HBAN — Helvetia Baloise Holding AG Share Price
0.000.00%
Last trade - 00:00- CH₣19.33bn
- CH₣20.81bn
- CH₣9.69bn
- 43
- 31
- 86
- 53
Growth & Value
| 12m Forecast Rolling | Industry | Market | |
|---|---|---|---|
| PE Ratio (f) | 16.88 | ||
| PEG Ratio (f) | 3.82 | ||
| EPS Growth (f) | 4.63% | ||
| Dividend Yield (f) | 4.15% | ||
| Valuation (ttm) | Industry | Market | |
|---|---|---|---|
| Price to Book Value | 4.88 | ||
| Price to Tang. Book | 7.98 | ||
| Price to Free Cashflow | 38.67 | ||
| Price to Sales | 1.98 | ||
| EV to EBITDA | 21.17 | ||
Shareholder Activity
| Type | Buy / Hold / Sell |
|---|---|
| Institutions | |
| Directors | |
| Community |
Guru Screens
Quality
| Name | Industry | Market | |
|---|---|---|---|
| Return on Capital | 1.35% | ||
| Return on Equity | 13.84% | ||
| Operating Margin | 8.31% | ||
Financial Summary
| Year End 31st Dec | Unit | 2020 | 2021 | 2022 | 2023 | 2024 | 2025E | 2026E | CAGR / Avg |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | CH₣m | 10,311 | 12,592.4 | 8,252.1 | 9,441.1 | 9,686.9 | 10,038.93 | 10,365.03 | -2% |
| Operating Profit | m | ||||||||
| Net Profit | m | ||||||||
| EPS Reported | |||||||||
| Diluted Normalised EPS | |||||||||
| EPS Growth | % | -45.98 | +64.58 | -12.17 | -30.53 | +61.94 | +20.13 | +3.96 | n/a |
| PE Ratio | x | ||||||||
| PEG | |||||||||
| Profitability | |||||||||
| Operating Margin | % | ||||||||
| ROA | % | ||||||||
| ROCE | % | ||||||||
| ROE | % | ||||||||
| Cashflow | |||||||||
| Op. Cashflow ps | |||||||||
| Capex ps | |||||||||
| Free Cashflow ps | |||||||||
| Dividends | |||||||||
| Dividend ps | |||||||||
| Dividend Growth | % | ||||||||
| Dividend Yield | % | ||||||||
| Dividend Cover | x | ||||||||
| Balance Sheet | |||||||||
| Cash etc | m | ||||||||
| Working Capital | m | ||||||||
| NFA | m | ||||||||
| Net Debt | m | ||||||||
| Book Value | m | ||||||||
| Diluted Weighted Average Shares | m | ||||||||
| Book Value ps | |||||||||
Other Ratios
| Leverage (ttm) | Total | - Intang | + Pension |
|---|---|---|---|
| Gross Gearing | |||
| Net Gearing | |||
| Cash / Assets |
| Liquidity (ttm) | |
|---|---|
| Curr. Ratio | |
| Quick Ratio | |
| Interest Cov. | |
| Efficiency (ttm) | |
|---|---|
| Asset Turnover | |
| Recs Turnover | |
| Stock Turnover | |
Recent History
| Latest interim period vs. prior period | Industry | Market | |
|---|---|---|---|
| Sales Growth | |||
| EPS Growth | |||
| 3yr Compound Annual Growth Rate | Industry | Market | |
|---|---|---|---|
| Sales CAGR | |||
| EPS CAGR | |||
| DPS CAGR | |||
Profile Summary
Helvetia Baloise Holding AG, formerly known as Helvetia Holding AG, is an internationally active insurance and financial services group headquartered in Basel-Stadt, Switzerland. The Company was formed through the merger of Baloise Holding AG and Helvetia Holding AG. Its core business spans life and non-life insurance, private pensions, and risk management services. The Company operates across Central and Southern Europe through regional offices, subsidiaries, and associated companies. Its main markets include Switzerland, Germany, and Austria, Italy and Spain. Additionally, it serves niche segments such as transport insurance and assumed reinsurance, reinforcing its position as a insurance provider through various network partners.
