SZLMY:OTO-Swiss Life Holding AG ADR (Unsponsored) (USD)

COMMON STOCK | Insurance - Diversified | OTC Pink

Last Closing

USD 36.58

Change

-0.46 (-1.24)%

Market Cap

USD 9.97B

Volume

4.00K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Swiss Life Holding AG provides life insurance, risk and pension solutions for private and corporate clients, health insurance and asset management.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-17 )

Largest Industry Peers for Insurance - Diversified

Symbol Name Price(Change) Market Cap
ALIZF Allianz SE

N/A

USD 115.44B
ALIZY Allianz SE ADR

N/A

USD 111.35B
AXAHF AXA SA

N/A

USD 81.99B
AXAHY Axa SA ADR

N/A

USD 80.72B
ZURVY Zurich Insurance Group Ltd

N/A

USD 77.65B
ZFSVF Zurich Insurance Group AG

N/A

USD 75.79B
ARZGF Assicurazioni Generali S.p.A

N/A

USD 42.95B
ARZGY Assicurazioni Generali SpA ADR

N/A

USD 39.54B
SAXPF Sampo Oyj

N/A

USD 22.10B
SAXPY Sampo OYJ

N/A

USD 21.82B

ETFs Containing SZLMY

N/A

Market Performance

  Market Performance vs. Industry/Classification (Insurance - Diversified) Market Performance vs. Exchange (OTC Pink)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.36% 35% F 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.36% 29% F 54% F
Trailing 12 Months  
Capital Gain 22.67% 61% D- 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 22.67% 58% F 75% C
Trailing 5 Years  
Capital Gain 64.92% 96% N/A 82% B
Dividend Return 23.03% 39% F 71% C-
Total Return 87.96% 96% N/A 84% B
Average Annual (5 Year Horizon)  
Capital Gain 11.76% 85% B 58% F
Dividend Return 16.88% 85% B 60% D-
Total Return 5.12% 52% F 73% C
Risk Return Profile  
Volatility (Standard Deviation) 23.19% 67% D+ 82% B
Risk Adjusted Return 72.78% 91% A- 96% N/A
Market Capitalization 9.97B 68% D+ 94% A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Negative cashflow

The company had negative total cash flow in the most recent four quarters.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.