Helvetia Holding AG (XSWX:HELN) Risk Assessment

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What is Helvetia Holding AG Risk Assessment?

Risk Assessment represents the investment risk of a stock derived from our exclusive method. It suggests how risky the investment opportunity is based on the valuation and the fundamental performance of the stock. It is derived from following key aspects:

1. GuruFocus internally developed valuations of the stock, such as GF valuation.
2. Quality Rank, a business quality indicator developed by GuruFocus.
3. Fundamental performance: Piotroski F-Score, Altman Z-Score, Beneish M-Score, etc.
4. Growth opportunities: 5-year revenue growth rate, 5-Year EPS without NRI Growth Rate, etc.

Value investors are always willing to find undervalued stocks. However, not all the undervalued stocks are good deals, we should also be careful of how risky the investment opportunity is. We believe that if the company's financial strength and profitability are strong, and the stock price is within a reasonable range of the GF valuation, or stock has a high return with its price being undervalued, then it might be a good investment opportunity with low risk.

Based on those aspects listed above, GuruFocus believes the risk assessment of Helvetia Holding AG is: High Risk: High uncertainty with risk-return tradeoff.

Competitive Comparison of Helvetia Holding AG's Risk Assessment

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

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

* The bar in red indicates where Helvetia Holding AG's Risk Assessment falls into.

Helvetia Holding AG (XSWX:HELN) Risk Assessment Explanation

Based on the four aspects listed above, GuruFocus provides the following 7 evaluations:

All-in-One Screener Examples (1)
Low Risk: Strong fundamentals, worth long-term holding
Moderate Risk: Sensitive, better choose undervalued stock
High Risk: High uncertainty with risk-return tradeoff
High Risk: Good fundamentals, beware of shrinking business
High Risk: Sensitive to economic or industry trends
High Risk: High uncertainty
No Data: Cannot be evaluated

(1) These are some simple examples. You can access our Risk Assessment filter under All-in-One Screener’s Fundamental tab and set your own criteria.

Helvetia Holding AG Risk Assessment Related Terms

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Helvetia Holding AG (XSWX:HELN) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Insurance » Helvetia Holding AG (XSWX:HELN) » Definitions » Risk Assessment

Comparable Companies

Traded in Other Exchanges

HLVTY:USA HELNz:UK

Address

Dufourstrasse 40, Saint Gallen, CHE, CH-9001

Website

https://www.helvetia.com

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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