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Helvetia Holding AG (HBAN.SW)
Sankt Gallen, CH
Helvetia Holding AG functions as a financial services group, leveraging its subsidiaries to deliver a comprehensive suite of life, non-life, and reinsurance products. Its extensive market presence spans Switzerland, Germany, Austria, Spain, Italy, France, Liechtenstein, and various other international regions. The company's diverse product portfolio encompasses life insurance options like investment-linked and group policies, alongside non-life coverage for property, motor vehicles, health and accident, liability, and transport risks. Furthermore, it provides annuity plans and various pension schemes. Established in 1858, the firm's global operations are managed from its headquarters in Sankt Gallen, Switzerland.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.20% | -5.76% | -5.14% | +1.50% | -2.59% | -4.15% | +4.21% | +58.35% | +102.19% | +89.01% | +616.55% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 3 | 0 |
| Buy | 3 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Insurance - Diversified: +15.2%+21.7% ★ Q2'25: -51.4% (vs Q4'23)
-
EPS growth Insurance - Diversified: +25.3%+71.6% ★ Q2'25: +323.5% (vs Q4'23)
-
FCF margin FCF growth · Insurance - Diversified: +30.2%-12.3% Q2'25: +2.0% (vs Q4'23)
-
EBIT margin Insurance - Diversified: +13.5%+5.9% Q2'25: +18.8% (vs Q4'23)
-
ROIC Insurance - Diversified: +4.2%+12.1% ★ Q2'25: +21.8% (vs Q4'23)
-
Share dilution Insurance - Diversified: +0.0%+0.1% Q2'25: +1.1% (vs Q4'23)
-
Debt / EBITDA Net debt/EBITDA · Insurance - Diversified: -0.05×2.42× ★ Q2'25: 1.31× (vs Q4'23)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 2 EPS Ana. |
Dec 2027 3 Rev. Ana. 4 EPS Ana. |
Dec 2028 3 Rev. Ana. 1 EPS Ana. |
Dec 2029 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|
| Revenue |
11.22B
est: 9.58B (+17.2%)
|
10.90B
est.
|
13.66B
13.11B – 14.21B
+25.3% YoY
|
14.00B
11.98B – 16.81B
+2.5% YoY
|
14.35B
12.98B – 16.16B
+2.5% YoY
|
23.25B
21.02B – 26.18B
+62.0% YoY
|
| EBITDA |
824.90M
est: 662.93M (+24.4%)
|
754.46M
est.
|
945.70M
907.66M – 983.74M
+25.3% YoY
|
969.23M
829.23M – 1.16B
+2.5% YoY
|
993.35M
898.00M – 1.12B
+2.5% YoY
|
1.61B
1.45B – 1.81B
+62.0% YoY
|
| EBIT |
661.10M
est: 525.82M (+25.7%)
|
598.43M
est.
|
750.12M
719.95M – 780.29M
+25.3% YoY
|
768.78M
657.73M – 922.89M
+2.5% YoY
|
787.91M
712.28M – 887.17M
+2.5% YoY
|
1.28B
1.15B – 1.44B
+62.0% YoY
|
| Net Income |
481.80M
est: 539.42M (-10.7%)
|
578.45M
est.
|
604.19M
585.90M – 622.48M
+4.5% YoY
|
735.36M
600.02M – 870.71M
+21.7% YoY
|
741.93M
636.94M – 846.93M
+0.9% YoY
|
815.94M
714.12M – 949.56M
+10.0% YoY
|
| SGA |
—
est: 787.20M (-100.0%)
|
895.89M
est.
|
1.12B
1.08B – 1.17B
+25.3% YoY
|
1.15B
984.68M – 1.38B
+2.5% YoY
|
1.18B
1.07B – 1.33B
+2.5% YoY
|
1.91B
1.73B – 2.15B
+62.0% YoY
|
| EPS |
8.99
est: 9.23 (-2.6%)
|
10.91
est.
|
11.49
11.08 – 11.77
+5.3% YoY
|
13.21
11.35 – 16.46
+14.9% YoY
|
13.76
12.04 – 16.02
+4.2% YoY
|
15.43
13.50 – 17.96
+12.1% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-28 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-15 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-13 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-12 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-11 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-08 | B | 3/5 | 3/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-06 | B | 3/5 | 3/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-05 | B | 3/5 | 3/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-04 | B | 3/5 | 3/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-15 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Fabian Joachim Rupprecht | Group Chief Executive Officer | 2M | male |
| Barbara Bolliger | Group General Counsel and Head of Group Legal, Governance & Compliance | — | female |
| Christophe Hamal | Chief Executive Officer of Belgium | — | male |
| David Ribeaud | Chief Executive Officer of Specialty Markets | — | male |
| Esther Roman | Group Chief Human Resource Officer | — | female |
| Jonas Grossniklaus | Head of Corporate Communications | — | male |
| Jurg Schiltknecht | CEO of Germany | — | — |
| Karina Schreiber | Group Chief Risk Officer & Member of Group Executive Board | — | female |
| Marc Brachat | Head of Group Accounting, Controlling & Transformation | — | — |
| Martin Jara | Chief Executive Officer of Switzerland | — | — |
| Matthias Henny | Group Chief Financial Officer | — | — |
| Michael Muller | Deputy Group CEO & Head of Integration | — | male |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for HBAN.SW
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
