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Helvetia Holding stock

HELN.SW
CH0466642201
A2PKFK

Price

172.80
Today +/-
-1.15
Today %
-0.63 %

Helvetia Holding stock price

%
Weekly
Details

Price

ⓘ

Overview

The Quote Chart provides detailed and dynamic insights into the Helvetia Holding stock's performance, showcasing daily, weekly, or monthly aggregated quotes. Users can switch between different time frames to analyze the stock's progression meticulously and make informed investment decisions.

Intraday Feature

The intraday feature provides real-time data, allowing investors to view the Helvetia Holding stock’s price fluctuations within the trading day, facilitating timely and strategic investment decisions.

Total Return and Relative Price Change

View the total return of the Helvetia Holding stock to gauge its profitability over time. The relative price change, based on the first quote available in the selected timeframe, offers insights into the stock’s performance, assisting in evaluating its investment potential.

Interpretation and Investment

Utilize the comprehensive data presented in the Quote Chart to analyze Helvetia Holding's market trends, price movements, and potential returns. Make informed investment choices by comparing different time frames and evaluating intraday data for optimized portfolio management.

Helvetia Holding Stock Price History

DateHelvetia Holding Price
3/7/2025172.80 undefined
3/6/2025173.90 undefined
3/5/2025170.60 undefined
3/4/2025170.30 undefined
3/3/2025171.70 undefined
2/28/2025168.80 undefined
2/27/2025168.40 undefined
2/26/2025167.90 undefined
2/25/2025166.10 undefined
2/24/2025162.00 undefined
2/21/2025161.30 undefined
2/20/2025161.10 undefined
2/19/2025160.30 undefined
2/18/2025161.50 undefined
2/17/2025161.00 undefined
2/14/2025160.10 undefined
2/13/2025161.10 undefined
2/12/2025162.00 undefined
2/11/2025161.80 undefined
2/10/2025161.80 undefined
2/7/2025160.80 undefined

Helvetia Holding Revenue, EBIT, Net Income

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  • 5 years

  • 10 years

  • 25 Years

  • Max

Revenue
EBIT
Net Income
Details

Revenue, EBIT and Profit

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Understanding Revenue, EBIT, and Income

Gain insights into Helvetia Holding, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by Helvetia Holding from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects Helvetia Holding’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of Helvetia Holding. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into Helvetia Holding’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing Helvetia Holding’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on Helvetia Holding’s growth potential.

Helvetia Holding Revenue, EBIT and net profit per share

DateHelvetia Holding RevenueHelvetia Holding EBITHelvetia Holding Net Income
2028e12.39 B undefined804.83 M undefined596.73 M undefined
2027e11.67 B undefined739.69 M undefined621.92 M undefined
2026e10.37 B undefined601.8 M undefined579.01 M undefined
2025e10.08 B undefined534.99 M undefined517.42 M undefined
2024e9.77 B undefined455.94 M undefined472.52 M undefined
20239.44 B undefined510 M undefined276.72 M undefined
20228.25 B undefined565 M undefined424.8 M undefined
202112.59 B undefined823.3 M undefined484.75 M undefined
202010.31 B undefined396.8 M undefined243.75 M undefined
201910.71 B undefined681.4 M undefined520.4 M undefined
20189.15 B undefined569.1 M undefined414.27 M undefined
20179.69 B undefined592.2 M undefined387.02 M undefined
20169.36 B undefined476.6 M undefined357.01 M undefined
20159.1 B undefined438.9 M undefined286.26 M undefined
20148.99 B undefined501.2 M undefined380.49 M undefined
20138.43 B undefined508.7 M undefined352.1 M undefined
20127.97 B undefined466 M undefined339.6 M undefined
20117.5 B undefined393.2 M undefined287 M undefined
20107.45 B undefined438.4 M undefined339 M undefined
20097.29 B undefined455 M undefined317.1 M undefined
20085.56 B undefined347.4 M undefined230.6 M undefined
20076.37 B undefined557.3 M undefined401 M undefined
20066.23 B undefined609.8 M undefined423 M undefined
20056.34 B undefined480.6 M undefined301.4 M undefined
20047.1 B undefined1.35 B undefined158.7 M undefined

