Helvetia Holding stock
HBAN.SWSIXHelvetia Holding AG, Financial ServicesISIN CH0466642201
56Score 56 out of 100, Neutral
Price and trend
81 / 100
Price history
+9.7% in one yearThe chart shows daily closes over 20 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Above the 200-day line: the price is 9.4% above it.
Since April 2026 the 50-day line has been above the 200-day line; the trend has turned up.
Overheated: the price has risen very quickly lately (RSI 83).
The price is at its 52-week high. Largest decline in 20 years: 72% (April 2007 to March 2009).
Chart figures for advanced users
- SMA 50$258.03
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$251.90
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)83
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$224.73
- The lowest closing price of the last twelve months.
- Resistance$275.46
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- Helvetia Holding AG belongs to the Insurance (Diversified) industry (Switzerland) and, with a market value of $27.28B, is number 16 of 43 companies in its industry on MEQIRI.
- In fiscal 2025 it earned $692.52M (up 19.3% year on year).
- For fiscal 2026, analysts expect on average adjusted earnings per share of $14.18.
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- MEQIRI Score 56 out of 100 (Neutral): rank 788 of 976 in Financial Services, median 68.
- The P/E is 48.6 (Insurance (Diversified) median 13.9, own median of recent years 14.6).
- Our model puts fair value at $151.83, with the price 81% above it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- Reliable dividendNo dividend cut for 20 years.
- Consistently profitableProfit in all 10 fiscal years from 2016 to 2025.Fundamentals 67
- Earnings per share growingUp 16.7% a year since 2020.Growth 66
Weaknesses
- Richly valuedP/E 48.6, Insurance (Diversified) median 13.9, own median 14.6.Valuation 23
- Above fair valuePrice 81% above the fair value of $151.83.Valuation 23
- Dividend not coveredPayouts over the last 12 months were 164% of earnings.Capital allocation 30
Its standout strengths are stability and technical analysis, while profitability and valuation hold the score back.
Daily figure as of 12 Nov 2026
How the score is calculatedScore overview
The fundamentals are in the middle range.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk low
How well MEQIRI warnsOne of the 30% with the lowest crash risk among stocks ranked 101 to 1,000.
From 2016 to 2025, 9 in 100 such stocks fell 30% or more within a year, against a group average of 15 in 100.
What lowers it
- calm price action
- price near its 52-week high
Valuation
Valuation signal
Significantly overvaluedClosing price of 11 Nov 2026, used by the daily score.
In our model the price counts as cheap below $108.45 and expensive above $253.04 (uncertainty high, one part of the fair value is more than twice the other).
The two parts of the fair value come to $224.86 (excess return model) and $78.79 (industry comparison), and the gap between them shows how uncertain the estimate is. The price is above both.
Calculated with a cost of equity of 5.6%. At 6.6% the fair value would be $133.09, at 4.6% it would be $179.93.
Valuation metrics
Half from the excess return model, half from earnings times the industry P/E (13.9).
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 30 Jun 2026, revenue rose 111% on the twelve months before. Revenue has stayed largely stable since 2006.
Margins
- Operating margin
- Net margin
In fiscal 2025: operating 8%, net 6%. Banks and insurers have no gross margin, and their net margin is not comparable with other industries. The score leaves both out.
Debt & balance sheet
latest quarterFor banks and insurers, deposits and liabilities are the business. Debt to equity and the current ratio say little here, and the score does not rate them.
Earnings
- Next earnings
- No date announced.
- Last reported
- 17 Sep 2026EPS reported $7.60 (expected $9.98)below expectations
Analyst estimates
Earnings estimates have barely changed since 15 Oct 2026.
- Earnings per share
- $14.180.0%
- Revenue
- $19.29B0.0%
- Earnings per share
- $15.26−0.4%
- Revenue
- $19.88B0.0%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Company outlook mixed
Share price after the results: +3.6%The 2026 synergy benefit is expected CHF 20 million higher and earnings growth guidance is confirmed, but the hailstorm will cost CHF 120 million to CHF 140 million and the strong first half is unlikely to repeat.
“We now also expect that 2026 P and L to benefit by an additional CHF 20 million bringing the cumulative underlying earnings benefit from synergies and efficiency gains to CHF 170 million.”The outlook is not part of the score and not a recommendation to buy or sell.
From the earnings call on 17 Sep 2026 (fiscal Q2 2026), read by AI.
What happened at Helvetia Holding
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
976 rated companies in Financial Services
- This company
- 56
- Sector median
- 68
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Insurance (Diversified)
The next larger and next smaller companies by market value
- Hartford Insurance GroupHIG $36.68B83
- Arch Capital GroupACGL $35.54B86
- Swiss Life HoldingSLHN.SW $32.86B67
- SampoSAMPO.HE $29.04B75
- Unipol GruppoUNI.MI $24.35B77
- NN GroupNN.AS $23.51B68
- ageas SA/NVAGS.BR $18.38B80
- ASR NederlandASRNL.AS $17.73B69
ETFs that hold Helvetia Holding
Held by 90 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| iShares STOXX Europe 600 Insurance UCITS ETF (DE)EXH5 | 2.23% | 0.46% | €662.26M |
| Xtrackers SLI UCITS ETF 1DDXS0 | 1.68% | 0.25% | €581.42M |
| Amundi DJ Switzerland Titans 30 UCITS ETF DistC030 | 1.23% | 0.25% | €237.76M |
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| Xtrackers Switzerland UCITS ETF 1DXSMI | 1.11% | 0.30% | €2.88B |
| Deka MSCI Europe MC UCITS ETFEL43 | 0.87% | 0.36% | €67.17M |
| Amundi MSCI Europe Ex EMU ESG Selection UCITS ETF Acc540H | 0.80% | 0.30% | €182.66M |
| iShares MSCI Europe Financials Sector UCITS ETFESIF | 0.62% | 0.18% | €661.4M |
| State Street SPDR MSCI Europe Financials UCITS ETFSPYZ | 0.61% | 0.18% | €825.78M |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 12 Nov 2026, recalculated nightly
- Price
- Closing price of 12 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 31 Dec 2025
- Currency
- Amounts in US dollars, converted at the ECB reference rate of 11 Nov 2026 ($1 = CHF 0.8299)
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Neutral, published since 7 Nov 2026 (in the score history since 18 Oct 2026)
- Valuation signal Overvalued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.