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Helvetia Baloise Holding AG Stock Fundamentals & Technical Report

Helvetia Baloise Holding AG (HBAN.SW) is reviewed here as a complete stock research report for the Swiss market, bringing the core signals into one place: today's price action, valuation, earnings power, balance-sheet quality, cash flow, dividends, ownership, analyst expectations, RSI, support, resistance, moving averages, and technical momentum. The report is built from the data available on Worldtickers and keeps the company name front and center while preserving the ticker for quick market lookup.

Fundamental Research

Helvetia Baloise Holding AG Fundamental Analysis

Helvetia Baloise Holding AG Valuation Snapshot

What is the P/E ratio of Helvetia Baloise Holding AG?

Helvetia Baloise Holding AG (HBAN.SW) has a trailing P/E of 20.17x and a forward P/E of 16.09x. This places HBAN.SW in a moderate earnings multiple territory based on the valuation data currently available on Worldtickers.

Is Helvetia Baloise Holding AG overvalued or undervalued?

HBAN.SW trades with 20.17x earnings on Worldtickers. Use valuation together with growth, balance sheet strength, and risk before deciding whether HBAN.SW looks overvalued or undervalued.

What is a good P/E ratio for Helvetia Baloise Holding AG?

HBAN.SW's P/E of 20.17x should be judged against Financial Services peers, growth rate, margins, and balance sheet quality. A lower P/E may indicate value, while a higher P/E often means investors expect stronger future growth.

What is the EPS of Helvetia Baloise Holding AG?

HBAN.SW's trailing EPS is CHF 10.32 and forward EPS is CHF 12.94. Reported earnings growth is 2.50%, which helps show current profit momentum.

What does EPS mean for Helvetia Baloise Holding AG investors?

EPS, or earnings per share, shows how much profit Helvetia Baloise Holding AG generated for each share. HBAN.SW's trailing EPS is CHF 10.32, and investors usually prefer EPS that is positive and growing over time.

What is the market cap of Helvetia Baloise Holding AG?

Helvetia Baloise Holding AG has a market cap of CHF 20.62B, making HBAN.SW a large-cap stock based on the current market value shown on Worldtickers.

What is Helvetia Baloise Holding AG's stock price today?

HBAN.SW's latest stock price on Worldtickers is CHF 208.20. The latest move is -CHF 3.20 or -1.51%. Use the live quote, chart, volume, and 52-week range to judge the current trading context.

What is Helvetia Baloise Holding AG's stock quote?

HBAN.SW's quote includes a latest price of CHF 208.20. The market open is CHF 211.40. Previous close is CHF 211.40. The intraday range is CHF 208.20 to CHF 211.40.

Why is Helvetia Baloise Holding AG stock up or down today?

HBAN.SW is down in the latest quote, with a move of -CHF 3.20 or -1.51%. To understand the reason, compare this move with news, earnings updates, analyst changes, sector performance, and market-wide direction.

Helvetia Baloise Holding AG Business Fundamentals

What is Helvetia Baloise Holding AG's revenue?

HBAN.SW generated CHF 10.32B in trailing revenue. Revenue growth is 17.90%, which helps show whether demand is expanding or slowing.

How fast is Helvetia Baloise Holding AG's revenue growing?

HBAN.SW's revenue growth is 17.90%, which is a strong demand signal in the latest available data. Investors usually compare revenue growth with margin trends and valuation to judge whether growth is profitable.

Is Helvetia Baloise Holding AG profitable?

Yes, HBAN.SW shows positive profitability metrics in the latest data available on Worldtickers. Net income to common shareholders is CHF 545.82M.

What is Helvetia Baloise Holding AG's profit margin?

Gross margin is 24.39%. Margins show how efficiently Helvetia Baloise Holding AG turns revenue into profit.

What is Helvetia Baloise Holding AG's debt?

Helvetia Baloise Holding AG carries CHF 15.09B and holds CHF 44.26B in cash.

Does Helvetia Baloise Holding AG have enough cash?

HBAN.SW holds CHF 44.26B on its balance sheet.

What is Helvetia Baloise Holding AG's book value?

HBAN.SW's book value per share is CHF 131.27.

Helvetia Baloise Holding AG Income & Dividends

Does Helvetia Baloise Holding AG pay a dividend?

Yes, Helvetia Baloise Holding AG pays a dividend of CHF 7.70 per share annually. The dividend yield is 364.00%. The payout ratio is 64.92%.

Is Helvetia Baloise Holding AG a good dividend stock?

HBAN.SW's dividend yield is 364.00%. Its payout ratio is 64.92%, which helps judge dividend sustainability. Dividend investors usually prefer a reasonable yield, consistent cash flow, and a payout ratio that leaves room for reinvestment.

When is Helvetia Baloise Holding AG's next dividend date?

