Helvetia Holding AG
SIX:HELN

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Helvetia Holding AG Logo
Helvetia Holding AG
SIX:HELN
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Price: 148 CHF -1.07% Market Closed
Market Cap: 7.8B CHF
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Intrinsic Value

The intrinsic value of one HELN stock under the Base Case scenario is 254.93 CHF. Compared to the current market price of 148 CHF, Helvetia Holding AG is Undervalued by 42%.

The Intrinsic Value is calculated as the average of DCF and Relative values:

HELN Intrinsic Value
254.93 CHF
Undervaluation 42%
Intrinsic Value
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Helvetia Holding AG

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Backtest Conclusion
Very Attractive
Current Valuation
+45%
Avg Valuation
-12%
Worst Valuation
-49%
Best Valuation
+45%

Stock is trading at its lowest valuation over the past 5 years.

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Fundamental Analysis

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Business Breakdown

Helvetia Holding AG, a prominent player in the Swiss insurance landscape, has been on a remarkable journey since its establishment in 1858. The company operates in various segments, including life, non-life, and health insurance, and has cultivated a reputation for its comprehensive offerings and customer-centric approach. While headquartered in St. Gallen, Helvetia expands its influence across the European markets, tapping into growth opportunities and technological advancements to enhance its services. The company has consistently focused on digital transformation and innovation, ensuring that it remains competitive in a rapidly evolving insurance industry. Its robust financial performance...

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Balance Sheet Decomposition
Helvetia Holding AG

Cash & Short-Term Investments 1.3B
PP&E 1.1B
Long-Term Investments 53.9B
Other Assets 3.9B
Insurance Policy Liabilities 50.3B
Long Term Debt 2.6B
Other Liabilities 3.5B

Wall St
Price Targets

HELN Price Targets Summary
Helvetia Holding AG

Wall Street analysts forecast HELN stock price to drop over the next 12 months.

According to Wall Street analysts, the average 1-year price target for HELN is 128.86 CHF with a low forecast of 107.06 CHF and a high forecast of 155.4 CHF.

Lowest
Price Target
107.06 CHF
28% Downside
Average
Price Target
128.86 CHF
13% Downside
Highest
Price Target
155.4 CHF
5% Upside
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Dividends

Dividend Yield
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Dividend Per Share
N/A
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Growth 10Y
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0
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Shareholder Yield

Current shareholder yield for HELN is .

Shareholder yield represents the total return a company provides to its shareholders, calculated as the sum of dividend yield, buyback yield, and debt paydown yield. What is shareholder yield?

Shareholder Yield
Dividend Yield
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Buyback Yield
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Ownership

HELN Insider Trading
Buy and sell transactions by insiders

Cumulative Transactions Amount
Period Sold Bought Net
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6 Months
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Profile

Helvetia Holding AG Logo
Helvetia Holding AG

Country

Switzerland

Industry

Insurance

Market Cap

7.8B CHF

Dividend Yield

4.26%

Description

Helvetia Holding AG engages in the provision of insurance and financial services. The company is headquartered in Sankt Gallen, St. Gallen and currently employs 12,128 full-time employees. The company went IPO on 2001-09-03. The firm divides its activities into the segments Switzerland, Germany, Italy, Spain and Other insurance units, including Austria, France and the global reinsurance business, as well as Corporate, comprising all Helvetia Group activities, financing companies and the Company itself. The company operates in areas such as life business and non-life business. The life business offers life insurance, pension plans and annuities, among others. The non-life business includes property, motor vehicle, liability and transport policies, as well as health and accidental insurance coverage. The reinsurance business, among others, is included in Other activities business. The company operates through its branch offices and subsidiaries, including Basler Versicherungen AG, Chiara Assicurazioni SpA and Schweizerische National-Versicherungs-Gesellschaft AG (Nationale Suisse).

Contact

ST. GALLEN
Sankt Gallen
Dufourstasse 40
+41582801000.0
www.helvetia.com

IPO

2001-09-03

Employees

12 128

Officers

Group Chief Executive Officer
Mr. Fabian Joachim Rupprecht
Head of Finance & Group CFO
Dr. Annelis Luscher Hammerli
Group Chief Investment Officer
Mr. Andre Keller
Head of Group Accounting, Controlling & Transformation
Marc Brachat
Group Chief Technology Officer
Sandra Hurlimann
Head of Investor Relations
Philipp Schupbach
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Group Human Resource Officer
Esther Roman
Chief Executive Officer of Specialty Markets
Mr. David Ribeaud
Head Strategy and M & A
Mr. Patrick Scherrer
Head of the CTO Office
Tom Bachmann
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See Also

Discover More
What is the Intrinsic Value of one HELN stock?

The intrinsic value of one HELN stock under the Base Case scenario is 254.93 CHF.

Is HELN stock undervalued or overvalued?

Compared to the current market price of 148 CHF, Helvetia Holding AG is Undervalued by 42%.

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