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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 69 54 78 100
2. Ageas (XXL, BE)  Multi-line Insurance
2. Ageas (XXL, BE)   Multi-line Insurance 79 78 87 94
3. Aviva (XXL, GB)  Multi-line Insurance
3. Aviva (XXL, GB)   Multi-line Insurance 71 52 39 85
4. Gjensidige Forsikring (XL, NO)  Multi-line Insurance
4. Gjensidige Forsikring (XL, NO)   Multi-line Insurance 11 12 98 78
5. Talanx (XXL, DE)  Multi-line Insurance
5. Talanx (XXL, DE)   Multi-line Insurance 47 98 58 73
6. Zurich Insurance Group (XXL, CH)  Multi-line Insurance
6. Zurich Insurance Group (XXL, CH)   Multi-line Insurance 23 38 41 65
7. Unipol (XXL, IT)  Multi-line Insurance
7. Unipol (XXL, IT)   Multi-line Insurance 83 50 63 63
8. Mapfre (XXL, ES)  Multi-line Insurance
8. Mapfre (XXL, ES)   Multi-line Insurance 99 84 34 56
9. Vienna Insurance Group (XXL, AT)  Multi-line Insurance
9. Vienna Insurance Group (XXL, AT)   Multi-line Insurance 85 74 37 48
10. Bâloise (XL, CH)  Multi-line Insurance
10. Bâloise (XL, CH)   Multi-line Insurance 25 38 49 44

May 16, 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 73 100 100 100
2. Swiss Life (XXL, CH)  Life & Health Insurance
2. Swiss Life (XXL, CH)   Life & Health Insurance 19 34 96 98
3. Swatch (XL, CH)  Apparel, Accessories, Luxury
3. Swatch (XL, CH)   Apparel, Accessories, Luxury 89 1 100 92
4. St. Galler Kantonalbank (XXL, CH)  Regional Banks
4. St. Galler Kantonalbank (XXL, CH)   Regional Banks 55 46 76 91
5. BKW (XL, CH)  Electric Utilities
5. BKW (XL, CH)   Electric Utilities 42 55 90 82
6. Basler Kantonalbank (XXL, CH)  Regional Banks
6. Basler Kantonalbank (XXL, CH)   Regional Banks 82 55 34 82
7. Logitech (XL, CH)  Technology Hardware & Peripherals
7. Logitech (XL, CH)   Technology Hardware & Peripherals 30 57 100 80
8. EFG International (XXL, CH)  Asset Management & Custody
8. EFG International (XXL, CH)   Asset Management & Custody 46 62 68 75
9. DKSH (XXL, CH)  Research & Consulting
9. DKSH (XXL, CH)   Research & Consulting 50 57 74 75
10. STMicroelectronics (XXL, CH)  Semiconductors
10. STMicroelectronics (XXL, CH)   Semiconductors 49 45 78 74

May 16, 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 91 98 91 100
2. Azimut (L, IT)  Asset Management & Custody
2. Azimut (L, IT)   Asset Management & Custody 91 67 91 98
3. VIEL (L, FR)  Investment Banking & Brokerage
3. VIEL (L, FR)   Investment Banking & Brokerage 94 96 45 98
4. Provident (M, GB)  Consumer Finance
4. Provident (M, GB)   Consumer Finance 90 76 78 98
5. L E Lundbergföretagen (L, SE)  Multi-Sector Holdings
5. L E Lundbergföretagen (L, SE)   Multi-Sector Holdings 67 74 83 95
6. Lancashire (M, GB)  Property & Casualty Insurance
6. Lancashire (M, GB)   Property & Casualty Insurance 81 46 70 94
7. International Personal Finance (M, GB)  Consumer Finance
7. International Personal Finance (M, GB)   Consumer Finance 100 44 63 94
8. CMC Markets (M, GB)  Investment Banking & Brokerage
8. CMC Markets (M, GB)   Investment Banking & Brokerage 88 16 91 91
9. Janus Henderson Group (L, GB)  Asset Management & Custody
9. Janus Henderson Group (L, GB)   Asset Management & Custody 61 75 78 89
10. Quilter (L, GB)  Asset Management & Custody
10. Quilter (L, GB)   Asset Management & Custody 69 56 87 89

May 16, 2024


Mid sized companies - similar region as Helvetia

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Ferrexpo (L, CH)  Steel
1. Ferrexpo (L, CH)   Steel 99 85 100 100
2. Romande Energie (M, CH)  Electric Utilities
2. Romande Energie (M, CH)   Electric Utilities 62 83 100 98
3. Bystronic (L, CH)  Industrial Machinery
3. Bystronic (L, CH)   Industrial Machinery 50 25 73 97
4. Coltene (M, CH)  Health Care Supplies
4. Coltene (M, CH)   Health Care Supplies 95 37 82 96
5. Montana Aerospace (L, CH)  Aerospace & Defense
5. Montana Aerospace (L, CH)   Aerospace & Defense 63 100 66 96
6. Starrag (M, CH)  Industrial Machinery
6. Starrag (M, CH)   Industrial Machinery 94 48 94 92
7. Mikron (M, CH)  Industrial Machinery
7. Mikron (M, CH)   Industrial Machinery 74 53 98 90
8. Arbonia (L, CH)  Building Products
8. Arbonia (L, CH)   Building Products 67 61 80 90
9. Phoenix Mecano (L, CH)  Electr. Components & Equipment
9. Phoenix Mecano (L, CH)   Electr. Components & Equipment n/a n/a n/a n/a
10. mobilezone (L, CH)  Electronics Retail
10. mobilezone (L, CH)   Electronics Retail 50 58 82 88

May 16, 2024



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