Swiss Re (Switzerland) Performance
| SREN Stock | CHF 131.10 0.80 0.61% |
The entity has a beta of 0.093, which indicates not very significant fluctuations relative to the market. 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. At this point, Swiss Re AG has a negative expected return of -0.12%. Please make sure to validate Swiss Re's total risk alpha, maximum drawdown, potential upside, as well as the relationship between the treynor ratio and value at risk , to decide if Swiss Re AG performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Swiss Re AG has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest abnormal performance, the Stock's basic indicators remain stable and the latest fuss on Wall Street may also be a sign of long-term gains for the venture sophisticated investors. ...more
Forward Dividend Yield 0.0459 | Payout Ratio | Last Split Factor 1579:1575 | Forward Dividend Rate 5.98 | Dividend Date 2025-04-17 |
1 | Swiss Re Stock Falls as 2026 Profit Target Misses Street Hopes What the New Strategy Means for Investors - ts2.tech | 12/05/2025 |
2 | Swiss Re Is Down 9.2 percent After Trimming Profit Targets And Unveiling Conditional Buyback Plans - simplywall.st | 12/09/2025 |
3 | Swiss Re Share Price Passes Below Fifty Day Moving Average - Heres What Happened - MarketBeat | 01/21/2026 |
4 | Swiss Market Index Wraps Up Week Higher Sika, Swiss Re in Green - marketscreener.com | 02/20/2026 |
| Begin Period Cash Flow | 4.6 B | |
| Total Cashflows From Investing Activities | -407 M |
Swiss |
Swiss Re Relative Risk vs. Return Landscape
If you would invest 14,155 in Swiss Re AG on November 28, 2025 and sell it today you would lose (1,045) from holding Swiss Re AG or give up 7.38% of portfolio value over 90 days. Swiss Re AG is generating negative expected returns and assumes 1.3001% volatility on return distribution over the 90 days horizon. Simply put, 11% of stocks are less volatile than Swiss, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Swiss Re Target Price Odds to finish over Current Price
The tendency of Swiss Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 131.10 | 90 days | 131.10 | about 42.89 |
Based on a normal probability distribution, the odds of Swiss Re to move above the current price in 90 days from now is about 42.89 (This Swiss Re AG probability density function shows the probability of Swiss Stock to fall within a particular range of prices over 90 days) .
Swiss Re Price Density |
| Price |
Predictive Modules for Swiss Re
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Swiss Re AG. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Swiss Re Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Swiss Re is not an exception. The market had few large corrections towards the Swiss Re's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Swiss Re AG, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Swiss Re within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.11 | |
β | Beta against Dow Jones | 0.09 | |
σ | Overall volatility | 5.41 | |
Ir | Information ratio | -0.16 |
Swiss Re Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Swiss Re for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Swiss Re AG can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Swiss Re AG generated a negative expected return over the last 90 days | |
| Swiss Re AG has accumulated 7.26 B in total debt with debt to equity ratio (D/E) of 0.54, which is about average as compared to similar companies. Swiss Re AG has a current ratio of 0.47, 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. | |
| Latest headline from news.google.com: Swiss Market Index Wraps Up Week Higher Sika, Swiss Re in Green - marketscreener.com |
Swiss Re Price Density Drivers
Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Swiss Stock often depends not only on the future outlook of the current and potential Swiss Re's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Swiss Re's indicators that are reflective of the short sentiment are summarized in the table below.
| Common Stock Shares Outstanding | 295.3 M | |
| Cash And Short Term Investments | 88.6 B |
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 | 0.21 | ||||
| Return On Asset | 0.0308 | ||||
| Profit Margin | 0.12 % | ||||
| Operating Margin | 0.18 % | ||||
| Current Valuation | 47.97 B | ||||
| Shares Outstanding | 294.07 M | ||||
| Price To Earning | 17.58 X | ||||
| Price To Book | 2.27 X | ||||
| Price To Sales | 0.89 X | ||||
| Revenue | 46.76 B | ||||
| Gross Profit | 8.45 B | ||||
| EBITDA | 4.27 B | ||||
| Net Income | 3.24 B | ||||
| Cash And Equivalents | 4.13 B | ||||
| Cash Per Share | 46.77 X | ||||
| Total Debt | 7.26 B | ||||
| Debt To Equity | 0.54 % | ||||
| Current Ratio | 0.48 X | ||||
| Book Value Per Share | 63.83 X | ||||
| Cash Flow From Operations | 3.13 B | ||||
| Earnings Per Share | 9.74 X | ||||
| Market Capitalization | 38.55 B | ||||
| Total Asset | 127.23 B | ||||
| Retained Earnings | 26.17 B | ||||
About Swiss Re Performance
Evaluating Swiss Re's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. 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. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.02 | 0.02 | |
| Return On Capital Employed | 0.09 | 0.09 | |
| Return On Assets | 0.02 | 0.02 | |
| Return On Equity | 0.16 | 0.08 |
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 generated a negative expected return over the last 90 days | |
| Swiss Re AG has accumulated 7.26 B in total debt with debt to equity ratio (D/E) of 0.54, which is about average as compared to similar companies. Swiss Re AG has a current ratio of 0.47, 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. | |
| Latest headline from news.google.com: Swiss Market Index Wraps Up Week Higher Sika, Swiss Re in Green - marketscreener.com |
- 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.
Additional 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.