* The 5-Year EBITDA Growth Rate is the 5-year average EBITDA per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.
The historical rank and industry rank for Helvetia Baloise Holding AG's PEG Ratio or its related term are showing as below:
XSWX:HBAN'
s PEG Ratio Range Over the Past 10 Years
Min: 2.61 Med: 9.45 Max: 98.82
Current: 2.81
During the past 13 years, Helvetia Baloise Holding AG's highest PEG Ratio was 98.82. The lowest was 2.61. And the median was 9.45.
XSWX:HBAN's PEG Ratio is ranked worse than 82.16% of 185
companies
in the Insurance industry
Industry Median: 0.85
vs XSWX:HBAN: 2.81
Peter Lynch thinks a company with a P/E ratio equal to its growth rate is fairly valued.
Helvetia Baloise Holding AG (XSWX:HBAN) PEG Ratio Explanation
To compare stocks with different growth rates, Peter Lynch invented a ratio called PEG Ratio. PEG Ratio is defined as the P/E ratio divided by the growth ratio. He thinks a company with a P/E ratio equal to its growth rate is fairly valued. Still he said he would rather buy a company growing 20% a year with a P/E of 20, instead of a company growing 10% a year with a P/E of 10.
Helvetia Baloise Holding AG PEG Ratio Related Terms
Helvetia Baloise Holding AG PEG Ratio Historical Data
* 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.
XSWX:HBAN vs BRK.A, AIG, HIG: PEG Ratio Comparison
For the Insurance - Diversified subindustry, Helvetia Baloise Holding AG's PEG Ratio, along with its competitors' market caps and PEG Ratio 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 PEG Ratio vs Insurance Industry
For the Insurance industry and Financial Services sector, Helvetia Baloise Holding AG's PEG Ratio distribution charts can be found below:
* The bar in red indicates where Helvetia Baloise Holding AG's PEG Ratio falls into.
* 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.
* Note: The 5-Year EBITDA Growth Rate is the 5-year average EBITDA per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.
Helvetia Baloise Holding AG (XSWX:HBAN) has a PEG Ratio of 2.81 as of Jul. 01, 2026. Price-earnings to growth ratio is the ratio of price-earnings to a company's earnings growth rate. View historical data on Helvetia Baloise Holding AG and its competitors. This is 70% below median its historical median of 9.45. Over the past decade, Helvetia Baloise Holding AG's PEG Ratio has ranged from 2.61 to 98.82. According to the industry distribution chart, Helvetia Baloise Holding AG ranks #152 out of 185 companies in the Insurance industry, placing it in the top 82.2%.
Is Helvetia Baloise Holding AG's PEG Ratio too high?
Helvetia Baloise Holding AG's current PEG Ratio of 2.81 is 70% below median its 10-year median of 9.45. Over the past 10 years, this metric has ranged from a low of 2.61 to a high of 98.82. The Insurance industry median PEG Ratio is 0.85. Helvetia Baloise Holding AG's value of 2.81 is 230.6% above this industry median. Based on the distribution chart, Helvetia Baloise Holding AG ranks #152 out of 185 companies in the Insurance industry, which is in the bottom quartile relative to peers. Overall, Helvetia Baloise Holding AG has a GF Score™ of 81/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Helvetia Baloise Holding AG's PEG Ratio compare to BRK.A and AIG?
According to the Insurance industry distribution chart, Helvetia Baloise Holding AG ranks #152 out of 185 companies for PEG Ratio. This places Helvetia Baloise Holding AG in the lower half of its industry. The industry median PEG Ratio is 0.85. Helvetia Baloise Holding AG's value of 2.81 is 230.6% above this benchmark. Historically, Helvetia Baloise Holding AG's own PEG Ratio has ranged from 2.61 to 98.82 over the past decade. While the company's 10-year median is 9.45 vs. the industry median of 0.85, Helvetia Baloise Holding AG has consistently been above 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 PEG Ratio for an Insurance company?
The median PEG Ratio among Insurance companies is 0.85, based on 185 companies in the industry. Companies in the top quartile (top 25%) have a PEG Ratio significantly above this median, while those in the bottom quartile fall well below. However, PEG Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Helvetia Baloise Holding AG's current PEG Ratio of 2.81 is 230.6% above 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 PEG Ratio mean?
A high PEG Ratio can signal that a stock is expensive relative to its fundamentals. Price-earnings to growth ratio is the ratio of price-earnings to a company's earnings growth rate. View historical data on Helvetia Baloise Holding AG and its competitors. For the Insurance industry, the median PEG Ratio is 0.85 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Helvetia Baloise Holding AG's current PEG Ratio is 2.81, which is 70% below median its own 10-year median of 9.45. 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 (XSWX:HBAN) is currently considered Modestly Overvalued. The stock's GF Value™ is CHF185.33, compared to a current price of CHF208.60 — trading 12.6% above its estimated fair value. The current PEG Ratio is 2.81, which is 70% below median its 10-year median of 9.45 and 230.6% above the Insurance industry median of 0.85. 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 PEG Ratio calculated?
PEG Ratio is calculated from a company's financial statements. For Helvetia Baloise Holding AG (XSWX:HBAN), the current PEG Ratio is 2.81 as of Jul. 01, 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 (XSWX:HBAN) Overvalued in 2026?
Based on GuruFocus' analysis, Helvetia Baloise Holding AG stock appears to be overvalued.
The current stock price of CHF208.60 is trading 12.6% above its estimated GF Value™ of CHF185.33.
GuruFocus considers Helvetia Baloise Holding AG to be Modestly Overvalued.
Key valuation signals for XSWX:HBAN:
PEG Ratio: 2.81 (70% below median its 10-year median of 9.45)
GF Value™: CHF185.33 vs. price of CHF208.60 (12.6% above fair value)
Industry Position: 230.6% above the Insurance median (#152 of 185)
No single metric tells the full story. See the XSWX:HBAN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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
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