Skip to Content

Swiss Life Holding AG SWSDF

Morningstar Rating
$679.94 −11.07 (1.60%)
View Full Chart
Unlock our analysis with Morningstar Investor

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
$683.41
Fair Value
$147.88
Uncertainty
Medium
1-Star Price
$131.30
5-Star Price
$739.79
Economic Moat
Mjnl
Capital Allocation
Is it the right time to buy, sell, or hold?
Start a free trial of Morningstar Investor to unlock exclusive ratings and continuous analyst coverage to help you decide if SWSDF is a good fit for your portfolio.

Trading Information

Previous Close Price
$691.00
Day Range
$679.94679.94
52-Week Range
$570.25749.00
Bid/Ask
$575.55 / $766.69
Market Cap
$18.87 Bil
Volume/Avg
144 / 111

Key Statistics

Price/Earnings (Normalized)
9.57
Price/Sales
1.00
Dividend Yield (Trailing)
4.98%
Dividend Yield (Forward)
5.52%
Total Yield
7.58%

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
ZURN
ALV
Price/Earnings (Normalized)
9.5713.4712.15
Price/Book Value
2.013.081.81
Price/Sales
1.001.041.04
Price/Cash Flow
20.605.33
Price/Earnings
SWSDF
ZURN
ALV

Financial Strength

Metric
SWSDF
ZURN
ALV
Quick Ratio
Current Ratio
Interest Coverage
4.2815.16
Quick Ratio
No chart available

Profitability

Metric
SWSDF
ZURN
ALV
Return on Assets (Normalized)
0.50%1.37%0.99%
Return on Equity (Normalized)
12.48%19.33%16.92%
Return on Invested Capital (Normalized)
5.68%11.85%15.62%
Return on Assets
SWSDF
ZURN
ALV
See how this stock stacks up to its competitors with Morningstar Investor

Insurance - Diversified Industry Comparables

Ticker
Name
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
BRK.A
Berkshire Hathaway Inc Class ASdgjpnnlgvWhtf$883.9 Bil
BRK.B
Berkshire Hathaway Inc Class BHczgcqxcGxc$875.6 Bil
ALIZY
Allianz SE ADRXjztlymmmFylc$110.0 Bil
AXAHY
AXA SA ADRXwbxqwbTmdps$80.5 Bil
ZURVY
Zurich Insurance Group AG ADRDzbnmlsnbdQprzggr$69.7 Bil
AIG
American International Group IncBxtbcvnPdkr$50.3 Bil
SLF
Sun Life Financial IncCvctlfgtGqqz$30.1 Bil
AVVIY
Aviva PLC ADRBvrldfyfhWkxgn$15.5 Bil
AEG
Aegon Ltd ADRNhjgjyypsJpnv$10.8 Bil
AGESY
Ageas SA/ NV ADRYhwHlb$8.5 Bil

Sponsor Center