Business Description
Helvetia Baloise Holding AG
ISIN : CH0466642201
Total Employee Number:
21,138Compare
Compare
Traded in other countries / regions
HBAN.Switzerland0ACB.UKHLVTY.USAHVXA.Germany1HELN.ItalyHBAN.Austria IPO Date
2009-11-12Description
Helvetia Baloise Holding AG is a multi-line insurance company. The company provides pension, specialty insurance and reinsurance services, and other financial solutions. The company represents it's seven reportable segments namely Switzerland, Spain, Germany, Belgium, Luxembourg, Italian and Austrian Markets, Specialty Markets, and Corporate and other. Company generates majority revenue from Switzerland business segment.
Financial Strength
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 1.01 | |||||
Equity-to-Asset | 0.09 | |||||
Debt-to-Equity | 0.33 | |||||
Debt-to-EBITDA | 4.45 | |||||
Interest Coverage | 6.31 | |||||
Piotroski F-Score | 7/9 | |||||
Beneish M-Score | -1.36 | |||||
WACC vs ROIC | ||||||
Growth Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 14 | |||||
3-Year EBITDA Growth Rate | 11.5 | |||||
3-Year EPS without NRI Growth Rate | 21.2 | |||||
3-Year Book Growth Rate | 26.2 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 10.9 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 16.28 |
Momentum Rank
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 56.02 | |||||
9-Day RSI | 57.28 | |||||
14-Day RSI | 57.63 | |||||
3-1 Month Momentum % | -1.12 | |||||
6-1 Month Momentum % | 6.44 | |||||
12-1 Month Momentum % | 8.29 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 3.57 | |||||
Dividend Payout Ratio | 0.65 | |||||
3-Year Dividend Growth Rate | 6.8 | |||||
Forward Dividend Yield % | 3.57 | |||||
5-Year Yield-on-Cost % | 4.91 | |||||
3-Year Average Share Buyback Ratio | -23.3 | |||||
Shareholder Yield % | -8.33 |
Profitability Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Net Margin % | 5.17 | |||||
EBITDA Margin % | 9.49 | |||||
FCF Margin % | 6.69 | |||||
OCF Margin % | 7.41 | |||||
ROE % | 7.68 | |||||
ROA % | 0.62 | |||||
ROIC % | 0.78 | |||||
3-Year ROIIC % | 0.23 | |||||
Years of Profitability over Past 10-Year | 10 | |||||
Moat Score | 3 |
GF Value Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 20.9 | |||||
Forward PE Ratio | 18.81 | |||||
PE Ratio without NRI | 20.9 | |||||
Shiller PE Ratio | 25.86 | |||||
PEG Ratio | 2.9 | |||||
PS Ratio | 1.07 | |||||
PB Ratio | 1.65 | |||||
Price-to-Tangible-Book | 4.49 | |||||
Price-to-Free-Cash-Flow | 15.85 | |||||
Price-to-Operating-Cash-Flow | 14.34 | |||||
EV-to-EBIT | 25.92 | |||||
EV-to-EBITDA | 21.85 | |||||
EV-to-Revenue | 2.07 | |||||
EV-to-FCF | 31.07 | |||||
Price-to-GF-Value | 1.13 | |||||
Price-to-Projected-FCF | 0.79 | |||||
Price-to-Median-PS-Value | 1.78 | |||||
Price-to-Peter-Lynch-Fair-Value | 6.87 | |||||
Price-to-Graham-Number | 2.04 | |||||
Earnings Yield (Greenblatt) % | 3.86 | |||||
FCF Yield % | 3.34 | |||||
Forward Rate of Return (Yacktman) % | 10.51 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
See DetailsInsider Trades
See DetailsPeter Lynch Chart
Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
Helvetia Baloise Holding AG Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil CHF) | 10,675.7 | ||
| EPS (TTM) (CHF) | 10.32 | ||
| Beta | 0.0365 | ||
| 3-Year Sharpe Ratio | 0.94 | ||
| 3-Year Sortino Ratio | 1.71 | ||
| Volatility % | 13.89 | ||
| 14-Day RSI | 57.63 | ||
| 14-Day ATR (CHF) | 2.807666 | ||
| 20-Day SMA (CHF) | 214.435 | ||
| 12-1 Month Momentum % | 8.29 | ||
| 52-Week Range (CHF) | 183.75 - 225.2 | ||
| Shares Outstanding (Mil) | 99.06 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 7 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Helvetia Baloise Holding AG Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Helvetia Baloise Holding AG Stock Events
| Event | Date | Price (CHF) | ||
|---|---|---|---|---|
| CHF 7.700000 Cash Dividend | 2026-05-27 | 214.70 (-0.42%) | ||
| CHF 6.700000 Cash Dividend | 2025-04-29 | 181.70 (+0.11%) |
Show
Entries
Helvetia Baloise Holding AG Frequently Asked Questions
What is Helvetia Baloise Holding AG(CHIX:HBANz)'s stock price today?
The current price of CHIX:HBANz is CHF216.40. The 52 week high of CHIX:HBANz is CHF225.20 and 52 week low is CHF183.75.
When is next earnings date of Helvetia Baloise Holding AG(CHIX:HBANz)?
The next earnings date of Helvetia Baloise Holding AG(CHIX:HBANz) is .
Does Helvetia Baloise Holding AG(CHIX:HBANz) pay dividends? If so, how much?
The Dividend Yield %  of Helvetia Baloise Holding AG(CHIX:HBANz) is 3.57% (As of Today), Highest Dividend Payout Ratio of Helvetia Baloise Holding AG(CHIX:HBANz) was 2.25. The lowest was 0.46. And the median was 1.06. The  Forward Dividend Yield % of Helvetia Baloise Holding AG(CHIX:HBANz) is 3.57%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
Articles on Helvetia Baloise Holding AG
No articles.
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers