Helvetia Holding AG (XSWX:HELN) 5-Year Yield-on-Cost % : 6.06 (As of May. 11, 2024)

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What is Helvetia Holding AG 5-Year Yield-on-Cost %?

Helvetia Holding AG's yield on cost for the quarter that ended in Dec. 2023 was 6.06.

The historical rank and industry rank for Helvetia Holding AG's 5-Year Yield-on-Cost % or its related term are showing as below:

XSWX:HELN' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 3.89 Med: 4.77 Max: 8.46
Current: 6.06

During the past 13 years, Helvetia Holding AG's highest Yield on Cost was 8.46. The lowest was 3.89. And the median was 4.77.

XSWX:HELN's 5-Year Yield-on-Cost % is ranked better than
73.99% of 396 companies
in the Insurance industry
Industry Median: 3.91 vs XSWX:HELN: 6.06

Competitive Comparison of Helvetia Holding AG's 5-Year Yield-on-Cost %

For the Insurance - Diversified subindustry, Helvetia Holding AG's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Helvetia Holding AG's 5-Year Yield-on-Cost % Distribution in the Insurance Industry

For the Insurance industry and Financial Services sector, Helvetia Holding AG's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Helvetia Holding AG's 5-Year Yield-on-Cost % falls into.

Helvetia Holding AG 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of Helvetia Holding AG is calculated as

Yield-on-Cost

Dividend Yield %

Dividend Growth Rate)^5

Helvetia Holding AG (XSWX:HELN) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.

Helvetia Holding AG 5-Year Yield-on-Cost % Related Terms

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Helvetia Holding AG (XSWX:HELN) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Insurance » Helvetia Holding AG (XSWX:HELN) » Definitions » 5-Year Yield-on-Cost %

Comparable Companies

Traded in Other Exchanges

HLVTY:USA HELNz:UK

Address

Dufourstrasse 40, Saint Gallen, CHE, CH-9001

Website

https://www.helvetia.com

Helvetia Holding AG is a diversified insurance company. The company operates multiple segments including life, nonlife, and other activities. The company's life segment offers life insurance, pension plans, and annuities and generates most of the company's revenue. Helvetia derives the vast majority of its revenue within Switzerland, followed by Germany and Italy. Helvetia's business focuses on retail customers, as well as corporations of all sizes. It considers merger and acquisition investment as a component of its operational growth strategy.

Helvetia Holding AG (XSWX:HELN) Headlines

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