HELN — Helvetia Holding AG Share Price
Last trade - 00:00- CH₣9.58bn
- CH₣10.47bn
- CH₣9.69bn
- 30
- 48
- 99
- 63
Growth & Value
| 12m Forecast Rolling | Industry | Market | |
|---|---|---|---|
| PE Ratio (f) | 16.26 | ||
| PEG Ratio (f) | 1.29 | ||
| EPS Growth (f) | 14.38% | ||
| Dividend Yield (f) | 4.04% | ||
| Valuation (ttm) | Industry | Market | |
|---|---|---|---|
| Price to Book Value | 2.32 | ||
| Price to Tang. Book | 3.73 | ||
| Price to Free Cashflow | n/a | ||
| Price to Sales | 0.99 | ||
| EV to EBITDA | 11.22 | ||
Shareholder Activity
| Type | Buy / Hold / Sell |
|---|---|
| Institutions | |
| Directors | |
| Community |
Guru Screens
Quality
| Name | Industry | Market | |
|---|---|---|---|
| Return on Capital | 1.24% | ||
| Return on Equity | 11.96% | ||
| Operating Margin | 7.79% | ||
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 | 9,329.43 | 9,590.03 | -2% |
| Operating Profit | m | ||||||||
| Net Profit | m | ||||||||
| EPS Reported | |||||||||
| Diluted Normalised EPS | |||||||||
| EPS Growth | % | -45.98 | +64.58 | -12.17 | -30.53 | +61.94 | +16.74 | +10.05 | 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 Holding AG is a Switzerland-based company of the Helvetia Group, an all-lines insurance service group. The Company divides its activities into the segments Switzerland, Germany, Italy, Spain and Other insurance units, including Austria, France and the global reinsurance business, as well as Corporate, comprising all Helvetia Group activities, financing companies and the Company itself. It operates in areas such as life business and non-life business. The life business offers life insurance, pension plans and annuities, among others. The non-life business includes property, motor vehicle, liability and transport policies, as well as health and accidental insurance coverage. The reinsurance business, among others, is included in Other activities business. It operates through its branch offices and subsidiaries, including Basler Versicherungen AG, Chiara Assicurazioni SpA and Schweizerische National-Versicherungs-Gesellschaft AG (Nationale Suisse).
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
- December 31st, 2024
- Incorporated
- April 17th, 1996
- Public Since
- September 3rd, 2001
- No. of Shareholders
- 31,962
- No. of Employees
- 14,442
- Sector
- Insurance
- Industry
- Financials
- Exchange
- SIX Swiss Exchange
- Shares in Issue
- 52,877,416
- Address
- Dufourstasse 40, ST. GALLEN, 9001
- Web
- https://www.helvetia.com/
- Phone
- +41 582801000
- Contact
- Philipp Schuepbach
- Auditors
- KPMG AG
Latest News for HELN
Upcoming Events for HELN
Dividend For HELN.S - 6.7000 CHF
Dividend For HLVTY.PK - 0.2054 USD
Helvetia Holding AG Extraordinary Shareholders Meeting
Half Year 2025 Helvetia Holding AG Earnings Release
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FAQ
As of Today at 21:04 UTC, shares in Helvetia Holding AG are trading at CH₣181.20. This share price information is delayed by 15 minutes.
Shares in Helvetia Holding AG last closed at CH₣181.20 and the price had moved by +53.01% over the past 365 days. In terms of relative price strength the Helvetia Holding AG share price has outperformed the FTSE Global All Cap Index by +49.18% over the past year.
The overall consensus recommendation for Helvetia Holding AG is Hold. You can view the full broker recommendation list by unlocking its StockReport.
Find out moreThe Helvetia Holding AG dividend yield is 3.7% based on the trailing twelve month period.
Last year, Helvetia Holding AG paid a total dividend of CH₣6.70, and it currently has a trailing dividend yield of 3.7%.Looking ahead, shares in Helvetia Holding AG are due to go ex-dividend on 2025-04-29 and the next dividend pay date is 2025-05-02.
Helvetia Holding AG are due to go ex-dividend on 2025-04-29 and the next dividend pay date is 2025-05-02. The historic dividend yield on Helvetia Holding AG shares is currently 3.7%.
To buy shares in Helvetia 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.
As of the previous close price of CH₣181.20, shares in Helvetia Holding AG had a market capitalisation of CH₣9.58bn.
Here are the trading details for Helvetia Holding AG:
- Country of listing: Switzerland
- Exchange: SWX
- Ticker Symbol: HELN
Based on an overall assessment of its quality, value and momentum Helvetia 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.
The analyst consensus target price for shares in Helvetia Holding AG is CH₣160.50. That is 11.42% below the last closing price of CH₣181.20.
Analysts covering Helvetia Holding AG currently have a consensus Earnings Per Share (EPS) forecast of CH₣10.80 for the next financial year.
Find out moreAn 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 Holding AG. Over the past six months, its share price has outperformed the FTSE Global All Cap Index by +19.75%.
As of the last closing price of CH₣181.20, shares in Helvetia Holding AG were trading +19.17% higher than their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.
The Helvetia Holding AG PE ratio based on its reported earnings over the past 12 months is 16.26. The shares last closed at CH₣181.20.
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.
Helvetia 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