HLVTY (Helvetia Baloise Holding AG) EBIT: $1,060 Mil (TTM As of Dec. 2025)


HLVTY Helvetia Baloise Holding AG HLVTY
74 GF Score
Price $7.07
GF Value $5.47
Valuation Modestly Overvalued
! 5 Warning Signs
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What is Helvetia Baloise Holding AG EBIT?

Helvetia Baloise Holding AG HLVTY 74 EBIT is $1,060 Mil as of Dec. 2025. GuruFocus rates HLVTY with a GF Score™ of 74/100 and a GF Value™ of $5.47 (Modestly Overvalued). The stock has 5 warning signs investors should review.

Helvetia Baloise Holding AG's earnings before interest and taxes (EBIT) for the six months ended in Dec. 2025 was $487 Mil. Its earnings before interest and taxes (EBIT) for the trailing twelve months (TTM) ended in Dec. 2025 was $1,060 Mil.

EBIT or Operating Income is linked to Return on Capital for both regular definition and Joel Greenblatt's definition. Helvetia Baloise Holding AG's annualized ROC % for the quarter that ended in Dec. 2025 was 0.63%.

EBIT is also linked to Joel Greenblatt's definition of earnings yield. Helvetia Baloise Holding AG's Earnings Yield (Joel Greenblatt) % for the quarter that ended in Dec. 2025 was 3.67%.


Helvetia Baloise Holding AG  (OTCPK:HLVTY) EBIT Explanation

1. EBIT or Operating Income is linked to Return on Capital for both regular definition and Joel Greenblatt's definition.

Helvetia Baloise Holding AG's annualized ROC % for the quarter that ended in Dec. 2025 is calculated as:

ROC % (Q: Dec. 2025 )
=NOPAT/Average Invested Capital
=EBIT * ( 1 - Tax Rate % )/( (Invested Capital (Q: Jun. 2025 ) + Invested Capital (Q: Dec. 2025 ))/ count )
=974.526 * ( 1 - 18.35% )/( (72608.5221 + 178446.6493)/ 2 )
=795.700479/125527.5857
=0.63 %

where

Invested Capital(Q: Jun. 2025 )
=Total Assets - Accounts Payable & Accrued Expense - Excess Cash
=Total Assets - Accounts Payable & Accrued Expense - ( Balance Sheet Cash And Cash Equivalents - 5% * Revenue )
=73846.163 - 0 - ( 1553 - 5% * 6307.182 )
=72608.5221

Invested Capital(Q: Dec. 2025 )
=Total Assets - Accounts Payable & Accrued Expense - Excess Cash
=Total Assets - Accounts Payable & Accrued Expense - ( Balance Sheet Cash And Cash Equivalents - 5% * Revenue )
=183784.289 - 0 - ( 5685.657 - 5% * 6960.346 )
=178446.6493

Note: The EBIT data used here is two times the semi-annual (Dec. 2025) data.

2. Joel Greenblatt's definition of Return on Capital:

ROC (Joel Greenblatt) % does not apply to banks and insurance companies.

3. It is also linked to Joel Greenblatt's definition of Earnings Yield:

Helvetia Baloise Holding AG's Earnings Yield (Joel Greenblatt) % for today is calculated as:

Earnings Yield (Joel Greenblatt) %=EBIT (TTM)/Enterprise Value (Q: Dec. 2025 )
=1060.308/28929.976
=3.67 %

* 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.


Helvetia Baloise Holding AG EBIT Related Terms


Helvetia Baloise Holding AG EBIT Historical Data

* Premium members only.

The historical data trend for Helvetia Baloise Holding AG's EBIT 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.

