SWSDF:OTC-Swiss Life Holding AG (USD)

COMMON STOCK | Insurance - Diversified |

Last Closing

USD 838

Change

+10.70 (+1.29)%

Market Cap

USD 23.04B

Volume

86.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Swiss Life Holding AG provides life, pensions, and financial solutions for private and corporate clients. It operates through Switzerland, France, Germany, International, Asset Managers, and Other segments. The company offers a range of life, pension, health, annuity, and investment-type policies to groups and individuals, as well as disability coverage. It also provides property and casualty, liability and motor, accident, health, and payment protection insurance products. In addition, the company manages assets and provides advisory services for institutional clients. Further, it engages in the private equity, information technology, real estate, finance, banking, reinsurance, brokering, staff restaurant/canteen, and investment funds businesses. The company distributes its products through its sales force and distribution partners. It operates in Switzerland, France, Germany, and internationally under the Swiss Life Select, Tecis, Horbach, Proventus, Chase de Vere, and Fincentrum brands. Swiss Life Holding AG was founded in 1857 and is based in Zurich, Switzerland.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-26 )

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 24.06% 53% F 75% C
Dividend Return 10.42% 96% N/A 90% A-
Total Return 34.47% 74% C 79% B-
Trailing 12 Months  
Capital Gain 30.78% 40% F 75% C
Dividend Return 10.98% 88% B+ 89% A-
Total Return 41.76% 58% F 79% B-
Trailing 5 Years  
Capital Gain 78.30% 93% A 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 78.30% 83% B 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 15.18% 82% B 61% D-
Dividend Return 17.49% 74% C 59% D-
Total Return 2.31% 23% F 47% F
Risk Return Profile  
Volatility (Standard Deviation) 20.68% 71% C- 85% B
Risk Adjusted Return 84.58% 91% A- 97% N/A
Market Capitalization 23.04B 56% F 95% 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