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Helvetia Holding AG (XSWX:HELN) Enterprise Value : CHF6,889 Mil (As of Apr. 30, 2024)


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What is Helvetia Holding AG Enterprise Value?

Think of Enterprise Value as the theoretical takeover price. It is more comprehensive than market capitalization (Market Cap), which only includes common equity. Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash, cash equivalents, and marketable securities.

EV-to-EBIT is calculated as Enterprise Value divided by its EBIT. As of today, Helvetia Holding AG's Enterprise Value is CHF6,889 Mil. Helvetia Holding AG's EBIT for the trailing twelve months (TTM) ended in Dec. 2023 was CHF384 Mil. Therefore, Helvetia Holding AG's EV-to-EBIT ratio for today is 17.93.

EV-to-EBITDA is calculated as Enterprise Value divided by its EBITDA. As of today, Helvetia Holding AG's Enterprise Value is CHF6,889 Mil. Helvetia Holding AG's EBITDA for the trailing twelve months (TTM) ended in Dec. 2023 was CHF563 Mil. Therefore, Helvetia Holding AG's EV-to-EBITDA ratio for today is 12.23.

EV-to-Revenue is calculated as Enterprise Value divided by its Revenue. As of today, Helvetia Holding AG's Enterprise Value is CHF6,889 Mil. Helvetia Holding AG's Revenue for the trailing twelve months (TTM) ended in Dec. 2023 was CHF10,484 Mil. Therefore, Helvetia Holding AG's EV-to-Revenue ratio for today is 0.66.


Helvetia Holding AG Enterprise Value Historical Data

The historical data trend for Helvetia Holding AG's Enterprise Value 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.

* Premium members only.

Helvetia Holding AG Enterprise Value Chart

Helvetia Holding AG Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Enterprise Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 7,371.71 6,305.31 6,798.95 7,114.35 6,996.83

Helvetia Holding AG Semi-Annual Data
Jun14 Dec14 Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23
Enterprise Value 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 6,798.95 5,552.75 7,114.35 5,942.34 6,996.83

Competitive Comparison of Helvetia Holding AG's Enterprise Value

For the Insurance - Diversified subindustry, Helvetia Holding AG's Enterprise Value, along with its competitors' market caps and Enterprise Value 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 Holding AG's Enterprise Value Distribution in the Insurance Industry

For the Insurance industry and Financial Services sector, Helvetia Holding AG's Enterprise Value distribution charts can be found below:

* The bar in red indicates where Helvetia Holding AG's Enterprise Value falls into.



Helvetia Holding AG Enterprise Value Calculation

Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash, cash equivalents, and marketable securities.

Helvetia Holding AG's Enterprise Value for the fiscal year that ended in Dec. 2023 is calculated as

Helvetia Holding AG's Enterprise Value for the quarter that ended in Dec. 2023 is calculated as

* 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 Holding AG  (XSWX:HELN) Enterprise Value Explanation

When an investor buy a company, the investor needs to pay not only the common shares, he/she also needs to pay the shareholders of Preferred Stocks. He also assumes the debt of the company, and receives the cash on the company's balance sheet.

If a company has more cash than debt, the investor actually pays less than the Market Cap because he immediately owns the cash once the transaction goes through.

The market value of Preferred Stock needs to be added to the market value of common stocks in the calculation of Enterprise Value.

For the companies with the same Market Cap, the smaller the Enterprise Value is, the cheaper the company is.

Enterprise Value can be negative when the company's net cash is more than its Market Cap. In this case the investor is basically getting the company for free and get paid for that.

1. EV-to-EBIT is calculated as Enterprise Value divided by its EBIT.

Helvetia Holding AG's EV-to-EBIT for today is

EV-to-EBIT=Enterprise Value (Today)/EBIT (TTM)
=6888.857/384.2
=17.93

Helvetia Holding AG's current Enterprise Value is CHF6,889 Mil.
For company reported semi-annually or annually, GuruFocus uses latest annual data as the TTM data. Helvetia Holding AG's EBIT for the trailing twelve months (TTM) ended in Dec. 2023 was CHF384 Mil.

2. EV-to-EBITDA is calculated as Enterprise Value divided by its EBITDA.

Helvetia Holding AG's EV-to-EBITDA for today is:

EV-to-EBITDA=Enterprise Value (Today)/EBITDA(TTM)
=6888.857/563.3
=12.23

Helvetia Holding AG's current Enterprise Value is CHF6,889 Mil.
For company reported semi-annually or annually, GuruFocus uses latest annual data as the TTM data. Helvetia Holding AG's EBITDA for the trailing twelve months (TTM) ended in Dec. 2023 was CHF563 Mil.

3. EV-to-Revenue is calculated as Enterprise Value divided by its Revenue.

Helvetia Holding AG's EV-to-Revenue for today is:

EV-to-Revenue=Enterprise Value (Today)/Revenue (TTM)
=6888.857/10484.2
=0.66

Helvetia Holding AG's current Enterprise Value is CHF6,889 Mil.
For company reported semi-annually or annually, GuruFocus uses latest annual data as the TTM data. Helvetia Holding AG's Revenue for the trailing twelve months (TTM) ended in Dec. 2023 was CHF10,484 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.


Helvetia Holding AG Enterprise Value Related Terms

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Helvetia Holding AG (XSWX:HELN) Business Description

Traded in Other Exchanges
Address
Dufourstrasse 40, Saint Gallen, CHE, CH-9001
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. It considers merger and acquisition investment as a component of its operational growth strategy.

Helvetia Holding AG (XSWX:HELN) Headlines

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