Helvetia Baloise Holding AG (HBAN.SW)

Switzerland · Finance & Insurance · CHF

Key financials

ROE: 6.27%; 2025 (actual)
ROA: 0.53%; 2025 (actual)
Gross Margin: -
Net Margin: -
Total Assets: CHF 146,457.70M; 2025 (actual)
Net Income: CHF 552.30M; 2025 (actual)
Valuation: CHF 19,970.09M; 2025 (actual)
Stock Price: CHF 201.69; 2025 (actual)

Historical & projected performance

Reported figures and Equlion model projections for the next 5 years.

Metric	2025 (actual)	2026	2027	2028	2029	2030
ROE	6.27%	-0.22%	11.43%	-4.46%	-1.76%	3.38%
Sector average	14.72%	11.6%	23.1%	3.05%	5.59%	9.66%
ROA	0.53%	-0.02%	1.1%	-0.44%	-0.17%	0.33%
Sector average	1.65%	1.26%	2.92%	0.56%	0.96%	1.65%
Total Assets	CHF 146,457.70M	CHF 147,070.09M	CHF 148,700.03M

Amounts in CHF (millions); stock price per share. Values that are missing or fail Equlion's automated data-quality checks are shown as “-”. Stock price and valuation carry no data date: they are the Equlion model's estimate for 2025. Projections are model estimates, not investment advice.

Want the full financial forecast report for Helvetia Baloise Holding AG? It covers the balance sheet, income statement and Equlion model projections.

Net Income	CHF 552.30M	-CHF 29.97M	CHF 1,629.94M	-CHF 657.49M	-CHF 251.20M	CHF 487.61M
Sector average	CHF 2,695.51M	CHF 2,184.26M	CHF 5,422.94M	CHF 961.78M	CHF 1,754.49M	CHF 3,170.75M

Valuation	CHF 19,970.09M	CHF 20,503.81M	CHF 20,358.83M	CHF 21,182.67M	CHF 21,851.68M	CHF 22,227.49M
Sector average	CHF 33,713.24M	CHF 34,367.90M	CHF 34,630.17M	CHF 35,488.66M	CHF 36,269.85M	CHF 36,893.63M

Stock Price	CHF 201.69	CHF 207.08	CHF 205.61	CHF 213.93	CHF 220.69	CHF 224.49
Sector average	CHF 495.81	CHF 505.15	CHF 509.64	CHF 521.62	CHF 532.69	CHF 541.85