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Alternative stocks to Helvetia (SWX:HELN)


These are the alternatives to Helvetia that fall within the same industry, Multi-line Insurance, or region, Switzerland.

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For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. The higher the rank, the better the stock performs than its peers. And, we do this for six investment strategies:

Value - shows how good of a value the stock is. Green is "inexpensive"; red is "expensive".

Growth - shows a company's growth potential. Green is "high growth" expected; red is "tough times ahead".

Safety - relates to the amount of debt a company has. Green is low debt level; red is high debt level.

Combined Financial - this isn't an average of the first three ranks but rather a consolidated view across several financial indicators. Green = good; red = tread carefully.

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Helvetia stock research in summary

helvetia.com


Helvetia shares are more expensive than other comparable stocks. They show above average growth and are safely financed, but are poor value. We recommend evaluating whether the future of the company Helvetia is really as positive as the high price of the shares suggests. If you come to the conclusion that the future for this company is only average, that could be a reason to sell this share.


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Country Switzerland
Industry Multi-line Insurance
Index
Size class X-Large

Large companies - similar industry as Helvetia

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. AXA (XXL, FR)  Multi-line Insurance
1. AXA (XXL, FR)   Multi-line Insurance 71 31 78 100
2. Ageas (XL, BE)  Multi-line Insurance
2. Ageas (XL, BE)   Multi-line Insurance 79 73 87 94
3. Aviva (XXL, GB)  Multi-line Insurance
3. Aviva (XXL, GB)   Multi-line Insurance 69 53 39 85
4. Gjensidige Forsikring (XL, NO)  Multi-line Insurance
4. Gjensidige Forsikring (XL, NO)   Multi-line Insurance 5 87 98 78
5. Talanx (XXL, DE)  Multi-line Insurance
5. Talanx (XXL, DE)   Multi-line Insurance 47 97 58 73
6. Zurich Insurance Group (XXL, CH)  Multi-line Insurance
6. Zurich Insurance Group (XXL, CH)   Multi-line Insurance 17 87 41 65
7. Unipol (XXL, IT)  Multi-line Insurance
7. Unipol (XXL, IT)   Multi-line Insurance 81 99 63 63
8. Mapfre (XXL, ES)  Multi-line Insurance
8. Mapfre (XXL, ES)   Multi-line Insurance 85 79 34 56
9. Vienna Insurance Group (XXL, AT)  Multi-line Insurance
9. Vienna Insurance Group (XXL, AT)   Multi-line Insurance 81 93 37 48
10. Bâloise (XL, CH)  Multi-line Insurance
10. Bâloise (XL, CH)   Multi-line Insurance 27 69 49 44

May 15, 2025

Why popular stocks have low ratings

It’s easier said than done. When your stock drops, it’s easy to want to sell it and find a better performer. Think twice, or even three times, before trading. Those fees (especially the hidden ones) can eat up your gains.

Large companies - similar region as Helvetia

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Swatch (XL, CH)  Apparel, Accessories, Luxury
1. Swatch (XL, CH)   Apparel, Accessories, Luxury 79 26 100 100
2. Swiss Life (XXL, CH)  Life & Health Insurance
2. Swiss Life (XXL, CH)   Life & Health Insurance 11 13 96 98
3. ALSO (XL, CH)  Technology Distributors
3. ALSO (XL, CH)   Technology Distributors 40 96 73 96
4. BKW (XL, CH)  Electric Utilities
4. BKW (XL, CH)   Electric Utilities 35 83 99 95
5. DKSH (XXL, CH)  Research & Consulting
5. DKSH (XXL, CH)   Research & Consulting 45 77 86 94
6. ABB (XXL, CH)  Electr. Components & Equipment
6. ABB (XXL, CH)   Electr. Components & Equipment 18 78 77 78
7. SFS (XL, CH)  Industrial Machinery
7. SFS (XL, CH)   Industrial Machinery n/a n/a n/a n/a
8. Chubb (XXL, CH)  Property & Casualty Insurance
8. Chubb (XXL, CH)   Property & Casualty Insurance 13 43 52 74
9. Swiss Re (XXL, CH)  Reinsurance
9. Swiss Re (XXL, CH)   Reinsurance 29 95 21 70
10. Alcon (XL, CH)  Health Care Supplies
10. Alcon (XL, CH)   Health Care Supplies 21 70 69 69

May 15, 2025


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Mid sized companies - similar industry as Helvetia

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. St. Galler Kantonalbank (M, CH)  Regional Banks
1. St. Galler Kantonalbank (M, CH)   Regional Banks 46 91 73 100
2. Banque Cantonale De Genève (M, CH)  Regional Banks
2. Banque Cantonale De Genève (M, CH)   Regional Banks 82 19 100 91
3. Leonteq (M, CH)  Investment Banking & Brokerage
3. Leonteq (M, CH)   Investment Banking & Brokerage 95 82 11 84
4. EFG International (M, CH)  Asset Management & Custody
4. EFG International (M, CH)   Asset Management & Custody 35 68 79 79
5. Berner Kantonalbank (M, CH)  Regional Banks
5. Berner Kantonalbank (M, CH)   Regional Banks 37 55 82 64
6. Basellandschaftliche Kantonalbank (M, CH)  Regional Banks
6. Basellandschaftliche Kantonalbank (M, CH)   Regional Banks 100 55 19 64
7. Valiant (M, CH)  Regional Banks
7. Valiant (M, CH)   Regional Banks 91 73 1 55
8. VZ (M, CH)  Asset Management & Custody
8. VZ (M, CH)   Asset Management & Custody 1 87 65 52
9. CFT (L, CH)  Investment Banking & Brokerage
9. CFT (L, CH)   Investment Banking & Brokerage 41 66 40 47
10. Basler Kantonalbank (M, CH)  Regional Banks
10. Basler Kantonalbank (M, CH)   Regional Banks 73 73 10 46

May 15, 2025


Mid sized companies - similar region as Helvetia

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Tecan Group (L, CH)  Life Sciences Tools & Services
1. Tecan Group (L, CH)   Life Sciences Tools & Services 55 65 86 100
2. St. Galler Kantonalbank (M, CH)  Regional Banks
2. St. Galler Kantonalbank (M, CH)   Regional Banks 46 91 73 100
3. Ascom (M, CH)  Health Care Technology
3. Ascom (M, CH)   Health Care Technology 90 44 96 98
4. V-ZUG Holding (M, CH)  Household Appliances
4. V-ZUG Holding (M, CH)   Household Appliances 61 92 84 98
5. CPH Chemie + Papier (M, CH)  Paper Products
5. CPH Chemie + Papier (M, CH)   Paper Products 51 81 94 98
6. Phoenix Mecano (L, CH)  Electr. Components & Equipment
6. Phoenix Mecano (L, CH)   Electr. Components & Equipment n/a n/a n/a n/a
7. Vetropack (L, CH)  Metal & Glass Containers
7. Vetropack (L, CH)   Metal & Glass Containers 93 79 57 96
8. Montana Aerospace (L, CH)  Aerospace & Defense
8. Montana Aerospace (L, CH)   Aerospace & Defense 50 72 77 92
9. Arbonia (M, CH)  Building Products
9. Arbonia (M, CH)   Building Products 98 40 77 92
10. Banque Cantonale De Genève (M, CH)  Regional Banks
10. Banque Cantonale De Genève (M, CH)   Regional Banks 82 19 100 91

May 15, 2025



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