Helvetia Baloise Holding AG EBIT Chart

Helvetia Baloise Holding AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
EBIT
Get a 7-Day Free Trial Premium Member Only Premium Member Only 893.92 608.74 590.43 879.99 1,072.03

Helvetia Baloise Holding AG Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
EBIT Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 97.83 456.93 421.94 573.05 487.26

HLVTY vs BRK.A, AIG, HIG: EBIT Comparison

For the Insurance - Diversified subindustry, Helvetia Baloise Holding AG's EV-to-EBIT, along with its competitors' market caps and EV-to-EBIT 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.


Helvetia Baloise Holding AG EV-to-EBIT vs Insurance Industry

For the Insurance industry and Financial Services sector, Helvetia Baloise Holding AG's EV-to-EBIT distribution charts can be found below:

* The bar in red indicates where Helvetia Baloise Holding AG's EV-to-EBIT falls into.


HLVTY
74GF Score
Helvetia Baloise Holding AG HLVTY
EBIT is just one metric. See GF Score™, valuation, warning signs, and more.
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Helvetia Baloise Holding AG EBIT Calculation

EBIT, sometimes also called Earnings Before Interest and Taxes, is a measure of a firm's profit that includes all expenses except interest and income tax expenses. It is the difference between operating revenues and operating expenses. When a firm does not have non-operating income, then Operating Income is sometimes used as a synonym for EBIT and operating profit.

EBIT for the trailing twelve months (TTM) ended in Dec. 2025 adds up the semi-annually data reported by the company within the most recent 12 months, which was $1,060 Mil.

* 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.

Frequently Asked Questions Learn more about EBIT →
What does a EBIT of $1,060 Mil mean?
Helvetia Baloise Holding AG (HLVTY) has a EBIT of $1,060 Mil as of Dec. 2025. Earnings before interest and taxes is the difference between operating revenue and operating expenses. View historical data on Helvetia Baloise Holding AG.
Is Helvetia Baloise Holding AG's EBIT too high?
Helvetia Baloise Holding AG's current EBIT is $1,060 Mil. Overall, Helvetia Baloise Holding AG has a GF Score™ of 74/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Helvetia Baloise Holding AG's EBIT compare to BRK.A and AIG?
Helvetia Baloise Holding AG's EBIT of $1,060 Mil can be compared against companies in the Insurance industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good EBIT for an Insurance company?
A good EBIT depends on the Insurance industry context. However, EBIT 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 EBIT mean?
A high EBIT can signal that a stock is expensive relative to its fundamentals. Earnings before interest and taxes is the difference between operating revenue and operating expenses. View historical data on Helvetia Baloise Holding AG. Helvetia Baloise Holding AG's current EBIT is $1,060 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Helvetia Baloise Holding AG stock overvalued right now?
Based on GuruFocus' analysis, Helvetia Baloise Holding AG (HLVTY) is currently considered Modestly Overvalued. The stock's GF Value™ is $5.47, compared to a current price of $7.07 — trading 29.3% above its estimated fair value. The current EBIT is $1,060 Mil. Helvetia Baloise Holding AG's overall GF Score™ is 74/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is EBIT calculated?
EBIT is calculated from a company's financial statements. For Helvetia Baloise Holding AG (HLVTY), the current EBIT is $1,060 Mil as of Dec. 2025. 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 Helvetia Baloise Holding AG (HLVTY) Overvalued in 2026?

Based on GuruFocus' analysis, Helvetia Baloise Holding AG stock appears to be overvalued. The current stock price of $7.07 is trading 29.3% above its estimated GF Value™ of $5.47. GuruFocus considers Helvetia Baloise Holding AG to be Modestly Overvalued.

Key valuation signals for HLVTY:

  • EBIT: $1,060 Mil
  • GF Value™: $5.47 vs. price of $7.07 (29.3% above fair value)
  • GF Score™: 74/100 with 5 warning signs

No single metric tells the full story. See the HLVTY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Helvetia Baloise Holding AG Business Description

Address Aeschengraben 21, Basel, CHE, CH-4051
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.
74GF Score

Get the complete analysis for HLVTY

EBIT is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$7.07
Price
$5.47
GF Value