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Helia GroupASX:HLI -0.79%64 Earnings Yield (Joel Greenblatt) % is 0.00% as of Jun. 2026. GuruFocus rates ASX:HLI with a GF Score™ of 64/100 and a GF Value™ of A$3.71 (Significantly Overvalued). The stock has 3 warning signs investors should review. Among 506 Insurance companies, Helia Group ranks better than 89.92% on this metric.
Helia Group's Enterprise Value for the quarter that ended in Jun. 2026 was A$1,440.3 Mil.
Helia Group's EBIT for the trailing twelve months (TTM) ended in Jun. 2026 was A$337.3 Mil. Helia Group's Earnings Yield (Joel Greenblatt) for the quarter that ended in Jun. 2026 was 0.00%.
The historical rank and industry rank for Helia Group's Earnings Yield (Joel Greenblatt) % or its related term are showing as below:
ASX:HLI'
s Earnings Yield (Joel Greenblatt) % Range Over the Past 10 Years
Min: -15.38 Med: 18.25 Max: 37.99
Current: 25.97
During the past 12 years, the highest Earnings Yield (Joel Greenblatt) of Helia Group was 37.99%. The lowest was -15.38%. And the median was 18.25%.
ASX:HLI's Earnings Yield (Joel Greenblatt) % is ranked better than 89.92% of 506
companies
in the Insurance industry
Industry Median: 7.245
vs ASX:HLI: 25.97
Joel Greenblatt's definition of earnings yield has the same problems the regular earnings yield does. It does not consider the growth of the company. It only looks at one-year's business operation. For cyclical companies, the earnings yield is usually highest at the peak of the business cycle. But these earnings are rarely sustainable.
A better indicator of the attractiveness of an investment which takes growth into account is the Forward Rate of Return (Yacktman) %. Helia Group's Forward Rate of Return (Yacktman) % for the quarter that ended in Jun. 2026 was 0.00%. The Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.
Helia Group (ASX:HLI) Earnings Yield (Joel Greenblatt) % Explanation
Joel Greenblatt defines the earnings yield using the above equation because it more accurately reflects the company's profitability relative to its stock price. Items like interest payment and tax etc. are not directly related to the company's operational profitability.
Enterprise Value instead of market cap (share price) is used in the calculation because it is the real price stock and bond investors together pay for the company.
Be Aware
Joel Greenblatt's definition of earnings yield has the same problems the regular earnings yield does. It does not consider the growth of the company. It only looks at one-year's business operation. For cyclical companies, the earnings yield is usually highest at the peak of the business cycle. But these earnings are rarely sustainable.
Helia Group Earnings Yield (Joel Greenblatt) % Related Terms
Helia Group Earnings Yield (Joel Greenblatt) % Historical Data
* Premium members only.
The historical data trend for Helia Group's Earnings Yield (Joel Greenblatt) % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Helia Group Earnings Yield (Joel Greenblatt) % Chart
For the Insurance - Specialty subindustry, Helia Group's Earnings Yield (Joel Greenblatt) %, along with its competitors' market caps and Earnings Yield (Joel Greenblatt) % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Helia Group Earnings Yield (Joel Greenblatt) % vs Insurance Industry
For the Insurance industry and Financial Services sector, Helia Group's Earnings Yield (Joel Greenblatt) % distribution charts can be found below:
* The bar in red indicates where Helia Group's Earnings Yield (Joel Greenblatt) % falls into.
Helia Group Earnings Yield (Joel Greenblatt) % Calculation
In his book, The Little That Beat the Market, hedge fund manager Joel Greenblatt defines Earnings Yield as operating income divided by enterprise value.
Helia Groups Earnings Yield (Joel Greenblatt) for the fiscal year that ended in Dec. 2025 is calculated as
For company reported semi-annually or annually, GuruFocus only calculate annual data for Earnings Yield (Joel Greenblatt) and apply the annual figure to corresponding quarter.
What does a Earnings Yield (Joel Greenblatt) % of 0.00% mean?
Helia Group (ASX:HLI) has a Earnings Yield (Joel Greenblatt) % of 0.00% as of Jun. 2026. Joel Greenblatt's earnings yield equals the ratio of earnings before interest and taxes to enterprise value. View historical data on Helia Group and its competitors. According to the industry distribution chart, Helia Group ranks #51 out of 506 companies in the Insurance industry, placing it in the top 10.1%.
Is Helia Group's Earnings Yield (Joel Greenblatt) % too high?
Helia Group's current Earnings Yield (Joel Greenblatt) % is 0.00%. Based on the distribution chart, Helia Group ranks #51 out of 506 companies in the Insurance industry, which is in the top quartile — a strong position relative to peers. Overall, Helia Group has a GF Score™ of 64/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Helia Group's Earnings Yield (Joel Greenblatt) % compare to FNF and RYAN?
According to the Insurance industry distribution chart, Helia Group ranks #51 out of 506 companies for Earnings Yield (Joel Greenblatt) %. This places Helia Group in the top 10% of its industry — outperforming the majority of peers. The industry median Earnings Yield (Joel Greenblatt) % is 7.25. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Earnings Yield (Joel Greenblatt) % for an Insurance company?
The median Earnings Yield (Joel Greenblatt) % among Insurance companies is 7.25, based on 506 companies in the industry. Companies in the top quartile (top 25%) have a Earnings Yield (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, Earnings Yield (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Earnings Yield (Joel Greenblatt) % mean?
A high Earnings Yield (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's earnings yield equals the ratio of earnings before interest and taxes to enterprise value. View historical data on Helia Group and its competitors. For the Insurance industry, the median Earnings Yield (Joel Greenblatt) % is 7.25 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Helia Group's current Earnings Yield (Joel Greenblatt) % is 0.00%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Helia Group stock overvalued right now?
Based on GuruFocus' analysis, Helia Group (ASX:HLI) is currently considered Significantly Overvalued. The stock's GF Value™ is A$3.71, compared to a current price of A$5.02 — trading 35.3% above its estimated fair value. The current Earnings Yield (Joel Greenblatt) % is 0.00%. Helia Group's overall GF Score™ is 64/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Earnings Yield (Joel Greenblatt) % calculated?
Earnings Yield (Joel Greenblatt) % is calculated from a company's financial statements. For Helia Group (ASX:HLI), the current Earnings Yield (Joel Greenblatt) % is 0.00% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Helia Group (ASX:HLI) Overvalued in 2026?
Based on GuruFocus' analysis, Helia Group stock appears to be overvalued.
The current stock price of A$5.02 is trading 35.3% above its estimated GF Value™ of A$3.71.
GuruFocus considers Helia Group to be Significantly Overvalued.
Key valuation signals for ASX:HLI:
Earnings Yield (Joel Greenblatt) %: 0.00%
GF Value™: A$3.71 vs. price of A$5.02 (35.3% above fair value)
No single metric tells the full story. See the ASX:HLI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Helia listed on the Australian Securities Exchange in 2014 after its US-based parent, Genworth Financial (NYSE: GNW), sold down its stake. It has since exited. With a history spanning over 50 years, Helia is the largest provider of lenders' mortgage insurance, or LMI, in Australia. In Australia, LMI is predominantly purchased on loans with a loan/value ratio, or LVR, above 80%. LMI protects a lender against a potential loss (gap) between the outstanding loan amount and sale proceeds on a delinquent loan property. LMI does not protect the borrower, however the premium is paid by the borrower. It's regulated by the Australian Prudential Regulation Authority, which requires it to meet minimum regulatory capital requirements.
64GF Score
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Earnings Yield (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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