Helvetia Holding AG HELN
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
Trading Information
- Previous Close Price
- CHF 146.10
- Day Range
- CHF 144.90–146.90
- 52-Week Range
- CHF 114.70–147.40
- Bid/Ask
- CHF 0.00 / CHF 147.20
- Market Cap
- CHF 7.76 Bil
- Volume/Avg
- 57,648 / 62,085
Key Statistics
- Price/Earnings (Normalized)
- 21.55
- Price/Sales
- 0.71
- Dividend Yield (Trailing)
- 4.29%
- Dividend Yield (Forward)
- 4.29%
- Total Yield
- 4.29%
Company Profile
Helvetia Holding AG is a diversified insurance company. The company operates multiple segments including life, nonlife, and other activities. The company's life segment offers life insurance, pension plans, and annuities and generates most of the company's revenue. Helvetia derives the vast majority of its revenue within Switzerland, followed by Germany and Italy. Helvetia's business focuses on retail customers, as well as corporations of all sizes. It considers merger and acquisition investment as a component of its operational growth strategy.
- Sector
- Financial Services
- Industry
- Insurance - Diversified
- Stock Style Box
- Mid Core
- Total Number of Employees
- 14,104
- Website
- https://www.helvetia.com
Comparables
Valuation
|
Metric
|
HELN
|
BALN
|
CB
|
|---|---|---|---|
Price/Earnings (Normalized) | 21.55 | 31.28 | 12.05 |
Price/Book Value | 2.31 | 2.23 | 1.92 |
Price/Sales | 0.71 | 1.23 | 2.21 |
Price/Cash Flow | 5.47 | — | 10.89 |
Price/Earnings
HELN
BALN
CB
Financial Strength
|
Metric
|
HELN
|
BALN
|
CB
|
|---|---|---|---|
Quick Ratio | — | — | — |
Current Ratio | — | — | — |
Interest Coverage | 21.50 | 14.92 | 15.72 |
Quick Ratio
No chart available
Profitability
|
Metric
|
HELN
|
BALN
|
CB
|
|---|---|---|---|
Return on Assets (Normalized) | 0.37% | 0.34% | 4.36% |
Return on Equity (Normalized) | 6.60% | 7.92% | 17.26% |
Return on Invested Capital (Normalized) | 4.92% | 4.13% | 13.26% |
Return on Assets
HELN
BALN
CB
Insurance - Diversified Industry Comparables
|
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United States