Swiss Life Holding AG SWSDF

Morningstar Rating
$1,174.68 +61.68 (5.54%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

SWSDF is trading at a LOCK|XwtnYF premium.
Price
$1,174.68
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
—

Trading Information

Previous Close Price
$1,113.00
Day Range
$1,174.68–1,174.68
52-Week Range
$1,021.00–1,223.37
Bid/Ask
$695.73 / $1,648.59
Shares Outstanding
27.95M
Market Cap
$32.83B
Volume/Avg
37 / 34

Key Statistics

Price/Earnings (Normalized)
33.45
Price/Sales
1.29
Dividend Yield (Trailing)
3.98%
Dividend Yield (Forward)
3.98%
Dividend Payment Schedule
May
Total Yield
6.70%

Company Profile

Swiss Life is predominantly a life and long-term savings company that generates the main share of its revenue and earnings from its domestic market of Switzerland. The company also operates in France, Germany, and a few smaller but wealthy European countries. The company has an asset manager as well. Swiss Life has three main sources of income that vary in significance by geography. Savings income relates to spread-based earnings, the risk result relates to a margin on insurance products, and the fee result relates to fees from asset management, financial advice, and unit-linked sales. The fee result has been growing in importance over time.
Sector
Financial Services
Industry
Insurance - Diversified
Stock Style Box
Large Core
Total Number of Employees
12,313

Competitors

Valuation

Metric
SWSDF
ZURN
ALV
Price/Earnings (Normalized)
33.4514.0914.53
Price/Book Value
4.203.762.77
Price/Sales
1.291.121.13
Price/Cash Flow
20.90—17.21
Price/Earnings
SWSDF
ZURN
ALV

Financial Strength

Metric
SWSDF
ZURN
ALV
Quick Ratio
———
Current Ratio
———
Interest Coverage
6.5122.36—
Quick Ratio
No chart available

Profitability

Metric
SWSDF
ZURN
ALV
Return on Assets (Normalized)
0.59%1.88%1.18%
Return on Equity (Normalized)
19.24%27.18%19.64%
Return on Invested Capital (Normalized)
6.22%17.19%14.03%
Return on Assets
SWSDF
ZURN
ALV

Insurance - Diversified Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
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LOCK|GbPW$C!LOCK|hYh#$1T
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LOCK|>?B^%<LOCK|$??$195B
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LOCK|JTQnq!$LOCK|<#<$195B
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ZFSVF
LOCK|^DTbY!LOCK|TFBSl$116B
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ZURVY
LOCK|!gjv<HCDLOCK|>%p!$116B
AXA SA
AXAHF
LOCK|^>j^!lyLOCK|?M$106B
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LOCK|j$szGmLOCK|N>V$45B
American International Group Inc
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LOCK|HlZH%pzLOCK|YW$$42B
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LOCK|!Q%LOCK|Qh$12B

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