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Helvetia Holding AG logo

HELN - Helvetia Holding AG Share Price

CHF103.5 0.5  0.5%

Last Trade - 4:33pm

Sector
Financials
Size
Large Cap
Market Cap ÂŁ4.25bn
Enterprise Value ÂŁ4.98bn
Revenue ÂŁ8.07bn
Position in Universe 199th / 1053
Bullish
Bearish
Unlock HELN Revenue
Momentum
Relative Strength (%)
1m -10.4%
3m
6m
1yr
Volume Change (%)
10d / 3m
Price vs... (%)
52w High -9.89%
50d MA
200d MA
Growth & Value
12m Forecast Rolling Industry Market
Valuation (ttm) Industry Market
Margin of Safety
Qualifying GuruScreens
Financial Summary
Year End 31st Dec 2015 2016 2017 2018 2019 2020 2021E 2022E CAGR / Avg
9,103 9,355 9,694 9,150 10,714 10,311 10,845 11,833 +2.5%
-36.1 +23.9 +8.5 +7.7 +24.8 -46.0 +61.1 +5.68
PEG
Profitability
ROA
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%
Cashflow
Dividends
Balance Sheet
NFA
m
FINANCIAL BRIEF: : For the fiscal year ended 31 December 2020, HelvetiaHolding AG revenues decreased 4% to SF10.31B. Net incomeapplicable to common stockholders decreased 53% toSF243.7M. Revenues reflect Life segment decrease of 19% toSF5.04B, Switzerland segment decrease of 17% to SF5.15B,Italy segment decrease of 18% to SF828.6M. Net income alsoreflects Non-life segment income decrease of 39% toSF288.1M.
Health Trend(F-Score)
0 1 2 3 4 5 6 7 8 9
Bankruptcy Score(Z-Score)
Distress
Cautious
Safe
Earnings Manipulation Risk(M-Score)
Other Ratios
Recent History
Latest interim period vs. prior period Industry Market
3yr Compound Annual Growth Rate Industry Market
Latest News & Insights for HELN
Graphical History

Revenue

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Net Income

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Normalised EPS

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PE Ratio Range

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Dividend Yield Range

HELN Dividend Yield Range Unlock HELN Revenue
Analyst Forecasts
Price Target:
( below Price)
31st Dec 2021
31st Dec 2022
Est. Long Term Growth Rate: Net Profit
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EPS
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Net Profit
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EPS
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Consensus Estimate
1m Change
3m Change
Analyst Consensus
Strong Sell Sell Hold Buy Strong Buy
EPS 2020 /  2021
HELN EPS Forecasts Unlock HELN Revenue
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
Last Annual December 31st, 2020
Last Interim December 31st, 2020
Incorporated April 17, 1996
Public Since September 3, 2001
No. of Shareholders: 22,679
No. of Employees: 11,687
Sector Financials
Industry Insurance
Index FTSE Euromid ,
Exchange SIX Swiss Exchange
Shares in Issue 52,782,841
Free Float (0.0%)
Eligible for
ISAs
SIPPs
HELN Share Price Performance
Share Price
Bid - Ask
Low - High
Spread
Day's Change
Avg Volume
Open - Close
Range (12m)
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Latest News for HELN
Upcoming Events for HELN
Tuesday 22nd June, 2021
Helvetia Holding AG Capital Markets Day
Monday 13th September, 2021
Half Year 2021 Helvetia Holding AG Earnings Release
Monday 13th September, 2021
Half Year 2021 Helvetia Holding AG Earnings Call
Frequently Asked Questions for Helvetia Holding AG
What is the Helvetia Holding AG share price?

As of 4:33pm, shares in Helvetia Holding AG are trading at CHF103.5, giving the company a market capitalisation of ÂŁ4.25bn. This share price information is delayed by 15 minutes.

How has the Helvetia Holding AG share price performed this year?

