Stock Research: Helvetia Baloise Holding

Independent stock analysis through peer comparison: Get the 360° View as an objective basis for stock decision-making and explore the detailed ranks.

Helvetia Baloise Holding

SWX:HBAN CH0466642201
55
  • Value
    29
  • Growth
    86
  • Safety
    Safety
    47
  • Combined
    60
  • Sentiment
    55
  • 360° View
    360° View
    55
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Company Description

Helvetia Holding AG is a Switzerland-based all-lines insurance service group. It operates in life and non-life insurance, including property, motor vehicle, liability, and transport policies. Helvetia operates in Switzerland, Germany, Italy, and Spain. In the last fiscal year, the company had a market cap of $12,808 million and 14442 employees.

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ANALYSIS: With an Obermatt 360° View of 55 (better than 55% compared with alternatives), overall professional sentiment and financial characteristics for the stock Helvetia Baloise Holding are above average. The 360° View is based on consolidating four consolidated indicators, with half of the metrics below and half above average for Helvetia Baloise Holding. The consolidated Growth Rank has a good rank of 86, which means that the company experiences above-average growth momentum when looking at financial metrics such as revenue, profit, and invested capital growth as well as stock returns. This means that growth is higher than for 86% of competitors in the same industry. The consolidated Sentiment Rank also has a good rank of 55, which means that professional investors are more optimistic about the stock than for 55% of alternative investment opportunities. But the consolidated Value Rank has a less desirable rank of 29, which means that the share price of Helvetia Baloise Holding is on the higher side compared with typical size in indicators such as revenues, profits, and invested capital. This means the stock price is higher than for 71% of alternative stocks in the same industry. Finally, the consolidated Safety Rank has a riskier rank of 47, which means that the company has a financing structure that is riskier than those of 53% comparable companies when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. ...read more

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The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 23-Apr-2026.

Make Sense of the Ranks

The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

Detailed and Historical Ranks

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Metrics Current 2025 2024 2023
Value
29 25 33 43
Growth
86 63 9 85
Safety
Safety
47 83 83 83
Sentiment
55 1 5 63
360° View
360° View
55 9 9 73
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Metrics Current 2025 2024 2023
Analyst Opinions
69 7 1 6
Opinions Change
50 15 4 50
Pro Holdings
n/a 11 9 93
Market Pulse
60 41 73 68
Sentiment
55 1 5 63
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Metrics Current 2025 2024 2023
Value
29 25 33 43
Growth
86 63 9 85
Safety Safety
47 83 83 83
Combined
60 32 32 32
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
49 59 69 74
Price vs. Earnings (P/E)
10 15 15 31
Price vs. Book (P/B)
58 20 28 52
Dividend Yield
37 31 44 39
Value
29 25 33 43
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Metrics Current 2025 2024 2023
Revenue Growth
98 31 27 69
Profit Growth
52 92 16 82
Capital Growth
72 36 23 47
Stock Returns
47 77 57 59
Growth
86 63 9 85
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Metrics Current 2025 2024 2023
Leverage
35 59 42 64
Refinancing
83 8 8 8
Liquidity
40 32 83 30
Safety Safety
47 83 83 83

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Frequently Asked
Questions

The value case is weak (expensive and low Growth Rank), but sentiment is strong and financing is safe. This scenario may indicate future growth not yet in current financials. This is a speculative choice for investors with a high-risk appetite who are betting on the positive sentiment and safe financing to sustain a long-term turnaround.

Obermatt provides unbiased stock analysis as a completely independent third party. We have no conflicts of interest with individual stock titles. Our data-driven analysis is based on algorithms honed over twelve years, giving you analysis that is free from personal bias and conflicts of interest.

The 360° View Rank indicates a company's overall performance across all major financial and non-financial metrics tracked by Obermatt. A 360° View Rank of 75 means the company is more well-rounded than 75% of similar companies. A high score indicates that the company is strong across the board; it is attractively priced, growing sustainably, financially stable, and well-regarded by the market. Learn more.

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