|
Real-time Estimate
Other stock markets
|
5-day change | 1st Jan Change | ||
| 214.60 CHF | +0.56% |
|
+1.32% | +2.58% |
| Jul. 02 | Helvetia Baloise Wraps Up Merger of Swiss Insurance Companies | MT |
| Jul. 02 | Helvetia Baloise Combines Asset Management Units Via Universal Succession | MT |
Company Valuation: Helvetia Baloise Holding AG
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 | 21,140 | - | - |
| Change | - | 0.52% | 7.61% | 28.75% | 163.1% | 1.77% | - | - |
| Enterprise Value (EV) 1 | 5,669 | 5,698 | 6,132 | 8,829 | 21,983 | 21,615 | 21,615 | 21,615 |
| Change | - | 0.52% | 7.61% | 43.97% | 149% | -1.67% | 0% | 0% |
| P/E | 11.7x | 10.2x | 22.1x | 16.6x | 20.3x | -636x | 20.1x | 17.6x |
| PBR | 0.89x | 1.35x | 1.84x | 2.16x | 1.59x | 1.5x | 1.47x | 1.59x |
| PEG | - | 0.7x | -0.4x | 0.2x | 1.4x | 6x | -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 | 20.3x | 19.2x | - |
| FCF Yield | 10.7% | -1.64% | 15.4% | - | 3.37% | 4.93% | 5.22% | - |
| 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% | 3.85% | 4.36% | 4.67% |
| EPS 2 | 9.17 | 10.6 | 5.24 | 8.99 | 10.32 | -0.3357 | 10.64 | 12.16 |
| Distribution rate | 60% | 55.7% | 120% | 74.5% | 74.6% | -2,448% | 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 | 213.40 | 213.40 | 213.40 |
| Nbr of stocks (in thousands) | 52,783 | 52,861 | 52,909 | 52,844 | 99,291 | 99,063 | - | - |
| Announcement Date | 3/25/22 | 3/2/23 | 4/10/24 | 3/6/25 | 4/14/26 | - | - | - |
1CHF in Million2CHF
Estimates
P/E, Detailed evolution
| P/E (Y) | EV / Sales (Y) | EV / EBITDA (Y) | Dividend Yield (Y) | Capi.($) | ||
|---|---|---|---|---|---|---|
 | -635.76x | 1.35x | - | 3.85% | 26.21B | |
| 13.79x | - | - | 4.33% | 182B | |
| 13.4x | 3.03x | 11.3x | 1.15% | 135B | |
| 15.8x | - | - | 5.25% | 113B | |
| 20.82x | 3.65x | 12.79x | 2.15% | 86.47B | |
| 10.34x | 1.48x | - | 1.74% | 37.97B | |
| 12.19x | - | - | 2.95% | 24.12B | |
| 12.94x | - | - | 4.52% | 21.33B | |
| 10.89x | - | - | 5.44% | 15.96B | |
| 9.81x | - | - | 7.25% | 15.4B | |
| Average | -51.58x | 2.38x | 12.05x | 3.86% | 65.76B | |
| Weighted average by Cap. | -11.35x | 2.86x | 11.89x | 3.43% |
Y-o-Y evolution of P/E
Historical PBR trend
Evolution Enterprise Value / Sales
Change in Enterprise Value/EBITDA
Year-on-year evolution of the Yield
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- Valuation Helvetia Baloise Holding AG
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