Zurich Insurance Net Income vs. Total Debt
| ZFI1 Stock | EUR 29.00 0.20 0.69% |
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 Total Debt vs. Net Income 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 rated below average in net income category among its peers. It is rated below average in total debt category among its peers making up about 3.03 of Total Debt per Net Income. 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. Net Income
Net income is the profit of a company for the reporting period, which is derived after taking revenues and gains and subtracting all expenses and losses. Net income is one of the most-watched numbers by money managers as well as individual investors.
Zurich Insurance |
| = | 4.6 B |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
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 |
| = | 13.97 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.
Zurich Total Debt vs Competition
Zurich Insurance Group is rated below average in total debt category among its peers. Total debt of Insurance - Diversified industry is at this time estimated at about 160.87 Billion. Zurich Insurance holds roughly 13.97 Billion in total debt claiming about 9% of equities under Insurance - Diversified 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.
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.
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?
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Cash Cows
Entities with stable and reliable earnings or profits, which allows them to pay consistent dividends to their shareholders. The Cash Cows theme has 25 constituents at this time.
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Other Information on Investing in Zurich Stock
To fully project Zurich Insurance's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Zurich Insurance at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Zurich Insurance's income statement, its balance sheet, and the statement of cash flows.