Valuation: Helvetia Holding

Market Cap 21.35B 25.74B 23.09B 19.33B 36.12B 2,451B 36.56B 255B 102B 1,283B 96.58B 94.54B 4,072B P/E 2026 *
530x
P/E 2027 * 21.3x
Enterprise Value 21.82B 26.31B 23.6B 19.76B 36.92B 2,506B 37.37B 261B 104B 1,311B 98.72B 96.64B 4,162B EV / Sales 2026 *
1.27x
EV / Sales 2027 * 1.23x
Free-Float
76.78%
Yield 2026 *
3.87%
Yield 2027 * 4.4%
Change 5-day change 1-year change 3-year change Capi.($)
-0.66%-5.86% - - 25.76B
+0.11%-0.34%+21.80%+96.92% 181B
+0.40%+0.73%+29.74%+67.31% 136B
+0.39%-0.99%+7.92%+44.42% 112B
+0.31%-1.41%+7.28%+52.98% 95.72B
+1.11%+0.96%+5.23%+2.19% 90.67B
+0.74%+0.88%-2.57%+11.51% 66.39B
+4.55%+7.08%-4.48%+2.07% 64.17B
-1.99%-3.58%+6.74%+80.29% 35.7B
+0.32%-0.32%+17.74%+111.75% 36.14B
Average +0.54%-0.11%+9.93%+52.16% 90.96B
Weighted average by Cap. +0.62%-0.04%+12.81%+54.72%

Financials

2026 *2027 *
Net sales 17.25B 20.79B 18.65B 15.62B 29.18B 1,980B 29.53B 206B 82.13B 1,036B 78.02B 76.38B 3,290B 17.72B 21.36B 19.16B 16.05B 29.98B 2,034B 30.34B 212B 84.37B 1,064B 80.15B 78.46B 3,379B
Net income 136M 164M 147M 123M 231M 15.65B 233M 1.63B 649M 8.19B 616M 603M 25.99B 1.01B 1.22B 1.1B 917M 1.71B 116B 1.73B 12.11B 4.82B 60.85B 4.58B 4.49B 193B
Net Debt 475M 573M 514M 430M 804M 54.54B 813M 5.68B 2.26B 28.54B 2.15B 2.1B 90.6B 475M 573M 514M 430M 804M 54.54B 813M 5.68B 2.26B 28.54B 2.15B 2.1B 90.6B
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