Company Analysis Zurich Insurance Group AG
1. Summary
Advantages
- The stock's return over the last year (33.35%) is higher than the sector average (12.77%).
- The company's current efficiency (ROE=23.1%) is higher than the sector average (ROE=15.4%)
Disadvantages
- Price (706.91 $) is higher than fair price (517.21 $)
- Dividends (4.95%) are below the sector average (7.99%).
- Current debt level 3.6% has increased over 5 years from 3.03%.
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| Zurich Insurance Group AG | Financials | Index | |
|---|---|---|---|
| 7 days | 1.7% | -1.1% | -0.4% |
| 90 days | 19.9% | -43.3% | -3.9% |
| 1 year | 33.4% | 12.8% | 9.1% |
ZFSVF vs Sector: Zurich Insurance Group AG has outperformed the "Financials" sector by 20.58% over the past year.
ZFSVF vs Market: Zurich Insurance Group AG has outperformed the market by 24.21% over the past year.
Stable price: ZFSVF 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: ZFSVF with weekly volatility of 0.6414% 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 (706.91 $) is higher than the fair price (517.21 $).
Price is higher than fair: The current price (706.91 $) is 26.8% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (15.58) is lower than that of the sector as a whole (27.03).
P/E vs Market: The company's P/E (15.58) is lower than that of the market as a whole (53.25).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (3.36) is higher than that of the sector as a whole (-29.43).
P/BV vs Market: The company's P/BV (3.36) is higher than that of the market as a whole (-8.32).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (1.17) is lower than that of the sector as a whole (7.77).
P/S vs Market: The company's P/S indicator (1.17) is lower than that of the market as a whole (4.72).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (0) is higher than that of the sector as a whole (-76.34).
EV/Ebitda vs Market: The company's EV/Ebitda (0) is lower than that of the market as a whole (28.41).
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 10.36% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (10.36%).
Profitability vs Sector: The return for the last year (0%) is lower than the return for the sector (12.96%).
5.4. ROE
ROE vs Sector: The company's ROE (23.1%) is higher than that of the sector as a whole (15.4%).
ROE vs Market: The company's ROE (23.1%) is higher than that of the market as a whole (4.93%).
5.5. ROA
ROA vs Sector: The company's ROA (1.62%) is lower than that of the sector as a whole (60.63%).
ROA vs Market: The company's ROA (1.62%) is lower than that of the market as a whole (16.51%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (8.34%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (11.06%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 4.95% is below the average for the sector '7.99%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 4.95% has been steadily paid over the past 7 years, DSI=1.
Dividend growth: Company's dividend yield 4.95% has been growing over the last 5 years. Growth over 6 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (76.83%) are at a comfortable level.
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