Directors
- Doris Russi Schurter NEC (65)
- Philipp Gmur CEO (57)
- Hans Kuenzle NVC (60)
- Thomas Schmuckli NVC (58)
- Annelis Haemmerli CFO (46)
- Achim Baumstark CTO (57)
- Andre Keller CIN (51)
- Roland Bentele EXB (60)
- Donald Desax EXB (62)
- Markus Gemperle EXB (59)
- Martin Jara EXB (49)
- Beat Muller EXB (57)
- David Ribeaud EXB (51)
- Barbara Bolliger SEC (45)
- Jean-Rene Fournier NED (64)
- Beat Fellmann NID (57)
- Ivo Furrer NID (64)
- Christoph Lechner NID (54)
- Gabriela Payer NID (59)
- Andreas von Planta NID (65)
- Regula Wallimann NID (54)
- Last Annual
- December 31st, 2024
- Last Interim
- June 30th, 2025
- Incorporated
- April 17th, 1996
- Public Since
- September 3rd, 2001
- No. of Shareholders
- 31,962
- No. of Employees
- 14,631
- Sector
- Insurance
- Industry
- Financials
- Exchange
- SIX Swiss Exchange
- Shares in Issue
- 99,291,884
- Address
- Aeschengraben 21, BASEL, 4051
- Web
- https://www.helvetia.com/
- Phone
- +41 582801000
- Contact
- Peter Eliot
- Auditors
- KPMG AG
Upcoming Events for HBAN
Helvetia Holding AG Capital Markets Day
Helvetia Holding AG Annual Shareholders Meeting
Helvetia Baloise Holding AG Annual Shareholders Meeting
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FAQ
What is the Helvetia Baloise Holding AG share price?
As of Today at 20:05 UTC, shares in Helvetia Baloise Holding AG are trading at CH₣194.70. This share price information is delayed by 15 minutes.
How has the Helvetia Baloise Holding AG share price performed this year?
Shares in Helvetia Baloise Holding AG last closed at CH₣194.70 and the price had moved by +33.92% over the past 365 days. In terms of relative price strength the Helvetia Baloise Holding AG share price has outperformed the FTSE Global All Cap Index by +18.53% over the past year.
What are the analyst and broker recommendations for Helvetia Baloise Holding AG?
The overall consensus recommendation for Helvetia Baloise Holding AG is Buy. You can view the full broker recommendation list by unlocking its StockReport.
Find out moreWhat is the Helvetia Baloise Holding AG dividend yield?
The Helvetia Baloise Holding AG dividend yield is 3.44% based on the trailing twelve month period.
Does Helvetia Baloise Holding AG pay a dividend?
Last year, Helvetia Baloise Holding AG paid a total dividend of CH₣6.70, and it currently has a trailing dividend yield of 3.44%. We do not have any data on when Helvetia Baloise Holding AG is to next pay dividends.
When does Helvetia Baloise Holding AG next pay dividends?
We do not have data on when Helvetia Baloise Holding AG is to next pay dividends. The historic dividend yield on Helvetia Baloise Holding AG shares is currently 3.44%.
How do I buy Helvetia Baloise Holding AG shares?
To buy shares in Helvetia Baloise Holding AG you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.
What is the market cap of Helvetia Baloise Holding AG?
As of the previous close price of CH₣194.70, shares in Helvetia Baloise Holding AG had a market capitalisation of CH₣19.33bn.
Where are Helvetia Baloise Holding AG shares listed?
Here are the trading details for Helvetia Baloise Holding AG:
- Country of listing: Switzerland
- Exchange: SWX
- Ticker Symbol: HBAN
What kind of share is Helvetia Baloise Holding AG?
Based on an overall assessment of its quality, value and momentum Helvetia Baloise Holding AG is currently classified as a Neutral. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.
Is there a Helvetia Baloise Holding AG share price forecast for 2025?
The analyst consensus target price for shares in Helvetia Baloise Holding AG is CH₣217.75. That is 11.84% above the last closing price of CH₣194.70.
Analysts covering Helvetia Baloise Holding AG currently have a consensus Earnings Per Share (EPS) forecast of CH₣11.11 for the next financial year.
Find out moreWhat is the trend in the Helvetia Baloise Holding AG share price?
An important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Helvetia Baloise Holding AG. Over the past six months, its share price has underperformed the FTSE Global All Cap Index by -0.03%.
As of the last closing price of CH₣194.70, shares in Helvetia Baloise Holding AG were trading +0.85% higher than their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.
What is the Helvetia Baloise Holding AG PE Ratio?
The Helvetia Baloise Holding AG PE ratio based on its reported earnings over the past 12 months is 16.88. The shares last closed at CH₣194.70.
The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.
The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.
Who are the key directors of Helvetia Baloise Holding AG?
Helvetia Baloise Holding AG's management team is headed by:
- Doris Russi Schurter - NEC
- Philipp Gmur - CEO
- Hans Kuenzle - NVC
- Thomas Schmuckli - NVC
- Annelis Haemmerli - CFO
- Achim Baumstark - CTO
- Andre Keller - CIN
- Roland Bentele - EXB
- Donald Desax - EXB
- Markus Gemperle - EXB
- Martin Jara - EXB
- Beat Muller - EXB
- David Ribeaud - EXB
- Barbara Bolliger - SEC
- Jean-Rene Fournier - NED
- Beat Fellmann - NID
- Ivo Furrer - NID
- Christoph Lechner - NID
- Gabriela Payer - NID
- Andreas von Planta - NID
- Regula Wallimann - NID