Helvetia Holding AG
FAIR PRICE VALUATION
Updated daily
Model: DCF 50% · Relative 30% · Consensus 20%
MARKET PRICE
$248.50
FAIR PRICE
$284.99
MARGIN
$36.49
FPI RATING
Low debt levels, but below-average fundamental quality and volatile earnings pattern.
Analytical data, not an investment recommendation. Updated daily.
How we calculate this ↗MARGIN OF SAFETY
A 20% margin of safety below fair value — the conservative entry level for risk-aware investors.
SAFETY MARGIN
20%
Below fair value
ENTRY LEVEL
$227.99
Fair price × 0.80
DISTANCE
8.3%
Price to entry level
At the current price of $248.50, HELNF trades 8.3% above the conservative entry level of $227.99. This entry level represents a 20% margin of safety below the calculated fair price of $284.99 — a buffer that accounts for estimation uncertainty in the valuation model.
Margin of safety is a risk management concept, not an investment recommendation. The 20% threshold follows Benjamin Graham's value investing framework. Fair price and entry levels are model-based estimates updated daily. Learn more about Margin of Safety ↗
VALUATION HISTORY
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KEY FACTS
CEO
Fabian Joachim Rupprecht
COUNTRY
CH
HEADQUARTERS
Sankt Gallen
SECTOR
Financial Services
EXCHANGE
OTC
METHODOLOGY
How we calculate HELNF's fair price
Helvetia Holding AG's fair price of $284.99 is derived from a blended model that combines DCF analysis (50%), relative valuation against Financial Services peers using metrics like P/E and EV/EBITDA (30%), and analyst consensus (20%). At the current market price of $248.50, HELNF trades 14.7% below its calculated fair value.
DCF MODEL · 50%
Discounted free cash flow analysis based on projected cash flows, discounted at a rate reflecting HELNF's risk profile.
RELATIVE · 30%
Comparing HELNF's valuation multiples against Financial Services peers to determine if the stock is over or undervalued relative to its industry.
ANALYST · 20%
Aggregated analyst price targets for HELNF, weighted by recency and analyst accuracy.
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What is the fair price of HELNF?+
Based on our blended model combining DCF analysis (50%), relative valuation against Financial Services peers (30%), and analyst consensus (20%), the fair price for Helvetia Holding AG is $284.99. At the current market price of $248.50, HELNF trades 14.7% below its calculated fair value.
Is HELNF overvalued or undervalued?+
Helvetia Holding AG is currently undervalued based on our valuation model. The stock trades at $248.50, which is 14.7% below the fair price of $284.99. The P/E ratio of 21.7x is a key metric in the valuation.
What is the margin of safety for HELNF?+
With a 20% margin of safety applied to the fair price of $284.99, the conservative entry level for HELNF is $227.99. At the current market price of $248.50, the stock trades 8.3% above this entry level. Margin of safety is a risk management concept from Benjamin Graham's value investing framework, not an investment recommendation.
How often is HELNF's fair price updated?+
We update fair price calculations for HELNF daily after market close. The current fair price of $284.99 incorporates the latest market data and sector multiples.
What factors affect HELNF's fair price calculation?+
HELNF's fair price of $284.99 is derived from DCF analysis (50% weight), relative valuation against Financial Services peers (30% weight), and analyst consensus (20% weight). Key metrics include P/E of 21.7x, and dividend yield of 3.28%.
Is HELNF a good buy right now?+
At $248.50, HELNF trades 14.7% below our fair value estimate of $284.99. The stock is currently undervalued. Fair Price Index provides valuation data — always do your own research before investing.
Does HELNF pay dividends?+
HELNF has a dividend yield of 3.28%.
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Fair Price Index is for informational purposes only and does not constitute investment advice. Fair value calculations are model-based estimates and may not reflect actual market conditions. Always conduct your own research before making investment decisions.