Helvetia Holding Income Statement, Balance Sheet, Cash Flow Statement

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (B)REVENUE GROWTH (%)GROSS MARGIN (%)GROSS INCOME (B)NET INCOME (M)NET INCOME GROWTH (%)DIV. ()DIV. GROWTH (%)SHARES (M)DOCUMENTS
199519961997199819992000200120022003200420052006200720082009201020112012201320142015201620172018201920202021202220232024e2025e2026e2027e2028e
55.475.986.567.027.257.126.887.377.16.346.236.375.567.297.457.57.978.438.999.19.369.699.1510.7110.3112.598.259.449.7710.0810.3711.6712.39
-9.359.219.746.983.34-1.77-3.337.05-3.60-10.77-1.692.28-12.7731.172.100.686.275.756.721.232.783.62-5.6217.11-3.7622.12-34.4714.413.483.182.8612.536.15
38.9435.6132.6029.7127.7726.8727.3628.3026.4427.4230.7331.2630.5635.0426.7126.1625.9824.4523.1221.6721.4020.8220.0921.2918.1818.8917.0323.6120.6319.9419.3218.7916.7015.73
000000000000000000000000002.141.95000000
415675104133161100-36292158301423401230317339287339352380286357387414520243484424276472517579621596
-36.5933.9338.6727.8821.05-37.89-462.00-125.4171.7490.5140.53-5.20-42.6437.836.94-15.3418.123.837.95-24.7424.838.406.9825.60-53.2799.18-12.40-34.9171.019.5311.997.25-4.03
----------------------------------
----------------------------------
36.135.335.634.734.634.634.532.932.941.341.742.942.942.943.143.143.143.14344.2749.3849.4849.4749.4649.4751.1852.8452.952.8300000
----------------------------------
Details

Keystats

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Revenue and Growth

The Helvetia Holding Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the Helvetia Holding is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

 
ASSETSCASH BALANCE (B)RECEIVABLES (B)OTHER REC. (M)INVENTORIES (M)OTHER CURRENT LIAB. (B)CURRENT ASSETS (B)TANGIBLE ASSETS (B)LONG-T. INVEST. (B)LONG-T. REC. (B)INTANGIBLE ASSETS (M)GOODWILL (B)OTHER NON-CURRENT ASSETS (M)NON-CURRENT ASSETS (B)TOTAL ASSETS (B)LIABILITIESCOMMON STOCK (M)ADDITIONAL PAID-IN CAPITAL (M)RETAINED EARNINGS (B)OTHER EQUITY (M)UNREAL. GAINS/LOSSES (B)EQUITY (B)LIABILITIES (B)PROVISIONS (M)OTHER SHORT-TERM LIAB. (M)SHORT-TERM DEBTS (M)LONG-TERM DEBT PORTION (M)SHORT-TERM REC. (B)LONG-T. LIAB. (B)DEFERRED TAXES (M)OTHER LIAB. (B)LONG-T. LIABILITIES (B)DEBT (B)TOTAL CAPITAL (B)
19951996199719981999200020012002200320042005200620072008200920102011201220132014201520162017201820192020202120222023
                                                         
000000000000000000000000002.111.730
000000000000000000000000001.031.210
00000000000000000000000000245.150.50
00000000000000000000000000000
0.340.340.290.330.350.380.380.60.640.720.310000000000000002.722.830
0.340.340.290.330.350.380.380.60.640.720.310000000000000006.115.810
0.050.040.040.040.050.050.050.050.050.020.430.530.560.60.420.380.370.370.370.550.50.490.520.490.561.041.031.051.09
15.617.1618.9821.2623.5424.4723.8924.3926.1326.7927.7828.9329.3830.7633.0733.5934.8437.7338.0246.4347.7949.4252.1351.7654.2960.259.651.5252.24
0000000000000.010.010.020.020.020.021.421.450.030.020.020.020.020.180.250.120.14
000001351321172219394440118106107908475257.3185.5140.990.4134.7190.8813715.6493.9452.6
00000000000.020.020.030.070.080.210.20.250.261.020.991.081.131.131.151.151.151.141.12
0000000000327505037342530232323.32831.229.522.26.231.110.500
15.6517.219.0221.323.5924.6624.0724.5626.226.8428.629.5730.0631.5933.7334.3335.5438.4840.1749.7249.5251.1853.9353.5656.2263.4262.7554.3355.03
15.9917.5519.321.6223.9425.0424.4525.1626.8327.5628.929.5730.0631.5933.7334.3335.5438.4840.1749.7249.5251.1853.9353.5656.2263.4268.8660.1455.03
                                                         
