ScoreWhy is Swiss Life Holding AG ?
1
Weak Long Term Fundamental Strength with an average Return on Equity (ROE) of 11.83%
- Poor long term growth as Operating profit has grown by an annual rate of 0%
2
Flat results in Jun 25
- DEBT-EQUITY RATIO (HY) Highest at 155.96 %
- OPERATING PROFIT(Q) Lowest at CHF 627 MM
- OPERATING PROFIT MARGIN(Q) Lowest at 8 %
3
With ROE of 19.01%, it has a Very Expensive valuation with a 3.71 Price to Book Value
- Over the past year, while the stock has generated a return of 3.56%, its profits have risen by 14% ; the PEG ratio of the company is 1.2
- At the current price, the company has a high dividend yield of 211.9
Real-Time Research ReportHow much should you sell?
- All quantity irrespective of whether you are making profits or losses
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Insurance)
When to re-enter? - We will constantly monitor the company and review our call based on new data
Is Swiss Life Holding AG for you?
Low Risk, High Return
Absolute
Risk Adjusted
Volatility
Swiss Life Holding AG
-100.0%
4.98
19.21%
Switzerland SMI
1.42%
-0.08
16.69%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
-9.60%
EBIT Growth (5y)
0
EBIT to Interest (avg)
-1.96
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
22.94%
Dividend Payout Ratio
82.52%
Pledged Shares
0
Institutional Holding
0.00%
ROCE (avg)
1.50%
ROE (avg)
11.83%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
19
Industry P/E
Price to Book Value
3.71
EV to EBIT
NA
EV to EBITDA
400.47
EV to Capital Employed
2.07
EV to Sales
2.25
PEG Ratio
1.16
Dividend Yield
211.89%
ROCE (Latest)
ROE (Latest)
19.01%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Mildly Bullish
Moving Averages
Bearish (Daily)
KST
Bearish
Mildly Bearish
Dow Theory
Mildly Bullish
Mildly Bearish
OBV
Mildly Bearish
Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend5What is working for the Company
ROCE(HY)
Highest at 17.54%
INTEREST COVERAGE RATIO(Q)
Highest at 26.92
RAW MATERIAL COST(Y)
Fallen by 0% (YoY
-3What is not working for the Company
DEBT-EQUITY RATIO
(HY)
Highest at 155.96 %
OPERATING PROFIT(Q)
Lowest at CHF 627 MM
OPERATING PROFIT MARGIN(Q)
Lowest at 8 %
Here's what is working for Swiss Life Holding AG
Interest Coverage Ratio
Highest at 26.92
in the last five periodsMOJO Watch
The company's ability to manage interest payments is improving
Operating Profit to Interest
Raw Material Cost
Fallen by 0% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Here's what is not working for Swiss Life Holding AG
Operating Profit
Lowest at CHF 627 MM
in the last five periodsMOJO Watch
Near term Operating Profit trend is negative
Operating Profit (CHF MM)
Operating Profit Margin
Lowest at 8 %
in the last five periodsMOJO Watch
Company's profit margin has deteriorated
Operating Profit to Sales
Debt-Equity Ratio
Highest at 155.96 %
in the last five Semi-Annual periodsMOJO Watch
The company is borrowing more to fund its operations; it's liquidity situation may be stressed
Debt-Equity Ratio
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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