Ratings Helvetia Holding AG

Equities

HELN

CH0466642201

Real-time Estimate Cboe Europe Other stock markets 10:27:16 2024-04-25 am EDT			5-day change	1st Jan Change
118 ^CHF	-0.63%		-0.76%	+1.64%

Apr. 11	HELVETIA HOLDING : Weak 2023 earnings
Apr. 11	Helvetia Holding AG Proposes Dividend	CI

Summary

On the basis of various fundamental qualitative criteria, the company appears to be particularly poorly ranked from a medium and long-term investment perspective.
From a short-term investment perspective, the company presents a deteriorated fundamental situation

Strengths

The company is one of the best yield companies with high dividend expectations.

Weaknesses

For the last twelve months, sales expectations have been significantly downgraded, which means that less important sales volumes are expected for the current fiscal year over the previous period.
For the past year, analysts have significantly revised downwards their profit estimates.
Most analysts recommend that the stock should be sold or reduced.
The three month average target prices set by analysts do not offer high potential in comparison with the current prices.
Over the past twelve months, analysts' consensus has been significantly revised downwards.

Ratings chart - Surperformance

Chart ESG Refinitiv

Sector: Multiline Insurance & Brokers

	1st Jan change	Capi.	ESG Refinitiv
HELVETIA HOLDING AG	+1.64%	6.86B	B+
ALLIANZ SE	+7.79%	111B	B-
MARSH & MCLENNAN COMPANIES	+5.40%	99.01B	B
ZURICH INSURANCE GROUP LTD	+0.25%	70.31B	C+
HARTFORD FINANCIAL SERVICES GROUP (THE), INC.	+22.82%	29.69B	A-
TALANX AG	+7.19%	19.41B	A-
BB SEGURIDADE PARTICIPAÇÕES S.A.	-3.86%	12.3B	B-
POWSZECHNY ZAKLAD UBEZPIECZE? SPÓLKA AKCYJNA	+7.64%	10.89B	A-
ASR NEDERLAND N.V.	+8.48%	10.45B	A
ICICI LOMBARD GENERAL INSURANCE COMPANY LIMITED	+20.19%	10.06B	A-

Investor Rating

Trading Rating

ESG Refinitiv

Financials

Sales growth

Earnings Growth

EBITDA / Sales

Profitability

Finances

Valuation

P/E ratio

EV / Sales

Price to Book

Price to Free Cash Flow

Yield

Momentum

1 year Revenue revision

4 months Revenue revision

7 days Revenue revision

1 year EPS revision

4 months EPS revision

Consensus

Analyst Opinion

Potential Price Target

4m Target Price Revision

4m Revision of opinion

12m Revision of opinion

Business Predictability

Analyst Coverage

Divergence of Estimates

Divergence of analysts' opinions

Divergence of Target Price

Earnings quality

Environment

Emissions

Innovation

Use of resources

Governance

CSR Strategy

Management

Shareholders

Controversy

Technical analysis

ST Timing

MT Timing

LT Timing

RSI

Bollinger Spread

Unusual volumes