Helvetia Holding AG
FAIR PRICE VALUATION
Updated daily
Model: DCF 50% · Relative 30% · Consensus 20%
MARKET PRICE
$7.01
FAIR PRICE
$8.47
MARGIN
$1.46
FPI RATING
Attractive valuation and high-quality fundamentals, but volatile earnings pattern and limited growth momentum.
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
$6.78
Fair price × 0.80
DISTANCE
3.3%
Price to entry level
At the current price of $7.01, HLVTY trades 3.3% above the conservative entry level of $6.78. This entry level represents a 20% margin of safety below the calculated fair price of $8.47 — 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 HLVTY's fair price
Helvetia Holding AG's fair price of $8.47 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 $7.01, HLVTY trades 20.8% below its calculated fair value.
DCF MODEL · 50%
Discounted free cash flow analysis based on projected cash flows, discounted at a rate reflecting HLVTY's risk profile.
RELATIVE · 30%
Comparing HLVTY'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 HLVTY, weighted by recency and analyst accuracy.
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What is the fair price of HLVTY?+
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 $8.47. At the current market price of $7.01, HLVTY trades 20.8% below its calculated fair value.
Is HLVTY overvalued or undervalued?+
Helvetia Holding AG is currently undervalued based on our valuation model. The stock trades at $7.01, which is 20.8% below the fair price of $8.47. The P/E ratio of 11.5x is a key metric in the valuation.
What is the margin of safety for HLVTY?+
With a 20% margin of safety applied to the fair price of $8.47, the conservative entry level for HLVTY is $6.78. At the current market price of $7.01, the stock trades 3.3% 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 HLVTY's fair price updated?+
We update fair price calculations for HLVTY daily after market close. The current fair price of $8.47 incorporates the latest market data and sector multiples.
What factors affect HLVTY's fair price calculation?+
HLVTY's fair price of $8.47 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 11.5x, ROE of 16.3%, and dividend yield of 2.90%.
Is HLVTY a good buy right now?+
At $7.01, HLVTY trades 20.8% below our fair value estimate of $8.47. The stock is currently undervalued. ROE stands at 16.3% (strong). Fair Price Index provides valuation data — always do your own research before investing.
Does HLVTY pay dividends?+
HLVTY has a dividend yield of 2.90%.
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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.