Company Analysis Swiss Life Holding AG
1. Summary
Advantages
- The stock's return over the last year (30.33%) is higher than the sector average (1.16%).
- Current debt level 4.3% is below 100% and has decreased over 5 years from 5.48%.
Disadvantages
- Price (59.48 $) is higher than fair price (12.62 $)
- Dividends (3.67%) are below the sector average (4.52%).
- The company's current efficiency (ROE=14.12%) is lower than the sector average (ROE=101.4%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Swiss Life Holding AG | Financials | Index | |
|---|---|---|---|
| 7 days | 2.1% | -2.6% | -0.7% |
| 90 days | 8.5% | -2.5% | 2.1% |
| 1 year | 30.3% | 1.2% | 16.7% |
SZLMY vs Sector: Swiss Life Holding AG has outperformed the "Financials" sector by 29.17% over the past year.
SZLMY vs Market: Swiss Life Holding AG has outperformed the market by 13.67% over the past year.
Stable price: SZLMY 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: SZLMY with weekly volatility of 0.5832% over the past year.
3. Summary of the report
5. Fundamental Analysis
5.1. Stock price and price forecast
Above fair price: The current price (59.48 $) is higher than the fair price (12.62 $).
Price is higher than fair: The current price (59.48 $) is 78.8% higher than the fair price.
5.2. P/E
P/E vs Sector: The company's P/E (19.67) is lower than that of the sector as a whole (53.21).
P/E vs Market: The company's P/E (19.67) is lower than that of the market as a whole (45.85).
5.2.1 P/E Similar companies
5.3. P/BV
P/BV vs Sector: The company's P/BV (2.83) is higher than that of the sector as a whole (1.61).
P/BV vs Market: The company's P/BV (2.83) is lower than that of the market as a whole (4.38).
5.3.1 P/BV Similar companies
5.5. P/S
P/S vs Sector: The company's P/S indicator (1.65) is lower than that of the sector as a whole (2.5).
P/S vs Market: The company's P/S indicator (1.65) is lower than that of the market as a whole (12.4).
5.5.1 P/S Similar companies
5.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (13.49) is lower than that of the sector as a whole (66.26).
EV/Ebitda vs Market: The company's EV/Ebitda (13.49) is lower than that of the market as a whole (24.93).
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 -4.23% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-4.23%).
Profitability vs Sector: The return for the last year (0%) is lower than the return for the sector (8.72%).
6.4. ROE
ROE vs Sector: The company's ROE (14.12%) is lower than that of the sector as a whole (101.4%).
ROE vs Market: The company's ROE (14.12%) is lower than that of the market as a whole (51.21%).
6.6. ROA
ROA vs Sector: The company's ROA (0.4906%) is lower than that of the sector as a whole (85.54%).
ROA vs Market: The company's ROA (0.4906%) is lower than that of the market as a whole (36.06%).
6.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (10.76%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (10.78%).
8. Dividends
8.1. Dividend yield vs Market
Low yield: The dividend yield of the company 3.67% is below the average for the sector '4.52%.
8.2. Stability and increase in payments
Dividend stability: The company's dividend yield 3.67% has been steadily paid over the past 7 years, DSI=1.
Dividend growth: Company's dividend yield 3.67% has been growing over the last 5 years. Growth over 5 years.
8.3. Payout percentage
Dividend Coverage: Current payments from income (85.8%) are at a comfortable level.
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Based on sources: porti.ru
