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Company Analysis Swiss Life Holding AG
1. Summary
Advantages
- Dividends (8.23%) are higher than the sector average (4.71%).
- The stock's return over the last year (38.5%) is higher than the sector average (16.75%).
- Current debt level 4.3% is below 100% and has decreased over 5 years from 4.55%.
Disadvantages
- Price (1087 $) is higher than fair price (496.08 $)
- The company's current efficiency (ROE=16.17%) is lower than the sector average (ROE=100.24%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Swiss Life Holding AG | Financials | Index | |
|---|---|---|---|
| 7 days | 0% | 1.4% | 0% |
| 90 days | 8.7% | 1.3% | 7.6% |
| 1 year | 38.5% | 16.8% | 18.9% |
SWSDF vs Sector: Swiss Life Holding AG has outperformed the "Financials" sector by 21.75% over the past year.
SWSDF vs Market: Swiss Life Holding AG has outperformed the market by 19.59% over the past year.
Stable price: SWSDF 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: SWSDF with weekly volatility of 0.7404% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (1087 $) is higher than the fair price (496.08 $).
Price is higher than fair: The current price (1087 $) is 54.4% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (15.91) is lower than that of the sector as a whole (52.96).
P/E vs Market: The company's P/E (15.91) is lower than that of the market as a whole (46.13).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (2.52) is higher than that of the sector as a whole (1.63).
P/BV vs Market: The company's P/BV (2.52) is lower than that of the market as a whole (4.36).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (1.34) is lower than that of the sector as a whole (2.57).
P/S vs Market: The company's P/S indicator (1.34) is lower than that of the market as a whole (12.96).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (11.13) is lower than that of the sector as a whole (63.45).
EV/Ebitda vs Market: The company's EV/Ebitda (11.13) is lower than that of the market as a whole (27.25).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 3.21% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (3.21%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-1.65%).
5.4. ROE
ROE vs Sector: The company's ROE (16.17%) is lower than that of the sector as a whole (100.24%).
ROE vs Market: The company's ROE (16.17%) is lower than that of the market as a whole (52.17%).
5.5. ROA
ROA vs Sector: The company's ROA (0.5615%) is lower than that of the sector as a whole (84.49%).
ROA vs Market: The company's ROA (0.5615%) is lower than that of the market as a whole (36.33%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (10.59%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (10.84%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 8.23% is higher than the average for the sector '4.71%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 8.23% has been steadily paid over the past 7 years, DSI=0.93.
Weak dividend growth: The company's dividend yield 8.23% has been growing weakly or stagnant over the past 5 years. Growth over only 3 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (77.84%) are at a comfortable level.
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