A+ Stock Grade Summary:
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COMPANY SUMMARY
Helvetia Baloise Holding AG engages in life and non-life insurance, and reinsurance business. It offers life insurance products in the areas of investment-linked, group life, and traditional individual life others; non-life insurance products in the areas of property, motor vehicle, health/accident, liability, engineering, and transport; and pure risk, savings, endowment, and annuity insurance products, as well as pension plans and asset management services. The company also provides marine, aviation, and art insurance. It operates in Switzerland, Spain, Germany, Belgium, Luxembourg, Italian and Austrian Markets, France, and internationally The company was formerly known as Helvetia Holding AG and changed its name to Helvetia Baloise Holding AG in April 2022. Helvetia Baloise Holding AG was incorporated in 2017 and is headquartered in Basel, Switzerland.
Financial Summary
| Share Statistics | HLVTY | Industry Median |
Percentile (All Stocks) |
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| Market Cap (Mil) | $26,568.1 | $7,055.8 | 89% |
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| Shares Out (Mil) | 66.0 | 66.0 | 54% |
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| Institutional Ownership | 49.9% | 81.8% | 27% |
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| Float (Mil) | 80.9 | 67.4 | 57% |
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| Beta | 0.33 | 0.52 | 19% |
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| Avg Daily Volume (000s) | 0 | 186 | 0% |
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| Price Change (52-week) |
na | 90.4% | na |
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| Growth | HLVTY | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 2.4% | 5.6% | 24% |
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| Net Income (5yr) | 18.4% | 14.5% | 70% |
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| EPS (5yr) | 19.3% | 15.6% | 67 |
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| Dividends (5yr) | 11.4% | 3.8% | 99% |
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| Cash Flow (5yr) | 40.8% | (14.5%) | 91% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | na | na | na | |
| Current EPS | na | na | na | |
| Month Ago EPS | na | na | na | |
| # Rev Up | na | na | na | |
| # Rev Down | na | na | na | |
| Three Months Ago EPS | na | na | na | |
| Year/Year Chg | na | na | na | |
| Financials | HLVTY | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $13,016 | $5,065 | 87% |
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| Net Income (TTM) (Mil) | $697 | $534 | 83% |
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| EPS (TTM) | $13.016 | $2.500 | 96% |
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| Operating Cash Flow (TTM) (Mil) | $997 | $499 | 81% |
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| Net Cash Flow (TTM) (Mil) | $3,917 | $3 | 99% |
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| Long-Term Debt (Q1) (Mil) | $18,847 | $844 | 95% |
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| Enterprise Value (Q1) (Mil) | $40,454 | $7,585 | 90% |
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| Valuation | HLVTY | Industry Median |
Percentile (All Stocks) |
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| P/B | na | 1.77 | na |
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| P/E | na | 12.9 | na |
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| Dividend Yield | na | 0.9% | na |
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| PEG (5yr hist) | na | 0.5 | na |
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| Ratios | HLVTY | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 24.4% | 33.4% | 27% |
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| Net Margin | 5.4% | 9.9% | 50% |
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| ROA | 0.6% | 2.7% | 42% |
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| ROE | 6.8% | 14.8% | 48% |
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| Liabilities to Assets | 90.6% | 76.7% | 87% |
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| F-Score | na | 6 | na |
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Helvetia Baloise Holding AG did not pass any screens on 7/31/2026.
