Valuation: Helvetia Holding

Market Cap 20.4B 24.31B 21.86B 18.49B 34.71B 2,313B 34.92B 245B 95.58B 1,201B 91.27B 89.29B 3,862B P/E 2026 *
507x
P/E 2027 * 20.3x
Enterprise Value 20.87B 24.88B 22.37B 18.92B 35.52B 2,367B 35.74B 250B 97.81B 1,229B 93.39B 91.37B 3,952B EV / Sales 2026 *
1.21x
EV / Sales 2027 * 1.18x
Free-Float
76.78%
Yield 2026 *
4.05%
Yield 2027 * 4.6%
Change 5-day change 1-year change 3-year change Capi.($)
-0.66%-5.86% - - 24.31B
+0.87%+4.02%+17.45%+91.75% 177B
+1.29%+3.06%+27.30%+65.54% 135B
+2.81%+6.01%+5.34%+41.97% 107B
+0.94%+3.45%+6.67%+52.93% 95.53B
+5.76%+7.31%-7.00%-1.52% 85.13B
+5.73%+6.84%-15.57%+5.69% 60.76B
+4.29%+3.57%-19.34%-12.43% 58.41B
+0.58%+2.43%+3.09%+83.24% 35.74B
+0.44%+4.55%+12.10%+108.40% 35.56B
Average +2.17%+3.10%+3.34%+48.40% 87.79B
Weighted average by Cap. +2.20%+2.97%+7.42%+51.85%

Financials

2026 *2027 *
Net sales 17.25B 20.56B 18.48B 15.63B 29.35B 1,956B 29.53B 207B 80.82B 1,015B 77.17B 75.5B 3,265B 17.72B 21.11B 18.98B 16.06B 30.15B 2,009B 30.33B 213B 83.02B 1,043B 79.27B 77.56B 3,354B
Net income 136M 162M 146M 124M 232M 15.46B 233M 1.64B 639M 8.02B 610M 597M 25.8B 1.01B 1.21B 1.09B 918M 1.72B 115B 1.73B 12.15B 4.75B 59.62B 4.53B 4.43B 192B
Net Debt 475M 566M 509M 431M 808M 53.87B 813M 5.7B 2.23B 27.96B 2.13B 2.08B 89.93B 475M 566M 509M 431M 808M 53.87B 813M 5.7B 2.23B 27.96B 2.13B 2.08B 89.93B
Logo Helvetia Holding
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
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Trader
Investor
Global
Quality
ESG MSCI
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MarketScreener Ratings - Helvetia Holding