828282828282666363878787871111111111111.11.11.11.1
00000000000000000000000000000
0.480.50.530.490.510.540.38-0.050.360.771.651.912.162.292.442.692.772.953.073.663.663.753.944.14.174.054.334.514.49
000000000001621-98-9840-7-3377.8242.1213.2358.4299.4235.8297.1206.5-568.6-652.8
0.911.081.731.752.161.960.890.990.640.610.770.740.590.560.760.740.871.121.061.581.451.541.621.392.142.352.1700
1.471.662.342.332.752.581.3311.071.472.52.752.872.753.13.433.634.074.135.625.355.515.925.796.546.76.713.953.83
0000000000000000000000000006.840
00000000000000000000000000276.3339.70
10013711918415720924114910612327011613045475941514333.232.46351.23430.6180.8232.5386.4410.8
0000015015015015035019919919920020014915022600000000000
0000000000003546463633300000000032.7026.6
0.10.140.120.180.160.360.390.30.260.470.470.320.360.290.290.240.220.310.040.030.030.060.050.030.030.180.547.570.44
0000000000000000001.061.781.771.642.261.581.532.292.072.081.97
0000000000746466406443498471489564556878.2788.2771.9818.1773.3816.7873.6884.200
0.390.530.491.311.631.541.110.951.040.750.670.840.742.493.323.032.932.890.671.381.441.471.291.872.023.022.753.353.91
0.390.530.491.311.631.541.110.951.040.751.421.31.152.933.823.53.423.452.284.0443.884.374.224.386.185.715.435.87
0.490.670.611.491.781.91.511.251.291.221.891.621.513.224.123.743.643.762.334.074.033.944.424.254.416.366.25136.31
1.962.322.953.824.534.482.842.262.362.694.394.374.385.987.217.187.287.836.469.699.379.4510.3410.0510.9513.0612.9616.9510.14
Details

Balance Sheet

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Understanding the Balance Sheet

The balance sheet of Helvetia Holding provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand Helvetia Holding's financial health and stability.

Assets

Helvetia Holding's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that Helvetia Holding must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of Helvetia Holding after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into Helvetia Holding's financial standing, aiding in investment evaluations and risk assessments.

 
NET INCOME (M)DEPRECIATION (B)DEFERRED TAXES (M)CHANGES IN WORKING CAPITAL (B)NON-CASH ITEM (M)PAID INTEREST (M)PAID TAXES (M)NET CASH FLOW FROM OPERATING ACTIVITIES (B)CAPITAL EXPENDITURES (M)CASH FLOW FROM INVESTING ACTIVITIES (M)CASH FLOW FROM OTHER INVESTING ACTIVITIES (M)INTEREST INCOME AND EXPENSES (M)NET DEBT CHANGE (M)NET CHANGE IN EQUITY (M)CASH FLOW FROM FINANCING ACTIVITIES (M)CASH FLOW FROM OTHER FINANCING ACTIVITIES (M)TOTAL DIVIDENDS PAID (M)NET CHANGE IN CASH FLOW (M)FREE CASH FLOW (M)SHARE-BASED COMPENSATION (M)
1995199619971998199920002001200220032004200520062007200820092010201120122013201420152016201720182019202020212022
415675104133161100-36292158420562505295412403359429461463396427513547564319675711
0.160.140.210.250.260.430.791.110.270.190.050.030.040.040.040.050.040.050.040.110.130.110.120.060.070.170.20.16
0000000000000000000000000000
0.921.1811.451.61.110.871.041.270.010.12-0.38-0.12-0.670.140.16-0.08-0.03-0.03-0.25-1.09-0.7-0.42-0.70.470.50.73-1.39
3131417317258250-137-21-79-333-10484780-25393123-162-215-145245-98-155393-499-563-925500
000000000011101115118766102120343837565677
000000000052819712580737780776171391218161837884
1.131.51.321.882.011.952.011.651.610.280.250.110.50.450.340.70.440.290.260.18-0.32-0.260.050.30.610.430.68-0.02
0000000000-62-86-135-140-24-11-8-8-12-22-35-26-45-26-35-45-69-115
-1,134-1,522-1,345-1,817-1,843-2,092-2,024-1,365-1,688-738-125-104-143-326-76-307-197424-647-47-124-130-101-133-526-15529
-1,134-1,522-1,345-1,817-1,843-2,092-2,024-1,365-1,688-738-62-18-8-185-52-295-118337-625-12-97-85-75-97-481-85144
0000000000000000000000000000
00000150000200-15000-5-3-53-2683619212854510-165508-231386
0000000002846990-89132921-2-23982-3-3-4-13677-294
-2949-17-26-4182-64-1730455-126-63-107-191-90125-106-44-153855-160-164350-199-390639-471-366
-2949-17-26-41-67-64-1730-2905932161642425322233945363230-146
0000000000-45-77-116-128-116-130-147-152-160-165-206-213-232-250-260-269-278-311
-3730-4239124-55-82112-79-23-51254-91175481308314142382-587-560317-21665439-398
1,126.11,502.91,320.51,883.82,0091,954.92,005.91,650.91,609.8281.2191.927.4368.6306.9319691.3434277.8250.5159.7-353.5-290.17.6270.9570.8383.2609.2-135.1
0000000000000000000000000000

Helvetia Holding stock margins

The Helvetia Holding margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Helvetia Holding. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Helvetia Holding.

