SWISS LIFE HOLDING AG |
Real-time Estimate
Other stock markets
|
5-day change | 1st Jan Change | ||
| 653.5 CHF | -1.01% |
|
-0.03% | +11.95% |
| Jun. 19 | Swiss Life REF (CH) ESG Swiss Properties Plans CHF610 Million Capital Increase | MT |
| Jun. 10 | Swiss Life appoints new Chairman of the Management Board | CF |
Valuation
| Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Capitalization 1 | 16,117 | 12,493 | 17,502 | 14,698 | 16,501 | 19,026 | - | - |
| Enterprise Value (EV) 1 | 16,117 | 12,493 | 17,502 | 14,698 | 16,501 | 19,026 | 19,026 | 19,026 |
| P/E ratio | 13.3 x | 12.6 x | 14 x | 9.98 x | 15.8 x | 16.3 x | 15.1 x | 14.5 x |
| Yield | 4.12% | 5.09% | 4.47% | 5.24% | 5.65% | 5.38% | 5.8% | 5.79% |
| Capitalization / Revenue | 0.66 x | 0.57 x | 0.79 x | 0.69 x | 1.43 x | 1.11 x | 1.08 x | 1.35 x |
| EV / Revenue | 0.66 x | 0.57 x | 0.79 x | 0.69 x | 1.43 x | 1.11 x | 1.08 x | 1.35 x |
| EV / EBITDA | - | - | - | - | - | - | - | - |
| EV / FCF | - | 29.7 x | 84.6 x | 15.9 x | 20.8 x | 14.7 x | 14.1 x | 13.7 x |
| FCF Yield | - | 3.37% | 1.18% | 6.3% | 4.8% | 6.79% | 7.07% | 7.3% |
| Price to Book | 1 x | 0.78 x | 1.05 x | 1.52 x | 2.06 x | 2.52 x | 2.42 x | 2.45 x |
| Nbr of stocks (in thousands) | 33,176 | 30,293 | 31,309 | 30,826 | 28,256 | 28,819 | - | - |
| Reference price 2 | 485.8 | 412.4 | 559.0 | 476.8 | 584.0 | 660.2 | 660.2 | 660.2 |
| Announcement Date | 2/28/20 | 3/2/21 | 3/1/22 | 3/2/23 | 4/8/24 | - | - | - |
1CHF in Million2CHF
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 24,320 | 21,728 | 22,219 | 21,358 | 11,541 | 17,195 | 17,575 | 14,125 |
| EBITDA | - | - | - | - | - | - | - | - |
| EBIT 1 | 1,651 | 1,472 | 1,783 | 2,054 | 1,497 | 1,626 | 1,711 | 1,760 |
| Operating Margin | 6.79% | 6.77% | 8.02% | 9.62% | 12.97% | 9.46% | 9.74% | 12.46% |
| Earnings before Tax (EBT) 1 | 1,528 | 1,351 | 1,663 | 1,934 | 1,366 | 1,451 | 1,533 | 1,617 |
| Net income 1 | 1,199 | 1,046 | 1,247 | 1,449 | 1,094 | 1,129 | 1,183 | 1,220 |
| Net margin | 4.93% | 4.81% | 5.61% | 6.78% | 9.48% | 6.56% | 6.73% | 8.64% |
| EPS 2 | 36.48 | 32.78 | 39.93 | 47.76 | 37.01 | 40.52 | 43.86 | 45.49 |
| Free Cash Flow 1 | - | 421 | 207 | 926 | 792 | 1,292 | 1,345 | 1,388 |
| FCF margin | - | 1.94% | 0.93% | 4.34% | 6.86% | 7.51% | 7.65% | 9.83% |
| FCF Conversion (EBITDA) | - | - | - | - | - | - | - | - |
| FCF Conversion (Net income) | - | 40.25% | 16.6% | 63.91% | 72.39% | 114.47% | 113.66% | 113.8% |
| Dividend per Share 2 | 20.00 | 21.00 | 25.00 | 25.00 | 33.00 | 35.54 | 38.28 | 38.20 |
| Announcement Date | 2/28/20 | 3/2/21 | 3/1/22 | 3/2/23 | 4/8/24 | - | - | - |
1CHF in Million2CHF
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: December | 2019 S2 | 2020 S1 | 2021 S1 | 2023 S1 |
|---|---|---|---|---|
| Net sales | - | - | - | - |
| EBITDA | - | - | - | - |
| EBIT | 821 | 780 | 889 | - |
| Operating Margin | - | - | - | - |
| Earnings before Tax (EBT) | - | - | 814 | - |
| Net income 1 | - | 537 | 618 | 619 |
| Net margin | - | - | - | - |
| EPS | - | - | - | - |
| Dividend per Share | - | - | - | - |
| Announcement Date | 2/28/20 | 8/13/20 | 8/17/21 | 9/7/23 |
1CHF in Million
Estimates
Balance Sheet Analysis
| Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net Debt | - | - | - | - | - | - | - | - |
| Net Cash position | - | - | - | - | - | - | - | - |
| Leverage (Debt/EBITDA) | - | - | - | - | - | - | - | - |
| Free Cash Flow 1 | - | 421 | 207 | 926 | 792 | 1,292 | 1,345 | 1,388 |
| ROE (net income / shareholders' equity) | 7.66% | 6.4% | 11% | 11.5% | 12.7% | 14.6% | 13.7% | 10.5% |
| ROA (Net income/ Total Assets) | 0.54% | 0.45% | 0.52% | 0.63% | 0.51% | 0.5% | 0.5% | 0.5% |
| Assets 1 | 220,526 | 232,962 | 238,889 | 230,000 | 213,422 | 225,728 | 236,668 | 243,942 |
| Book Value Per Share 2 | 486.0 | 527.0 | 531.0 | 313.0 | 284.0 | 262.0 | 273.0 | 270.0 |
| Cash Flow per Share | - | - | - | - | - | - | - | - |
| Capex 1 | - | 43 | - | - | 89 | 55 | 56 | 57 |
| Capex / Sales | - | 0.2% | - | - | 0.77% | 0.32% | 0.32% | 0.4% |
| Announcement Date | 2/28/20 | 3/2/21 | 3/1/22 | 3/2/23 | 4/8/24 | - | - | - |
1CHF in Million2CHF
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
B+
Sell
Buy
Mean consensus
HOLD
Number of Analysts
9
Last Close Price
660.2
CHF
Average target price
630.1
CHF
Spread / Average Target
-4.56%
EPS Revisions
Annual profits - Rate of surprise
| 1st Jan change | Capi. | |
|---|---|---|
| +12.05% | 21.05B | |
| +8.40% | 50.82B | |
| +5.91% | 49.81B | |
| +23.46% | 47.24B | |
| +14.31% | 42.57B | |
| +24.68% | 39.21B | |
| +19.39% | 33.69B | |
| -2.55% | 28.35B | |
| -9.35% | 27.07B | |
| +27.21% | 26.17B |
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