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About the company
Helvetia Holding AG is a Switzerland-based company of the Helvetia Group, an all-lines insurance service group. The Company divides its activities into the segments Switzerland, Germany, Italy, Spain and Other insurance units, including Austria, France and the global reinsurance business, as well as Corporate, comprising all Helvetia Group activities, financing companies and the Company itself. It operates in areas such as life business and non-life business. The life business offers life insurance, pension plans and annuities, among others. The non-life business includes property, motor vehicle, liability and transport policies, as well as health and accidental insurance coverage. The reinsurance business, among others, is included in Other activities business. It operates through its branch offices and subsidiaries, including Basler Versicherungen AG, Chiara Assicurazioni SpA and Schweizerische National-Versicherungs-Gesellschaft AG (Nationale Suisse).
- Revenue in CHF (TTM)9.44bn
- Net income in CHF276.72m
- Incorporated1996
- Employees13.81k
- LocationHelvetia Holding AGDufourstasse 40ST. GALLEN 9001SwitzerlandCHE
- Phone+41 582801000
- Fax+41 582801001
- Websitehttps://www.helvetia.com/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SK Rosgosstrakh PAO | 784.03m | 45.53m | 1.53bn | 12.26k | 33.48 | 2.69 | 26.02 | 1.95 | 0.0094 | 0.0094 | 0.1619 | 0.1171 | -- | -- | -- | 6,467,211.00 | -- | 3.25 | -- | -- | -- | -- | 5.81 | 5.87 | -- | -- | 0.0254 | -- | -11.66 | 4.12 | -6.46 | -5.49 | 8.16 | -- |
| Protector Forsikring ASA | 881.16m | 111.50m | 1.55bn | 523.00 | 13.87 | 4.03 | -- | 1.76 | 16.26 | 16.25 | 128.45 | 56.01 | 0.4911 | -- | -- | 20,240,540.00 | 6.22 | 5.73 | -- | -- | -- | -- | 12.66 | 14.33 | -- | 28.55 | 0.2906 | 58.75 | 35.29 | 27.49 | 9.12 | -- | 12.93 | -- |
| Coface SA | 1.63bn | 235.39m | 2.13bn | 4.10k | 8.96 | 1.05 | 7.72 | 1.30 | 1.61 | 1.61 | 11.18 | 13.76 | 0.2152 | -- | -- | 406,342.90 | 3.11 | 2.50 | -- | -- | -- | -- | 14.44 | 13.09 | -- | 13.43 | 0.6178 | 94.12 | 3.45 | 6.99 | 0.0233 | 14.48 | 4.37 | 10.47 |
| UNIQA Insurance Group AG | 6.30bn | 315.17m | 2.50bn | 14.63k | 7.88 | 0.9367 | 5.77 | 0.3968 | 1.05 | 0.9861 | 20.98 | 8.83 | 0.2351 | -- | -- | 440,199.30 | 1.18 | 0.745 | -- | -- | -- | -- | 5.02 | 3.52 | -- | 9.84 | 0.3678 | 67.76 | 14.68 | 1.85 | 25.97 | 5.77 | 0.0269 | 1.47 |
| Vienna Insurance Grp Wnr Vrschrng Grp AG | 10.85bn | 539.70m | 3.66bn | 29.41k | 6.79 | 0.6354 | 6.30 | 0.3376 | 4.31 | 4.31 | 86.63 | 46.03 | 0.2311 | -- | -- | 377,112.10 | 1.20 | 0.8335 | -- | -- | -- | -- | 5.20 | 3.96 | -- | 11.83 | 0.2313 | 37.31 | 10.97 | 1.65 | 18.62 | 16.17 | -4.82 | 6.96 |
| Storebrand ASA | 228.66m | 266.62m | 4.11bn | 2.25k | 14.98 | 1.57 | 13.35 | 17.96 | 7.08 | 7.08 | 6.06 | 67.57 | 0.0031 | -- | -- | 1,222,519.00 | 0.3586 | 0.3656 | -- | -- | -- | -- | 117.69 | 4.19 | -- | -- | 0.6373 | 50.71 | -101.59 | -- | 41.83 | -1.88 | 29.40 | 6.45 |
