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

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

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
What is the price of HELN stocks?
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%.
Is Helvetia Holding a good stock to buy?
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%.
Is HELN a buy, sell or hold?
Helvetia Holding has no consensus analysts rating.
What are the forecast for HELN stock price target?
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%