Helvetia Holding AG

  • Market Cap: N/A
  • Industry: Insurance
  • ISIN: CH0466642201
CHF
198.20
3.5 (1.8%)
  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

52 Week

Valuation
Technical
Day's Volume

CASH

195.08 k

Shareholding (Dec 2023)

FII

0.00%

Held by 1 FIIs

DII

100.0%

Held by 0 DIIs

Promoter

0.00%

iScoreScore
Click here to find our call on this stock
Strong Sell
Sell
Hold
Buy
Strong Buy

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Dashboard
1

Weak Long Term Fundamental Strength with an average Return on Equity (ROE) of 9.90%

  • Poor long term growth as Operating profit has grown by an annual rate of 0%
2

Flat results in Dec 24

3

With ROE of 14.22%, it has a Very Expensive valuation with a 2.96 Price to Book Value

stock-summaryMojo Parameters
Mojo Parameters
Stock DNA
stock-summary
Industry

Insurance

stock-summary
Market cap

CHF 10,775 Million ()

stock-summary
P/E

21.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

1,648.62%

stock-summary
Debt Equity

-999,999.00

stock-summary
Return on Equity

14.22%

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Price to Book

3.09

Revenue and Profits:
Net Sales:
(Quarterly Results - )
Net Profit:
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
0%
0%
0.0%
6 Months
5.43%
0%
5.43%
1 Year
0%
0%
0.0%
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 stock-summary
stock-summaryNews & Corporate Actions
News
Icon
No Recent News for the Company
Announcements stock-summary
Icon
No announcement available
Corporate Actions stock-summary
Icon
No corporate action available
stock-summaryKey Factors
Quality key factors stock-summary
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
84.64%
Pledged Shares
0
Institutional Holding
0.00%
ROCE (avg)
3.27%
ROE (avg)
9.90%
Valuation key factors
Factor
Value
P/E Ratio
21
Industry P/E
Price to Book Value
2.96
EV to EBIT
NA
EV to EBITDA
80.11
EV to Capital Employed
2.33
EV to Sales
1.03
PEG Ratio
0.30
Dividend Yield
1723.25%
ROCE (Latest)
ROE (Latest)
14.22%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
Bearish
Bollinger Bands
Mildly Bearish
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
Bearish
Bearish
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Dec 2023stock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Foreign Institutions

Domestic Funds

Held in 0 Schemes (0%)

Foreign Institutions

Held by 1 Foreign Institutions (0.0%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summaryFinancial
[
  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "alert": "No Quarterly Results declared by Helvetia Holding AG"
  },
  {
    "link": "annual",
    "btn_text": "All Annual Results",
    "header": "Annual Results Snapshot (Consolidated) - Dec'22",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in year ended Dec 2022 is 0.00% vs 0.00% in Dec 2021",
        "dir": 0
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2022 is 18.35% vs 94.67% in Dec 2021",
        "dir": -1
      }
    ],
    "table": {
      "header": [
        "Dec'22",
        "Dec'21",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "154.40",
          "val2": "185.90",
          "chgp": "-16.94%",
          "chgp_class": "negative"
        },
        {
          "field": "Interest",
          "val1": "15.00",
          "val2": "147.40",
          "chgp": "-89.82%",
          "chgp_class": "positive"
        },
        {
          "field": "Exceptional Items",
          "val1": "-7.20",
          "val2": "-13.00",
          "chgp": "44.62%",
          "chgp_class": "positive"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "600.40",
          "val2": "507.30",
          "chgp": "18.35%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "47.20%",
          "val2": "44.80%",
          "chgp": "0.24%",
          "chgp_class": "positive"
        }
      ]
    }
  }
]
Annual Results Snapshot (Consolidated) - Dec'22stock-summary
Dec'22
Dec'21
Change(%)
Net Sales
0.00
0.00
Operating Profit (PBDIT) excl Other Income
154.40
185.90
-16.94%
Interest
15.00
147.40
-89.82%
Exceptional Items
-7.20
-13.00
44.62%
Consolidate Net Profit
600.40
507.30
18.35%
Operating Profit Margin (Excl OI)
47.20%
44.80%
0.24%
USD in Million.
Net Sales

YoY Growth in year ended Dec 2022 is 0.00% vs 0.00% in Dec 2021

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Dec 2022 is 18.35% vs 94.67% in Dec 2021

stock-summaryCompany CV
About Helvetia Holding AG stock-summary
stock-summary
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 stock-summary
Company Details
Dufourstasse 40 , ST. GALLEN None : 9001
stock-summary
Tel: 41 58 280500041 58 2805779
stock-summary
Registrar Details