Shares in Helvetia Holding AG are currently trading at CHF103.5 and the price has moved by 23.06% over the past 365 days. In terms of relative price strength - which takes into account the overall market trend - the Helvetia Holding AG price has moved by -4.34% over the past year.

What are the analyst and broker recommendations for Helvetia Holding AG?

Of the analysts with advisory recommendations for Helvetia Holding AG, there are there are currently 0 "buy" , 2 "hold" and 1 "sell" recommendations. The overall consensus recommendation for Helvetia Holding AG is Sell. You can view the full broker recommendation list by unlocking its StockReport.

When will Helvetia Holding AG next release its financial results?

Helvetia Holding AG is scheduled to issue upcoming financial results on the following dates:

Interim results are scheduled for: 2021-12-31
What is the Helvetia Holding AG dividend yield?

The Helvetia Holding AG dividend yield is 4.85% based on the trailing twelve month period.

Does Helvetia Holding AG pay a dividend?

Last year, Helvetia Holding AG paid a total dividend of 5, and it currently has a trailing dividend yield of 4.85%. Looking ahead, Helvetia Holding AG has not announced an ex-dividend date yet.

When does Helvetia Holding AG next pay dividends?

Helvetia Holding AG has yet to annouce their ex-dividend date. The historic dividend yield on Helvetia Holding AG shares is currently 4.85%.

How do I buy Helvetia Holding AG shares?

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.

What is the market cap of Helvetia Holding AG?

Shares in Helvetia Holding AG are currently trading at CHF103.5, giving the company a market capitalisation of ÂŁ4.25bn.

Where are Helvetia Holding AG shares listed? Where are Helvetia Holding AG shares listed?

Here are the trading details for Helvetia Holding AG:

Country of listing: Switzerland
Exchange: SWX
Ticker Symbol: HELN
What kind of share is Helvetia Holding AG?

Based on an overall assessment of its quality, value and momentum, Helvetia Holding AG is currently classified as a Value Trap. 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 Holding AG share price forecast 2021?

Shares in Helvetia Holding AG are currently priced at CHF103.5. At that level they are trading at 8.5% premium to the analyst consensus target price of 0.00.

Analysts covering Helvetia Holding AG currently have a consensus Earnings Per Share (EPS) forecast of 9.159 for the next financial year.

How can I tell whether the Helvetia Holding AG share price will go up?

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 Holding AG. Over the past six months, the relative strength of its shares against the market has been 2.63%. At the current price of CHF103.5, shares in Helvetia Holding AG are trading at 11.09% against 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 Holding AG PE Ratio?

The Helvetia Holding AG PE ratio based on its reported earnings over the past 12 months is 18.11. The shares are currently trading at CHF103.5.

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 Holding AG?

Helvetia Holding AG's management team is headed by:

Philipp Gmur - CEO
Doris Russi Schurter - NEC
Markus Gemperle - EXB
Jean-Rene Fournier - NED
Hans Kuenzle - NVC
David Ribeaud - EXB
Achim Baumstark - CTO
Beat Muller - EXB
Donald Desax - EXB
Beat Fellmann - NID
Thomas Schmuckli - NVC
Andre Keller - CIN
Barbara Bolliger - SEC
Annelis Haemmerli - CFO
Martin Jara - EXB
Who are the major shareholders of Helvetia Holding AG?

Here are the top five shareholders of Helvetia Holding AG based on the size of their shareholding:

Patria Genossenschaft Corporation
Percentage owned: 34.09% (18.1m shares)
Dimensional Fund Advisors, L.P. Investment Advisor/Hedge Fund
Percentage owned: 1.91% (1.01m shares)
The Vanguard Group, Inc. Investment Advisor/Hedge Fund
Percentage owned: 1.68% (889k shares)
Statens Pensjonsfond Utland Mutual Fund
Percentage owned: 1.36% (719k shares)
Norges Bank Investment Management (NBIM) Sovereign Wealth Fund
Percentage owned: 1.36% (719k shares)
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