XSWX:HELN (Switzerland)  
Helvetia Holding AG logo

Helvetia Holding AG

CHF 94.40 (-2.02%) Sep 26
On watch
P/E:
11.28
P/B:
1.20
Market Cap:
CHF 4.99B ($ 5.04B)
Enterprise V:
CHF 5.65B ($ 5.71B)
Volume:
129.90K
Avg Vol (2M):
72.94K
Also Trade In:
Volume:
129.90K
Market Cap CHF:
4.99B
Market Cap $:
5.04B
PE Ratio:
11.28
Avg Vol (2-Month):
72.94K
Enterprise Value CHF:
5.65B
Enterprise Value $:
5.71B
PB Ratio:
1.20
GF Score:
Year:
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10Y: -%
Above Low: +NaN%
Below High: NaN%
Alerts Website Sources Stock Report
Dataset
Financial Download

Business Description

Description
Helvetia Holding AG is a diversified insurance company. The company operates multiple segments including life, nonlife, and other activities. The company's life segment offers life insurance, pension plans, and annuities and generates most of the company's revenue. Helvetia derives the vast majority of its revenue within Switzerland, followed by Germany and Italy. Helvetia's business focuses on retail customers, as well as corporations of all sizes. The company considers merger and acquisition investment as a component of its operational growth strategy.
Name Current Vs Industry Vs History
Cash-To-Debt No Debt
Equity-to-Asset 0.08
Debt-to-EBITDA 1.96
Interest Coverage 37.6
Piotroski F-Score 8/9
0
1
2
3
4
5
6
7
8
9
Altman Z-Score 0
Distress
Grey
Safe
Beneish M-Score 0
Manipulator
Not Manipulator
WACC vs ROIC
WACC
ROIC
Name Current Vs Industry Vs History
5-Day RSI 9.33
9-Day RSI 15.83
14-Day RSI 21.13
6-1 Month Momentum % -11.64
12-1 Month Momentum % 6.57

Liquidity Ratio

Name Current Vs Industry Vs History

Financials

XSWX:HELN's 30-Y Financials

Guru Trades

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Insider Trades

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Peter Lynch Chart

Y-axis scale:
Interactive Chart
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Performance

Dividend
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Annualized Return %

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

Total Annual Return %

Symbol 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013

Executives

Valuation Box

Year:
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Analyst Estimate

Key Statistics

Name Value
Revenue (TTM) (Mil CHF) 10,813.3
EPS (TTM) (CHF) 8.37
Beta 1.37
Volatility % 18.76
14-Day RSI 21.13
14-Day ATR (CHF) 2.415303
20-Day SMA (CHF) 103.57
12-1 Month Momentum % 6.57
52-Week Range (CHF) 92.8 - 132.3
Shares Outstanding (Mil) 52.86

Piotroski F-Score Details

Year:
Component Result
Piotroski F-Score 8
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

Document Form Filing Date
No Filing Data

Helvetia Holding AG Analysis

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