Helvetia Baloise Holding AG (HLVTY)
OTCMKTS · Delayed Price · Currency is USD
6.50
0.00 (0.00%)
Feb 11, 2026, 4:00 PM EST

HLVTY Statistics

Total Valuation

HLVTY has a market cap or net worth of 13.17 billion. The enterprise value is 15.71 billion.

Market Cap13.17B
Enterprise Value 15.71B

Important Dates

The next estimated earnings date is Wednesday, April 15, 2026.

Earnings Date Apr 15, 2026
Ex-Dividend Date Apr 30, 2025

Share Statistics

Current Share Class n/a
Shares Outstanding n/a
Shares Change (YoY) -0.72%
Shares Change (QoQ) +1.03%
Owned by Insiders (%) 0.08%
Owned by Institutions (%) 25.96%
Float 34.77M

Valuation Ratios

The trailing PE ratio is 19.42 and the forward PE ratio is 12.34.

PE Ratio 19.42
Forward PE 12.34
PS Ratio 1.08
PB Ratio 2.45
P/TBV Ratio 5.38
P/FCF Ratio 18.35
P/OCF Ratio 16.91
PEG Ratio n/a
Financial Ratio History

Enterprise Valuation

The stock's EV/EBITDA ratio is 11.14, with an EV/FCF ratio of 21.88.

EV / Earnings 23.16
EV / Sales 1.25
EV / EBITDA 11.14
EV / EBIT 12.82
EV / FCF 21.88

Financial Position

The company has a current ratio of 8.27, with a Debt / Equity ratio of 0.57.

Current Ratio 8.27
Quick Ratio 7.29
Debt / Equity 0.57
Debt / EBITDA 2.24
Debt / FCF 4.26
Interest Coverage 15.22

Financial Efficiency

Return on equity (ROE) is 13.40% and return on invested capital (ROIC) is 11.19%.

Return on Equity (ROE) 13.40%
Return on Assets (ROA) 0.98%
Return on Invested Capital (ROIC) 11.19%
Return on Capital Employed (ROCE) 1.64%
Weighted Average Cost of Capital (WACC) 5.55%
Revenue Per Employee 830,536
Profits Per Employee 46,359
Employee Count14,631
Asset Turnover 0.16
Inventory Turnover n/a

Taxes

In the past 12 months, HLVTY has paid 184.21 million in taxes.

Income Tax 184.21M
Effective Tax Rate 20.62%

Stock Price Statistics

The stock price has increased by +60.10% in the last 52 weeks. The beta is 0.38, so HLVTY's price volatility has been lower than the market average.

Beta (5Y) 0.38
52-Week Price Change +60.10%
50-Day Moving Average n/a
200-Day Moving Average n/a
Relative Strength Index (RSI) 70.03
Average Volume (20 Days) 1,837

Short Selling Information

Short Interest n/a
Short Previous Month n/a
Short % of Shares Out n/a
Short % of Float n/a
Short Ratio (days to cover) n/a

Income Statement

In the last 12 months, HLVTY had revenue of 12.15 billion and earned 678.28 million in profits. Earnings per share was 12.84.

Revenue12.15B
Gross Profit 2.38B
Operating Income 1.19B
Pretax Income 893.27M
Net Income 678.28M
EBITDA 1.34B
EBIT 1.19B
Earnings Per Share (EPS) 12.84
Full Income Statement

Balance Sheet

The company has 21.08 billion in cash and 3.06 billion in debt, with a net cash position of -1.47 billion.

Cash & Cash Equivalents 21.08B
Total Debt 3.06B
Net Cash -1.47B
Net Cash Per Share n/a
Equity (Book Value) 5.37B
Book Value Per Share 82.90
Working Capital 21.22B
Full Balance Sheet

Cash Flow

In the last 12 months, operating cash flow was 779.22 million and capital expenditures -61.24 million, giving a free cash flow of 717.99 million.

Operating Cash Flow 779.22M
Capital Expenditures -61.24M
Free Cash Flow 717.99M
FCF Per Share n/a
Full Cash Flow Statement

Margins

Gross margin is 19.61%, with operating and profit margins of 9.78% and 5.65%.

Gross Margin 19.61%
Operating Margin 9.78%
Pretax Margin 7.35%
Profit Margin 5.65%
EBITDA Margin 11.03%
EBIT Margin 9.78%
FCF Margin 5.91%

Dividends & Yields

This stock pays an annual dividend of 0.11, which amounts to a dividend yield of 1.73%.

Dividend Per Share 0.11
Dividend Yield 1.73%
Dividend Growth (YoY) 16.97%
Years of Dividend Growth 6
Payout Ratio 68.31%
Buyback Yield 0.72%
Shareholder Yield 2.45%
Earnings Yield 5.15%
FCF Yield 5.45%
Dividend Details

Fair Value

There are several formulas that can be used to estimate the intrinsic value of a stock.

Lynch Fair Value
Lynch Upside
Graham Number
Graham Upside

Stock Splits

This stock does not have any record of stock splits.

Last Split Date n/a
Split Type n/a
Split Ratio n/a

Scores

Altman Z-Score n/a
Piotroski F-Score 6