Swiss Re (Germany) Performance
| SR9A Stock | EUR 35.00 0.40 1.16% |
On a scale of 0 to 100, Swiss Re holds a performance score of 9. The entity has a beta of 0.68, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Swiss Re's returns are expected to increase less than the market. However, during the bear market, the loss of holding Swiss Re is expected to be smaller as well. Please check Swiss Re's total risk alpha, treynor ratio, and the relationship between the jensen alpha and sortino ratio , to make a quick decision on whether Swiss Re's existing price patterns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Swiss Re AG are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile basic indicators, Swiss Re reported solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 5.5 B | |
| Total Cashflows From Investing Activities | -2.1 B |
Swiss |
Swiss Re Relative Risk vs. Return Landscape
If you would invest 3,040 in Swiss Re AG on October 2, 2024 and sell it today you would earn a total of 460.00 from holding Swiss Re AG or generate 15.13% return on investment over 90 days. Swiss Re AG is generating 0.251% of daily returns assuming 2.0229% volatility of returns over the 90 days investment horizon. Simply put, 18% of all stocks have less volatile historical return distribution than Swiss Re, and 95% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Swiss Re Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Swiss Re's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Swiss Re AG, and traders can use it to determine the average amount a Swiss Re's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1241
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Estimated Market Risk
| 2.02 actual daily | 17 83% of assets are more volatile |
Expected Return
| 0.25 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Swiss Re is performing at about 9% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Swiss Re by adding it to a well-diversified portfolio.
Swiss Re Fundamentals Growth
Swiss Stock prices reflect investors' perceptions of the future prospects and financial health of Swiss Re, and Swiss Re fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Swiss Stock performance.
| Return On Equity | 0.0263 | |||
| Return On Asset | 0.004 | |||
| Profit Margin | 0.01 % | |||
| Operating Margin | 0.02 % | |||
| Current Valuation | 31.86 B | |||
| Shares Outstanding | 1.16 B | |||
| Price To Earning | 74.11 X | |||
| Price To Book | 1.78 X | |||
| Price To Sales | 0.54 X | |||
| Revenue | 45.94 B | |||
| EBITDA | 1.19 B | |||
| Cash And Equivalents | 17.14 B | |||
| Cash Per Share | 14.48 X | |||
| Total Debt | 10.88 B | |||
| Debt To Equity | 41.40 % | |||
| Book Value Per Share | 10.99 X | |||
| Cash Flow From Operations | 4.1 B | |||
| Earnings Per Share | 0.44 X | |||
| Total Asset | 181.57 B | |||
About Swiss Re Performance
By analyzing Swiss Re's fundamental ratios, stakeholders can gain valuable insights into Swiss Re's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Swiss Re has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Swiss Re has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Swiss Re AG, together with its subsidiaries, provides wholesale reinsurance, insurance, and other insurance-based forms of risk transfer worldwide. Swiss Re AG was founded in 1863 and is headquartered in Zurich, Switzerland. SWISS RE operates under Insurance - Reinsurance classification in Germany and is traded on Frankfurt Stock Exchange. It employs 15503 people.Things to note about Swiss Re AG performance evaluation
Checking the ongoing alerts about Swiss Re for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Swiss Re AG help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Swiss Re AG has accumulated 10.88 B in total debt with debt to equity ratio (D/E) of 41.4, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Swiss Re AG has a current ratio of 0.5, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Swiss Re until it has trouble settling it off, either with new capital or with free cash flow. So, Swiss Re's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Swiss Re AG sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Swiss to invest in growth at high rates of return. When we think about Swiss Re's use of debt, we should always consider it together with cash and equity. |
- Analyzing Swiss Re's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Swiss Re's stock is overvalued or undervalued compared to its peers.
- Examining Swiss Re's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Swiss Re's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Swiss Re's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Swiss Re's stock. These opinions can provide insight into Swiss Re's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Swiss Stock analysis
When running Swiss Re's price analysis, check to measure Swiss Re's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Swiss Re is operating at the current time. Most of Swiss Re's value examination focuses on studying past and present price action to predict the probability of Swiss Re's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Swiss Re's price. Additionally, you may evaluate how the addition of Swiss Re to your portfolios can decrease your overall portfolio volatility.
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