ZURVY:OTCQX-Zurich Insurance Group Ltd ADR (Sponsored) (USD)

COMMON STOCK | Insurance - Diversified | OTCQX Marketplace

Last Closing

USD 53.39

Change

-0.19 (-0.35)%

Market Cap

USD 41.33B

Volume

0.05M

Analyst Target

USD 2,012.00
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Zurich Insurance Group AG offers general & life insurance products & services to individuals, small businesses & mid & large sized companies. It provides property, casualty, life, car, work compensation, motor fleet & construction insurance..

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-06-27 )

Largest Industry Peers for Insurance - Diversified

Symbol Name Price(Change) Market Cap
ALIZY Allianz SE ADR

N/A

USD 123.35B
ALIZF Allianz SE

N/A

USD 123.31B
ZFSVF Zurich Insurance Group AG

N/A

USD 85.96B
AXAHF AXA SA

N/A

USD 82.08B
AXAHY Axa SA ADR

N/A

USD 81.83B
ARZGF Assicurazioni Generali S.p.A

N/A

USD 42.40B
SAXPF Sampo Oyj

N/A

USD 23.88B
SWSDF Swiss Life Holding AG

N/A

USD 22.93B
AIVAF Aviva plc

N/A

USD 15.59B
NNGPF NN Group N.V

N/A

USD 13.45B

ETFs Containing ZURVY

N/A

Market Performance

  Market Performance vs. Industry/Classification (Insurance - Diversified) Market Performance vs. Exchange (OTCQX Marketplace)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.10% 25% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.10% 24% F 54% F
Trailing 12 Months  
Capital Gain 13.64% 53% F 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.64% 38% F 69% C-
Trailing 5 Years  
Capital Gain 53.20% 96% N/A 81% B-
Dividend Return 6.84% 17% F 24% F
Total Return 60.04% 82% B 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 8.40% 66% D+ 53% F
Dividend Return 9.78% 40% F 51% F
Total Return 1.37% 19% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 10.12% 97% N/A 96% N/A
Risk Adjusted Return 96.62% 100% F 99% N/A
Market Capitalization 41.33B 94% A 99% N/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.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

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

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

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.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

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 dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

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