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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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See Helvetia Performance

Helvetia stock research in summary

helvetia.com


Helvetia shares are more expensive than other comparable stocks. They are safely financed and show above average growth, 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 59 78 100
2. Ageas (XL, BE)  Multi-line Insurance
2. Ageas (XL, BE)   Multi-line Insurance 77 97 87 94
3. Aviva (XXL, GB)  Multi-line Insurance
3. Aviva (XXL, GB)   Multi-line Insurance 63 43 39 85
4. Gjensidige Forsikring (XL, NO)  Multi-line Insurance
4. Gjensidige Forsikring (XL, NO)   Multi-line Insurance 5 83 98 78
5. Talanx (XXL, DE)  Multi-line Insurance
5. Talanx (XXL, DE)   Multi-line Insurance 55 100 58 73
6. Zurich Insurance Group (XXL, CH)  Multi-line Insurance
6. Zurich Insurance Group (XXL, CH)   Multi-line Insurance 21 51 41 65
7. Unipol (XXL, IT)  Multi-line Insurance
7. Unipol (XXL, IT)   Multi-line Insurance 79 95 63 63
8. Mapfre (XXL, ES)  Multi-line Insurance
8. Mapfre (XXL, ES)   Multi-line Insurance 85 91 34 56
9. Vienna Insurance Group (XXL, AT)  Multi-line Insurance
9. Vienna Insurance Group (XXL, AT)   Multi-line Insurance 83 97 37 48
10. Bâloise (XL, CH)  Multi-line Insurance
10. Bâloise (XL, CH)   Multi-line Insurance 29 55 49 44

June 26, 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 91 17 100 98
2. Swiss Life (XXL, CH)  Life & Health Insurance
2. Swiss Life (XXL, CH)   Life & Health Insurance 17 7 96 98
3. Bell (XL, CH)  Packaged Foods & Meats
3. Bell (XL, CH)   Packaged Foods & Meats 73 77 70 94
4. ALSO (XL, CH)  Technology Distributors
4. ALSO (XL, CH)   Technology Distributors 52 93 74 94
5. DKSH (XXL, CH)  Research & Consulting
5. DKSH (XXL, CH)   Research & Consulting 47 83 86 90
6. STMicroelectronics (XXL, CH)  Semiconductors
6. STMicroelectronics (XXL, CH)   Semiconductors 44 58 79 83
7. BKW (XL, CH)  Electric Utilities
7. BKW (XL, CH)   Electric Utilities 30 64 96 74
8. Chubb (XXL, CH)  Property & Casualty Insurance
8. Chubb (XXL, CH)   Property & Casualty Insurance 17 37 52 74
9. Sulzer (XL, CH)  Industrial Machinery
9. Sulzer (XL, CH)   Industrial Machinery 47 93 35 71
10. Richemont (XXL, CH)  Apparel, Accessories, Luxury
10. Richemont (XXL, CH)   Apparel, Accessories, Luxury 17 77 79 71

June 26, 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 64 100
2. Banque Cantonale De Genève (M, CH)  Regional Banks
2. Banque Cantonale De Genève (M, CH)   Regional Banks 82 19 100 100
3. Leonteq (M, CH)  Investment Banking & Brokerage
3. Leonteq (M, CH)   Investment Banking & Brokerage 97 68 11 71
4. EFG International (M, CH)  Asset Management & Custody
4. EFG International (M, CH)   Asset Management & Custody 35 52 78 62
5. Luzerner Kantonalbank (M, CH)  Regional Banks
5. Luzerner Kantonalbank (M, CH)   Regional Banks 55 73 46 61
6. Valiant (M, CH)  Regional Banks
6. Valiant (M, CH)   Regional Banks 91 82 1 61
7. Berner Kantonalbank (M, CH)  Regional Banks
7. Berner Kantonalbank (M, CH)   Regional Banks 37 55 82 61
8. VZ (M, CH)  Asset Management & Custody
8. VZ (M, CH)   Asset Management & Custody 1 89 70 55
9. Basellandschaftliche Kantonalbank (M, CH)  Regional Banks
9. Basellandschaftliche Kantonalbank (M, CH)   Regional Banks 100 46 19 51
10. CFT (L, CH)  Investment Banking & Brokerage
10. CFT (L, CH)   Investment Banking & Brokerage 41 60 41 36

June 26, 2025


Mid sized companies - similar region as Helvetia

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Banque Cantonale De Genève (M, CH)  Regional Banks
1. Banque Cantonale De Genève (M, CH)   Regional Banks 82 19 100 100
2. St. Galler Kantonalbank (M, CH)  Regional Banks
2. St. Galler Kantonalbank (M, CH)   Regional Banks 46 91 64 100
3. V-ZUG Holding (M, CH)  Household Appliances
3. V-ZUG Holding (M, CH)   Household Appliances 55 90 84 98
4. Tecan Group (L, CH)  Life Sciences Tools & Services
4. Tecan Group (L, CH)   Life Sciences Tools & Services 64 71 88 98
5. CPH Chemie + Papier (M, CH)  Paper Products
5. CPH Chemie + Papier (M, CH)   Paper Products 45 83 94 98
6. Arbonia (M, CH)  Building Products
6. Arbonia (M, CH)   Building Products 97 47 78 94
7. Ascom (M, CH)  Health Care Technology
7. Ascom (M, CH)   Health Care Technology 90 20 94 94
8. Zehnder Group (L, CH)  Building Products
8. Zehnder Group (L, CH)   Building Products n/a n/a n/a n/a
9. SoftwareONE Holding (L, CH)  Technology Distributors
9. SoftwareONE Holding (L, CH)   Technology Distributors 70 73 62 92
10. Phoenix Mecano (L, CH)  Electr. Components & Equipment
10. Phoenix Mecano (L, CH)   Electr. Components & Equipment n/a n/a n/a n/a

June 26, 2025



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