| SCOR SE | 15.67bn | 794.74m | 5.33bn | 3.49k | 6.70 | 1.16 | -- | 0.3398 | 4.52 | 4.52 | 89.39 | 26.16 | 0.4544 | -- | -- | 4,586,365.00 | 2.30 | 0.2433 | -- | -- | -- | -- | 5.06 | 0.6342 | -- | 13.51 | 0.4071 | 228.34 | -3.70 | 0.3509 | 158.71 | 15.80 | -16.64 | 0.565 |
| Phoenix Group Holdings PLC | 22.57bn | -157.53m | 5.51bn | 7.76k | -- | 1.61 | 20.45 | 0.2441 | -0.1387 | -0.1387 | 19.75 | 2.99 | 0.0681 | -- | -- | 2,548,795.00 | -0.0303 | -0.1726 | -- | -- | -- | -- | -0.4451 | -3.01 | -- | 0.8217 | 0.5285 | -- | 283.65 | -- | 94.97 | -- | -- | 2.74 |
| Helvetia Holding AG | 9.44bn | 276.72m | 6.26bn | 13.81k | 22.53 | 1.64 | 13.04 | 0.6633 | 5.24 | 5.24 | 178.73 | 72.15 | 0.1618 | -- | -- | 683,586.80 | 0.5161 | 0.6698 | -- | -- | -- | -- | 3.19 | 4.13 | -- | 3.60 | 0.358 | 74.46 | 14.41 | 0.6288 | -34.86 | -7.75 | 32.65 | 5.59 |
| Baloise Holding AG | 6.54bn | 239.60m | 6.37bn | 7.69k | 26.28 | 1.94 | 20.38 | 0.9729 | 5.29 | 5.29 | 144.42 | 71.56 | 0.084 | -- | -- | -- | 0.3032 | 0.5161 | -- | -- | -- | -- | 3.61 | 5.95 | -- | 1.36 | 0.4232 | 74.26 | 60.66 | -3.72 | -3.31 | -14.46 | -7.56 | 5.12 |
| ASR Nederland NV | 9.90bn | 1.02bn | 9.58bn | 7.99k | 9.25 | 1.05 | 8.30 | 0.968 | 5.01 | 5.01 | 50.44 | 44.24 | 0.0951 | -- | -- | 1,264,949.00 | 1.02 | 0.4978 | -- | -- | -- | -- | 10.74 | 5.03 | -- | -- | 0.5791 | 96.82 | 185.10 | 11.93 | 159.08 | 9.95 | 41.47 | 10.68 |
| Aegon NV | -97.87bn | -97.87bn | 10.17bn | 15.66k | -- | 1.06 | -- | -- | -- | -- | -- | 5.38 | -- | -- | -- | -- | -- | 0.1549 | -- | -- | -- | -- | -- | 1.64 | -- | -- | 0.3397 | 54.65 | -9.51 | -8.81 | -130.39 | -- | -4.31 | 0.6803 |
| NN Group NV | 12.09bn | 1.10bn | 12.06bn | 15.99k | 10.70 | 0.5627 | 9.22 | 0.9971 | 4.04 | 4.04 | 44.53 | 76.83 | 0.0594 | -- | -- | 772,732.90 | 0.5693 | 0.7312 | -- | -- | -- | -- | 9.58 | 9.37 | -- | -- | 0.4004 | 32.40 | 12.00 | -6.79 | 130.18 | 1.14 | -- | 10.99 |
Data as of Apr 26 2024. Currency figures normalised to Helvetia Holding AG's reporting currency: Swiss Franc CHF
13.10%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Dimensional Fund Advisors LPas of 04 Apr 2024 | 1.31m | 2.48% |
| The Vanguard Group, Inc.as of 05 Apr 2024 | 1.26m | 2.38% |
| UBS Asset Management Switzerland AGas of 02 Apr 2024 | 817.44k | 1.54% |
| BlackRock Fund Advisorsas of 04 Apr 2024 | 768.34k | 1.45% |
| Z�rcher Kantonalbank (Investment Management)as of 29 Feb 2024 | 669.95k | 1.26% |
| Credit Suisse Asset Management (Schweiz) AGas of 29 Feb 2024 | 641.87k | 1.21% |
| BlackRock Asset Management Schweiz AGas of 04 Apr 2024 | 509.68k | 0.96% |
| Pictet Asset Management SAas of 31 Dec 2023 | 389.49k | 0.74% |
| Vontobel Asset Management AGas of 31 Mar 2024 | 331.73k | 0.63% |
| BlackRock Advisors (UK) Ltd.as of 02 Apr 2024 | 237.87k | 0.45% |
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Data from 31 Dec 2023 - 31 Dec 2023Source: FactSet Research Systems Inc.
