Helvetia Baloise Holding AG (XSWX:HBAN) ROC (Joel Greenblatt) %: % (As of Dec. 2025)


XSWX:HBAN Helvetia Baloise Holding AG XSWX:HBAN
80 GF Score
Price CHF214.00
GF Value CHF186.93
Valuation Modestly Overvalued
! 5 Warning Signs
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What is Helvetia Baloise Holding AG ROC (Joel Greenblatt) %?

Helvetia Baloise Holding AG XSWX:HBAN +0.28% 80 ROC (Joel Greenblatt) % is % as of Dec. 2025. GuruFocus rates XSWX:HBAN with a GF Score™ of 80/100 and a GF Value™ of CHF186.93 (Modestly Overvalued). The stock has 5 warning signs investors should review. Among 66 Insurance companies, Helvetia Baloise Holding AG ranks worse than 1515150% on this metric.

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

XSWX:HBAN
80GF Score
Helvetia Baloise Holding AG XSWX:HBAN
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a ROC (Joel Greenblatt) % of % mean?
Helvetia Baloise Holding AG (XSWX:HBAN) has a ROC (Joel Greenblatt) % of % as of Dec. 2025. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Helvetia Baloise Holding AG and its competitors. According to the industry distribution chart, Helvetia Baloise Holding AG ranks #999999 out of 66 companies in the Insurance industry.
Is Helvetia Baloise Holding AG's ROC (Joel Greenblatt) % too high?
Helvetia Baloise Holding AG's current ROC (Joel Greenblatt) % is %. Based on the distribution chart, Helvetia Baloise Holding AG ranks #999999 out of 66 companies in the Insurance industry, which is in the bottom quartile relative to peers. Overall, Helvetia Baloise Holding AG has a GF Score™ of 80/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Helvetia Baloise Holding AG's ROC (Joel Greenblatt) % compare to BRK.A and AIG?
According to the Insurance industry distribution chart, Helvetia Baloise Holding AG ranks #999999 out of 66 companies for ROC (Joel Greenblatt) %. This places Helvetia Baloise Holding AG in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 77.21. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for an Insurance company?
The median ROC (Joel Greenblatt) % among Insurance companies is 77.21, based on 66 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % 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 ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Helvetia Baloise Holding AG and its competitors. For the Insurance industry, the median ROC (Joel Greenblatt) % is 77.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Helvetia Baloise Holding AG's current ROC (Joel Greenblatt) % is %. 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 CHF186.93, compared to a current price of CHF214.00 — trading 14.5% above its estimated fair value. The current ROC (Joel Greenblatt) % is %. Helvetia Baloise Holding AG's overall GF Score™ is 80/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Helvetia Baloise Holding AG (XSWX:HBAN), the current ROC (Joel Greenblatt) % is % 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 (XSWX:HBAN) Overvalued in 2026?

Based on GuruFocus' analysis, Helvetia Baloise Holding AG stock appears to be overvalued. The current stock price of CHF214.00 is trading 14.5% above its estimated GF Value™ of CHF186.93. GuruFocus considers Helvetia Baloise Holding AG to be Modestly Overvalued.

Key valuation signals for XSWX:HBAN:

  • ROC (Joel Greenblatt) %: %
  • GF Value™: CHF186.93 vs. price of CHF214.00 (14.5% above fair value)
  • GF Score™: 80/100 with 5 warning signs

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 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.
80GF Score

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ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF214.00
Price
CHF186.93
GF Value