Swiss Life Holding AG ADR SZLMY

Morningstar Rating
$55.79 +0.17 (0.30%)
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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

SZLMY is trading at a LOCK|L!gwk premium.
Price
$55.79
Fair Value
LOCK|.>l!r?
Uncertainty
LOCK|#H
1-Star Price
LOCK|.XbxM?wg
5-Star Price
LOCK|.?%h^DC%
Economic Moat
LOCK|yG
Capital Allocation

Trading Information

Previous Close Price
$55.62
Day Range
$55.3156.24
52-Week Range
$50.7561.12
Bid/Ask
$55.05 / $56.99
Shares Outstanding
558.91M
Market Cap
$31.18B
Volume/Avg
22,205 / 8,216

Key Statistics

Price/Earnings (Normalized)
31.77
Price/Sales
1.22
Dividend Yield (Trailing)
4.17%
Dividend Yield (Forward)
4.17%
Dividend Payment Schedule
Jun
Total Yield
7.07%

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 Value
Total Number of Employees
12,313

Competitors

Valuation

Metric
SZLMY
ZURN
ALV
Price/Earnings (Normalized)
31.7712.9914.02
Price/Book Value
3.993.472.67
Price/Sales
1.221.031.09
Price/Cash Flow
19.8616.60
Price/Earnings
SZLMY
ZURN
ALV

Financial Strength

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

Profitability

Metric
SZLMY
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
SZLMY
ZURN
ALV

Insurance - Diversified Industry Comparables

1-Day Chart
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Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
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LOCK|#HnF$#cLOCK|?h&Y$1T
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LOCK|@^vM$!BsLOCK|WVb$195B
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LOCK|WVkFwND>LOCK|c<z$195B
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LOCK|JQ$wHltKLOCK|<nvX$108B
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LOCK|Z!mDrb&LOCK|xY!r$108B
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LOCK|JrdLOCK|$Gr$105B
Sun Life Financial Inc
SLF
LOCK|C>$!^H&LOCK|v<$$44B
American International Group Inc
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LOCK|JGG%c#LOCK|mb$39B
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LOCK|jKJLOCK|p&s$14B

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