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 Dec 24
- OPERATING CASH FLOW(Y) Lowest at CHF -887 MM
- INTEREST COVERAGE RATIO(Q) Lowest at 16.06
- NET SALES(Q) Lowest at CHF 7,318 MM
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 26.83%, 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
29.51%
5.81
17.77%
Switzerland SMI
10.0%
0.63
15.85%
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
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bullish
Mildly Bullish
Moving Averages
Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
Mildly Bullish
No Trend
OBV
Mildly Bullish
Mildly Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend
Not enough Data to analyse Financial Trend
Not enough Data to analyse Financial Trend
Here's what is working for Swiss Life Holding AG
Dividend per share
Highest at CHF 0 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (CHF)
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
Interest Coverage Ratio
Lowest at 16.06
in the last five periodsMOJO Watch
The company's ability to manage interest payments is deteriorating
Operating Profit to Interest
Operating Cash Flow
Lowest at CHF -887 MM
in the last three yearsMOJO Watch
The company's cash revenues from business operations are falling
Operating Cash Flows (CHF MM)
Net Sales
Lowest at CHF 7,318 MM
in the last five periodsMOJO Watch
Near term sales trend is negative
Net Sales (CHF MM)
Interest
Highest at CHF 274 MM
in the last five periods and Increased by 54.8% (QoQ)MOJO Watch
Rising interest cost signifies increased borrowings
Interest Paid (CHF MM)
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