BIT/1HELN (BIT/1HELN)

Borsa Italiana: BIT/1HELN · EUR

€219

+1.00 (+0.5%)· Recorded snapshot

Market cap	23.1B
Revenue (ttm)	15.1B
Net income (ttm)	332.8M
EPS (ttm)	€4.25
P/E (trailing)	51.6x
P/E (forward)	17.2x
Dividend	€8.43 (3.84%)

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 15.1B
Net income (ttm): 332.8M
EPS (ttm): €4.25
P/E (trailing): 51.6x
P/E (forward): 17.2x
Market cap: 23.1B

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-28 19:55 UTC

Forward P/E17.2

P25 n/aP50 n/aP75 n/a

Trailing P/E51.6

P25 n/aP50 n/aP75 n/a

ROE3.9

P25 n/aP50 n/aP75 n/a

ROIC2.3

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All BIT/1HELN indicators

Market & fundamental data

Available fields

206

Groups with data

Currency

CHF

Showing 206 of 206 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	EUR
Country	Switzerland
Country code	IT
Earnings date	2027-03-17
Employees	20,597
Employees change	-2,299
Employees growth	-10.04%
Enterprise value	EUR 38.8B
Exchange	Borsa Italiana
Financial currency	CHF
Financial report date	2026-06-30
First seen	2026-10-10
Fiscal year end	December
Founded	2017
Industry	Insurance - Diversified
Is primary listing	No
ISIN number	CH0466642201
Last refreshed	2026-10-28
Market cap	EUR 23.1B
Next earnings date	2027-03-17
Price	EUR 219.40
Price currency	EUR
Sector	Financials
SIC code	6331
Stock price date	2026-10-02
Symbol	bit/1HELN
Website	https://www.helvetia-baloise.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Average P/E ratio (10Y)	18.26x
Average P/E ratio (3Y)	27.8x
Average P/E ratio (5Y)	21.87x
Earnings yield	1.94%
EV/Earnings	116.54x
EV/EBIT	35.88x
EV/EBITDA	28.04x
EV/FCF	74.4x
EV/Sales	2.57x
FCF / EV yield	1.34%
FCF yield	2.25%
Forward P/E	17.16x
Graham number	97.38676
Graham upside	-55.61%
Lynch fair value	EUR 15.79
Lynch upside	-92.8%
P/(FCF - SBC) ratio	44.49x
P/(OCF - SBC) ratio	39.07x
P/B ratio	1.64x
P/E ratio	51.61x
P/FCF ratio	44.35x
P/OCF ratio	38.97x
P/S ratio	1.53x
Price / tangible book value	4.56x
Price/EBITDA ratio	16.99x
Sector forward P/E	10.81x
Sector P/E	11.69x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT margin	7.17%
EBITDA margin	9.02%
Effective tax rate	29.08%
FCF margin	3.46%
Gross margin	23.48%
Operating margin	7.17%
Pretax margin	3.44%
Profit margin	2.25%
Profit per employee	EUR 16,158
Profitable quarters	12
Profitable years	23
Revenue per employee	EUR 732,165
ROA	0.61%
ROA (5Y)	0.58%
ROCE	0.78%
ROE	3.93%
ROE (5Y)	8.18%
ROIC	2.3%
ROIC (5Y)	5.66%
SBC / revenue	0.01%
Tax / revenue	1%

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
EPS growth	-61.51%
EPS growth (Q)	-88.52%
EPS growth (QoQ)	-85.52%
EPS growth 10Y	-4.83%
EPS growth 3Y	-24.9%
EPS growth 5Y	-13.2%
EPS growth years	2
FCF growth	-15.73%
FCF growth 3Y	18.02%
Net income growth	-42.54%
Net income growth (Q)	-77.67%
Net income growth (QoQ)	-71.25%
Net income growth 3Y	-14.44%
Net income growth 5Y	-9.63%
Net income growth years	2
OCF growth	-11.62%
OCF growth 3Y	15.02%
Revenue growth	46.48%
Revenue growth (Q)	73.02%
Revenue growth (QoQ)	58.21%
Revenue growth 10Y	4.29%
Revenue growth 3Y	16.55%
Revenue growth 5Y	2.58%
Revenue growth quarters	2
Revenue growth years	0

