
Size: Large
Full Stock Analysis

Alcon

VTX:ALC
Country: Switzerland
Industry: Health Care Supplies
Size: X-Large
Full Stock Analysis

Poste Italiane

MIL:PST
Country: Italy
Industry: Other Financial Services
Size: X-Large
Full Stock Analysis

Frequently Asked
Questions

The only above-average rank is Safety. All other ranks (Value, Growth, and Sentiment) are below average. As Safety is the least critical rank, there are few positive facts to support this stock.

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.

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: