Helvetia Baloise Holding AG (WBO:HBAN) OCF Yield %: 3.85 (As of Jun. 27, 2026) — 19% Below Median


WBO:HBAN Helvetia Baloise Holding AG WBO:HBAN
81 GF Score
Price €227.20
GF Value €198.10
! 5 Warning Signs
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What is Helvetia Baloise Holding AG OCF Yield %?

Helvetia Baloise Holding AG WBO:HBAN -0.26% 81 OCF Yield % is 3.85 as of Jun. 27, 2026, which is 19% below its 10-year median of 4.77. GuruFocus rates WBO:HBAN with a GF Score™ of 81/100 and a GF Value™ of €198.10. The stock has 5 warning signs investors should review. Among 504 Insurance companies, Helvetia Baloise Holding AG ranks worse than 68.85% on this metric.

OCF Yield % is calculated as Cash Flow from Operations divided by Market Capitalization. It is a financial solvency ratio that compares the operating cash flow a company is expected to earn against its market value.

As of today, Helvetia Baloise Holding AG's Trailing 12-Month Cash Flow from Operations is €847 Mil, and Market Cap is €22,476 Mil. Therefore, Helvetia Baloise Holding AG's OCF Yield % for today is 3.85%.

The historical rank and industry rank for Helvetia Baloise Holding AG's OCF Yield % or its related term are showing as below:

WBO:HBAN' s OCF Yield % Range Over the Past 10 Years
Min: -6.63   Med: 4.77   Max: 17.08
Current: 3.85


During the past 13 years, the highest OCF Yield % of Helvetia Baloise Holding AG was 17.08%. The lowest was -6.63%. And the median was 4.77%.

WBO:HBAN's OCF Yield % is ranked worse than
68.85% of 504 companies
in the Insurance industry
Industry Median: 8.045 vs WBO:HBAN: 3.85

Helvetia Baloise Holding AG's OCF Margin % for the quarter that ended in Dec. 2025 was %.


Helvetia Baloise Holding AG OCF Yield % Explanation

Similar to Earnings Yield %, OCF Yield % is financial solvency ratio. A lower ratio suggests a less attractive investment, indicating that investors might not receive substantial returns in proportion to their investment. Conversely, a high operating cash flow yield signals that a company generates sufficient cash to comfortably meet its debts, obligations, and dividend payments, making it a promising investment choice.


Helvetia Baloise Holding AG OCF Yield % Related Terms


Helvetia Baloise Holding AG OCF Yield % Historical Data

* Premium members only.

The historical data trend for Helvetia Baloise Holding AG's OCF Yield % 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 OCF Yield % Chart

Helvetia Baloise Holding AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
OCF Yield %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.00 0.00 0.00 0.00 3.80

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
OCF Yield % 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 0.00 0.00 0.00 0.00 6.39

WBO:HBAN vs BRK.A, AIG, HIG: OCF Yield % Comparison

For the Insurance - Diversified subindustry, Helvetia Baloise Holding AG's OCF Yield %, along with its competitors' market caps and OCF Yield % 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 OCF Yield % vs Insurance Industry

For the Insurance industry and Financial Services sector, Helvetia Baloise Holding AG's OCF Yield % distribution charts can be found below:

* The bar in red indicates where Helvetia Baloise Holding AG's OCF Yield % falls into.


WBO:HBAN
81GF Score
Helvetia Baloise Holding AG WBO:HBAN
OCF Yield % is just one metric. See GF Score™, valuation, warning signs, and more.
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Helvetia Baloise Holding AG OCF Yield % Calculation

OCF Yield % is a financial solvency ratio that compares the operating cash flow a company is expected to earn against its market value.