Worldtickers does not currently show a confirmed next ex-dividend date for HBAN.SW. The page does show dividend rate and yield when available, and investors should confirm record and payment dates through Helvetia Baloise Holding AG's investor relations materials.

What is Helvetia Baloise Holding AG's dividend history?

HBAN.SW's five-year average dividend yield is 433.00%. Use this alongside current yield, payout ratio, and cash flow to understand whether today's dividend looks high or low versus recent history.

Helvetia Baloise Holding AG Ownership Signals

Who owns Helvetia Baloise Holding AG stock?

Institutions hold 32.70% of HBAN.SW shares. Insiders hold 22.86% of shares. Ownership mix helps investors understand how much of Helvetia Baloise Holding AG is held by professional investors and company insiders.

How many shares of Helvetia Baloise Holding AG are outstanding?

HBAN.SW has 99.06M shares outstanding. Float shares are 80.94M. Share count affects market cap, EPS, ownership percentages, and the impact of buybacks or dilution.

Should I follow Helvetia Baloise Holding AG insider trades?

Insider activity can be useful context for HBAN.SW, especially when multiple executives buy shares with their own money. Insider selling is harder to interpret because executives may sell for taxes, diversification, or planned compensation reasons.

Helvetia Baloise Holding AG Earnings Outlook

What to expect from Helvetia Baloise Holding AG earnings?

Forward EPS for HBAN.SW is CHF 12.94. Earnings growth is 2.50%. Revenue growth is 17.90%. For earnings, investors usually watch EPS, revenue, margins, guidance, and management commentary.

What is Helvetia Baloise Holding AG's earnings history?

HBAN.SW's trailing EPS is CHF 10.32. Forward EPS is CHF 12.94. Use the earnings section on the page to compare reported results, estimates, and trend changes when those datasets are available.

Helvetia Baloise Holding AG Investment View

Is Helvetia Baloise Holding AG better than Financial Services average?

HBAN.SW is in the Financial Services sector. Its earnings multiple is 20.17x. Its latest displayed growth metric is 17.90%. Compare these figures with sector peers before deciding whether Helvetia Baloise Holding AG is stronger or weaker than average.

Should I invest in Helvetia Baloise Holding AG now?

HBAN.SW trades at CHF 208.20. The stock trades at 20.17x earnings. Whether to invest depends on your risk tolerance, time horizon, diversification, and view of Helvetia Baloise Holding AG's fundamentals.

What are the risks of buying Helvetia Baloise Holding AG?

HBAN.SW risks include company execution, valuation, competition in Financial Services, interest rates, and broad market volatility. Beta is 0.33, which helps estimate market sensitivity. No single stock should be evaluated without portfolio context.

How does Helvetia Baloise Holding AG compare to its competitors?

HBAN.SW should be compared with companies in Insurance - Diversified. Its earnings multiple is 20.17x. Useful comparison points include revenue growth, margins, debt, cash flow, valuation, analyst targets, and price momentum.

Helvetia Baloise Holding AG Company Profile

What does Helvetia Baloise Holding AG do?

Helvetia Baloise Holding AG (HBAN.SW) operates in Financial Services, specifically Insurance - Diversified. Helvetia Baloise Holding AG engages in life and non-life insurance, and reinsurance business. It offers life insurance products in the areas of investment-linked, group life, and traditional individual life others; non-life insurance products in the areas of property, motor vehicle, health/accident, liability, engineering, and transport; and pure risk, savings, endowment, and annuity insurance products, as well as pension plans and asset management services. The company also provides marine, aviation, and art insur

What exchange does Helvetia Baloise Holding AG trade on?

HBAN.SW trades on Swiss. Exchange context matters because trading hours, liquidity, currency, and settlement rules can differ across markets.

What currency is Helvetia Baloise Holding AG stock priced in?

HBAN.SW stock is priced in CHF on Worldtickers. Currency matters for international investors because exchange-rate moves can affect local-currency returns.

What is Helvetia Baloise Holding AG's official website?

Helvetia Baloise Holding AG's official website listed on Worldtickers is www.helvetia-baloise.com. Investor relations pages are useful for earnings releases, annual reports, filings, and shareholder presentations.

How many employees does Helvetia Baloise Holding AG have?

Helvetia Baloise Holding AG employs about 22.9K people based on the latest company profile data available on Worldtickers. Workforce size helps investors understand company scale and operating complexity.

Where is Helvetia Baloise Holding AG headquartered?

Helvetia Baloise Holding AG is headquartered in Basel, Switzerland. Headquarters location can matter for currency, regulation, tax, labor market, and regional economic exposure.

What sector is Helvetia Baloise Holding AG in?

HBAN.SW is in the Financial Services sector and the Insurance - Diversified industry. Sector context helps investors compare valuation, growth, margins, and risk against similar companies.