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  • 25 Years

  • Max

Gross margin
EBIT margin
Profit margin
Details

Margin

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Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the Helvetia Holding's sales revenue. A higher gross margin percentage indicates that the Helvetia Holding retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the Helvetia Holding's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the Helvetia Holding's total revenue generated. When comparing the revenue margin year over year, investors can gauge the Helvetia Holding's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the Helvetia Holding. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the Helvetia Holding's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

Helvetia Holding Margin History

Helvetia Holding Gross marginHelvetia Holding Profit marginHelvetia Holding EBIT marginHelvetia Holding Profit margin
2028e23.61 %6.5 %4.82 %
2027e23.61 %6.34 %5.33 %
2026e23.61 %5.8 %5.58 %
2025e23.61 %5.31 %5.13 %
2024e23.61 %4.67 %4.84 %
202323.61 %5.4 %2.93 %
202223.61 %6.85 %5.15 %
202117.03 %6.54 %3.85 %
202023.61 %3.85 %2.36 %
201923.61 %6.36 %4.86 %
201823.61 %6.22 %4.53 %
201723.61 %6.11 %3.99 %
201623.61 %5.09 %3.82 %
201523.61 %4.82 %3.14 %
201423.61 %5.57 %4.23 %
201323.61 %6.04 %4.18 %
201223.61 %5.85 %4.26 %
201123.61 %5.24 %3.83 %
201023.61 %5.89 %4.55 %
200923.61 %6.24 %4.35 %
200823.61 %6.25 %4.15 %
200723.61 %8.74 %6.29 %
200623.61 %9.78 %6.79 %
200523.61 %7.58 %4.75 %
200423.61 %19.06 %2.23 %

Helvetia Holding Stock Sales Revenue, EBIT, Earnings per Share

The Helvetia Holding earnings per share therefore indicates how much revenue Helvetia Holding has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Sales per Share
EBIT per share
Earnings per Share
Details

Revenue, EBIT and Earnings per share

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Revenue Per Share

Revenue per share represents the total revenue Helvetia Holding earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Helvetia Holding's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Helvetia Holding’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Helvetia Holding's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Helvetia Holding Revenue, EBIT and net profit per share

DateHelvetia Holding Sales per ShareHelvetia Holding EBIT per shareHelvetia Holding Earnings per Share
2028e233.55 undefined0 undefined11.25 undefined
2027e220.03 undefined0 undefined11.73 undefined
2026e195.53 undefined0 undefined10.92 undefined
2025e190.1 undefined0 undefined9.76 undefined
2024e184.24 undefined0 undefined8.91 undefined
2023178.72 undefined9.65 undefined5.24 undefined
2022156 undefined10.68 undefined8.03 undefined
2021238.3 undefined15.58 undefined9.17 undefined
2020201.48 undefined7.75 undefined4.76 undefined
2019216.59 undefined13.77 undefined10.52 undefined
2018184.98 undefined11.51 undefined8.38 undefined
2017195.95 undefined11.97 undefined7.82 undefined
2016189.06 undefined9.63 undefined7.22 undefined
2015184.36 undefined8.89 undefined5.8 undefined
2014203.1 undefined11.32 undefined8.59 undefined
2013195.93 undefined11.83 undefined8.19 undefined
2012184.85 undefined10.81 undefined7.88 undefined
2011173.95 undefined9.12 undefined6.66 undefined
2010172.77 undefined10.17 undefined7.87 undefined
2009169.21 undefined10.56 undefined7.36 undefined
2008129.62 undefined8.1 undefined5.38 undefined
2007148.6 undefined12.99 undefined9.35 undefined
2006145.27 undefined14.21 undefined9.86 undefined
2005152.02 undefined11.53 undefined7.23 undefined
2004172.02 undefined32.79 undefined3.84 undefined

