Valuation Helvetia Baloise Holding AG

Stocks

Market Closed - Swiss Exchange Other stock markets 16:30:32 10/07/2026 BST			5-day change	1st Jan Change
214.00 ^CHF	+0.28%		+1.04%	+2.29%

07-02	Helvetia Baloise Wraps Up Merger of Swiss Insurance Companies	MT
07-02	Helvetia Baloise Combines Asset Management Units Via Universal Succession	MT

Data adjusted to current consolidation scope

Fiscal Period: December	2021	2022	2023	2024	2025	2026	2027	2028
Market Cap ¹	5,669	5,698	6,132	7,895	20,772	21,199	-	-
Change	-	0.52%	7.61%	28.75%	163.1%	2.06%	-	-
Enterprise Value (EV) ¹	5,669	5,698	6,132	8,829	21,983	21,674	21,674	21,674
Change	-	0.52%	7.61%	43.97%	149%	-1.4%	0%	0%
P/E	11.7x	10.2x	22.1x	16.6x	20.3x	-436x	20.1x	17.6x
PBR	0.89x	1.35x	1.84x	2.16x	1.59x	1.5x	1.48x	1.59x
PEG	-	0.7x	-0.4x	0.2x	1.4x	4x	-0x	1.2x
Capitalization / Revenue	0.52x	0.53x	0.54x	0.68x	1.8x	1.32x	1.15x	1.11x
EV / Revenue	0.52x	0.53x	0.54x	0.76x	1.9x	1.35x	1.17x	1.14x
EV / EBITDA	-	-	-	-	-	-	-	-
EV / EBIT	7x	8.11x	12.4x	11.7x	26.7x	14.1x	13.8x	12.2x
EV / FCF	9.31x	-60.8x	6.5x	-	29.7x	20.4x	19.2x	-
FCF Yield	10.7%	-1.64%	15.4%	-	3.37%	4.91%	5.2%	-
Dividend per Share ²	5.5	5.9	6.3	6.7	7.7	8.217	9.31	9.973
Rate of return	5.12%	5.47%	5.44%	4.48%	3.68%	3.84%	4.35%	4.66%
EPS ²	9.17	10.6	5.24	8.99	10.32	-0.4913	10.64	12.16
Distribution rate	60%	55.7%	120%	74.5%	74.6%	-1,673%	87.5%	82%
Net sales ¹	10,808	10,786	11,311	11,553	11,550	16,034	18,457	19,031
EBITDA	-	-	-	-	-	-	-	-
EBIT ¹	809.5	702.8	495.3	754.9	824.2	1,534	1,568	1,772
Net income ¹	497.2	575	283.2	481.8	552.3	-17.92	1,160	1,084
Net Debt ¹	-	-	-	933.6	1,211	475	475	475
Reference price ²	107.40	107.80	115.90	149.40	209.20	214.00	214.00	214.00
Nbr of stocks (in thousands)	52,783	52,861	52,909	52,844	99,291	99,063	-	-
Announcement Date	25/03/22	02/03/23	10/04/24	06/03/25	14/04/26	-	-	-

¹CHF in Million²CHF

Estimates

Add to a list 0 selected To use this feature you must be a member Log in Sign up	P/E (N)	EV / Sales (N)	EV / EBITDA (N)	Dividend Yield (N)	Capi.($)
HELVETIA BALOISE HOLDING AG	-435.57x	1.35x	-	3.84%	26.28B
ALLIANZ SE	13.74x	-	-	4.34%	181B
CHUBB LIMITED	13.4x	3.03x	11.31x	1.15%	135B
ZURICH INSURANCE GROUP LTD	16.29x	-	-	5.24%	114B
MARSH & MCLENNAN COMPANIES	20.74x	3.64x	12.77x	2.13%	86.14B
HARTFORD FINANCIAL SERVICES GROUP (THE), INC.	10.39x	1.48x	-	1.73%	38.04B
PRINCIPAL FINANCIAL GROUP, INC.	12.22x	-	-	2.95%	24.24B
UNIPOL ASSICURAZIONI S.P.A.	13.14x	-	-	4.45%	21.65B
ASR NEDERLAND N.V.	10.87x	-	-	5.47%	15.91B
POWSZECHNY ZAKLAD UBEZPIECZE? SPÓLKA AKCYJNA	10.08x	-	-	7.06%	15.84B
Average	-31.47x	2.38x	12.04x	3.84%	65.81B
Weighted average by Cap.	-3.34x	2.85x	11.87x	3.43%