ScoreWhy is Zurich Insurance Group AG ?
1
Weak Long Term Fundamental Strength with an average Return on Equity (ROE) of 17.71%
- Poor long term growth as Net Sales has grown by an annual rate of 5.70% and Operating profit at 0%
2
Poor long term growth as Net Sales has grown by an annual rate of 5.70% and Operating profit at 0%
3
With ROE of 26.47%, it has a Expensive valuation with a 3.63 Price to Book Value
- Over the past year, while the stock has generated a return of -2.45%, its profits have risen by 9% ; the PEG ratio of the company is 1.5
4
Underperformed the market in the last 1 year
- Even though the market (Switzerland SMI) has generated returns of 8.12% in the last 1 year, the stock has hugely underperformed and has generate negative returns of -2.45% returns
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 Zurich Insurance Group AG for you?
Low Risk, High Return
Absolute
Risk Adjusted
Volatility
Zurich Insurance Group AG
-2.45%
2.52
17.84%
Switzerland SMI
8.12%
0.60
13.47%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
5.70%
EBIT Growth (5y)
0
EBIT to Interest (avg)
0.37
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
26.70%
Dividend Payout Ratio
75.77%
Pledged Shares
0
Institutional Holding
0.00%
ROCE (avg)
0.84%
ROE (avg)
17.71%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
14
Industry P/E
Price to Book Value
3.63
EV to EBIT
NA
EV to EBITDA
124.61
EV to Capital Employed
3.23
EV to Sales
1.18
PEG Ratio
1.45
Dividend Yield
5.00%
ROCE (Latest)
ROE (Latest)
26.47%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Bearish
Bearish
Moving Averages
Bearish (Daily)
KST
Bearish
Mildly Bearish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
Mildly Bullish
No Trend
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend5What is working for the Company
OPERATING CASH FLOW(Y)
Highest at CHF 30,290.85 MM
ROCE(HY)
Highest at 24.54%
RAW MATERIAL COST(Y)
Fallen by 0% (YoY
-1What is not working for the Company
NET SALES(Q)
Lowest at CHF 31,928.38 MM
Here's what is working for Zurich Insurance Group AG
Operating Cash Flow
Highest at CHF 30,290.85 MM
in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (CHF MM)
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
Depreciation
At CHF 344.87 MM has Grown at 20.23%
period on period (QoQ)MOJO Watch
The expenditure on assets done by the company has gone into productive use which should positively reflect in the future sales
Depreciation (CHF MM)
Here's what is not working for Zurich Insurance Group AG
Net Sales
Lowest at CHF 31,928.38 MM
in the last five periodsMOJO Watch
Near term sales trend is negative
Net Sales (CHF MM)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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