HELN 📈 Helvetia Holding - Overview
Exchange: SW • Country: Switzerland • Currency: CHF • Type: Common Stock • ISIN: CH0466642201
HELN: Life Insurance, Non-Life Insurance, Reinsurance, Annuities, Pension Plans
Helvetia Holding AG operates as a diversified insurance company, providing a wide range of life and non-life insurance products, as well as reinsurance solutions, to individuals and businesses across various regions, including Switzerland, Germany, Austria, Spain, Italy, France, and other international markets. The company's life insurance portfolio encompasses investment-linked products, group life insurance, and other specialized offerings, while its non-life insurance segment covers property, motor vehicle, health and accident, liability, and transport insurance. Additionally, Helvetia Holding AG offers annuity insurance products and pension plans, catering to the retirement planning needs of its clients.
With a rich history dating back to 1858, Helvetia Holding AG has established itself as a reputable player in the insurance industry, with its headquarters located in Sankt Gallen, Switzerland. The company's website, https://www.helvetia.com, provides access to detailed information about its products, services, and financial performance. As a publicly traded company, Helvetia Holding AG's common stock is listed under the ISIN code CH0466642201, and it is classified under the GICS Sub Industry category of Multi-line Insurance, reflecting its diverse range of insurance offerings.
Helvetia Holding AG's extensive geographic presence and broad product portfolio enable it to cater to a wide range of customer needs, from individual policyholders to large corporate clients. The company's long history and experience in the insurance market have allowed it to develop a deep understanding of the complex risks and challenges faced by its clients, enabling it to provide tailored insurance solutions that meet their specific requirements. As a result, Helvetia Holding AG has established itself as a trusted and reliable partner for individuals and businesses seeking comprehensive insurance coverage and risk management solutions.
Additional Sources for HELN Stock
HELN Stock Overview
Market Cap in USD | 8,722m |
Sector | Financial Services |
Industry | Insurance - Diversified |
GiC Sub-Industry | Multi-line Insurance |
IPO / Inception |
HELN Stock Ratings
Growth 5y | 52.0% |
Fundamental | -12.1% |
Dividend | 64.7% |
Rel. Strength Industry | 10.7 |
Analysts | - |
Fair Price Momentum | 153.29 CHF |
Fair Price DCF | 444.20 CHF |
HELN Dividends
Dividend Yield 12m | 4.33% |
Yield on Cost 5y | 5.81% |
Annual Growth 5y | 4.21% |
Payout Consistency | 93.6% |
HELN Growth Ratios
Growth Correlation 3m | 15.8% |
Growth Correlation 12m | 91.9% |
Growth Correlation 5y | 85.4% |
CAGR 5y | 6.04% |
CAGR/Mean DD 5y | 0.36 |
Sharpe Ratio 12m | 1.54 |
Alpha | 10.50 |
Beta | 0.82 |
Volatility | 19.19% |
Current Volume | 146.2k |
Average Volume 20d | 79.2k |
As of December 21, 2024, the stock is trading at CHF 145.50 with a total of 146,190 shares traded.
Over the past week, the price has changed by -1.62%, over one month by -3.38%, over three months by +7.45% and over the past year by +31.73%.
Neither. Based on ValueRay Fundamental Analyses, Helvetia Holding is currently (December 2024) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of -12.12 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of HELN as of December 2024 is 153.29. This means that HELN is currently overvalued and has a potential downside of 5.35%.
Helvetia Holding has no consensus analysts rating.
According to ValueRays Forecast Model, HELN Helvetia Holding will be worth about 166.4 in December 2025. The stock is currently trading at 145.50. This means that the stock has a potential upside of +14.38%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 146.2 | 0.5% |
Analysts Target Price | - | - |
ValueRay Target Price | 166.4 | 14.4% |