Helvetia Holding business model

Helvetia Holding AG is a Swiss financial services provider specializing in insurance and retirement solutions. The company was founded in 1858 and has its headquarters in St. Gallen. Since then, Helvetia has become one of the country's leading insurers and is also active in many other countries. The business model of Helvetia is based on a wide range of insurance products and retirement solutions. The company offers a variety of insurance products to both private and business customers, ranging from auto and household insurance to disability insurance and life insurance. In addition, Helvetia also offers retirement solutions, such as various types of pension and retirement plans. Helvetia operates in various sectors, allowing the company to serve a broad customer base. These sectors include not only the core business of property and casualty insurance, but also life insurance, private health insurance, property insurance, reinsurance, and financial products. Reinsurance is the largest sector of Helvetia and serves to hedge the risks of other insurers. An important part of Helvetia's business model is the strong regional presence of the company. In Switzerland, the company has a network of around 80 branches. This allows Helvetia to directly interact with customers and offer customized solutions tailored to the needs of each individual customer. Helvetia differentiates itself from other insurance companies through its commitment to sustainability. The company aims to have a positive impact on society and the environment. Helvetia invests in renewable energy, promotes efficient resource use, and supports the promotion of cultural creativity. In addition, the company is involved in various charitable projects and supports initiatives for education, environmental protection, and sustainability. Overall, Helvetia has built a strong reputation as a reliable insurer and retirement provider. The company has undergone strong development in recent years and is now a key player in the global insurance market. Helvetia looks optimistically towards the future and will continue to focus on its customers and its principles of sustainability and social responsibility. Helvetia Holding is one of the most popular companies on Eulerpool.com.

Helvetia Holding SWOT Analysis

Strengths

Helvetia Holding AG has a strong market position and brand reputation, allowing it to attract and retain customers.

The company has a diverse portfolio of insurance products, which helps to reduce risk and increase revenue potential.

Helvetia Holding AG has a strong financial position, allowing it to invest in new technologies and innovation.

Weaknesses

The company operates primarily in the European market, which exposes it to regional economic fluctuations and regulatory changes.

Helvetia Holding AG may face challenges in adapting to rapidly changing customer preferences and digital transformation.

Opportunities

There is potential for growth in emerging markets, where insurance penetration rates are still relatively low.

The increasing need for cyber insurance and other specialized insurance products presents an opportunity for Helvetia Holding AG to expand its offerings.

Collaboration with InsurTech startups can help the company leverage new technologies and improve operational efficiency.

Threats

Intense competition in the insurance industry could lead to pricing pressures and reduced profitability.

Changes in regulations and policies could increase operational costs and create compliance challenges.

Emerging risks, such as climate change and pandemics, could lead to an increase in claims and impact the company's financial performance.

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Helvetia Holding Eulerpool Fair Value

Details

Fair Value

ⓘ

Understanding Fair Value

The fair value of a stock provides insights into whether the stock is currently undervalued or overvalued. It is calculated based on profit, revenue, or dividends and offers a comprehensive perspective of the stock’s intrinsic value.

Income-Based Fair Value

This is calculated by multiplying the earnings per share by the average P/E ratio of the selected past years for smoothing. If the fair value is higher than the current market price, it suggests that the stock is undervalued.

Example 2022

Fair Value Profit 2022 = Earnings per Share 2022 / Average P/E Ratio 2019 - 2021 (3 Years Smoothing)

Revenue-Based Fair Value

It is derived by multiplying the revenue per share by the average price-to-sales ratio of the selected past years for smoothing. An undervalued stock is identified if the fair value exceeds the ongoing market price.

Example 2022

Fair Value Revenue 2022 = Revenue per Share 2022 / Average PSR 2019 - 2021 (3 Years Smoothing)

Dividend-Based Fair Value

This value is determined by dividing the dividend per share by the average dividend yield of the selected past years for smoothing. A higher fair value than the market price indicates an undervalued stock.

Example 2022

Fair Value Dividend 2022 = Dividend per Share 2022 * Average Dividend Yield 2019 - 2021 (3 Years Smoothing)

Expectations and Forecasts

Future expectations provide potential trajectories for stock prices and aid investors in decision-making. The expected values are forecasted figures of fair value, taking into account the growth or decline trends of profit, revenue, or dividend.

Comparative Analysis

Comparing the fair value based on profit, revenue, and dividend provides a holistic overview of the stock’s financial health. Observing the annual and per-annual variations contributes to understanding the consistency and reliability of stock performance.

Helvetia Holding historical P/E ratio, EBIT multiple, and P/S ratio

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Helvetia Holding shares outstanding

The number of shares was Helvetia Holding in 2024 — This indicates how many shares 52.827 M is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.

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Number of stocks
Details

Revenue, EBIT and Earnings per share

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Revenue Per Share

Revenue per share represents the total revenue Helvetia Holding earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Helvetia Holding's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Helvetia Holding’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Helvetia Holding's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Helvetia Holding stock splits

In Helvetia Holding's history, there have been no stock splits.

