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Market Performance
Stock returned +10.0% over the past year, broadly in line with market conditions.What is Helvetia Holding AG?
Helvetia Baloise Holding AG engages in life and non-life insurance, and reinsurance business in Switzerland, Germany, Austria, Spain, Italy, France, and internationally.
HLVTY · Verdict
Limited reward · elevated risk
HLVTY's standout is volatility; profitability and balance sheet weigh on the picture.
Based on 88% data coverage
HLVTY · Verdict
What’s working & what to watch
Strengths 1
- Volatility80/100
Top decile vs peers
Watchouts 4
- Profitability17/100
4% net margin · 13% ROE
- Balance sheet18/100
Weak vs peers
- Growth28/100
Rev -2.3% CAGR · earnings -1.0%
- Cash flow41/100
-1% free-cash-flow margin
Model-based scoring. For information only — not financial advice.
What is Helvetia Holding AG?
Helvetia Baloise Holding AG engages in life and non-life insurance, and reinsurance business in Switzerland, Germany, Austria, Spain, Italy, France, and internationally. It offers life insurance products in the areas of investment-linked, group life, and others; non-life insurance products in the areas of property, motor vehicle, health/accident, liability, engineering, and transport; and annuity insurance products and pension plans. The company is listed on the OTCGREY in USA, operating in the Financial Services sector, with a market capitalisation of 25.97B, and a P/E ratio of 19.2x.
Financial Highlights
Investment Breakdown
Analysis
Reward: Moderate (36)The scoring profile indicates weak reward characteristics across most factors, including valuation and momentum. Risk indicators are elevated — volatility and macro sensitivity warrant consideration.
For informational purposes only. Not financial advice.