Financial Services
Helvetia Holding AG(HELNF)
Live Price
Offline$253.55
+0.00% today
1Y Change
+83.75%
Window
Jun 25, 2025 โ Jun 23, 2026
- Market Cap
- $11.32B
- Revenue Growth
- -4.9%
- EPS Growth
- +14.8%
- Dividend Yield
- 0.0%
Coverage: 255 bars ยท Jun 25, 2025 โ Jun 23, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Helvetia Holding AG (HELNF) is a Financial Services stock with a market cap of $11.32B and listed on OTC. The stock last traded around $253.55 and up 83.7% across the available one-year price window (Jun 25, 2025 โ Jun 23, 2026). Baseline metrics include revenue growth of -4.9%, EPS growth of +14.8%, a dividend yield of 0.0%. What stands out right now is revenue -4.9%, EPS +14.8%, free cash flow +704.1% with operating margin 6.1% and ROIC 0.9%. Valuation is more restrained than many high-expectation growth names at P/E 20.9 and price/sales 1.0. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines HELNF price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
-4.9% vs +3.4% peer median
Operating Margin
Near sector median
+6.1% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 15, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at -4.9% and EPS is at +14.8%, with operating margin around 6.1%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +3.1% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 15, 2026 | โ | +0.0% | +9.4% | +9.4% |
2025 Sep 3, 2025 | +11.4% | +0.0% | +0.0% | +0.0% |
2025 May 23, 2025 | โ | +0.0% | +0.0% | +0.0% |
Benchmark Edge
HELNF vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
HELNF
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
HELNF Max Drawdown
-8.07%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for HELNF and SPY.
Company Overview
Helvetia Holding AG
Other OTC
Helvetia Holding AG, through its subsidiaries, engages in life and non-life insurance, and reinsurance business in Switzerland, Germany, Austria, Spain, Italy, France, Liechtenstein, and internationally. It offers life insurance products in the areas of investment-linked, group life, and others; non-life insurance products in the areas of property, motor vehicle, health/accident, liability, and transport; and annuity insurance products and pension plans. The company was founded in 1858 and is headquartered in Sankt Gallen, Switzerland.
- Leadership
- Fabian Joachim Rupprecht
- IPO Date
- Oct 12, 2022
- Employees
- 11.9k
- Street Address
- Dufourstrasse 40
- Mailing
- Sankt Gallen, 9001
- Region
- Sankt Gallen, CH
- Reporting Currency
- USD
- Investor Line
- 41 58 280 5000
- Last Updated
- Apr 29, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 20.9
- EV/EBITDA
- 14.9
- Price/Sales
- 1.0
- Price/Book
- 2.9
Growth
- Revenue
- -4.9%
- EPS
- +14.8%
- Free Cash Flow
- +704.1%
Profitability
- Gross Margin
- 64.8%
- Operating Margin
- 6.1%
- Net Margin
- 4.9%
- ROE
- 13.6%
- ROIC
- 0.9%
Balance Sheet
- Debt/Equity
- 0.61
- Current Ratio
- โ
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.