Swiss Life Holding Stock Key Fundamental Indicators
| SWSDF Stock | USD 1,083 24.45 2.31% |
As of the 5th of February, Swiss Life has the Risk Adjusted Performance of 0.0231, coefficient of variation of 4006.02, and Variance of 1.98. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Swiss Life Holding, as well as the relationship between them. Please validate Swiss Life Holding variance and value at risk to decide if Swiss Life is priced more or less accurately, providing market reflects its prevalent price of 1082.89 per share. Given that Swiss Life Holding has information ratio of (0.02), we advise you to double-check Swiss Life Holding's current market performance to make sure the company can sustain itself at a future point.
Swiss Life's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Swiss Life's valuation are provided below:Swiss Life Holding does not presently have any fundamental trend indicators for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Swiss |
Swiss Life 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Swiss Life's pink sheet what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Swiss Life.
| 11/07/2025 |
| 02/05/2026 |
If you would invest 0.00 in Swiss Life on November 7, 2025 and sell it all today you would earn a total of 0.00 from holding Swiss Life Holding or generate 0.0% return on investment in Swiss Life over 90 days. Swiss Life is related to or competes with Sampo Oyj, Talanx AG, Aviva Plc, Talanx AG, Powerof Canada, Dai-ichi Life, and Aviva PLC. Swiss Life Holding AG provides life insurance, risk, pensions, and financial solutions for private and corporate clients More
Swiss Life Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Swiss Life's pink sheet current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Swiss Life Holding upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 10.77 | |||
| Value At Risk | (2.84) | |||
| Potential Upside | 1.62 |
Swiss Life Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Swiss Life's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Swiss Life's standard deviation. In reality, there are many statistical measures that can use Swiss Life historical prices to predict the future Swiss Life's volatility.| Risk Adjusted Performance | 0.0231 | |||
| Jensen Alpha | 0.0132 | |||
| Total Risk Alpha | (0.08) | |||
| Treynor Ratio | 0.115 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Swiss Life's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Swiss Life February 5, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0231 | |||
| Market Risk Adjusted Performance | 0.125 | |||
| Mean Deviation | 0.495 | |||
| Coefficient Of Variation | 4006.02 | |||
| Standard Deviation | 1.41 | |||
| Variance | 1.98 | |||
| Information Ratio | (0.02) | |||
| Jensen Alpha | 0.0132 | |||
| Total Risk Alpha | (0.08) | |||
| Treynor Ratio | 0.115 | |||
| Maximum Drawdown | 10.77 | |||
| Value At Risk | (2.84) | |||
| Potential Upside | 1.62 | |||
| Skewness | 1.35 | |||
| Kurtosis | 11.27 |
Swiss Life Holding Backtested Returns
At this point, Swiss Life is very steady. Swiss Life Holding owns Efficiency Ratio (i.e., Sharpe Ratio) of close to zero, which indicates the firm had a close to zero % return per unit of risk over the last 3 months. We have found twenty-one technical indicators for Swiss Life Holding, which you can use to evaluate the volatility of the company. Please validate Swiss Life's Coefficient Of Variation of 4006.02, variance of 1.98, and Risk Adjusted Performance of 0.0231 to confirm if the risk estimate we provide is consistent with the expected return of 0.0112%. The entity has a beta of 0.22, which indicates not very significant fluctuations relative to the market. 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. Swiss Life Holding right now has a risk of 1.44%. Please validate Swiss Life treynor ratio, as well as the relationship between the daily balance of power and price action indicator , to decide if Swiss Life will be following its existing price patterns.
Auto-correlation | -0.61 |
Very good reverse predictability
Swiss Life Holding has very good reverse predictability. Overlapping area represents the amount of predictability between Swiss Life time series from 7th of November 2025 to 22nd of December 2025 and 22nd of December 2025 to 5th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Swiss Life Holding price movement. The serial correlation of -0.61 indicates that roughly 61.0% of current Swiss Life price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.61 | |
| Spearman Rank Test | -0.85 | |
| Residual Average | 0.0 | |
| Price Variance | 3063.42 |
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
| Competition |
Based on the latest financial disclosure, Swiss Life Holding has a Return On Equity of 0.0938. This is 93.53% lower than that of the Financial Services sector and significantly higher than that of the Insurance—Diversified industry. The return on equity for all United States stocks is 130.26% lower than that of the firm.
Swiss Life Holding Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Swiss Life's current stock value. Our valuation model uses many indicators to compare Swiss Life value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Swiss Life competition to find correlations between indicators driving Swiss Life's intrinsic value. More Info.Swiss Life Holding is rated second in return on equity category among its peers. It also is rated second in return on asset category among its peers reporting about 0.05 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Swiss Life Holding is roughly 21.32 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Swiss Life's earnings, one of the primary drivers of an investment's value.Swiss Return On Equity Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Swiss Life's direct or indirect competition against its Return On Equity to detect undervalued stocks with similar characteristics or determine the pink sheets which would be a good addition to a portfolio. Peer analysis of Swiss Life could also be used in its relative valuation, which is a method of valuing Swiss Life by comparing valuation metrics of similar companies.Swiss Life is currently under evaluation in return on equity category among its peers.
Swiss Fundamentals
| 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 | 30.2 M | |||
| Shares Owned By Insiders | 0.45 % | |||
| Shares Owned By Institutions | 30.74 % | |||
| Price To Earning | 14.01 X | |||
| Price To Book | 1.39 X | |||
| Price To Sales | 0.73 X | |||
| Revenue | 22.16 B | |||
| Gross Profit | 4.12 B | |||
| EBITDA | 2.07 B | |||
| Net Income | 1.25 B | |||
| Cash And Equivalents | 55.11 B | |||
| Total Debt | 8.05 B | |||
| Debt To Equity | 1.47 % | |||
| Current Ratio | 5.02 X | |||
| Book Value Per Share | 351.25 X | |||
| Cash Flow From Operations | 296 M | |||
| Earnings Per Share | 44.38 X | |||
| Price To Earnings To Growth | 1.87 X | |||
| Number Of Employees | 10.89 K | |||
| Beta | 1.16 | |||
| Market Capitalization | 17.75 B | |||
| Total Asset | 240.42 B | |||
| Retained Earnings | 9.69 B | |||
| Working Capital | 40.65 B | |||
| Current Asset | 47.73 B | |||
| Current Liabilities | 7.08 B | |||
| Z Score | 1.2 | |||
| Annual Yield | 0.04 % | |||
| Net Asset | 240.42 B | |||
| Last Dividend Paid | 25.0 |
About Swiss Life Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Swiss Life Holding's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Swiss Life using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Swiss Life Holding based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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. Swiss Life operates under InsuranceDiversified classification in the United States and is traded on OTC Exchange. It employs 10890 people.
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Other Information on Investing in Swiss Pink Sheet
Swiss Life financial ratios help investors to determine whether Swiss Pink Sheet is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Swiss with respect to the benefits of owning Swiss Life security.