Zurich Insurance (Germany) Performance
| ZFI1 Stock | EUR 32.00 0.40 1.23% |
On a scale of 0 to 100, Zurich Insurance holds a performance score of 7. The firm maintains a market beta of 0.35, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Zurich Insurance's returns are expected to increase less than the market. However, during the bear market, the loss of holding Zurich Insurance is expected to be smaller as well. Please check Zurich Insurance's value at risk, downside variance, and the relationship between the maximum drawdown and potential upside , to make a quick decision on whether Zurich Insurance's historical returns will revert.
Risk-Adjusted Performance
OK
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Zurich Insurance Group are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile forward indicators, Zurich Insurance reported solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 9.3 B |
Zurich |
Zurich Insurance Relative Risk vs. Return Landscape
If you would invest 2,820 in Zurich Insurance Group on December 25, 2024 and sell it today you would earn a total of 380.00 from holding Zurich Insurance Group or generate 13.48% return on investment over 90 days. Zurich Insurance Group is generating 0.2396% of daily returns assuming 2.421% volatility of returns over the 90 days investment horizon. Simply put, 21% of all stocks have less volatile historical return distribution than Zurich Insurance, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Zurich Insurance Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Zurich Insurance's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Zurich Insurance Group, and traders can use it to determine the average amount a Zurich Insurance'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 = 0.099
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ZFI1 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 2.42 actual daily | 21 79% of assets are more volatile |
Expected Return
| 0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Zurich Insurance is performing at about 7% 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 Zurich Insurance by adding it to a well-diversified portfolio.
Zurich Insurance Fundamentals Growth
Zurich Stock prices reflect investors' perceptions of the future prospects and financial health of Zurich Insurance, and Zurich Insurance 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 Zurich Stock performance.
| Return On Equity | 0.15 | |||
| Return On Asset | 0.0103 | |||
| Profit Margin | 0.11 % | |||
| Operating Margin | 0.16 % | |||
| Current Valuation | 74.68 B | |||
| Shares Outstanding | 1.48 B | |||
| Price To Earning | 12.12 X | |||
| Price To Book | 2.54 X | |||
| Price To Sales | 1.42 X | |||
| Revenue | 42.07 B | |||
| EBITDA | 6.94 B | |||
| Cash And Equivalents | 16.73 B | |||
| Cash Per Share | 11.36 X | |||
| Total Debt | 13.97 B | |||
| Debt To Equity | 42.00 % | |||
| Book Value Per Share | 18.05 X | |||
| Cash Flow From Operations | 5.08 B | |||
| Earnings Per Share | 2.92 X | |||
| Total Asset | 377.78 B | |||
About Zurich Insurance Performance
By analyzing Zurich Insurance's fundamental ratios, stakeholders can gain valuable insights into Zurich Insurance's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Zurich Insurance 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 Zurich Insurance has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Zurich Insurance Group AG, together with its subsidiaries, provides insurance products and related services in Europe, the Middle East, Africa, North America, Latin America, and the Asia Pacific. Zurich Insurance Group AG was founded in 1872 and is headquartered in Zurich, Switzerland. ZURICH INS operates under Insurance - Diversified classification in Germany and is traded on Frankfurt Stock Exchange. It employs 52267 people.Things to note about Zurich Insurance performance evaluation
Checking the ongoing alerts about Zurich Insurance for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Zurich Insurance help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Zurich Insurance's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Zurich Insurance's stock performance include:- Analyzing Zurich Insurance'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 Zurich Insurance's stock is overvalued or undervalued compared to its peers.
- Examining Zurich Insurance'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 Zurich Insurance's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Zurich Insurance's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Zurich Insurance's stock. These opinions can provide insight into Zurich Insurance's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Zurich Stock analysis
When running Zurich Insurance's price analysis, check to measure Zurich Insurance'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 Zurich Insurance is operating at the current time. Most of Zurich Insurance's value examination focuses on studying past and present price action to predict the probability of Zurich Insurance's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Zurich Insurance's price. Additionally, you may evaluate how the addition of Zurich Insurance to your portfolios can decrease your overall portfolio volatility.
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Money Managers Screen money managers from public funds and ETFs managed around the world |