Company Analysis Swiss Re AG
1. Summary
Advantages
- Price (165.75 $) is less than fair price (235.14 $)
- The stock's return over the last year (-4.3%) is higher than the sector average (-44.6%).
Disadvantages
- Dividends (4.05%) are below the sector average (4.62%).
- Current debt level 5.71% has increased over 5 years from 4.88%.
- The company's current efficiency (ROE=16.51%) is lower than the sector average (ROE=101.04%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Swiss Re AG | Financials | Index | |
|---|---|---|---|
| 7 days | 1.1% | -25.7% | 0.4% |
| 90 days | -13% | -7.2% | 3.6% |
| 1 year | -4.3% | -44.6% | 15.6% |
SSREF vs Sector: Swiss Re AG has outperformed the "Financials" sector by 40.3% over the past year.
SSREF vs Market: Swiss Re AG has significantly underperformed the market by -19.88% over the past year.
Stable price: SSREF is not significantly more volatile than the rest of the market on "OTC" over the last 3 months, with typical variations of +/- 5% per week.
Long period: SSREF with weekly volatility of -0.0827% over the past year.
3. Summary of the report
5. Fundamental Analysis
5.1. Stock price and price forecast
Below fair price: The current price (165.75 $) is lower than the fair price (235.14 $).
Price significantly below the fair price: The current price (165.75 $) is 41.9% lower than the fair price.
5.2. P/E
P/E vs Sector: The company's P/E (14.41) is lower than that of the sector as a whole (53.01).
P/E vs Market: The company's P/E (14.41) is lower than that of the market as a whole (45.03).
5.2.1 P/E Similar companies
5.3. P/BV
P/BV vs Sector: The company's P/BV (2.01) is higher than that of the sector as a whole (1.6).
P/BV vs Market: The company's P/BV (2.01) is lower than that of the market as a whole (4.36).
5.3.1 P/BV Similar companies
5.5. P/S
P/S vs Sector: The company's P/S indicator (5.35) is higher than that of the sector as a whole (2.5).
P/S vs Market: The company's P/S indicator (5.35) is lower than that of the market as a whole (12.87).
5.5.1 P/S Similar companies
5.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (11.68) is lower than that of the sector as a whole (65.94).
EV/Ebitda vs Market: The company's EV/Ebitda (11.68) is lower than that of the market as a whole (23.89).
6. Profitability
6.1. Profitability and revenue
6.2. Earnings per share - EPS
6.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -93.83% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-93.83%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-1.45%).
6.4. ROE
ROE vs Sector: The company's ROE (16.51%) is lower than that of the sector as a whole (101.04%).
ROE vs Market: The company's ROE (16.51%) is lower than that of the market as a whole (50.88%).
6.6. ROA
ROA vs Sector: The company's ROA (2.11%) is lower than that of the sector as a whole (85.19%).
ROA vs Market: The company's ROA (2.11%) is lower than that of the market as a whole (35.83%).
6.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (10.55%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (10.8%).
8. Dividends
8.1. Dividend yield vs Market
Low yield: The dividend yield of the company 4.05% is below the average for the sector '4.62%.
8.2. Stability and increase in payments
Dividend stability: The company's dividend yield 4.05% has been steadily paid over the past 7 years, DSI=0.93.
Weak dividend growth: The company's dividend yield 4.05% has been growing weakly or stagnant over the past 5 years. Growth over only 3 years.
8.3. Payout percentage
Dividend Coverage: Current payments from income (61.03%) are at a comfortable level.
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Based on sources: porti.ru