Helvetia Holding dividend history and estimates

In 2024, Helvetia Holding paid a dividend amounting to 6.3 CHF. Dividend means that Helvetia Holding distributes a portion of its profits to its owners.

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Dividend
Dividend (Estimate)
Details

Dividend

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Dividend Overview

The dividend per year chart for Helvetia Holding provides a comprehensive view of the annual dividends distributed to shareholders. Analyze the trend to understand the consistency and growth in dividend payouts over the years.

Interpretation and Use

A consistent or increasing trend in dividends can indicate the company's profitability and financial health. Investors can use this data to identify Helvetia Holding’s potential for long-term investment and income generation through dividends.

Investment Strategy

Incorporate the dividend data in evaluating Helvetia Holding's overall performance. A thorough analysis, considering other financial aspects, will help in making informed investment decisions for optimal capital growth and income generation.

Helvetia Holding Dividend History

DateHelvetia Holding Dividend
2028e6.09 undefined
2027e6.1 undefined
2026e6.09 undefined
2025e6.09 undefined
2024e6.11 undefined
20235.9 undefined
20225.5 undefined
20215 undefined
20205 undefined
20194.8 undefined
20184.6 undefined
20174.2 undefined
20163.8 undefined
20153.6 undefined
20143.5 undefined
20132.8 undefined
20121.6 undefined
20111.6 undefined
20102.9 undefined
20092.7 undefined
20084.98 undefined
20072.7 undefined
20061.8 undefined
20051.1 undefined
20040.73 undefined

Helvetia Holding dividend payout ratio

In 2024, Helvetia Holding had a payout ratio of 66.33%. The payout ratio indicates the percentage of the company's profits that Helvetia Holding distributes as dividends.

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Payout ratio
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Payout ratio

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What is Yearly Payout Ratio?

The yearly payout ratio for Helvetia Holding represents the proportion of earnings paid out as dividends to shareholders. It is an indicator of the company's financial health and stability, illustrating how much profit is being returned to investors versus being reinvested back into the company.

How to Interpret the Data

A lower payout ratio for Helvetia Holding could mean that the company is reinvesting more into its growth, whereas a higher ratio indicates more earnings are being distributed as dividends. Investors seeking regular income might prefer companies with a higher payout ratio, while those looking for growth may opt for companies with a lower ratio.

Using the Data for Investments

Evaluate Helvetia Holding's payout ratio in conjunction with other financial metrics and performance indicators. A sustainable payout ratio, coupled with strong financial health, can indicate a reliable dividend payout. However, a very high ratio might suggest the company is not sufficiently reinvesting in its future growth.

Helvetia Holding Payout Ratio History

DateHelvetia Holding Payout ratio
2028e70.09 %
2027e69.15 %
2026e70.86 %
2025e70.27 %
2024e66.33 %
202375.99 %
202268.49 %
202154.51 %
2020104.98 %
201945.63 %
201854.93 %
201753.69 %
201652.67 %
201562.09 %
201440.72 %
201334.23 %
201220.28 %
201124.02 %
201036.9 %
200936.68 %
200892.74 %
200728.91 %
200618.24 %
200515.19 %
200418.95 %
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Unfortunately, there are currently no price targets and forecasts available for Helvetia Holding.

Helvetia Holding latest earnings and earnings surprises

DateEPS EstimateEPS ActualQuarterly report
12/31/20214.49 4.47  (-0.4 %)2021 Q4
12/31/20195.36 4.92  (-8.21 %)2019 Q4
6/30/20195.88 5.6  (-4.68 %)2019 Q2
12/31/20184.01 4.04  (0.7 %)2018 Q4
6/30/20184.41 4.32  (-2.05 %)2018 Q2
12/31/20173.85 4.93  (28.12 %)2017 Q4
6/30/20174.7 5  (6.33 %)2017 Q2
12/31/20163.98 5.13  (28.93 %)2016 Q4
6/30/20163.36 4.58  (36.4 %)2016 Q2
12/31/20152.86 2.88  (0.41 %)2015 Q4
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Eulerpool ESG Scorecard© for the Helvetia Holding stock

Eulerpool World ESG Rating (EESG©)

84/ 100

🌱 Environment

99

👫 Social

88

🏛️ Governance

66

Environment

Scope 1 - Direct Emissions
12,684
Scope 2 - Indirect emissions from purchased energy
9,920
Scope 3 - Indirect emissions within the value chain
38,800
Total CO₂ emissions
22,604
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather
Pesticides
Palm Oil
Tobacco
Genetically modified organisms
Climate concept
Sustainable forestry
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency

