Helvetia Holding AG is a diversified insurance company. The company operates multiple segments including life, nonlife, and other activities. The company's life segment offers life insurance, pension plans, and annuities and generates most of the company's revenue. Helvetia derives the vast majority of its revenue within Switzerland, followed by Germany and Italy. Helvetia's business focuses on retail customers, as well as corporations of all sizes. It considers merger and acquisition investment as a component of its operational growth strategy.

Financial Strength

5/10

Name	Current	Vs Industry
Cash-To-Debt	0.65
Equity-to-Asset	0.06
Debt-to-Equity	0.52
Debt-to-EBITDA	3.77
Interest Coverage	21.5
Piotroski F-Score	5/9	0 1 2 3 4 5 6 7 8 9
Beneish M-Score	-2.39	Manipulator Not Manipulator
WACC vs ROIC		WACC ROIC

Growth Rank

1/10

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	0.1
	3-Year EBITDA Growth Rate	2.6
	3-Year EPS without NRI Growth Rate	-7.1
	3-Year FCF Growth Rate	41.9
	3-Year Book Growth Rate	-17.4
	Future 3-5Y EPS without NRI Growth Rate	41

Momentum Rank

6/10

	Name	Current	Vs Industry		Vs History

Liquidity Ratio

	Name	Current	Vs Industry		Vs History

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	3-Year Dividend Growth Rate	5.7
	Shareholder Yield %	4.7

Profitability Rank

4/10

	Name	Current	Vs Industry		Vs History
	Net Margin %	2.55
	FCF Margin %	2.55
	ROE %	7.28
	ROA %	0.47
	ROIC %	0.55
	Years of Profitability over Past 10-Year	10

GF Value Rank

1/10

	Name	Current	Vs Industry		Vs History
	PE Ratio	29.07
	Forward PE Ratio	15.24
	PE Ratio without NRI	29.07
	Shiller PE Ratio	18.88
	PS Ratio	0.72
	PB Ratio	2.36
	Price-to-Tangible-Book	4.41
	Price-to-Free-Cash-Flow	28.03
	Price-to-Operating-Cash-Flow	19.07
	EV-to-EBIT	22.41
	EV-to-EBITDA	16.07
	EV-to-Revenue	0.77
	EV-to-FCF	31.9
	Price-to-Projected-FCF	1.28
	Price-to-Median-PS-Value	1.35
	Earnings Yield (Greenblatt) %	4.46
	FCF Yield %	3.36
	Forward Rate of Return (Yacktman) %	5

Financials

Annual Quarterly TTM

FRA:HVXA's 30-Y Financials

AAPL

Income Statement Breakdown FY

Annual Quarterly

No Enough Data

AAPL

Balance Sheet Breakdown

Annual Quarterly

No Enough Data

AAPL

Cashflow Statement Breakdown

Annual Quarterly

No Enough Data

Historical Operating Revenue by Business Segment

Value % YoY

Historical Operating Revenue by Geographic Region

Value % YoY

See Details

5-Step DuPont Analysis as of

Annual Quarterly

No Enough Data

Guru Trades

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Insider Trades

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Peter Lynch Chart

Y-axis scale:

Log Linear

Interactive Chart

Performance

Dividend

Log

Bar

Annualized Return %

Symbol	1 Week	1 Month	3 Months	6 Months	YTD	1 Year	3 Years	5 Years	10 Years

Total Annual Return %

Symbol	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015

Helvetia Holding AG Executives

Details

GF Value: €70.7

FRA:HVXA

Valuation Chart

Year:

Warning Signs

Warning! GuruFocus detected 1 Severe warning sign with HVXA. Try a 7-Day Free Trial to check it out.

Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil €)	11,487.495
	EPS (TTM) (€)	0
	Beta	0
	Volatility %	5.49
	14-Day RSI	0
	14-Day ATR (€)	0
	20-Day SMA (€)	109.4
	12-1 Month Momentum %	0
	52-Week Range (€)	109.4 - 109.4
	Shares Outstanding (Mil)	52.91

Piotroski F-Score Details

Year:

	Component	Result
	Piotroski F-Score	5
	Positive ROA
	Positive CFROA
	Higher ROA yoy
	CFROA > ROA
	Lower Leverage yoy
	Higher Current Ratio yoy
	Less Shares Outstanding yoy
	Higher Gross Margin yoy
	Higher Asset Turnover yoy

Helvetia Holding AG Filings

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

Helvetia Holding AG Stock Events

Financials Calendars

	Event	Date	Price(€)
No Event Data

Helvetia Holding AG Frequently Asked Questions

What is Helvetia Holding AG(FRA:HVXA)'s stock price today?

The current price of FRA:HVXA is €109.40. The 52 week high of FRA:HVXA is €109.40 and 52 week low is €109.40.

When is next earnings date of Helvetia Holding AG(FRA:HVXA)?

The next earnings date of Helvetia Holding AG(FRA:HVXA) is .

Does Helvetia Holding AG(FRA:HVXA) pay dividends? If so, how much?

Helvetia Holding AG(FRA:HVXA) does not pay dividend.

Press Release

	Subject	Date
No Press Release

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