Helvetia Holding AG/€HELN
05:30
09:10
12:45
16:25
20:00
1D1W1MYTD1Y5YMAX
About Helvetia Holding AG
Helvetia Holding AG is an insurance company headquartered in St. Gallen, Switzerland. The company operates in the insurance and pension sectors, offering property, liability, life, and reinsurance products. Helvetia has a significant presence in Europe, focusing on markets in Switzerland, Germany, Austria, Italy, Spain, and France. The firm was established in 1858 and has since expanded its services and geographic reach through strategic acquisitions and alliances. Helvetia emphasizes its multi-channel distribution network and diversified portfolio, which are central to its competitive strategy and customer service offerings.
Ticker
€HELN
Sector
Primary listing
XGAT
Employees
14,631
Headquarters
Sankt Gallen, Switzerland
Website
HELN Metrics
BasicAdvanced
€11B
19.62
€11.01
0.70
€7.17
3.32%
Price and volume
Market cap
€11B
Beta
0.7
52-week high
€230.40
52-week low
€153.25
Average daily volume
50K
Dividend rate
€7.17
Financial strength
Current ratio
8.274
Quick ratio
7.292
Long term debt to equity
56.902
Total debt to equity
56.902
Dividend payout ratio (TTM)
68.31%
Interest coverage (TTM)
15.22%
Profitability
EBITDA (TTM)
1,149.834
Gross margin (TTM)
19.61%
Net profit margin (TTM)
5.65%
Operating margin (TTM)
9.78%
Effective tax rate (TTM)
20.62%
Revenue per employee (TTM)
€711,700
Management effectiveness
Return on assets (TTM)
0.98%
Return on equity (TTM)
13.40%
Valuation
Price to earnings (TTM)
19.615
Price to revenue (TTM)
1.095
Price to book
3.05
Price to tangible book (TTM)
5.52
Price to free cash flow (TTM)
21.128
Free cash flow yield (TTM)
4.73%
Free cash flow per share (TTM)
10.223
Dividend yield (TTM)
3.32%
Forward dividend yield
3.32%
Growth
Revenue change (TTM)
2.50%
Earnings per share change (TTM)
97.28%
3-year revenue growth (CAGR)
-2.24%
10-year revenue growth (CAGR)
0.52%
3-year earnings per share growth (CAGR)
9.18%
10-year earnings per share growth (CAGR)
3.78%
3-year dividend per share growth (CAGR)
6.80%
10-year dividend per share growth (CAGR)
6.41%
Bulls say / Bears say
Underlying earnings increased by 5.5% to CHF 300.8 million and IFRS after-tax profit rose 24% to CHF 320.1 million in H1 2025, driven by non-life segment performance and an improved combined ratio of 93.3% (Reuters)
Helvetia’s planned merger with Baloise will create Switzerland’s second-largest insurer with a combined CHF 20 billion business volume and generate CHF 350 million in annual pre-tax cost synergies, enhancing competitive scale and efficiency (Reuters)
The group’s Swiss Solvency Test ratio remained robust at approximately 290% as of June 30, 2025, significantly above regulatory requirements and underscoring strong capital resilience (Reuters)
H1 2025 IFRS profit gains included significant non-operating effects from market fluctuations and foreign exchange movements, which may not recur in volatile markets (Reuters)
Currency-adjusted business volume grew only 1.6% in the first half of 2025, indicating limited organic top-line expansion in Helvetia’s core markets (Reuters)
Life insurance new business margin remained at a modest 4.9%, exposing profitability to pressure from a persistent low-interest-rate environment (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 30 Sept 2025.
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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Capital at risk
Upcoming events
No upcoming events
FAQs
What’s the current market cap for Helvetia Holding AG stock?
Helvetia Holding AG (HELN) has a market cap of €11B as of October 16, 2025.
What is the P/E ratio for Helvetia Holding AG stock?
The price to earnings (P/E) ratio for Helvetia Holding AG (HELN) stock is 19.62 as of October 16, 2025.
Does Helvetia Holding AG stock pay dividends?
Yes, the Helvetia Holding AG (HELN) stock pays dividends to shareholders. As of October 16, 2025, the dividend rate is €7.17017 and the yield is 3.32%. Helvetia Holding AG has a payout ratio of 68.31% on a trailing twelve-month basis.
When is the next Helvetia Holding AG dividend payment date?
The next Helvetia Holding AG (HELN) dividend payment date is unconfirmed.
What is the beta indicator for Helvetia Holding AG?
Helvetia Holding AG (HELN) has a beta rating of 0.7. This means that it is less volatile than the market, on average. A beta of 1 would indicate the stock moves in-line with the market, while a beta of 0.5 would mean it moves half as much as the market.