Technical Research

Helvetia Baloise Holding AG Technical Analysis

What is Helvetia Baloise Holding AG's 52-week high and low?

HBAN.SW has traded between CHF 183.40 and CHF 225.00 over the past 52 weeks. At CHF 208.20, it is 7.47% below the high and 13.52% above the low. The 52-week range helps gauge long-term price momentum.

Is Helvetia Baloise Holding AG in an uptrend or downtrend?

HBAN.SW is between its 50-day and 200-day moving averages, which suggests a mixed trend setup. Its 50-day moving average is CHF 212.59 and its 200-day moving average is CHF 200.49.

What is Helvetia Baloise Holding AG's RSI?

HBAN.SW's RSI is 34.10. Readings below 30 are commonly viewed as oversold, above 70 as overbought, and the current reading suggests a neutral momentum setup.

What is Helvetia Baloise Holding AG's RSI today?

HBAN.SW's latest RSI reading is 34.10, which points to neutral momentum today. Traders usually confirm RSI with volume, trend, and nearby support or resistance.

What are Helvetia Baloise Holding AG's support and resistance levels?

Key support for HBAN.SW is near CHF 211.40. Key resistance is near CHF 219.20. Breaks above resistance or below support can change the short-term technical setup.

What is the support level for Helvetia Baloise Holding AG?

HBAN.SW's nearest reported support level is CHF 211.40. A clean break below support can weaken the short-term setup, while repeated bounces can show demand.

What is the resistance level for Helvetia Baloise Holding AG?

HBAN.SW's nearest reported resistance level is CHF 219.20. A breakout above resistance can improve momentum, especially when volume confirms the move.

What is Helvetia Baloise Holding AG's average daily volume?

HBAN.SW trades about 132.15K shares daily on average. The latest displayed volume is 159.93K shares. Volume helps show liquidity and whether trading interest is unusually high or low.

What is Helvetia Baloise Holding AG's MACD?

HBAN.SW's MACD is -0.93, which is a negative momentum reading. MACD should be reviewed with price trend, moving averages, RSI, volume, and support or resistance levels.

Should I buy Helvetia Baloise Holding AG based on technical analysis?

HBAN.SW is between its 50-day and 200-day moving averages, which suggests a mixed trend setup. RSI is 34.10 (neutral). MACD is bearish. Nearest support is around CHF 211.40. Resistance is around CHF 219.20. A buy decision should also consider valuation, earnings quality, risk tolerance, and position sizing.

Where is Helvetia Baloise Holding AG versus its 20-day, 50-day, and 200-day moving averages?

MA20 is CHF 215.19 (-3.25% from price). MA50 is CHF 212.59 (-2.07% from price). MA200 is CHF 200.49 (3.85% from price). The moving-average stack helps separate short-term momentum from long-term trend risk.

What is Helvetia Baloise Holding AG's EMA signal?

The server report currently confirms daily moving-average levels rather than a separate EMA-only value. HBAN.SW's MA20 is CHF 215.19. MA50 is CHF 212.59. For EMA-specific overlays, use the live chart indicators and compare EMA direction with RSI, MACD, volume, support, and resistance.

What are Helvetia Baloise Holding AG's pivot, support, and resistance levels?

HBAN.SW's pivot is near CHF 213.27. Support is near CHF 211.40. Resistance is near CHF 219.20. Price holding above pivot can support a constructive setup, while rejection near resistance can cap momentum.

What are the next support and resistance zones for Helvetia Baloise Holding AG?

The next lower support zone for HBAN.SW is near CHF 204.73. The next upper resistance zone is near CHF 212.83. These levels help define risk and possible follow-through zones after a breakout or breakdown.

What do Bollinger Bands show for Helvetia Baloise Holding AG?

HBAN.SW's Bollinger range is roughly CHF 210.96 to CHF 219.42. Band width is near 3.93%. Price near the upper band can show stretched upside momentum, while price near the lower band can show downside pressure or a possible mean-reversion zone.

What is Helvetia Baloise Holding AG's ATR volatility?

HBAN.SW's ATR-based typical daily range is about 1.42%. ATR helps size risk because wider ranges usually require wider stops or smaller position sizes.

Does volume confirm Helvetia Baloise Holding AG's move?

Latest volume is 159.93K shares. Average volume is about 132.15K shares. Breakouts with rising relative volume are usually more reliable than moves on light participation.

What is Helvetia Baloise Holding AG's all-time high and low?

HBAN.SW's all-time high shown on Worldtickers is CHF 225.00. Its all-time low is CHF 21.80. All-time levels provide long-range context, but recent fundamentals and market conditions matter more for current decisions.

What is Helvetia Baloise Holding AG's beta?

HBAN.SW has a beta of 0.33, meaning it has historically been less volatile than the broad market. Beta is useful for judging how much a stock may move during broad market swings.

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