Business Description
Helvetia Holding AG
ISIN : CH0466642201
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Traded in other countries / regions
HELN.SwitzerlandHELNz.UKHLVTY.USAHVXA.Germany IPO Date
2009-11-12Description
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.
Financial Strength
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 0.95 | |||||
| Equity-to-Asset | 0.06 | |||||
| Debt-to-Equity | 0.52 | |||||
| Debt-to-EBITDA | 3.53 | |||||
| Interest Coverage | 25.11 | |||||
| Piotroski F-Score | 5/9 | |||||
| Beneish M-Score | -2.39 | |||||
| WACC vs ROIC | ||||||
Growth Rank
1/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 0.1 | |||||
| 3-Year EBITDA Growth Rate | 2.6 | |||||
| 3-Year EPS without NRI Growth Rate | -7.1 | |||||
| 3-Year FCF Growth Rate | 41.9 | |||||
| 3-Year Book Growth Rate | -17.4 |
Momentum Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 79.66 | |||||
| 9-Day RSI | 68.44 | |||||
| 14-Day RSI | 60.47 | |||||
| 6-1 Month Momentum % | -1.02 | |||||
| 12-1 Month Momentum % | -3.91 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 4.74 | |||||
| Dividend Payout Ratio | 1.13 | |||||
| 3-Year Dividend Growth Rate | 5.7 | |||||
| Forward Dividend Yield % | 5.06 | |||||
| 5-Year Yield-on-Cost % | 5.99 | |||||
| Shareholder Yield % | 5.53 |
Profitability Rank
4/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Net Margin % | 2.7 | |||||
| FCF Margin % | 8.65 | |||||
| ROE % | 7.33 | |||||
| ROA % | 0.49 | |||||
| ROIC % | 0.55 | |||||
| Years of Profitability over Past 10-Year | 10 |
GF Value Rank
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 23.8 | |||||
| PE Ratio without NRI | 23.8 | |||||
| Shiller PE Ratio | 15.72 | |||||
| PS Ratio | 0.63 | |||||
| PB Ratio | 1.97 | |||||
| Price-to-Tangible-Book | 3.73 | |||||
| Price-to-Free-Cash-Flow | 7.2 | |||||
| Price-to-Operating-Cash-Flow | 6.44 | |||||
| EV-to-EBIT | 18.63 | |||||
| EV-to-EBITDA | 12.71 | |||||
| EV-to-Revenue | 0.68 | |||||
| EV-to-FCF | 7.89 | |||||
| Price-to-Projected-FCF | 1.06 | |||||
| Price-to-Median-PS-Value | 1.13 | |||||
| Price-to-Graham-Number | 1.99 | |||||
| Earnings Yield (Greenblatt) % | 5.37 | |||||
| FCF Yield % | 13.77 | |||||
| Forward Rate of Return (Yacktman) % | 6.02 |
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
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Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
Helvetia Holding AG Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil CHF) | 10,484.2 | ||
| EPS (TTM) (CHF) | 5.24 | ||
| Beta | -0.17 | ||
| Volatility % | 15.97 | ||
| 14-Day RSI | 60.47 | ||
| 14-Day ATR (CHF) | 1.691828 | ||
| 20-Day SMA (CHF) | 120.425 | ||
| 12-1 Month Momentum % | -3.91 | ||
| 52-Week Range (CHF) | 115 - 137.1 | ||
| Shares Outstanding (Mil) | 52.84 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 5 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Helvetia Holding AG Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Helvetia Holding AG Stock Events
| Event | Date | Price(CHF) | ||
|---|---|---|---|---|
| No Event Data | ||||
Helvetia Holding AG Frequently Asked Questions
What is Helvetia Holding AG(CHIX:HELNz)'s stock price today?
The current price of CHIX:HELNz is CHF124.40. The 52 week high of CHIX:HELNz is CHF137.10 and 52 week low is CHF115.00.
When is next earnings date of Helvetia Holding AG(CHIX:HELNz)?
The next earnings date of Helvetia Holding AG(CHIX:HELNz) is .
Does Helvetia Holding AG(CHIX:HELNz) pay dividends? If so, how much?
The Dividend Yield %  of Helvetia Holding AG(CHIX:HELNz) is 4.74% (As of Today), Highest Dividend Payout Ratio of Helvetia Holding AG(CHIX:HELNz) was 2.25. The lowest was 0.41. And the median was 0.59. The  Forward Dividend Yield % of Helvetia Holding AG(CHIX:HELNz) is 5.06%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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