Swiss Life Holding Stock Performance
| SZLMY Stock | USD 39.30 0.64 1.66% |
The entity has a beta of 0.3, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Swiss Life's returns are expected to increase less than the market. However, during the bear market, the loss of holding Swiss Life is expected to be smaller as well. At this point, Swiss Life Holding has a negative expected return of -0.0703%. Please make sure to validate Swiss Life's jensen alpha, skewness, as well as the relationship between the Skewness and day typical price , to decide if Swiss Life Holding performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Swiss Life Holding has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong primary indicators, Swiss Life is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
| Begin Period Cash Flow | 7.9 B | |
| Total Cashflows From Investing Activities | -192 M |
Swiss |
Swiss Life Relative Risk vs. Return Landscape
If you would invest 4,140 in Swiss Life Holding on September 15, 2024 and sell it today you would lose (210.00) from holding Swiss Life Holding or give up 5.07% of portfolio value over 90 days. Swiss Life Holding is currently producing negative expected returns and takes up 1.495% volatility of returns over 90 trading days. Put another way, 13% of traded pink sheets are less volatile than Swiss, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Swiss Life Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Swiss Life's investment risk. Standard deviation is the most common way to measure market volatility of pink sheets, such as Swiss Life Holding, and traders can use it to determine the average amount a Swiss Life'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 = -0.047
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| Negative Returns | SZLMY |
Estimated Market Risk
| 1.5 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Swiss Life is not performing at its full potential. However, 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 Life by adding Swiss Life to a well-diversified portfolio.
Swiss Life Fundamentals Growth
Swiss Pink Sheet prices reflect investors' perceptions of the future prospects and financial health of Swiss Life, and Swiss Life 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 Pink Sheet performance.
| Return On Equity | 0.0938 | |||
| Return On Asset | 0.0044 | |||
| Profit Margin | 0.06 % | |||
| Operating Margin | 0.07 % | |||
| Current Valuation | 19.55 B | |||
| Shares Outstanding | 604.1 M | |||
| Price To Earning | 14.94 X | |||
| Price To Book | 1.39 X | |||
| Price To Sales | 0.69 X | |||
| Revenue | 22.16 B | |||
| EBITDA | 2.07 B | |||
| Cash And Equivalents | 55.11 B | |||
| Cash Per Share | 89.94 X | |||
| Total Debt | 8.05 B | |||
| Debt To Equity | 1.47 % | |||
| Book Value Per Share | 17.56 X | |||
| Cash Flow From Operations | 296 M | |||
| Earnings Per Share | 2.22 X | |||
| Total Asset | 240.42 B | |||
| Retained Earnings | 9.69 B | |||
| Current Asset | 47.73 B | |||
| Current Liabilities | 7.08 B | |||
About Swiss Life Performance
Evaluating Swiss Life's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Swiss Life 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 Life has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Swiss Life Holding AG provides life insurance, risk, pensions, and financial solutions for private and corporate clients. Swiss Life Holding AG was founded in 1857 and is headquartered in Zurich, Switzerland. Schweizerische Leben operates under InsuranceDiversified classification in the United States and is traded on OTC Exchange. It employs 10890 people.Things to note about Swiss Life Holding performance evaluation
Checking the ongoing alerts about Swiss Life for important developments is a great way to find new opportunities for your next move. Pink Sheet alerts and notifications screener for Swiss Life Holding help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Swiss Life Holding generated a negative expected return over the last 90 days |
- Analyzing Swiss Life'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 Life's stock is overvalued or undervalued compared to its peers.
- Examining Swiss Life'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 Life's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Swiss Life's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Swiss Life's pink sheet. These opinions can provide insight into Swiss Life's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Swiss Pink Sheet Analysis
When running Swiss Life's price analysis, check to measure Swiss Life'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 Life is operating at the current time. Most of Swiss Life's value examination focuses on studying past and present price action to predict the probability of Swiss Life'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 Life's price. Additionally, you may evaluate how the addition of Swiss Life to your portfolios can decrease your overall portfolio volatility.