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
22
  • Value
    39
  • Growth
    14
  • Safety
    Safety
    57
  • Combined
    20
  • Sentiment
    55
  • 360° View
    360° View
    22
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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 22 (better than 22% compared with alternatives), overall professional sentiment and financial characteristics for the stock Helvetia Baloise Holding are critical, mostly below average. The 360° View is based on consolidating four consolidated indicators, with half below and half above average for Helvetia Baloise Holding. The consolidated Sentiment Rank has a good rank of 55, which means that professional investors are more optimistic about the stock than for 55% of alternative investment opportunities. It also rates well regarding its financing structure, with the consolidated Safety Rank at 57 or better than 57% of its peers when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. But the stock is expensive and expects low growth. The consolidated Value Rank is only 39, meaning that the share price of Helvetia Baloise Holding is on the high side, compared with indicators such as revenues, profits, and invested capital. The company exhibits below-average growth momentum when looking at financial metrics such as revenue, profit, invested capital growth,and stock returns, with its Growth Rank at 14. ...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: 13-Mar-2026.

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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
39 25 33 43
Growth
14 63 9 85
Safety
Safety
57 83 83 83
Sentiment
55 1 5 63
360° View
360° View
22 9 9 73
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Metrics Current 2025 2024 2023
Analyst Opinions
72 7 1 6
Opinions Change
50 15 4 50
Pro Holdings
n/a 11 9 93
Market Pulse
75 41 73 68
Sentiment
55 1 5 63
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Metrics Current 2025 2024 2023
Value
39 25 33 43
Growth
14 63 9 85
Safety Safety
57 83 83 83
Combined
20 32 32 32
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
75 59 69 74
Price vs. Earnings (P/E)
48 15 15 31
Price vs. Book (P/B)
26 20 28 52
Dividend Yield
39 31 44 39
Value
39 25 33 43
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Metrics Current 2025 2024 2023
Revenue Growth
9 31 27 69
Profit Growth
46 92 16 82
Capital Growth
74 36 23 47
Stock Returns
31 77 57 59
Growth
14 63 9 85
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Metrics Current 2025 2024 2023
Leverage
45 59 42 64
Refinancing
85 8 8 8
Liquidity
40 32 83 30
Safety Safety
57 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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