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Helvetia Holding AG is a diversified insurance company. Its business focuses on retail customers as well as corporations of all sizes, providing them with various life and non-life insurance products. The various insurance products offered by the company include term life policies, whole life policies, endowment plans, property insurance, pension plans, motor insurance, reinsurance services, and others. In addition, it is engaged in offering fund management and asset management services on a fee basis. The company's reportable segments are Switzerland, Spain, German, Italian, and Austrian Markets (GIAM), Speciality Markets, and Corporate and other. A majority of its revenue is generated from Switzerland.
1858
16.1K+
LTM Revenue $11.7B
Last FY EBITDA n/a
$13.6B
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Helvetia Group has a last 12-month revenue (LTM) of $11.7B and a last 12-month EBITDA of n/a.
In the most recent fiscal year, Helvetia Group achieved revenue of $13.5B and an EBITDA of n/a.
Helvetia Group expects next 12-month revenue of XXX and NTM EBITDA of XXX
See Helvetia Group valuation multiples based on analyst estimates| LTM | NTM | Last FY | FY 2025 | FY 2026 | FY 2027 | |
|---|---|---|---|---|---|---|
| Revenue | $11.7B | XXX | $13.5B | XXX | XXX | XXX |
| Gross Profit | $11.7B | XXX | n/a | XXX | XXX | XXX |
| Gross Margin | 100% | XXX | n/a | XXX | XXX | XXX |
| EBITDA | n/a | XXX | n/a | XXX | XXX | XXX |
| EBITDA Margin | n/a | XXX | n/a | XXX | XXX | XXX |
| EBIT | $841M | XXX | n/a | XXX | XXX | XXX |
| EBIT Margin | 7% | XXX | n/a | XXX | XXX | XXX |
| Net Profit | $624M | XXX | $579M | XXX | XXX | XXX |
| Net Margin | 5% | XXX | 4% | XXX | XXX | XXX |
| Net Debt | XXX | XXX | $606M | XXX | XXX | XXX |
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As of May 30, 2025, Helvetia Group's stock price is CHF 195 (or $234).
Helvetia Group has current market cap of CHF 10.3B (or $12.4B), and EV of CHF 11.4B (or $13.6B).
See Helvetia Group trading valuation data| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $13.6B | $12.4B | XXX | XXX | XXX | XXX | $11.95 |
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Start Free TrialAs of May 30, 2025, Helvetia Group has market cap of $12.4B and EV of $13.6B.
Helvetia Group's trades at 1.0x EV/Revenue multiple, and n/a EV/EBITDA.
Equity research analysts estimate Helvetia Group's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
Helvetia Group has a P/E ratio of 19.8x.
See valuation multiples for Helvetia Group and 12K+ public comps| LTM | NTM | Last FY | FY 2025 | FY 2026 | FY 2027 | |
|---|---|---|---|---|---|---|
| Market cap (current) | $12.4B | XXX | $12.4B | XXX | XXX | XXX |
| EV (current) | $13.6B | XXX | $13.6B | XXX | XXX | XXX |
| EV/Revenue | 1.2x | XXX | 1.0x | XXX | XXX | XXX |
| EV/EBITDA | n/a | XXX | n/a | XXX | XXX | XXX |
| EV/EBIT | 16.2x | XXX | n/a | XXX | XXX | XXX |
| EV/Gross Profit | 1.2x | XXX | n/a | XXX | XXX | XXX |
| P/E | 19.8x | XXX | 21.4x | XXX | XXX | XXX |
| EV/FCF | n/a | XXX | -96.0x | XXX | XXX | XXX |
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Access all public comps and forward-looking valuation multiples like EV/Revenue in 2025, based on equity research analyst estimates.
Start Free TrialHelvetia Group's last 12 month revenue growth is 11%
Helvetia Group's revenue per employee in the last FY averaged $0.8M, while opex per employee averaged n/a for the same period.
Helvetia Group's rule of 40 is unknown (metric relevant for SaaS companies only, counted as combined revenue growth rate and EBITDA margin).
Helvetia Group's rule of X is unknown (created by Bessemer, rule of X is another metric relevant for SaaS companies only, ~1.5x stronger vs. the traditional Rule of 40, counted as revenue growth rate multiplied by 2.5 plus EBITDA margin).
See operational valuation multiples for Helvetia Group and other 12K+ public comps| LTM | NTM | Last FY | FY 2025 | FY 2026 | FY 2027 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 11% | XXX | -1% | XXX | XXX | XXX |
| EBITDA Margin | n/a | XXX | n/a | XXX | XXX | XXX |
| EBITDA Growth | n/a | XXX | n/a | XXX | XXX | XXX |
| Rule of 40 | n/a | XXX | n/a | XXX | XXX | XXX |
| Bessemer Rule of X | XXX | XXX | n/a | XXX | XXX | XXX |
| Revenue per Employee | XXX | XXX | $0.8M | XXX | XXX | XXX |
| Opex per Employee | XXX | XXX | n/a | XXX | XXX | XXX |
| S&M Expenses to Revenue | XXX | XXX | n/a | XXX | XXX | XXX |
| G&A Expenses to Revenue | XXX | XXX | n/a | XXX | XXX | XXX |
| R&D Expenses to Revenue | XXX | XXX | n/a | XXX | XXX | XXX |
| Opex to Revenue | XXX | XXX | n/a | XXX | XXX | XXX |
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Benchmark public comps and private revenue and EBITDA valuation multiples across GRC software, cloud infrastructure, DevOps, online marketplaces and so much more!
| EV/Revenue | EV/EBITDA | |||||
|---|---|---|---|---|---|---|
| 2025E | 2026E | 2027E | 2025E | 2026E | 2027E | |
| ADNIC | XXX | XXX | XXX | XXX | XXX | XXX |
| Aegon | XXX | XXX | XXX | XXX | XXX | XXX |
| ASR Nederland | XXX | XXX | XXX | XXX | XXX | XXX |
| NN Group | XXX | XXX | XXX | XXX | XXX | XXX |
| Challenger | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc.
Helvetia Group acquired XXX companies to date.
Last acquisition by Helvetia Group was XXXXXXXX, XXXXX XXXXX XXXXXX . Helvetia Group acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX ).
See M&A valuation multiples| Acquired Company | EV | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
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Start Free Trial| When was Helvetia Group founded? | Helvetia Group was founded in 1858. |
| Where is Helvetia Group headquartered? | Helvetia Group is headquartered in Switzerland. |
| How many employees does Helvetia Group have? | As of today, Helvetia Group has 16.1K+ employees. |
| Is Helvetia Group publicy listed? | Yes, Helvetia Group is a public company listed on SWX. |
| What is the stock symbol of Helvetia Group? | Helvetia Group trades under HELN ticker. |
| When did Helvetia Group go public? | Helvetia Group went public in 2001. |
| Who are competitors of Helvetia Group? | Similar companies to Helvetia Group include e.g. ADNIC, Aegon, ASR Nederland, NN Group. |
| What is the current market cap of Helvetia Group? | Helvetia Group's current market cap is $12.4B |
| What is the current revenue of Helvetia Group? | Helvetia Group's last 12 months revenue is $11.7B. |
| What is the current revenue growth of Helvetia Group? | Helvetia Group revenue growth (NTM/LTM) is 11%. |
| What is the current EV/Revenue multiple of Helvetia Group? | Current revenue multiple of Helvetia Group is 1.2x. |
| Is Helvetia Group profitable? | Yes, Helvetia Group is EBITDA-positive (as of the last 12 months). |
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