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Swiss (SMI) Insurance Industry Analysis

UpdatedMay 18, 2024
DataAggregated Company Financials
Companies6
  • 7D2.3%
  • 3M5.7%
  • 1Y12.3%
  • YTD9.2%

The Insurance industry has stayed flat over the last week. The past year has been better, since the industry has gained 11% in that time. As for the next few years, earnings are expected to grow by 8.5% per annum.

Industry Valuation and Performance

Has the Swiss Insurance Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 18 May 2024CHF132.8bCHF139.8bCHF9.0b16.9x14.7x0.9x
Mon, 15 Apr 2024CHF127.8bCHF138.6bCHF8.6b16.4x14.8x0.9x
Wed, 13 Mar 2024CHF135.5bCHF146.8bCHF9.3b11.9x14.6x0.9x
Fri, 09 Feb 2024CHF123.7bCHF122.8bCHF9.6b11x12.8x1x
Sun, 07 Jan 2024CHF121.7bCHF120.6bCHF9.4b10.6x12.9x1x
Tue, 05 Dec 2023CHF122.9bCHF122.7bCHF9.6b10.7x12.8x1x
Thu, 02 Nov 2023CHF121.8bCHF125.3bCHF8.6b11.5x14.2x1x
Sat, 30 Sep 2023CHF119.1bCHF127.4bCHF8.6b11.4x13.8x0.9x
Mon, 28 Aug 2023CHF113.8bCHF121.6bCHF8.4b11.8x13.5x0.9x
Wed, 26 Jul 2023CHF119.2bCHF116.1bCHF7.8b11.7x15.2x1x
Fri, 23 Jun 2023CHF117.1bCHF119.0bCHF8.0b11.4x14.6x1x
Sun, 21 May 2023CHF120.0bCHF119.3bCHF8.1b11.9x14.9x1x
Tue, 18 Apr 2023CHF118.5bCHF118.4bCHF7.3b12.3x16.3x1x
Thu, 16 Mar 2023CHF114.0bCHF121.9bCHF7.4b11.1x15.3x0.9x
Sat, 11 Feb 2023CHF122.2bCHF128.1bCHF7.1b13.2x17.1x1x
Mon, 09 Jan 2023CHF122.6bCHF128.3bCHF7.2b12.1x17.1x1x
Wed, 07 Dec 2022CHF120.6bCHF129.4bCHF7.2b12.3x16.7x0.9x
Fri, 04 Nov 2022CHF112.3bCHF135.3bCHF8.2b11.7x13.7x0.8x
Sun, 02 Oct 2022CHF105.0bCHF133.6bCHF8.1b10.9x13x0.8x
Tue, 30 Aug 2022CHF114.1bCHF134.0bCHF8.0b12x14.2x0.9x
Thu, 28 Jul 2022CHF110.9bCHF158.5bCHF8.3b12x13.4x0.7x
Sat, 25 Jun 2022CHF112.7bCHF157.3bCHF8.2b12.1x13.7x0.7x
Mon, 23 May 2022CHF118.7bCHF159.8bCHF8.4b12.7x14.2x0.7x
Wed, 20 Apr 2022CHF125.8bCHF157.0bCHF8.8b13.8x14.4x0.8x
Fri, 18 Mar 2022CHF123.0bCHF155.0bCHF8.7b12.9x14.2x0.8x
Sun, 13 Feb 2022CHF130.5bCHF155.2bCHF8.0b14.2x16.3x0.8x
Tue, 11 Jan 2022CHF123.5bCHF155.2bCHF8.0b13.5x15.4x0.8x
Thu, 09 Dec 2021CHF114.5bCHF154.8bCHF8.0b12.4x14.3x0.7x
Sat, 06 Nov 2021CHF117.0bCHF153.7bCHF7.9b12.9x14.7x0.8x
Mon, 04 Oct 2021CHF107.5bCHF155.9bCHF8.0b12.1x13.4x0.7x
Wed, 01 Sep 2021CHF113.4bCHF153.1bCHF7.7b13.4x14.6x0.7x
Thu, 08 Jul 2021CHF106.7bCHF153.1bCHF7.7b12.5x13.8x0.7x
Price to Earnings Ratio

17.5x


Total Market Cap: CHF109.0bTotal Earnings: CHF6.2bTotal Revenue: CHF146.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Insurance Industry Price to Earnings3Y Average 14.6x202220232024
Current Industry PE
  • Investors are relatively neutral on the Swiss Insurance industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 14.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.87x.
Past Earnings Growth
  • The earnings for companies in the Insurance industry have grown 11% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the Swiss Financials industry?

CH Market1.97%
Financials1.35%
Insurance2.28%
Reinsurance3.82%
General Insurance3.02%
Insurance Brokers0%
Property and Casualty Insurance0%
Life and Health Insurance-3.42%
Industry PE
  • Investors are most optimistic about the General Insurance industry which is trading above its 3-year average PE ratio of 13.6x.
    • Analysts are expecting annual earnings growth of 10.0%, which is higher than its past year's earnings decline of 1.0% per year.
  • Investors are most pessimistic about the Reinsurance industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 3.5x.
Forecasted Growth
  • Analysts are most optimistic on the General Insurance industry, expecting annual earnings growth of 10% over the next 5 years.
  • This is better than its past earnings decline of 1.0% per year.
  • In contrast, the Life and Health Insurance industry is expected to see its earnings grow by 4.2% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
ZURN Zurich Insurance GroupCHF471.803.1%
+CHF2.1b		10.2%PE17.2x
SREN Swiss ReCHF110.103.8%
+CHF1.2b		20.0%PE9.6x
BALN Bâloise HoldingCHF149.702.9%
+CHF190.7m		5.3%PE28.4x
HELN Helvetia HoldingCHF128.202.8%
+CHF185.0m		0.2%PE24.5x
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Latest News

SREN

CHF110.10

Swiss Re

7D

3.8%

1Y

20.0%

SLHN

CHF626.60

Swiss Life Holding

7D

-3.4%

1Y

17.0%

BALN

CHF149.70

Bâloise Holding

7D

2.9%

1Y

5.3%

VAHN

CHF433.00

Vaudoise Assurances Holding

7D

-1.6%

1Y

-2.9%

HELN

CHF128.20

Helvetia Holding

7D

2.8%

1Y

0.2%

ZURN

CHF471.80

Zurich Insurance Group

7D

3.1%

1Y

10.2%