Valuation: Helvetia Baloise Holding AG

Capitalization 2.15TCr 2.73TCr 2.35TCr 2.04TCr 3.76TCr 2,63400Cr 3.82TCr 26TCr 9.97TCr 1,24600Cr 10TCr 10TCr 4,34400Cr P/E ratio 2026 *
-442x
P/E ratio 2027 * 20.3x
Enterprise value 2.2TCr 2.79TCr 2.4TCr 2.09TCr 3.84TCr 2,69200Cr 3.91TCr 26TCr 10TCr 1,27400Cr 10TCr 10TCr 4,44000Cr EV / Sales 2026 *
1.37x
EV / Sales 2027 * 1.19x
Free-Float
77.01%
Yield 2026 *
3.79%
Yield 2027 * 4.27%

Last Transcript: Helvetia Baloise Holding AG

1 day+0.78%
1 week+3.60%
Current month+2.34%
1 month-1.53%
3 months+12.94%
6 months+7.35%
Current year+4.68%
1 week 210.6
Extreme 210.6
219.6
1 month 207.6
Extreme 207.6
225
Current year 183.4
Extreme 183.4
225
1 year 182.3
Extreme 182.3
225
3 years 114.7
Extreme 114.7
225
5 years 90.55
Extreme 90.55
225
10 years 66
Extreme 66
225
Change 5d. change 1-year change 3-years change Capi.($)
+0.78%+3.60%+15.32%+71.23% 2.73TCr
+0.88%+4.56%+9.50%+81.39% 17TCr
+1.91%+3.14%+12.23%+64.64% 13TCr
+0.40%+6.51%-1.74%+34.59% 11TCr
+3.06%+2.72%-28.27%-7.47% 8TCr
+1.97%+3.37%+4.15%+91.31% 3.74TCr
+1.03%+3.05%-2.70%+116.35% 3.22TCr
+0.76%-4.20%+28.27%+310.66% 1.75TCr
-0.95%+1.33%+15.90%+64.49% 1.61TCr
-1.10%+0.37%+18.44%+63.52% 1.51TCr
Average +0.39%+1.32%+7.11%+89.07% 6.31TCr
Weighted average by Cap. +0.49%+2.61%+3.53%+66.07%

Financials

2026 *2027 *
Net sales 1.6TCr 2.04TCr 1.75TCr 1.52TCr 2.8TCr 1,96500Cr 2.85TCr 19TCr 7.44TCr 93TCr 7.65TCr 7.49TCr 3,24000Cr 1.85TCr 2.35TCr 2.02TCr 1.75TCr 3.23TCr 2,26200Cr 3.28TCr 22TCr 8.56TCr 1,07000Cr 8.81TCr 8.62TCr 3,73000Cr
Net income -1.88Cr -2.4Cr -2.06Cr -1.79Cr -3.3Cr -230.94Cr -3.35Cr -23Cr -8.74Cr -109.27Cr -9Cr -8.81Cr -380.85Cr 117.9Cr 149.97Cr 128.85Cr 111.96Cr 206.16Cr 14TCr 209.67Cr 1.41TCr 546.89Cr 6.84TCr 562.84Cr 550.91Cr 24TCr
Net Debt 48Cr 60Cr 52Cr 45Cr 83Cr 5.82TCr 84Cr 568.53Cr 220.34Cr 2.75TCr 226.77Cr 221.96Cr 9.6TCr 48Cr 60Cr 52Cr 45Cr 83Cr 5.82TCr 84Cr 568.53Cr 220.34Cr 2.75TCr 226.77Cr 221.96Cr 9.6TCr
Logo Helvetia Baloise Holding AG
Helvetia Baloise Holding AG, formerly known as Helvetia Holding AG, is an internationally active insurance and financial services group headquartered in Basel-Stadt, Switzerland. The Company was formed through the merger of Baloise Holding AG and Helvetia Holding AG. Its core business spans life and non-life insurance, private pensions, and risk management services. The Company operates across Central and Southern Europe through regional offices, subsidiaries, and associated companies. Its main markets include Switzerland, Germany, and Austria, Italy and Spain. Additionally, it serves niche segments such as transport insurance and assumed reinsurance, reinforcing its position as a insurance provider through various network partners.
Employees
22,896
Date Price Change Volume
19/26/19 219.00 CHF +0.92% 80,215
18/26/18 217.00 CHF +1.02% 1,23,986
15/26/15 214.80 CHF +1.23% 2,02,270
13/26/13 212.20 CHF +0.38% 1,12,784
12/26/12 211.40 CHF -0.38% 1,53,822
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
8
Last Close Price
217.00CHF
Average target price
231.36CHF
Spread / Average Target
+6.62%

Annual profits - Rate of surprise