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Business Description
Helvetia Holding AG
ISIN : CH0466642201
Description
Helvetia Holding AG is a diversified insurance company. Its business focuses on retail customers as well as corporations of all sizes, providing them with various life and non-life insurance products. The various insurance products offered by the company include term life policies, whole life policies, endowment plans, property insurance, pension plans, motor insurance, reinsurance services, and others. In addition, it is engaged in offering fund management and asset management services on a fee basis. The company's reportable segments are Switzerland, Spain, German, Italian, and Austrian Markets (GIAM), Speciality Markets, and Corporate and other. A majority of its revenue is generated from Switzerland.
Financial Strength
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 0.71 | |||||
| Equity-to-Asset | 0.07 | |||||
| Debt-to-Equity | 0.48 | |||||
| Debt-to-EBITDA | 2.42 | |||||
| Interest Coverage | 22.33 | |||||
| Piotroski F-Score | 7/9 | |||||
| Beneish M-Score | -2.5 | |||||
| WACC vs ROIC | ||||||
Growth Rank
1/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | -2.3 | |||||
| 3-Year EBITDA Growth Rate | -2.5 | |||||
| 3-Year EPS without NRI Growth Rate | 32.6 | |||||
| Future 3-5Y EPS without NRI Growth Rate Estimate | 27.76 |
Momentum Rank
1/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 78.07 | |||||
| 9-Day RSI | 65.43 | |||||
| 14-Day RSI | 61.52 | |||||
| 3-1 Month Momentum % | 13.26 | |||||
| 6-1 Month Momentum % | 20.17 | |||||
| 12-1 Month Momentum % | 51.17 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 3.39 | |||||
| Dividend Payout Ratio | 0.7 | |||||
| 3-Year Dividend Growth Rate | 8 | |||||
| Forward Dividend Yield % | 3.61 | |||||
| 5-Year Yield-on-Cost % | 4.47 | |||||
| Shareholder Yield % | 2.86 |
Profitability Rank
4/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Net Margin % | 4.29 | |||||
| FCF Margin % | -1.05 | |||||
| ROE % | 12.27 | |||||
| ROA % | 0.8 | |||||
| ROIC % | 0.89 | |||||
| 3-Year ROIIC % | 0.07 | |||||
| Years of Profitability over Past 10-Year | 10 |
GF Value Rank
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 20.69 | |||||
| Forward PE Ratio | 17.82 | |||||
| PE Ratio without NRI | 20.69 | |||||
| Shiller PE Ratio | 22.74 | |||||
| PEG Ratio | 7.39 | |||||
| PS Ratio | 0.87 | |||||
| PB Ratio | 2.69 | |||||
| Price-to-Tangible-Book | 4.69 | |||||
| Price-to-Operating-Cash-Flow | 179.72 | |||||
| EV-to-EBIT | 16.92 | |||||
| EV-to-EBITDA | 13.56 | |||||
| EV-to-Revenue | 0.99 | |||||
| EV-to-FCF | -92.52 | |||||
| Price-to-GF-Value | 1.38 | |||||
| Price-to-Projected-FCF | 1.56 | |||||
| Price-to-Median-PS-Value | 1.5 | |||||
| Price-to-Graham-Number | 2.08 | |||||
| Earnings Yield (Greenblatt) % | 5.92 | |||||
| FCF Yield % | -1.2 | |||||
| Forward Rate of Return (Yacktman) % | 6.37 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
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Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
Helvetia Holding AG Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil CHF) | 11,224.4 | ||
| EPS (TTM) (CHF) | 8.99 | ||
| Beta | -0.03 | ||
| 3-Year Sharpe Ratio | - | ||
| 3-Year Sortino Ratio | - | ||
| Volatility % | 15.22 | ||
| 14-Day RSI | 61.52 | ||
| 14-Day ATR (CHF) | 4.284273 | ||
| 20-Day SMA (CHF) | 178.92 | ||
| 12-1 Month Momentum % | 51.17 | ||
| 52-Week Range (CHF) | 117.1 - 190 | ||
| Shares Outstanding (Mil) | 52.88 |
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 Holding AG Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Helvetia Holding AG Stock Events
| Event | Date | Price (CHF) | ||
|---|---|---|---|---|
| No Event Data | ||||
Helvetia Holding AG Frequently Asked Questions
What is Helvetia Holding AG(CHIX:HELNz)'s stock price today?
The current price of CHIX:HELNz is CHF185.80. The 52 week high of CHIX:HELNz is CHF190.00 and 52 week low is CHF117.10.
When is next earnings date of Helvetia Holding AG(CHIX:HELNz)?
The next earnings date of Helvetia Holding AG(CHIX:HELNz) is .
Does Helvetia Holding AG(CHIX:HELNz) pay dividends? If so, how much?
The Dividend Yield %  of Helvetia Holding AG(CHIX:HELNz) is 3.39% (As of Today), Highest Dividend Payout Ratio of Helvetia Holding AG(CHIX:HELNz) was 2.25. The lowest was 0.46. And the median was 0.84. The  Forward Dividend Yield % of Helvetia Holding AG(CHIX:HELNz) is 3.61%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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