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Swiss Life Holding AG SWSDF

Morningstar Rating
$673.00 −6.94 (1.02%)
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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 3% discount.
Price
$671.36
Fair Value
$195.14
Uncertainty
Medium
1-Star Price
$696.93
5-Star Price
$495.26
Economic Moat
Cscn
Capital Allocation
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Trading Information

Previous Close Price
$679.94
Day Range
$673.00673.00
52-Week Range
$570.25749.00
Bid/Ask
$663.20 / $733.01
Market Cap
$18.68 Bil
Volume/Avg
22 / 105

Key Statistics

Price/Earnings (Normalized)
9.48
Price/Sales
0.99
Dividend Yield (Trailing)
4.46%
Dividend Yield (Forward)
5.58%
Total Yield
7.05%

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 markets. The company also has an asset manager. Swiss Life has three main sources of income that vary in importance by geography. Savings income relates to spread-based earnings, the risk result relates to an insurance margin, and the fee result relates to asset management and its financial advisor network. The fee result has been growing in importance over recent years as a result of advice, unit-linked sales, and third-party asset management.
Sector
Financial Services
Industry
Insurance - Diversified
Stock Style Box
Large Core
Total Number of Employees
10,000

Competitors

Valuation

Metric
SWSDF
AXAHY
ZURN
Price/Earnings (Normalized)
9.489.4113.25
Price/Book Value
1.991.373.03
Price/Sales
0.990.811.02
Price/Cash Flow
20.3991.72
Price/Earnings
SWSDF
AXAHY
ZURN

Financial Strength

Metric
SWSDF
AXAHY
ZURN
Quick Ratio
Current Ratio
Interest Coverage
4.2815.5915.16
Quick Ratio
No chart available

Profitability

Metric
SWSDF
AXAHY
ZURN
Return on Assets (Normalized)
0.50%1.19%1.37%
Return on Equity (Normalized)
12.48%16.11%19.33%
Return on Invested Capital (Normalized)
5.68%6.80%11.85%
Return on Assets
SWSDF
AXAHY
ZURN
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Insurance - Diversified Industry Comparables

Ticker
Name
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
BRK.A
Berkshire Hathaway Inc Class ABqbjkhxdfNrf$865.4 Bil
BRK.B
Berkshire Hathaway Inc Class BTmrzylrpjrKgc$865.4 Bil
ALIZY
Allianz SE ADRKfgzlbxzfsQjwzq$111.0 Bil
AXAHY
AXA SA ADRTrjrdtwrKlxv$76.1 Bil
ZURVY
Zurich Insurance Group AG ADRDfzqwfcllRblwms$69.5 Bil
AIG
American International Group IncYtmyxjjfcCbyd$52.1 Bil
SLF
Sun Life Financial IncShnlhmqcSbvd$30.6 Bil
AVVIY
Aviva PLC ADRVdksvkzwDffb$16.0 Bil
AEG
Aegon Ltd ADRBmnyxrwdRfhx$11.1 Bil
AGESY
Ageas SA/ NV ADRBvcBzhr$8.5 Bil

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