Helvetia Holding (Switzerland) Buy Hold or Sell Recommendation
| HELN Stock | CHF 121.60 0.90 0.73% |
Assuming the 90 days trading horizon and your above-average risk tolerance, our recommendation regarding Helvetia Holding AG is 'Cautious Hold'. Macroaxis provides Helvetia Holding buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding HELN positions. The advice algorithm takes into account all of Helvetia Holding's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Helvetia Holding's buy or sell advice are summarized below:
Real Value 113.09 | Hype Value 121.6 | Market Value 121.6 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Helvetia Holding AG given historical horizon and risk tolerance towards Helvetia Holding. When Macroaxis issues a 'buy' or 'sell' recommendation for Helvetia Holding AG, the advice is generated through an automated system that utilizes algorithms and statistical models.
Helvetia |
Execute Helvetia Holding Buy or Sell Advice
The Helvetia recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Helvetia Holding AG. Macroaxis does not own or have any residual interests in Helvetia Holding AG or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Helvetia Holding's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Analyst Consensus | Not Available | Details | |
Reporting Quality (M-Score) | Inapplicable | Details |
Helvetia Holding Trading Alerts and Improvement Suggestions
| The company has accumulated 2.11 B in total debt with debt to equity ratio (D/E) of 24.3, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Helvetia Holding has a current ratio of 0.5, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Helvetia Holding until it has trouble settling it off, either with new capital or with free cash flow. So, Helvetia Holding's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Helvetia Holding sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Helvetia to invest in growth at high rates of return. When we think about Helvetia Holding's use of debt, we should always consider it together with cash and equity. | |
| About 34.0% of Helvetia Holding shares are held by company insiders |
Helvetia Holding Returns Distribution Density
The distribution of Helvetia Holding's historical returns is an attempt to chart the uncertainty of Helvetia Holding's future price movements. The chart of the probability distribution of Helvetia Holding daily returns describes the distribution of returns around its average expected value. We use Helvetia Holding AG price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Helvetia Holding returns is essential to provide solid investment advice for Helvetia Holding.
| Mean Return | 0.06 | Value At Risk | -1.21 | Potential Upside | 1.45 | Standard Deviation | 0.97 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Helvetia Holding historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Helvetia Holding Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Helvetia Holding or Financial Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Helvetia Holding's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Helvetia stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | 0.05 | |
β | Beta against NYSE Composite | 0.06 | |
σ | Overall volatility | 0.98 | |
Ir | Information ratio | -0.0048 |
Helvetia Holding Volatility Alert
Helvetia Holding AG has relatively low volatility with skewness of -1.67 and kurtosis of 7.4. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Helvetia Holding's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Helvetia Holding's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Helvetia Holding Fundamentals Vs Peers
Comparing Helvetia Holding's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Helvetia Holding's direct or indirect competition across all of the common fundamentals between Helvetia Holding and the related equities. This way, we can detect undervalued stocks with similar characteristics as Helvetia Holding or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Helvetia Holding's fundamental indicators could also be used in its relative valuation, which is a method of valuing Helvetia Holding by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Helvetia Holding to competition |
| Fundamentals | Helvetia Holding | Peer Average |
| Return On Equity | 0.0774 | -0.31 |
| Return On Asset | 0.006 | -0.14 |
| Profit Margin | 0.04 % | (1.27) % |
| Operating Margin | 0.06 % | (5.51) % |
| Current Valuation | 6.32 B | 16.62 B |
| Shares Outstanding | 52.86 M | 571.82 M |
| Shares Owned By Insiders | 34.26 % | 10.09 % |
| Shares Owned By Institutions | 19.92 % | 39.21 % |
| Price To Earning | 13.65 X | 28.72 X |
| Price To Book | 1.36 X | 9.51 X |
| Price To Sales | 0.50 X | 11.42 X |
| Revenue | 12.5 B | 9.43 B |
| Gross Profit | 2.14 B | 27.38 B |
| EBITDA | 867.5 M | 3.9 B |
| Net Income | 675.9 M | 570.98 M |
| Cash And Equivalents | 1.86 B | 2.7 B |
| Cash Per Share | 23.59 X | 5.01 X |
| Total Debt | 2.11 B | 5.32 B |
| Debt To Equity | 24.30 % | 48.70 % |
| Current Ratio | 0.51 X | 2.16 X |
| Book Value Per Share | 78.15 X | 1.93 K |
| Cash Flow From Operations | 678.7 M | 971.22 M |
| Earnings Per Share | 8.37 X | 3.12 X |
| Target Price | 102.95 | |
| Number Of Employees | 12.13 K | 18.84 K |
| Beta | 0.97 | -0.15 |
| Market Capitalization | 6.14 B | 19.03 B |
| Total Asset | 69.74 B | 29.47 B |
| Z Score | 1.2 | 8.72 |
| Annual Yield | 0.05 % | |
| Five Year Return | 3.69 % | |
| Net Asset | 69.74 B | |
| Last Dividend Paid | 5.5 |
Helvetia Holding Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Helvetia . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Helvetia Holding Buy or Sell Advice
When is the right time to buy or sell Helvetia Holding AG? Buying financial instruments such as Helvetia Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Helvetia Holding in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Communication Services Thematic Idea Now
Communication Services
Companies that provide networking, telecom, and long distance services. The Communication Services theme has 37 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Communication Services Theme or any other thematic opportunities.
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Check out Helvetia Holding Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
Complementary Tools for Helvetia Stock analysis
When running Helvetia Holding's price analysis, check to measure Helvetia Holding's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Helvetia Holding is operating at the current time. Most of Helvetia Holding's value examination focuses on studying past and present price action to predict the probability of Helvetia Holding's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Helvetia Holding's price. Additionally, you may evaluate how the addition of Helvetia Holding to your portfolios can decrease your overall portfolio volatility.
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