Helvetia Baloise Holding AG (XSWX:HBAN) Stock Price, Trades & News

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
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	0 1 2 3 4 5 6 7 8 9
Beneish M-Score	-1.36	Manipulator Not Manipulator
WACC vs ROIC		WACC 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

10/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	65.82
	9-Day RSI	61.78
	14-Day RSI	60.45
	3-1 Month Momentum %	0.38
	6-1 Month Momentum %	8.47
	12-1 Month Momentum %	2.41

Liquidity Ratio

	Name	Current	Vs Industry		Vs History

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	Dividend Yield %	3.55
	Dividend Payout Ratio	0.65
	3-Year Dividend Growth Rate	6.8
	Forward Dividend Yield %	3.55
	5-Year Yield-on-Cost %	4.9
	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

7/10

	Name	Current	Vs Industry		Vs History
	PE Ratio	21.02
	Forward PE Ratio	18.82
	PE Ratio without NRI	21.02
	Shiller PE Ratio	25.86
	PEG Ratio	2.92
	PS Ratio	1.08
	PB Ratio	1.65
	Price-to-Tangible-Book	4.5
	Price-to-Free-Cash-Flow	15.95
	Price-to-Operating-Cash-Flow	14.4
	EV-to-EBIT	26.01
	EV-to-EBITDA	21.93
	EV-to-Revenue	2.08
	EV-to-FCF	31.07
	Price-to-GF-Value	1.13
	Price-to-Projected-FCF	0.79
	Price-to-Median-PS-Value	1.79
	Price-to-Peter-Lynch-Fair-Value	6.89
	Price-to-Graham-Number	2.05
	Earnings Yield (Greenblatt) %	3.85
	FCF Yield %	3.33
	Forward Rate of Return (Yacktman) %	10.51

Financials

Annual Quarterly TTM

XSWX:HBAN's 30-Y Financials

AAPL

Income Statement Breakdown FY

Annual Quarterly

Not Enough Data

AAPL

Balance Sheet Breakdown

Annual Quarterly

Not Enough Data

AAPL

Cashflow Statement Breakdown

Annual Quarterly

Not Enough Data

Operating Revenue by Business Segment

Operating Revenue by Geographic Region

Historical Operating Revenue by Business Segment

Value % YoY

Historical Operating Revenue by Geographic Region

Value % YoY

See Details

5-Step DuPont Analysis as of

Annual Quarterly

Not Enough Data

Guru Trades

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Insider Trades

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Peter Lynch Chart

Y-axis scale:

Log Linear

Interactive Chart

Performance

Dividend

Log

Bar

Annualized Return %

Symbol	1 Week	1 Month	3 Months	6 Months	YTD	1 Year	3 Years	5 Years	10 Years

Total Annual Return %

Symbol	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017

Helvetia Baloise Holding AG Executives

Details

GF Value™: CHF191.23

XSWX:HBAN

Valuation Chart

Year:

Warning Signs

Warning! GuruFocus detected 1 Severe warning sign with HBAN. Try a 7-Day Free Trial to check it out.

Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil CHF)	10,675.7
	EPS (TTM) (CHF)	10.32
	Beta	0.3389
	3-Year Sharpe Ratio	1.16
	3-Year Sortino Ratio	2.21
	Volatility %	13.4
	14-Day RSI	60.45
	14-Day ATR (CHF)	2.873407
	20-Day SMA (CHF)	215.17
	12-1 Month Momentum %	2.41
	52-Week Range (CHF)	183.4 - 225
	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

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

Helvetia Baloise Holding AG Stock Events

Financials Calendars

Event	Date	Price (CHF)
CHF 7.700000 Cash Dividend	2026-05-27	214.40 (-0.46%)
CHF 6.700000 Cash Dividend	2025-04-29	182.10 (+0.17%)
5:1 Stock Split	2019-05-13	120.50 (-1.07%)

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Helvetia Baloise Holding AG Frequently Asked Questions

What is Helvetia Baloise Holding AG(XSWX:HBAN)'s stock price today?

The current price of XSWX:HBAN is CHF217.00. The 52 week high of XSWX:HBAN is CHF225.00 and 52 week low is CHF183.40.

When is next earnings date of Helvetia Baloise Holding AG(XSWX:HBAN)?

The next earnings date of Helvetia Baloise Holding AG(XSWX:HBAN) is .

Does Helvetia Baloise Holding AG(XSWX:HBAN) pay dividends? If so, how much?

The Dividend Yield % of Helvetia Baloise Holding AG(XSWX:HBAN) is 3.55% (As of Today), Highest Dividend Payout Ratio of Helvetia Baloise Holding AG(XSWX:HBAN) was 2.25. The lowest was 0.46. And the median was 1.06. The Forward Dividend Yield % of Helvetia Baloise Holding AG(XSWX:HBAN) is 3.55%. For more information regarding to dividend, please check our Dividend Page.

Press Release

	Subject	Date
No Press Release

Articles on Helvetia Baloise Holding AG

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