Social

Percentage of female employees52.2
Percentage of women in management
Percentage of Asian employees
Share of Asian management
Percentage of Hispanic/Latino employees
Hispano/Latino Management share
Percentage of Black employees
Black Management Share
Percentage of white employees
White Management Share
Adult content
Alcohol
Weapons
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept
Occupational health and safety
Catholic

Governance (Corporate Governance)

Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Helvetia Holding shareholders

%
Name
Stocks
Change
Date
34.08721 % Patria Genossenschaft18,076,45006/30/2024
4.99383 % UBS Asset Management (Switzerland)2,648,229-37,4212/11/2025
2.03344 % The Vanguard Group, Inc.1,078,3343,6381/31/2025
1.63362 % BlackRock Advisors (UK) Limited866,30857,7871/31/2025
1.43946 % BlackRock Institutional Trust Company, N.A.763,343-9,8091/31/2025
1.36234 % UBS Fund Management (Switzerland) AG722,4504,2401/31/2025
1.34176 % Zürcher Kantonalbank (Asset Management)711,53314,87212/31/2024
1.33680 % Dimensional Fund Advisors, L.P.708,903-10,75412/31/2024
1.17640 % DFA Australia Ltd.623,84597512/31/2024
0.84916 % Norges Bank Investment Management (NBIM)450,308397,43212/31/2024
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Helvetia Holding Executives and Management Board

Dr. Philipp Gmuer

(59)
Helvetia Holding Group Chief Executive Officer, Member of the Executive Board
Compensation 3.45 M

Dr. Thomas Schmuckli

(60)
Helvetia Holding Non-Executive Independent Chairman of the Board
Compensation 659,225

Dr. Hans Kuenzle

(61)
Helvetia Holding Non-Executive Independent Vice Chairman of the Board
Compensation 322,813

Ms. Gabriela Payer

(60)
Helvetia Holding Non-Executive Independent Director
Compensation 274,958

Dr. Ivo Furrer

(66)
Helvetia Holding Non-Executive Independent Director
Compensation 274,439
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Most common questions regarding Helvetia Holding

What values and corporate philosophy does Helvetia Holding represent?

Helvetia Holding AG represents a set of core values and a strong corporate philosophy. The company focuses on delivering financial security and protection to its customers. Helvetia Holding AG believes in offering innovative and personalized solutions to meet the diverse needs of individuals, families, and businesses. With a customer-centric approach, they prioritize trust, professionalism, and integrity in their interactions. Helvetia Holding AG strives to build long-term relationships by providing excellent service, reliability, and sustainable growth. Through their comprehensive range of insurance and asset management products, the company aims to contribute to the well-being and success of their clients.

In which countries and regions is Helvetia Holding primarily present?

Helvetia Holding AG is primarily present in Switzerland, where it has its headquarters.

What significant milestones has the company Helvetia Holding achieved?

Helvetia Holding AG has achieved significant milestones in its history. Some notable accomplishments include the company's establishment in 1858, making it one of the oldest insurance companies in Switzerland. Helvetia Holding AG has grown steadily over the years, expanding its operations both organically and through strategic acquisitions. The company has also developed a strong presence in several European countries, offering a comprehensive range of insurance products and services. Furthermore, Helvetia Holding AG has been recognized for its commitment to sustainability, receiving various awards for its environmentally-friendly business practices. These milestones highlight the company's long-standing success and dedication to providing quality insurance solutions.

What is the history and background of the company Helvetia Holding?

Helvetia Holding AG is a Swiss insurance company with a rich history and strong financial background. Founded in 1858, Helvetia has been providing insurance and financial services for over 160 years. The company has grown steadily and has expanded its operations internationally, now serving customers in Europe and Asia. Helvetia's commitment to excellence and customer satisfaction has made it a trusted name in the insurance industry. With a diverse portfolio of products and services, Helvetia Holding AG continues to adapt to changing market dynamics while maintaining its core values of reliability, integrity, and innovation.

Who are the main competitors of Helvetia Holding in the market?

The main competitors of Helvetia Holding AG in the market include companies like Swiss Life Holding AG, Zurich Insurance Group Ltd, Swiss Re Ltd, Allianz SE, and Generali Group.

In which industries is Helvetia Holding primarily active?

Helvetia Holding AG is primarily active in the insurance industry.

What is the business model of Helvetia Holding?

The business model of Helvetia Holding AG focuses on providing insurance and financial solutions. As a leading Swiss insurance company, Helvetia offers a broad range of products and services to both individuals and businesses. They specialize in property and casualty insurance, life insurance, as well as asset management and banking services. With a customer-centric approach, Helvetia aims to meet the diverse needs of its clients by offering tailored solutions and strong risk management. By combining expertise and innovation, Helvetia strives to create long-term value and contribute to the financial security and wellbeing of its customers.

