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The historical rank and industry rank for Helvetia Baloise Holding AG's 5-Year Yield-on-Cost % or its related term are showing as below:
XSWX:HBAN'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 4.05 Med: 5.31 Max: 9.21
Current: 4.97
During the past 13 years, Helvetia Baloise Holding AG's highest Yield on Cost was 9.21. The lowest was 4.05. And the median was 5.31.
XSWX:HBAN's 5-Year Yield-on-Cost % is ranked better than 61.96% of 418
companies
in the Insurance industry
Industry Median: 4
vs XSWX:HBAN: 4.97
Helvetia Baloise Holding AG (XSWX:HBAN) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Helvetia Baloise Holding AG 5-Year Yield-on-Cost % Related Terms
XSWX:HBAN vs BRK.A, AIG, HIG: 5-Year Yield-on-Cost % Comparison
For the Insurance - Diversified subindustry, Helvetia Baloise Holding AG's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Insurance Industry
For the Insurance industry and Financial Services sector, Helvetia Baloise Holding AG's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Helvetia Baloise Holding AG's 5-Year Yield-on-Cost % falls into.
Helvetia Baloise Holding AG 5-Year Yield-on-Cost % Calculation
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Helvetia Baloise Holding AG (XSWX:HBAN) has a 5-Year Yield-on-Cost % of 4.97 as of Jul. 16, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Helvetia Baloise Holding AG and its competitors. This is near median its historical median of 5.31. Over the past decade, Helvetia Baloise Holding AG's 5-Year Yield-on-Cost % has ranged from 4.05 to 9.21. According to the industry distribution chart, Helvetia Baloise Holding AG ranks #159 out of 418 companies in the Insurance industry, placing it in the top 38%.
Is Helvetia Baloise Holding AG's 5-Year Yield-on-Cost % too high?
Helvetia Baloise Holding AG's current 5-Year Yield-on-Cost % of 4.97 is near median its 10-year median of 5.31. Over the past 10 years, this metric has ranged from a low of 4.05 to a high of 9.21. The Insurance industry median 5-Year Yield-on-Cost % is 4.00. Helvetia Baloise Holding AG's value of 4.97 is 24.3% above this industry median. Based on the distribution chart, Helvetia Baloise Holding AG ranks #159 out of 418 companies in the Insurance industry, which is above the industry midpoint. 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 5-Year Yield-on-Cost % compare to BRK.A and AIG?
According to the Insurance industry distribution chart, Helvetia Baloise Holding AG ranks #159 out of 418 companies for 5-Year Yield-on-Cost %. This puts Helvetia Baloise Holding AG in the upper half of its industry. The industry median 5-Year Yield-on-Cost % is 4.00. Helvetia Baloise Holding AG's value of 4.97 is 24.3% above this benchmark. Historically, Helvetia Baloise Holding AG's own 5-Year Yield-on-Cost % has ranged from 4.05 to 9.21 over the past decade. While the company's 10-year median is 5.31 vs. the industry median of 4.00, 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 5-Year Yield-on-Cost % for an Insurance company?
The median 5-Year Yield-on-Cost % among Insurance companies is 4.00, based on 418 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Helvetia Baloise Holding AG's current 5-Year Yield-on-Cost % of 4.97 is 24.3% 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Helvetia Baloise Holding AG and its competitors. For the Insurance industry, the median 5-Year Yield-on-Cost % is 4.00 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Helvetia Baloise Holding AG's current 5-Year Yield-on-Cost % is 4.97, which is near median its own 10-year median of 5.31. 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 CHF187.72, compared to a current price of CHF212.40 — trading 13.1% above its estimated fair value. The current 5-Year Yield-on-Cost % is 4.97, which is near median its 10-year median of 5.31 and 24.3% above the Insurance industry median of 4.00. 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 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Helvetia Baloise Holding AG (XSWX:HBAN), the current 5-Year Yield-on-Cost % is 4.97 as of Jul. 16, 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 CHF212.40 is trading 13.1% above its estimated GF Value™ of CHF187.72.
GuruFocus considers Helvetia Baloise Holding AG to be Modestly Overvalued.
Key valuation signals for XSWX:HBAN:
5-Year Yield-on-Cost %: 4.97 (near median its 10-year median of 5.31)
GF Value™: CHF187.72 vs. price of CHF212.40 (13.1% above fair value)
Industry Position: 24.3% above the Insurance median (#159 of 418)
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
Get the complete analysis for XSWX:HBAN
5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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