Helvetia Holding AG banner

Helvetia Holding AG
SIX:HELN

Watchlist Manager
Helvetia Holding AG Logo
Helvetia Holding AG
SIX:HELN
Watchlist
Price: 209.2 CHF 0.1% Market Closed
Market Cap: CHf11.1B

Net Margin

5.5%
Current
Improving
by 1.2%
vs 3-y average of 4.3%

Net Margin shows how much profit a company keeps from each dollar of sales after all expenses, including taxes and interest. It reflects the company`s overall profitability.

Net Margin
5.5%
=
Net Income
CHf539.5m
/
Revenue
CHf9.7B

Net Margin shows how much profit a company keeps from each dollar of sales after all expenses, including taxes and interest. It reflects the company`s overall profitability.

Net Margin
5.5%
=
Net Income
CHf539.5m
/
Revenue
CHf9.7B

Peer Comparison

Country Company Market Cap Net
Margin
CH
Helvetia Holding AG
SIX:HELN
11.1B CHF
Loading...
DE
Allianz SE
XETRA:ALV
147.4B EUR
Loading...
CH
Zurich Insurance Group AG
SIX:ZURN
81.5B CHF
Loading...
FR
AXA SA
PAR:CS
84.6B EUR
Loading...
IT
Assicurazioni Generali SpA
MIL:G
54.1B EUR
Loading...
CN
China Pacific Insurance Group Co Ltd
SSE:601601
428.6B CNY
Loading...
US
American International Group Inc
NYSE:AIG
41.7B USD
Loading...
US
Hartford Financial Services Group Inc
NYSE:HIG
39.2B USD
Loading...
DE
Talanx AG
XETRA:TLX
28.5B EUR
Loading...
FI
Sampo Oyj
OMXH:SAMPO
25B EUR
Loading...
UK
Aviva PLC
LSE:AV
19.7B GBP
Loading...

Market Distribution

In line with most companies in Switzerland
Percentile
45th
Based on 1 179 companies
45th percentile
5.5%
Low
-57 027.8% — 1.3%
Typical Range
1.3% — 13.7%
High
13.7% — 3 663.7%
Distribution Statistics
Switzerland
Min -57 027.8%
30th Percentile 1.3%
Median 7.2%
70th Percentile 13.7%
Max 3 663.7%

Other Profitability Ratios

Helvetia Holding AG
Glance View

Market Cap
11.1B CHF
Industry
Insurance

In the heart of the Swiss insurance industry, Helvetia Holding AG stands as a beacon of resilience and adaptability, having journeyed through over 160 years of evolution in the financial landscape. Founded in 1858, Helvetia has established itself firmly as a leading player in the Swiss insurance market, with a reach that extends across Europe and into select international markets. The company operates through a structure that has allowed it to seamlessly blend traditional insurance with innovative solutions, ensuring robust earnings from life, non-life, and reinsurance operations. Helvetia thrives on its expansive network of subsidiaries and brands that address the diverse needs of its clientele, from personal lines to tailored corporate solutions, offering them peace of mind in a world of uncertainties. The company's revenue streams are meticulously woven from its broad range of insurance products—life insurance, which caters to long-term security and savings plans, and non-life insurance, which spans from basic household and travel policies to complex marine and aviation coverage. Its strategic acquisitions and collaborations have fortified its portfolio, creating a mosaic of services that appeal to various demographic and economic sectors. In addition to the traditional underwriting profits, Helvetia’s financial acumen is evident in its asset management practices, where it utilizes its investment prowess to bolster returns in a low-interest-rate environment, thereby reinforcing its financial stability and shareholder value. This dynamic interplay of insurance expertise and strategic asset management enables Helvetia to carve out a distinctive niche in the competitive insurance industry.

HELN Intrinsic Value
299.18 CHF
Undervaluation 30%
Intrinsic Value
Price
What is Net Margin?
Net Margin shows how much profit a company keeps from each dollar of sales after all expenses, including taxes and interest. It reflects the company`s overall profitability.
How is Net Margin calculated?

Net Margin is calculated by dividing the Net Income by the Revenue.

Net Margin
5.5%
=
Net Income
CHf539.5m
/
Revenue
CHf9.7B
What is Helvetia Holding AG's current Net Margin?

The current Net Margin for Helvetia Holding AG is 5.5%, which is above its 3-year median of 4.3%.

How has Net Margin changed over time?

Over the last 3 years, Helvetia Holding AG’s Net Margin has increased from 4.1% to 5.5%. During this period, it reached a low of 2.8% on Jun 30, 2024 and a high of 5.5% on Jul 30, 2025.

Back to Top