Helvetia Baloise Holding AG ADR HLVTY

Morningstar Rating
$5.77 −0.42 (6.79%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

HLVTY is trading at a LOCK|Nsc!% premium.
Price
$5.77
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
—

Trading Information

Previous Close Price
$6.19
Day Range
$5.77–5.77
52-Week Range
$5.77–8.20
Bid/Ask
$5.96 / $10.09
Shares Outstanding
3.96B
Market Cap
$22.86B
Volume/Avg
1,380 / 552

Key Statistics

Price/Earnings (Normalized)
18.36
Price/Sales
0.86
Dividend Yield (Trailing)
4.27%
Dividend Yield (Forward)
4.27%
Dividend Payment Schedule
Jun
Total Yield
4.27%

Company Profile

Helvetia Baloise Holding AG is a multi-line insurance company. The company provides pension, specialty insurance and reinsurance services, and other financial solutions. The company represents it's seven reportable segments namely Switzerland, Spain, Germany, Belgium, Luxembourg, Italian and Austrian Markets, Specialty Markets, and Corporate and other. Company generates majority revenue from Switzerland business segment.
Sector
Financial Services
Industry
Insurance - Diversified
Stock Style Box
Large Core
Total Number of Employees
20,597

Valuation

Metric
HLVTY
Price/Earnings (Normalized)
18.36
Price/Book Value
1.51
Price/Sales
0.86
Price/Cash Flow
4.16
Price/Earnings
HLVTY

Financial Strength

Metric
HLVTY
Quick Ratio
—
Current Ratio
—
Interest Coverage
3.68
Quick Ratio
No chart available

Profitability

Metric
HLVTY
Return on Assets (Normalized)
0.80%
Return on Equity (Normalized)
9.87%
Return on Invested Capital (Normalized)
9.05%
Return on Assets
HLVTY

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