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	EUR -72M
EBIT	EUR 1.1B
EBITDA	EUR 1.4B
EPS	EUR 4.25
Financing cash flow	EUR -412.3M
Free cash flow	EUR 521.3M
Free cash flow minus SBC	EUR 519.7M
Gross profit	EUR 3.5B
Income taxes	EUR 150.7M
Investing cash flow	EUR 2.9B
Net borrowing	EUR 374.8M
Net cash flow	EUR 3B
Net income	EUR 332.8M
Operating cash flow minus SBC	EUR 591.7M
Operating income	EUR 1.1B
Revenue	EUR 15.1B
Stock-based compensation	EUR 1.6M

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Book value per share	EUR 133.91
Debt / EBITDA	13.91
Debt / equity	1.37
Debt / FCF	36.91
Interest coverage	8.2
Net cash (debt)	EUR -14.9B
Net cash / market cap	-64.29%
Net debt / EBITDA	10.92
Net debt / equity	1.06
Net debt / FCF	28.51
Piotroski F-Score	4
Property, plant and equipment	EUR 1.7B
Shareholders' equity	EUR 14.1B
Tangible book value	EUR 5.1B
Tangible book value per share	EUR 51.22
Total assets	EUR 158.1B
Total cash	EUR 48.2B
Total debt	EUR 19.2B
Total liabilities	EUR 144.1B

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.14
Current ratio	2.69
Net working capital	EUR 29B
Quick ratio	2.46
Working capital	EUR 33.4B

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback yield / dilution	-47.93%
Dividend growth	0%
Dividend growth years	0
Dividend payment date	2026-05-29
Dividend payment years	2
Dividend per share	EUR 8.43
Dividend yield	3.84%
Ex-dividend date	2026-05-27
Last dividend	EUR 8.43
Payout ratio	250.14%
Shareholder yield	-44.08%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
150-day SMA	EUR 227.28
1D price change	0.46%
1M price change	-2.66%
1M total return	-2.66%
1W price change	-3.09%
1W total return	-3.09%
1Y price change	4.48%
1Y return CAGR	8.2%
1Y total return	8.19%
20-day SMA	EUR 225.60
200-day SMA	EUR 224.43
3M price change	-2.66%
3M total return	-2.66%
50-day SMA	EUR 227.91
50-day SMA vs 200-day SMA	50over200
52-week high	EUR 253.80
52-week high date	2026-05-25
52-week low	EUR 206.00
52-week low date	2026-03-03
6M price change	-2.92%
6M total return	0.53%
All-time high	EUR 253.80
All-time high date	2026-05-25
All-time low	EUR 193.00
All-time low date	2025-05-02
Average true range (ATR)	EUR 2.63
Average volume	330.3
Change from 52-week high	-13.55%
Change from 52-week low	6.51%
Change from all-time high	-13.55%
Change from all-time low	13.68%
Change from open	0%
Day's gap	0.46%
High price	EUR 219.40
Low price	EUR 219.40
Monthly RSI	56.2
Open price	EUR 219.40
Previous close	EUR 218.40
Price vs 150-day SMA	-3.47%
Price vs 20-day SMA	-2.75%
Price vs 200-day SMA	-2.24%
Price vs 50-day SMA	-3.73%
Relative volume	0.49
RSI	40.29
Sharpe ratio	0.33
Sortino ratio	0.79
Weekly RSI	45.15
YTD price change	-2.05%
YTD total return	1.43%

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	76.4M
Shares change (QoQ)	98.59%
Shares change (YoY)	47.93%
Shares held by insiders	0.14%
Shares held by institutions	23.09%

Deeper analysis on BIT/1HELN

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

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Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

→

Sensitivity

Cost-of-equity and terminal-growth stress table.

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Risks

Kill scenarios, soft-pass flags, and downside catalysts.

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Earnings

Next earnings setup and beat / inline / miss thresholds.

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Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

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Financials

Revenue, margins, cash flow, and balance-sheet context.

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Peers

Relative valuation and profitability against the cohort.

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Moat

Economic-profit evidence and competitive advantage risk.

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Industry cycle

Sector phase, capital cycle, and secular tailwinds.

→

Frequently asked questions

About this BIT/1HELN report

Is a complete BIT/1HELN research report available?

No complete published report is available for bit/1HELN (BIT/1HELN) on this page. Market-directory data, when present, is not a substitute for a validated stock analysis.

BIT/1HELN (BIT/1HELN)

Price

Financial snapshot

Fair-value bridge

Latest news · BIT/1HELN

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All BIT/1HELN indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on BIT/1HELN

Frequently asked questions