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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 79 39 78 100
2. Ageas (XL, BE)  Multi-line Insurance
2. Ageas (XL, BE)   Multi-line Insurance 95 39 87 94
3. Aviva (XXL, GB)  Multi-line Insurance
3. Aviva (XXL, GB)   Multi-line Insurance 77 3 39 85
4. Gjensidige Forsikring (XL, NO)  Multi-line Insurance
4. Gjensidige Forsikring (XL, NO)   Multi-line Insurance 5 45 98 78
5. Talanx (XXL, DE)  Multi-line Insurance
5. Talanx (XXL, DE)   Multi-line Insurance 49 100 58 73
6. Zurich Insurance Group (XXL, CH)  Multi-line Insurance
6. Zurich Insurance Group (XXL, CH)   Multi-line Insurance 19 65 41 65
7. Unipol (XXL, IT)  Multi-line Insurance
7. Unipol (XXL, IT)   Multi-line Insurance 87 67 63 63
8. Mapfre (XXL, ES)  Multi-line Insurance
8. Mapfre (XXL, ES)   Multi-line Insurance 93 81 34 56
9. Vienna Insurance Group (XXL, AT)  Multi-line Insurance
9. Vienna Insurance Group (XXL, AT)   Multi-line Insurance 97 43 37 48
10. Bâloise (XL, CH)  Multi-line Insurance
10. Bâloise (XL, CH)   Multi-line Insurance 27 49 49 44

December 19, 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. Swiss Life (XXL, CH)  Life & Health Insurance
1. Swiss Life (XXL, CH)   Life & Health Insurance 11 23 96 98
2. BKW (XL, CH)  Electric Utilities
2. BKW (XL, CH)   Electric Utilities 37 83 94 94
3. Swatch (XL, CH)  Apparel, Accessories, Luxury
3. Swatch (XL, CH)   Apparel, Accessories, Luxury 84 4 100 92
4. Bell (XL, CH)  Packaged Foods & Meats
4. Bell (XL, CH)   Packaged Foods & Meats 71 77 70 92
5. ALSO (XL, CH)  Technology Distributors
5. ALSO (XL, CH)   Technology Distributors 57 98 66 90
6. Emmi (XL, CH)  Packaged Foods & Meats
6. Emmi (XL, CH)   Packaged Foods & Meats 29 85 84 82
7. Richemont (XXL, CH)  Apparel, Accessories, Luxury
7. Richemont (XXL, CH)   Apparel, Accessories, Luxury 34 70 82 76
8. Chubb (XXL, CH)  Property & Casualty Insurance
8. Chubb (XXL, CH)   Property & Casualty Insurance 11 79 52 74
9. DKSH (XXL, CH)  Research & Consulting
9. DKSH (XXL, CH)   Research & Consulting 37 63 77 73
10. Swiss Re (XXL, CH)  Reinsurance
10. Swiss Re (XXL, CH)   Reinsurance 35 99 21 70

December 19, 2024


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Mid sized companies - similar industry 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 82 100 73 100
2. St. Galler Kantonalbank (M, CH)  Regional Banks
2. St. Galler Kantonalbank (M, CH)   Regional Banks 46 55 100 91
3. Valiant (M, CH)  Regional Banks
3. Valiant (M, CH)   Regional Banks 100 46 37 82
4. VZ (M, CH)  Asset Management & Custody
4. VZ (M, CH)   Asset Management & Custody 3 91 77 73
5. Luzerner Kantonalbank (M, CH)  Regional Banks
5. Luzerner Kantonalbank (M, CH)   Regional Banks 64 82 28 73
6. Julius Bär (L, CH)  Asset Management & Custody
6. Julius Bär (L, CH)   Asset Management & Custody 47 95 25 71
7. Leonteq (M, CH)  Investment Banking & Brokerage
7. Leonteq (M, CH)   Investment Banking & Brokerage 99 49 15 69
8. Vontobel (L, CH)  Asset Management & Custody
8. Vontobel (L, CH)   Asset Management & Custody 17 69 89 67
9. CFT (L, CH)  Investment Banking & Brokerage
9. CFT (L, CH)   Investment Banking & Brokerage 61 57 44 67
10. EFG International (M, CH)  Asset Management & Custody
10. EFG International (M, CH)   Asset Management & Custody 45 37 78 61

December 19, 2024


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 82 100 73 100
2. V-ZUG Holding (M, CH)  Household Appliances
2. V-ZUG Holding (M, CH)   Household Appliances 92 56 86 96
3. Mikron (M, CH)  Industrial Machinery
3. Mikron (M, CH)   Industrial Machinery 82 53 96 96
4. Arbonia (M, CH)  Building Products
4. Arbonia (M, CH)   Building Products 62 80 72 92
5. CPH Chemie + Papier (M, CH)  Paper Products
5. CPH Chemie + Papier (M, CH)   Paper Products 70 53 92 92
6. mobilezone (L, CH)  Electronics Retail
6. mobilezone (L, CH)   Electronics Retail 76 65 67 92
7. Ascom (M, CH)  Health Care Technology
7. Ascom (M, CH)   Health Care Technology 96 34 92 92
8. St. Galler Kantonalbank (M, CH)  Regional Banks
8. St. Galler Kantonalbank (M, CH)   Regional Banks 46 55 100 91
9. Romande Energie (L, CH)  Electric Utilities
9. Romande Energie (L, CH)   Electric Utilities 61 41 100 90
10. SKAN (M, CH)  Life Sciences Tools & Services
10. SKAN (M, CH)   Life Sciences Tools & Services 7 87 94 89

December 19, 2024



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