SW · HBAN.SW
Helvetia Holding AG
- Sector
- Financial Services · Insurance - Diversified
- Headquarters
- Sankt Gallen 9001
- Website
- helvetia.com
Price · as of 2024-12-31
$214.00
Market cap 10.45B
Valuation summary
Four models, one snapshot. Upside is target ÷ current − 1.
| Valuation method | Value, $ | Upside, % |
|---|---|---|
| Artificial Intelligence(AI) | $107.87 | -49.59% |
| Intrinsic Value(DCF) | $67.81 | -68.31% |
| Graham-Dodd Method(GD) | $2.60 | -98.79% |
| Graham Formula(GF) | $262.31 | +22.57% |
Valuation history
Annual price (USD per share) overlaid with each model's fair value. Y-axis is log scale.
| Year | Price | AI | DCF | Graham-Dodd | Graham Formula |
|---|---|---|---|---|---|
| 2010 | $39.06 | $33.55 | $0.00 | $73.85 | $87.15 |
| 2011 | $37.17 | $38.99 | $0.00 | $66.42 | $59.60 |
| 2012 | $45.34 | $42.76 | $3.22 | $74.63 | $103.33 |
| 2013 | $52.93 | $37.87 | $0.00 | $75.75 | $115.44 |
| 2014 | $67.72 | $48.58 | $16.47 | $91.88 | $129.49 |
| 2015 | $73.67 | $60.46 | $0.00 | $56.39 | $60.23 |
| 2016 | $75.60 | $44.38 | $0.00 | $62.85 | $83.72 |
| 2017 | $80.15 | $59.04 | $6.04 | $67.09 | $94.82 |
| 2018 | $90.11 | $39.81 | $0.00 | $61.89 | $19.24 |
| 2019 | $73.88 | $46.47 | $4.22 | $70.05 | $280.50 |
| 2020 | $87.22 | $70.57 | $0.00 | $38.28 | $29.20 |
| 2021 | $99.19 | $87.05 | $0.00 | $54.42 | $238.50 |
| 2022 | $100.24 | $91.89 | $0.00 | $0.00 | $0.00 |
| 2023 | $120.48 | $83.73 | $0.00 | $0.00 | $0.00 |
| 2024 | $169.52 | $107.87 | $0.00 | $2.60 | $262.31 |
AI valuation
Our deep-learning model estimates Helvetia Holding AG's (HBAN.SW) per-share fair value from quarterly fundamentals, sector trend, and historical valuation patterns.
- AI fair value
- $107.87
- Current price
- $214.00
- AI upside
- -49.59%
Methodology and confidence bands appear in the dedicated valuation theory section. The AI score is an estimate, not a recommendation.
Intrinsic value (DCF)
Open DCF calculatorThree textbook valuation models, recomputed daily from the latest financial statements. The DCF uses our Chepakovich model. Graham-Dodd and Graham Formula are conservative reference points.
DCF
$67.81
-68.31% upside
Graham-Dodd
$2.60
-98.79% upside
Graham Formula
$262.31
+22.57% upside
About Helvetia Holding AG
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.
- CEO
- Fabian Joachim Rupprecht
- Employees
- 11.92K
- Beta
- 0.38
Disclaimer: Information on this page is provided for educational purposes only and does not constitute investment advice. Upside computed as ($67.81 ÷ $214.00) − 1 = -68.31% (DCF, example).