HE

Helvetia Holding AGSWX Helvetia Stock Report

Last reporting period 30 Jun, 2024

Updated 05 Nov, 2024

Last price

Market cap $B

8.499

Middle

Exchange

XSWX - Six Swiss Exchange

View Section: Eyestock Rating

Helvetia Fair Value

HE

The fair market value of HELN.SW stock is 67.98 CHF. Relative to the market price of 146.8 CHF Helvetia is overvalued by 53.7%

Eyestock's quantitative valuation approach is based on the method of estimating historical multipliers. To determine whether a stock is undervalued, we compare its current price to our estimated of fair value. The more undervalued a stock is, the more investment is profitable.

Fair Relative Value

Greatly overvalued 53.7%
67.98 CHF
HELN.SW Fair Value
146.8 CHF
Market price of HELN.SW

Helvetia Valuation

Current HELN.SW share ticker price is 146.8 CHF.

The fair value level of 67.98 CHF can be considered as an effective entry point for long-term investors to start investing in HELN.SW stock. For a more in-depth assessment, we provide a minimum value that can be used to increase a stock position and a maximum one that can be used to reduce it.

Price chart is not available

1y
3y
5y
All time
Market price

Current market price

Fair value

Current price is 54% higher its fair value

Min value

Current price is 59% higher its minimum value

Max value

Current price is 22% higher its maximum value

06.11.2024

Market price:

* Eyestock is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on eyestock.io represent a recommendation to buy or sell a security.

HELN.SW stock is greatly overvalued

It means the current price may concern as a High Risk Entry Point

Helvetia Holding AG Stock Valuation Calculator

How do we value a stock?

As fair value, we use the product of the median Price-to-earnings ratios at the end of each reporting period for the last 5 years and earnings per share for the last 12 months. By analogy with the fair value, we calculate the maximum and minimum ones using the corresponding P/E extremums.

1

Maximum P/E over 5 years

22.21

2

Median P/E over 5 years

13.24

3

Minimum P/E over 5 years

11.75

4

Earning per share (last 12 months)

5.14 CHF

Maximum value

1

x

4

=

114.08 CHF

Fair value

2

x

4

=

67.98 CHF

Minimum value

3

x

4

=

60.34 CHF

Helvetia Holding AG price metrics

1.21

Annual return (geometric mean)

27.45

Risk (standard deviation) of returns

β

0.66

Beta (volatility compared to market)

It means that HELN.SW stock is less volatile than the broader market

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View Section: Profitability