What is the P/E ratio of Helvetia Holding 2025?

The Helvetia Holding P/E ratio is 17.64.

What is the P/S ratio of Helvetia Holding 2025?

The Helvetia Holding P/S ratio is 0.91.

What is the Quality Investing of Helvetia Holding?

The Quality Investing for Helvetia Holding is 4/10.

What is the revenue of Helvetia Holding 2025?

The expected Helvetia Holding revenue is 10.08 B CHF.

How high is the profit of Helvetia Holding 2025?

The expected Helvetia Holding profit is 517.42 M CHF.

What is the business model of Helvetia Holding

Helvetia Holding AG is a Swiss insurance group with a diverse portfolio of insurance, retirement, investment products, and financial services. The company was founded in 1858 and is headquartered in St. Gallen. It is currently active in 6 European countries and employs around 7,000 employees. Helvetia's business model focuses on catering to the needs of private and business customers by offering insurance and financial services that provide optimal risk coverage, secure returns, and support for future planning. The company offers a wide range of property and casualty insurance products, including household insurance, liability insurance, car insurance, and disability insurance. It also provides individualized solutions for customers with special insurance needs. Another important area for Helvetia Holding AG is life insurance, which covers risks such as death, accidents, or disability. The product range includes both traditional life insurances and fund-based policies. The company also offers additional products such as pension insurance and investment insurance. In addition to insurance solutions, Helvetia also offers various retirement and investment products. Customers can ensure their private retirement planning with Helvetia retirement planning or optimize their wealth management with Helvetia investment products. There are also targeted offers for real estate financing. For business customers, Helvetia offers its own insurance and risk solutions, including property insurance, transport insurance, liability insurance, accident insurance, and tailor-made insurance solutions for specific risks and industries. A special strength of Helvetia is its expertise in claims management. The company is active in all areas of claims and risk with competent experts and claims specialists. Damage compensation payments are made quickly and without bureaucracy. In addition to these insurance industry sectors, Helvetia also provides a range of financial services, including investment advice, financial planning, and depots. These offerings round off the wide product range. The business model of Helvetia Holding AG is focused on consistently meeting the needs of customers and supporting them with individual insurance, retirement, and investment products. The company can access a wide range of offerings that always meet the current needs of customers. With its expertise in claims management and comprehensive service offerings, Helvetia is a leading insurance and financial services provider throughout Europe.

What is the Helvetia Holding dividend?

Helvetia Holding pays a dividend of 5.5 CHF distributed over payouts per year.

How often does Helvetia Holding pay dividends?

The dividend cannot currently be calculated for Helvetia Holding or the company does not pay out a dividend.

What is the Helvetia Holding ISIN?

The ISIN of Helvetia Holding is CH0466642201.

What is the Helvetia Holding WKN?

The WKN of Helvetia Holding is A2PKFK.

What is the Helvetia Holding ticker?

The ticker of Helvetia Holding is HELN.SW.

How much dividend does Helvetia Holding pay?

Over the past 12 months, Helvetia Holding paid a dividend of 5.9 CHF . This corresponds to a dividend yield of about 3.41 %. For the coming 12 months, Helvetia Holding is expected to pay a dividend of 6.09 CHF.

What is the dividend yield of Helvetia Holding?

The current dividend yield of Helvetia Holding is 3.41 %.

When does Helvetia Holding pay dividends?

Helvetia Holding pays a quarterly dividend. This is distributed in the months of June, June, June, June.

How secure is the dividend of Helvetia Holding?

Helvetia Holding paid dividends every year for the past 25 years.

What is the dividend of Helvetia Holding?

For the upcoming 12 months, dividends amounting to 6.09 CHF are expected. This corresponds to a dividend yield of 3.52 %.

In which sector is Helvetia Holding located?

Helvetia Holding is assigned to the 'Finance' sector.

Wann musste ich die Aktien von Helvetia Holding kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of Helvetia Holding from 5/30/2024 amounting to 6.3 CHF, you needed to have the stock in your portfolio before the ex-date on 5/28/2024.

When did Helvetia Holding pay the last dividend?

The last dividend was paid out on 5/30/2024.

What was the dividend of Helvetia Holding in the year 2024?

In the year 2024, Helvetia Holding distributed 5.9 CHF as dividends.

In which currency does Helvetia Holding pay out the dividend?

The dividends of Helvetia Holding are distributed in CHF.

All fundamentals about Helvetia Holding

Our stock analysis for Helvetia Holding Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Helvetia Holding Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.