Helvetia Baloise Holding AG's OCF Yield % for the fiscal year that ended in Dec. 2025 is calculated as

OCF Yield %=Cash Flow from Operations / Market Cap
=847.463 / 22289.175
=3.80%

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

OCF Yield %=Cash Flow from Operations * Annualized Factor / Market Cap
=712.22 * 2 / 22289.175
=6.39%

* 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 OCF Yield % →
What does a OCF Yield % of 3.85 mean?
Helvetia Baloise Holding AG (WBO:HBAN) has a OCF Yield % of 3.85 as of Jun. 27, 2026. OCF Yield is calculated as Cash Flow from Operations divided by Market Capitalization. View historical data on Helvetia Baloise Holding AG and its competitors. This is 19% below median its historical median of 4.77. According to the industry distribution chart, Helvetia Baloise Holding AG ranks #347 out of 504 companies in the Insurance industry, placing it in the top 68.8%.
Is Helvetia Baloise Holding AG's OCF Yield % too high?
Helvetia Baloise Holding AG's current OCF Yield % of 3.85 is 19% below median its 10-year median of 4.77. The Insurance industry median OCF Yield % is 8.05. Helvetia Baloise Holding AG's value of 3.85 is 52.1% below this industry median. Based on the distribution chart, Helvetia Baloise Holding AG ranks #347 out of 504 companies in the Insurance industry, which is below the industry midpoint. Overall, Helvetia Baloise Holding AG has a GF Score™ of 81/100, reflecting its overall financial health beyond just this single metric.
How does Helvetia Baloise Holding AG's OCF Yield % compare to BRK.A and AIG?
According to the Insurance industry distribution chart, Helvetia Baloise Holding AG ranks #347 out of 504 companies for OCF Yield %. This places Helvetia Baloise Holding AG in the lower half of its industry. The industry median OCF Yield % is 8.05. Helvetia Baloise Holding AG's value of 3.85 is 52.1% below this benchmark. While the company's 10-year median is 4.77 vs. the industry median of 8.05, Helvetia Baloise Holding AG has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good OCF Yield % for an Insurance company?
The median OCF Yield % among Insurance companies is 8.05, based on 504 companies in the industry. Companies in the top quartile (top 25%) have a OCF Yield % significantly above this median, while those in the bottom quartile fall well below. However, OCF Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Helvetia Baloise Holding AG's current OCF Yield % of 3.85 is 52.1% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high OCF Yield % mean?
A high OCF Yield % can signal that a stock is expensive relative to its fundamentals. OCF Yield is calculated as Cash Flow from Operations divided by Market Capitalization. View historical data on Helvetia Baloise Holding AG and its competitors. For the Insurance industry, the median OCF Yield % is 8.05 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Helvetia Baloise Holding AG's current OCF Yield % is 3.85, which is 19% below median its own 10-year median of 4.77. 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?
Helvetia Baloise Holding AG (WBO:HBAN) has a current OCF Yield % of 3.85. The stock's GF Value™ is €198.10, compared to a current price of €227.20 — trading 14.7% above its estimated fair value. The current OCF Yield % is 3.85, which is 19% below median its 10-year median of 4.77 and 52.1% below the Insurance industry median of 8.05. Helvetia Baloise Holding AG's overall GF Score™ is 81/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is OCF Yield % calculated?
OCF Yield % is calculated from a company's financial statements. For Helvetia Baloise Holding AG (WBO:HBAN), the current OCF Yield % is 3.85 as of Jun. 27, 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 Helvetia Baloise Holding AG (WBO:HBAN) Overvalued in 2026?

Based on GuruFocus' analysis, Helvetia Baloise Holding AG stock appears to be overvalued. The current stock price of €227.20 is trading 14.7% above its estimated GF Value™ of €198.10.

Key valuation signals for WBO:HBAN:

  • OCF Yield %: 3.85 (19% below median its 10-year median of 4.77)
  • GF Value™: €198.10 vs. price of €227.20 (14.7% above fair value)
  • GF Score™: 81/100 with 5 warning signs
  • Industry Position: 52.1% below the Insurance median (#347 of 504)

No single metric tells the full story. See the WBO:HBAN 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.
81GF Score

Get the complete analysis for WBO:HBAN

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

€227.20
Price
€198.10
GF Value