Zurich Insurance Total Debt vs. Current Valuation
| 0QP2 Stock | 548.70 0.90 0.16% |
For Zurich Insurance profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Zurich Insurance to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Zurich Insurance Group utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Zurich Insurance's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Zurich Insurance Group over time as well as its relative position and ranking within its peers.
Zurich |
Zurich Insurance Current Valuation vs. Total Debt Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Zurich Insurance's current stock value. Our valuation model uses many indicators to compare Zurich Insurance value to that of its competitors to determine the firm's financial worth. Zurich Insurance Group is the top company in total debt category among its peers. It also is the top company in current valuation category among its peers reporting about 4.22 of Current Valuation per Total Debt. 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 Zurich Insurance's earnings, one of the primary drivers of an investment's value.Zurich Total Debt vs. Competition
Zurich Insurance Group is the top company in total debt category among its peers. Total debt of Property & Casualty Insurance industry is presently estimated at about 291.38 Billion. Zurich Insurance holds roughly 15.46 Billion in total debt claiming about 5% of equities listed under Property & Casualty Insurance industry.
Zurich Current Valuation vs. Total Debt
Total Debt refers to the amount of long term interest-bearing liabilities that a company carries on its balance sheet. That may include bonds sold to the public, notes written to banks or capital leases. Typically, debt can help a company magnify its earnings, but the burden of interest and principal payments will eventually prevent the firm from borrow excessively.
Zurich Insurance |
| = | 15.46 B |
In most industries, total debt may also include the current portion of long-term debt. Since debt terms vary widely from one company to another, simply comparing outstanding debt obligations between different companies may not be adequate. It is usually meant to compare total debt amounts between companies that operate within the same sector.
Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.
Zurich Insurance |
| = | 65.25 B |
Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.
Zurich Current Valuation vs Competition
Zurich Insurance Group is the top company in current valuation category among its peers. After adjusting for long-term liabilities, total market size of Property & Casualty Insurance industry is presently estimated at about 740.56 Billion. Zurich Insurance holds roughly 65.25 Billion in current valuation claiming about 9% of equities listed under Property & Casualty Insurance industry.
Zurich Insurance Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Zurich Insurance, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Zurich Insurance will eventually generate negative long term returns. The profitability progress is the general direction of Zurich Insurance's change in net profit over the period of time. It can combine multiple indicators of Zurich Insurance, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
| Last Reported | Projected for Next Year | ||
| Accumulated Other Comprehensive Income | -9.3 B | -8.9 B | |
| Operating Income | 71.1 B | 74.7 B | |
| Income Before Tax | 6.5 B | 5.1 B | |
| Total Other Income Expense Net | -64.7 B | -61.4 B | |
| Net Income | 4.4 B | 3.4 B | |
| Income Tax Expense | 1.7 B | 1.5 B | |
| Interest Income | 512.9 M | 400.2 M | |
| Net Income Applicable To Common Shares | 5.3 B | 4.4 B | |
| Change To Netincome | 14 B | 14.7 B |
Zurich Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Zurich Insurance. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Zurich Insurance position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Zurich Insurance's important profitability drivers and their relationship over time.
Use Zurich Insurance in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Zurich Insurance position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Zurich Insurance will appreciate offsetting losses from the drop in the long position's value.Zurich Insurance Pair Trading
Zurich Insurance Group Pair Trading Analysis
The ability to find closely correlated positions to Zurich Insurance could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Zurich Insurance when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Zurich Insurance - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Zurich Insurance Group to buy it.
The correlation of Zurich Insurance is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Zurich Insurance moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Zurich Insurance moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Zurich Insurance can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Zurich Insurance position
In addition to having Zurich Insurance in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Electronic Equipment Thematic Idea Now
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Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Electronic Equipment theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Electronic Equipment Theme or any other thematic opportunities.
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Additional 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.