SWSDF:OTC-Swiss Life Holding AG (USD)

COMMON STOCK | Insurance - Diversified |

Last Closing

USD 711.335

Change

0.00 (0.00)%

Market Cap

USD 19.74B

Volume

N/A

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-24 )

Largest Industry Peers for Insurance - Diversified

Symbol Name Price(Change) Market Cap
ALIZF Allianz SE

N/A

USD 128.28B
ALIZY Allianz SE ADR

+0.38 (+1.16%)

USD 127.30B
AXAHY Axa SA ADR

+0.49 (+1.24%)

USD 90.94B
AXAHF AXA SA

N/A

USD 90.88B
ZURVY Zurich Insurance Group Ltd

+0.10 (+0.33%)

USD 86.37B
ZFSVF Zurich Insurance Group AG

-1.45 (-0.24%)

USD 86.37B
ARZGF Assicurazioni Generali S.p.A

N/A

USD 44.14B
SAXPF Sampo Oyj

N/A

USD 24.74B
AIVAF Aviva plc

N/A

USD 17.42B
NNGRY NN Group NV ADR

+0.07 (+0.28%)

USD 13.52B

ETFs Containing SWSDF

N/A

Market Performance

  Market Performance vs. Industry/Classification (Insurance - Diversified) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.30% 41% F 61% D-
Dividend Return 10.42% 96% N/A 93% A
Total Return 15.72% 61% D- 71% C-
Trailing 12 Months  
Capital Gain 17.58% 59% D- 74% C
Dividend Return 11.63% 96% N/A 89% A-
Total Return 29.20% 68% D+ 78% C+
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 12.58% 83% B 59% D-
Dividend Return 14.23% 71% C- 57% F
Total Return 1.65% 22% F 33% F
Risk Return Profile  
Volatility (Standard Deviation) 21.94% 69% C- 83% B
Risk Adjusted Return 64.85% 83% B 93% A
Market Capitalization 19.74B 69% C- 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.

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.