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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 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 XX-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 70 41 78 100
2. Ageas (XXL, BE)  Multi-line Insurance
2. Ageas (XXL, BE)   Multi-line Insurance 82 51 87 94
3. Aviva (XXL, GB)  Multi-line Insurance
3. Aviva (XXL, GB)   Multi-line Insurance 64 29 39 85
4. Gjensidige Forsikring (XL, NO)  Multi-line Insurance
4. Gjensidige Forsikring (XL, NO)   Multi-line Insurance 10 45 98 78
5. Talanx (XXL, DE)  Multi-line Insurance
5. Talanx (XXL, DE)   Multi-line Insurance 44 99 58 73
6. Zurich Insurance Group (XXL, CH)  Multi-line Insurance
6. Zurich Insurance Group (XXL, CH)   Multi-line Insurance 18 67 41 65
7. Unipol (XXL, IT)  Multi-line Insurance
7. Unipol (XXL, IT)   Multi-line Insurance 96 79 63 63
8. Mapfre (XXL, ES)  Multi-line Insurance
8. Mapfre (XXL, ES)   Multi-line Insurance 94 87 34 56
9. Vienna Insurance Group (XXL, AT)  Multi-line Insurance
9. Vienna Insurance Group (XXL, AT)   Multi-line Insurance 98 35 37 48
10. Bâloise (XL, CH)  Multi-line Insurance
10. Bâloise (XL, CH)   Multi-line Insurance 22 69 49 44

November 21, 2024

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. Banque Cantonale De Genève (XXL, CH)  Regional Banks
1. Banque Cantonale De Genève (XXL, CH)   Regional Banks 82 100 73 100
2. Swiss Life (XXL, CH)  Life & Health Insurance
2. Swiss Life (XXL, CH)   Life & Health Insurance 14 33 96 98
3. BKW (XL, CH)  Electric Utilities
3. BKW (XL, CH)   Electric Utilities 37 79 96 92
4. Valiant (XXL, CH)  Regional Banks
4. Valiant (XXL, CH)   Regional Banks 91 73 28 91
5. Swatch (XL, CH)  Apparel, Accessories, Luxury
5. Swatch (XL, CH)   Apparel, Accessories, Luxury 86 4 100 88
6. DKSH (XXL, CH)  Research & Consulting
6. DKSH (XXL, CH)   Research & Consulting 41 79 75 87
7. ALSO (XXL, CH)  Technology Distributors
7. ALSO (XXL, CH)   Technology Distributors 55 82 68 85
8. Emmi (XL, CH)  Packaged Foods & Meats
8. Emmi (XL, CH)   Packaged Foods & Meats 25 89 85 83
9. St. Galler Kantonalbank (XXL, CH)  Regional Banks
9. St. Galler Kantonalbank (XXL, CH)   Regional Banks 55 28 100 82
10. Richemont (XXL, CH)  Apparel, Accessories, Luxury
10. Richemont (XXL, CH)   Apparel, Accessories, Luxury 32 68 82 76

November 21, 2024


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Mid sized companies - similar industry as Helvetia

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. DWS (L, DE)  Asset Management & Custody
1. DWS (L, DE)   Asset Management & Custody 95 81 91 100
2. CMC Markets (M, GB)  Investment Banking & Brokerage
2. CMC Markets (M, GB)   Investment Banking & Brokerage 79 77 88 100
3. Azimut (L, IT)  Asset Management & Custody
3. Azimut (L, IT)   Asset Management & Custody 85 53 92 96
4. International Personal Finance (M, GB)  Consumer Finance
4. International Personal Finance (M, GB)   Consumer Finance 99 41 62 96
5. L E Lundbergföretagen (L, SE)  Multi-Sector Holdings
5. L E Lundbergföretagen (L, SE)   Multi-Sector Holdings 71 67 84 94
6. VIEL (L, FR)  Investment Banking & Brokerage
6. VIEL (L, FR)   Investment Banking & Brokerage 87 79 43 94
7. Man Group (L, GB)  Asset Management & Custody
7. Man Group (L, GB)   Asset Management & Custody 91 81 51 94
8. MLP (L, DE)  Asset Management & Custody
8. MLP (L, DE)   Asset Management & Custody 91 69 51 94
9. Lancashire (M, GB)  Property & Casualty Insurance
9. Lancashire (M, GB)   Property & Casualty Insurance 86 47 70 94
10. Janus Henderson Group (L, GB)  Asset Management & Custody
10. Janus Henderson Group (L, GB)   Asset Management & Custody 41 99 70 92

November 21, 2024


Mid sized companies - similar region as Helvetia

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Coltene (M, CH)  Health Care Supplies
1. Coltene (M, CH)   Health Care Supplies 88 34 76 94
2. Ascom (M, CH)  Health Care Technology
2. Ascom (M, CH)   Health Care Technology 88 30 92 92
3. V-ZUG Holding (M, CH)  Household Appliances
3. V-ZUG Holding (M, CH)   Household Appliances 94 52 86 92
4. Arbonia (L, CH)  Building Products
4. Arbonia (L, CH)   Building Products 52 80 74 92
5. mobilezone (L, CH)  Electronics Retail
5. mobilezone (L, CH)   Electronics Retail 54 82 65 90
6. Romande Energie (M, CH)  Electric Utilities
6. Romande Energie (M, CH)   Electric Utilities 65 37 100 90
7. CPH Chemie + Papier (M, CH)  Paper Products
7. CPH Chemie + Papier (M, CH)   Paper Products 72 39 96 90
8. Phoenix Mecano (L, CH)  Electr. Components & Equipment
8. Phoenix Mecano (L, CH)   Electr. Components & Equipment n/a n/a n/a n/a
9. Schweiter Technologies (L, CH)  Building Products
9. Schweiter Technologies (L, CH)   Building Products 94 37 72 88
10. Landis+Gyr Group (L, CH)  Electronic Equipment
10. Landis+Gyr Group (L, CH)   Electronic Equipment n/a n/a n/a n/a

November 21, 2024



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