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

COMMON STOCK | Insurance - Diversified | OTC Pink

Last Closing

USD 34.62

Change

+0.38 (+1.11)%

Market Cap

USD 9.97B

Volume

4.95K

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: 2024-04-24 )

Largest Industry Peers for Insurance - Diversified

Symbol Name Price(Change) Market Cap
ALIZF Allianz SE

N/A

USD 115.36B
ALIZY Allianz SE ADR

N/A

USD 109.66B
AXAHF AXA SA

N/A

USD 82.20B
AXAHY Axa SA ADR

N/A

USD 80.53B
ZURVY Zurich Insurance Group Ltd

N/A

USD 69.40B
ZFSVF Zurich Insurance Group AG

N/A

USD 69.40B
ARZGF Assicurazioni Generali S.p.A

N/A

USD 38.02B
ARZGY Assicurazioni Generali SpA ADR

N/A

USD 37.52B
SAXPF Sampo Oyj

N/A

USD 21.79B
SAXPY Sampo OYJ

N/A

USD 21.21B

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 -1.23% 27% F 50% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.23% 27% F 48% F
Trailing 12 Months  
Capital Gain 4.69% 38% F 67% D+
Dividend Return 4.83% 23% F 61% D-
Total Return 9.52% 41% F 69% C-
Trailing 5 Years  
Capital Gain 55.46% 96% N/A 82% B
Dividend Return 23.44% 45% F 74% C
Total Return 78.89% 96% N/A 84% B
Average Annual (5 Year Horizon)  
Capital Gain 11.09% 84% B 58% F
Dividend Return 16.22% 86% B+ 60% D-
Total Return 5.13% 56% F 90% A-
Risk Return Profile  
Volatility (Standard Deviation) 23.78% 62% D 81% B-
Risk Adjusted Return 68.19% 89% A- 95% A
Market Capitalization 9.97B 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.

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.

Positive cash flow

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

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 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.

Low Dividend Growth

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