Helvetia Holding AG/€HELN
05:30
09:10
12:45
16:25
20:00
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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
19.47
€10.93
0.70
€7.17
3.37%
Price and volume
Market cap
€11B
Beta
0.7
52-week high
€230.40
52-week low
€141.34
Average daily volume
56K
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)
1,140.586
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)
€706,440
Management effectiveness
Return on assets (TTM)
0.98%
Return on equity (TTM)
13.40%
Valuation
Price to earnings (TTM)
19.469
Price to revenue (TTM)
1.087
Price to book
3.01
Price to tangible book (TTM)
5.38
Price to free cash flow (TTM)
20.97
Free cash flow yield (TTM)
4.77%
Free cash flow per share (TTM)
10.148
Dividend yield (TTM)
3.37%
Forward dividend yield
3.37%
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
The merger of Helvetia and Baloise will create Switzerland’s second-largest insurer with CHF 20 billion in combined business volume and is projected to deliver CHF 350 million in annual cost synergies by 2028, enhancing scale and efficiency (Reuters)
Helvetia’s new 2025–2027 targets of a 13–16% underlying ROE, 9–11% underlying EPS CAGR, and over CHF 1.2 billion in cumulative dividends demonstrate a clear roadmap for profitable growth and shareholder returns (Reuters)
Standard & Poor’s affirmation of Helvetia Group’s 'A+' financial strength rating with a stable outlook underscores the company’s robust capitalisation and diversified earnings power (Markets Insider)
Rising natural catastrophe losses, with Swiss Re forecasting insured losses to climb to $145 billion in 2025, may pressure Helvetia’s underwriting margins and combined ratio amid more frequent severe weather events (Reuters)
Execution risk from the planned Q4 2025 merger with Baloise could delay the realization of CHF 350 million in annual cost synergies and strain management focus as regulatory approvals and integration complexities mount (Reuters)
Analysts’ consensus 12-month price target of CHF 200.20 implies under 2% upside from current levels, suggesting limited share price appreciation potential over the near term (Investing.com)
Data summarised monthly by Lightyear AI. Last updated on 30 Aug 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 September 17, 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 19.47 as of September 17, 2025.
Does Helvetia Holding AG stock pay dividends?
Yes, the Helvetia Holding AG (HELN) stock pays dividends to shareholders. As of September 17, 2025, the dividend rate is €7.17017 and the yield is 3.37%. 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.