Heliad AG (FRA:A7A) Tax Rate %: 1.59% (As of Dec. 2025)

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FRA:A7A Heliad AG FRA:A7A
61 GF Score
Price €14.25
GF Value €3.85
Valuation Significantly Overvalued
! 11 Warning Signs
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What is Heliad AG Tax Rate %?

Heliad AG FRA:A7A -1.72% 61 Tax Rate % is 1.59% as of Dec. 2025. GuruFocus rates FRA:A7A with a GF Score™ of 61/100 and a GF Value™ of €3.85 (Significantly Overvalued). The stock has 11 warning signs investors should review.

Tax Rate % is calculated as Tax Expense divided by its Pre-Tax Income. Heliad AG's Tax Expense for the six months ended in Dec. 2025 was €1.07 Mil. Heliad AG's Pre-Tax Income for the six months ended in Dec. 2025 was €67.25 Mil. Therefore, Heliad AG's Tax Rate % for the quarter that ended in Dec. 2025 was 1.59%.

Heliad AG Tax Rate % Related Terms

Heliad AG Tax Rate % Historical Data

* Premium members only.

The historical data trend for Heliad AG's Tax Rate % 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.

Heliad AG Tax Rate % Chart

Heliad AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Tax Rate %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 300.58 14.81 2.32 0.18 1.59

Heliad AG Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Tax Rate % 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 1.67 0.99 -0.22 1.60 1.59
FRA:A7A
61GF Score
Heliad AG FRA:A7A
Tax Rate % is just one metric. See GF Score™, valuation, warning signs, and more.
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Heliad AG Tax Rate % Calculation

Tax Rate % is the ratio of tax expense divided by pretax income, usually presented in percent.

Heliad AG's Tax Rate % for the fiscal year that ended in Dec. 2025 is calculated as

Tax Rate %=Tax Expense (A: Dec. 2025 )/Pre-Tax Income (A: Dec. 2025 )
=1.73/108.667
=1.59 %

Heliad AG's Tax Rate % for the quarter that ended in Dec. 2025 is calculated as

Tax Rate %=Tax Expense (Q: Dec. 2025 )/Pre-Tax Income (Q: Dec. 2025 )
=1.067/67.246
=1.59 %

* 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 Tax Rate % →
What does a Tax Rate % of 1.59% mean?
Heliad AG (FRA:A7A) has a Tax Rate % of 1.59% as of Dec. 2025.
Is Heliad AG's Tax Rate % too high?
Heliad AG's current Tax Rate % is 1.59%. Overall, Heliad AG has a GF Score™ of 61/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Heliad AG's Tax Rate % compare to BLK and BX?
Heliad AG's Tax Rate % of 1.59% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tax Rate % for an Asset Management company?
A good Tax Rate % depends on the Asset Management industry context. However, Tax Rate % 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 Tax Rate % mean?
A high Tax Rate % can signal that a stock is expensive relative to its fundamentals. Heliad AG's current Tax Rate % is 1.59%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Heliad AG stock overvalued right now?
Based on GuruFocus' analysis, Heliad AG (FRA:A7A) is currently considered Significantly Overvalued. The stock's GF Value™ is €3.85, compared to a current price of €14.25 — trading 270.1% above its estimated fair value. The current Tax Rate % is 1.59%. Heliad AG's overall GF Score™ is 61/100 with 11 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tax Rate % calculated?
Tax Rate % is calculated from a company's financial statements. For Heliad AG (FRA:A7A), the current Tax Rate % is 1.59% 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 Heliad AG (FRA:A7A) Overvalued in 2026?

Based on GuruFocus' analysis, Heliad AG stock appears to be overvalued. The current stock price of €14.25 is trading 270.1% above its estimated GF Value™ of €3.85. GuruFocus considers Heliad AG to be Significantly Overvalued.

Key valuation signals for FRA:A7A:

  • Tax Rate %: 1.59%
  • GF Value™: €3.85 vs. price of €14.25 (270.1% above fair value)
  • GF Score™: 61/100 with 11 warning signs

No single metric tells the full story. See the FRA:A7A stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Heliad AG Business Description

Other Exchanges A7A:Germany
Address Ulmenstrasse 37-39, Frankfurt am Main, HE, DEU, 60325
Heliad AG is an investment company. It makes investments with a long investment horizon in high-growth technology companies, providing them long-term support before, during, and after an IPO, and facilitates their access to public capital markets. The company's structure allows it to act independently of the restrictions of customary financing terms and offers shareholders access to market returns even before the IPO, without restrictions or limitations on the size of the investments and term commitments for the shareholders.
61GF Score

Get the complete analysis for FRA:A7A

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

€14.25
Price
€3.85
GF Value