ZFSVF:OTC-Zurich Insurance Group AG (USD)

COMMON STOCK | Insurance - Diversified |

Last Closing

USD 596.792

Change

-1.45 (-0.24)%

Market Cap

USD 86.37B

Volume

309.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Zurich Insurance Group AG, together with its subsidiaries, provides insurance products and related services in Europe, the Middle East, Africa, North America, Latin America, and the Asia Pacific. The company operates through Property & Casualty Regions, Life Regions, Farmers, Group Functions and Operations, and Non-Core Businesses segments. It offers car and motor, home, travel, general liability, life and critical illness, and other insurance products; and saving and investment, and pension and retirement planning products. The company also provides property, casualty, energy and engineering lines, and marine; commercial management liability, financial institutions, and professional indemnity; and cyber, accident and health, and credit lines and surety insurance products, as well as and non-claims and ancillary services to the farmers exchanges. In addition, it offers employee benefit insurance products; and climate resilience, risk engineering, captive, and cyber resilience, as well as climate risk assessment and reinsurance services. The company serves individuals, small businesses, and mid-sized and large companies, as well as multinational corporations. It sells its products through agents, brokers, and bank distribution channels. Zurich Insurance Group AG was founded in 1872 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
ARZGF Assicurazioni Generali S.p.A

N/A

USD 44.14B
SAXPF Sampo Oyj

N/A

USD 24.74B
SWSDF Swiss Life Holding AG

+10.70 (+1.29%)

USD 23.04B
AIVAF Aviva plc

N/A

USD 17.42B
NNGRY NN Group NV ADR

+0.07 (+0.28%)

USD 13.52B

ETFs Containing ZFSVF

C070:F 11.16 % 0.00 %

N/A

N/A
C070:XETRA 11.16 % 0.00 %

N/A

N/A
HEWL 4.28 % 0.03 %

N/A

N/A
S2USAH:SW 3.88 % 0.00 %

N/A

N/A
S2EUBH:SW 3.81 % 0.00 %

N/A

N/A
S2USBH:SW 3.81 % 0.00 %

N/A

N/A
S2EUAH:SW 3.72 % 0.00 %

N/A

N/A
ZILE:LSE 3.34 % 0.00 %

N/A

N/A
ZIEG:LSE 3.31 % 0.00 %

N/A

N/A
HFY-U:CA 3.00 % 0.00 %

N/A

N/A
EFAS Global X MSCI SuperDivide.. 0.00 % 0.56 %

+0.09 (+0%)

USD 9.64M
FYLD 0.00 % 0.59 %

N/A

N/A
EUN0:F iShares Edge MSCI Europe .. 0.00 % 0.00 %

+0.13 (+0%)

N/A
WTEE:F WisdomTree Europe Equity .. 0.00 % 0.00 %

N/A

USD 0.03B
EUN0:XETRA iShares Edge MSCI Europe .. 0.00 % 0.00 %

+0.04 (+0%)

USD 0.79B
WTEE:XETRA WisdomTree Europe Equity .. 0.00 % 0.00 %

+0.10 (+0%)

USD 0.03B

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 16.56% 20% F 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.56% 23% F 67% D+
Trailing 12 Months  
Capital Gain 30.74% 37% F 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 30.74% 26% F 73% C
Trailing 5 Years  
Capital Gain 55.01% 80% B- 79% B-
Dividend Return 5.71% 9% A- 21% F
Total Return 60.73% 57% F 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 9.12% 62% D 53% F
Dividend Return 10.39% 29% F 51% F
Total Return 1.26% 13% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 10.21% 100% F 96% N/A
Risk Adjusted Return 101.70% 100% F 99% N/A
Market Capitalization 86.37B 72% C 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.

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:
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.