Swiss Re (Germany) Performance

SR9A Stock  EUR 34.20  0.20  0.59%   
Swiss Re has a performance score of 7 on a scale of 0 to 100. The entity has a beta of -0.0566, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Swiss Re are expected to decrease at a much lower rate. During the bear market, Swiss Re is likely to outperform the market. Swiss Re AG right now has a risk of 1.96%. Please validate Swiss Re information ratio, total risk alpha, treynor ratio, as well as the relationship between the jensen alpha and sortino ratio , to decide if Swiss Re will be following its existing price patterns.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in Swiss Re AG are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile basic indicators, Swiss Re may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
Begin Period Cash Flow5.5 B
Total Cashflows From Investing Activities-2.1 B
  

Swiss Re Relative Risk vs. Return Landscape

If you would invest  3,060  in Swiss Re AG on September 24, 2024 and sell it today you would earn a total of  360.00  from holding Swiss Re AG or generate 11.76% return on investment over 90 days. Swiss Re AG is generating 0.1898% of daily returns assuming 1.9623% volatility of returns over the 90 days investment horizon. Simply put, 17% of all stocks have less volatile historical return distribution than Swiss Re, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
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Assuming the 90 days trading horizon Swiss Re is expected to generate 2.44 times more return on investment than the market. However, the company is 2.44 times more volatile than its market benchmark. It trades about 0.1 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.03 per unit of risk.

Swiss Re Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Swiss Re's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Swiss Re AG, and traders can use it to determine the average amount a Swiss Re's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0967

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Estimated Market Risk

 1.96
  actual daily
17
83% of assets are more volatile

Expected Return

 0.19
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3
97% of assets have higher returns

Risk-Adjusted Return

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7
93% of assets perform better
Based on monthly moving average Swiss Re is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Swiss Re by adding it to a well-diversified portfolio.

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.

About Swiss Re Performance

By analyzing Swiss Re's fundamental ratios, stakeholders can gain valuable insights into Swiss Re's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. 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.
Swiss Re AG, together with its subsidiaries, provides wholesale reinsurance, insurance, and other insurance-based forms of risk transfer worldwide. Swiss Re AG was founded in 1863 and is headquartered in Zurich, Switzerland. SWISS RE operates under Insurance - Reinsurance classification in Germany and is traded on Frankfurt Stock Exchange. It employs 15503 people.

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 has accumulated 10.88 B in total debt with debt to equity ratio (D/E) of 41.4, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Swiss Re AG has a current ratio of 0.5, 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.
Evaluating Swiss Re's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Swiss Re's stock performance include:
  • 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.
It's essential to remember that evaluating Swiss Re's stock performance is not an exact science, and many factors can impact Swiss Re's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Complementary 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.
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