Stock Research: Helvetia

Peer-based, data-driven stock research by Obermatt enables quick and easy due diligence for your stock investing.

Helvetia

SWX:HELN CH0466642201
9
  • Value
    83
  • Growth
    67
  • Safety
    Safety
    27
  • Combined
    32
  • Sentiment
    21
  • 360° View
    360° View
    9
Unlock
Which ranks are driving this 360° View?
Subscribe to View
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.

more
Analysis

ANALYSIS: With an Obermatt 360° View of 9 (better than 9% compared with alternatives), overall professional sentiment and financial characteristics for the stock Helvetia are critical, mostly below average. The 360° View is based on consolidating four consolidated indicators, with half of the metrics below and half above average for Helvetia. The consolidated Growth Rank has a good rank of 67, 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 67% of competitors in the same industry. In addition, the consolidated Safety Rank has a safer rank of 83 which means that the company has a financing structure that is safer than 83% comparable companies when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. But the consolidated Value Rank has a less desirable rank of 27 which means that the share price of Helvetia is on the higher side compared with typical size in indicators such as revenues, profits, and invested capital. This means that the stock price is higher than for 73% of alternative stocks in the same industry. The consolidated Sentiment Rank also has a low rank of 21, which means that professional investors are more pessimistic about the stock than for 79% of alternative investment opportunities. ...read more

more
Index
Renewables Users
SPI
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: 21-Aug-2025.

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.

Value
Identifies how good a value the stock is.
Good Value Expensive
Growth
Shows a company's growth potential.
High Growth Tough Times
Safety
Safety
Assesses how financially secure a company is.
Well-Financed High Leverage
Combined
Consolidated view across Value, Growth, and Safety.
Good Tread Carefully
Sentiment
Shows what the market thinks of a stock.
Positive Sentiment Skepticism
360° View
360° View
Holistic stock analysis: all key non-/financial metrics
Good Watch Out

Detailed and Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history. Unlock the analysis.

Unlock Ranks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2024 2023 2022
Value
27 25 33 43
Growth
67 63 9 85
Safety
Safety
83 83 83 83
Sentiment
21 1 5 63
360° View
360° View
9 9 9 73
Unlock Similar Stocks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2024 2023 2022
Analyst Opinions
58 7 1 6
Opinions Change
50 15 4 50
Pro Holdings
n/a 11 9 93
Market Pulse
27 41 73 68
Sentiment
21 1 5 63
Unlock Similar Stocks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2024 2023 2022
Value
27 25 33 43
Growth
67 63 9 85
Safety Safety
83 83 83 83
Combined
32 32 32 32
Unlock Similar Stocks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2024 2023 2022
Price vs. Sales (P/S)
17 15 15 31
Price vs. Earnings (P/E)
72 59 69 74
Price vs. Book (P/B)
26 20 28 52
Dividend Yield
19 31 44 39
Value
27 25 33 43
Unlock Similar Stocks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2024 2023 2022
Revenue Growth
28 31 27 69
Profit Growth
67 92 16 82
Capital Growth
59 36 23 47
Stock Returns
87 77 57 59
Growth
67 63 9 85
Unlock Similar Stocks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2024 2023 2022
Leverage
59 59 42 64
Refinancing
8 8 8 8
Liquidity
40 32 83 30
Safety Safety
83 83 83 83

Similar Stocks

Discover high‑ranked alternatives to Helvetia and broaden your portfolio horizons.

ALSO

SWX:ALSN
Country: Switzerland
Industry: Technology Distributors
Size: Medium
Full Stock Analysis

AXA

ENXTPA:CS
Country: France
Industry: Multi-line Insurance
Size: Large
Full Stock Analysis

SoftwareONE Holding

SWX:SWON
Country: Switzerland
Industry: Technology Distributors
Size: Medium
Full Stock Analysis

Ageas

ENXTBR:AGS
Country: Belgium
Industry: Multi-line Insurance
Size: Medium
Full Stock Analysis

The Obermatt Advantage

Ready to Elevate Your Investing?
Get Started Today

Choose the Obermatt subscription that best fits your needs.