Compare Helvetia Holding AG with Similar Stocks
Total Returns (Price + Dividend) 
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
13.23%
0%
13.23%
6 Months
3.67%
0%
3.67%
1 Year
13.35%
0%
13.35%
2 Years
0%
0%
0.0%
3 Years
0%
0%
0.0%
4 Years
0%
0%
0.0%
5 Years
0%
0%
0.0%
Helvetia Holding AG for the last several years.
Risk Adjusted Returns v/s 
News
No Recent News for the Company
Announcements 
No announcement available
Corporate Actions 
No corporate action available
Quality key factors 
Factor
Value
Sales Growth (5y)
1.50%
EBIT Growth (5y)
0
EBIT to Interest (avg)
5.29
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
20.65%
Dividend Payout Ratio
89.83%
Pledged Shares
0
Institutional Holding
0.00%
ROCE (avg)
3.27%
ROE (avg)
9.90%
Valuation key factors
Factor
Value
P/E Ratio
38
Industry P/E
Price to Book Value
5.44
EV to EBIT
NA
EV to EBITDA
138.09
EV to Capital Employed
4.02
EV to Sales
1.78
PEG Ratio
0.56
Dividend Yield
936.95%
ROCE (Latest)
ROE (Latest)
14.22%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Bullish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Bullish
Bullish
Dow Theory
Mildly Bearish
No Trend
OBV
Mildly Bearish
No Trend
Shareholding Snapshot : Jun 2024
Shareholding Compare (%holding) 
Majority shareholders
Strategic Entities
Domestic Funds
Held in 0 Schemes (0%)
Foreign Institutions
Held by 0 Foreign Institutions (0%)
Strategic Entities with highest holding
Highest Public shareholder
Annual Results Snapshot (Consolidated) - Dec'24
Dec'24
Dec'23
Change(%)
Net Sales
0.00
0.00
Operating Profit (PBDIT) excl Other Income
149.20
146.10
2.12%
Interest
153.10
141.70
8.05%
Exceptional Items
-7.70
-30.70
74.92%
Consolidate Net Profit
495.90
294.80
68.22%
Operating Profit Margin (Excl OI)
50.40%
48.30%
0.21%
USD in Million.
Net Sales
YoY Growth in year ended Dec 2024 is 0.00% vs 0.00% in Dec 2023
Consolidated Net Profit
YoY Growth in year ended Dec 2024 is 68.22% vs -36.77% in Dec 2023
About Helvetia Holding AG 
Helvetia Holding AG
Insurance
Helvetia Holding AG is a Switzerland-based company of the Helvetia Group, an all-lines insurance service group. The Company 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. It 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. It operates through its branch offices and subsidiaries, including Basler Versicherungen AG, Chiara Assicurazioni SpA and Schweizerische National-Versicherungs-Gesellschaft AG (Nationale Suisse).
Company Coordinates 
Company Details
Dufourstasse 40 , ST. GALLEN None : 9001
Registrar Details






