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Swiss Re
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Rising Catastrophe Losses And Regulatory Pressures Will Hurt Margins
Key Takeaways Escalating climate risks, competitive pressures, and regulatory changes threaten Swiss Re's profitability, earnings stability, and market share. Ongoing low investment returns and softening reinsurance pricing challenge the company's revenue growth and long-term margins.
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CHF 100.78
FV
45.7% overvalued
intrinsic discount
2.66%
Revenue growth p.a.
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0
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Zurich Insurance Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Focus On Life Insurance And P&C Segments Will Support Future Success
Key Takeaways Expansion in the Life insurance segment and strategic focus in P&C are expected to drive positive revenue and earnings growth. Strong capital strategy and operational improvements in Farmers Exchanges aim to enhance profitability and shareholder value.
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CHF 542.38
FV
2.7% overvalued
intrinsic discount
-0.43%
Revenue growth p.a.
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1
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47
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2 days ago
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Swiss Re
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
New Rigorous Measures Will Strengthen Resilience And Reduce Volatility In P&C And Life & Health Segments
Key Takeaways Strong pricing environment and disciplined underwriting in P&C Re segment drive revenue growth, despite volatility in markets. Strategic cost reduction initiatives and robust dividend growth signal confidence in enhancing shareholder value and future profitability.
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CHF 139.28
FV
5.4% overvalued
intrinsic discount
4.63%
Revenue growth p.a.
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0
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47
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2 days ago
author updated this narrative
Swiss Life Holding
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Momentum In French Health & Protection Products Will Support Future Profitability
Key Takeaways Swiss Life's strategic program and asset management performance indicate potential revenue growth, enhanced earnings, and increased cash returns to shareholders. Strong market performance in France and effective capital strategies, including share buybacks, signal improved profitability and attractive shareholder returns.
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CHF 784.45
FV
7.7% overvalued
intrinsic discount
-9.20%
Revenue growth p.a.
Set Fair Value
1
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0
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19
users have followed this narrative
2 days ago
author updated this narrative
Helvetia Holding
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Low Interest Rates And Climate Risks Will Strain Profitability
Key Takeaways Prolonged low interest rates, climate risks, and reliance on traditional products threaten profitability and earnings stability. Lagging digital innovation and limited market diversification increase vulnerability to disruption and regional economic shocks.
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CHF 169.00
FV
16.3% overvalued
intrinsic discount
1.75%
Revenue growth p.a.
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0
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2 days ago
author updated this narrative
Helvetia Holding
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Digital Transformation And Aging Trends Will Expand Opportunities
Key Takeaways Rapid digital transformation, operational improvements, and innovative business models are set to drive strong margin expansion and accelerated earnings growth across Helvetia's core and new markets. Optimal capital redeployment and structural demand in health and specialty insurance are creating substantial, higher-margin revenue streams and market outperformance opportunities.
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CHF 229.00
FV
14.2% undervalued
intrinsic discount
7.32%
Revenue growth p.a.
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0
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2 days ago
author updated this narrative
Swiss Re
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Climate Change And Cyber Risks Will Fuel Reinsurance Demand
Key Takeaways Swiss Re's strong reserving, underwriting, and market position enable it to outperform peers and capture outsized growth in an increasingly risk-driven reinsurance market. Investment in analytics and specialty lines, plus regulatory trends, support revenue diversification and sustained margin and earnings expansion versus smaller competitors.
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CHF 169.87
FV
13.6% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
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0
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Baloise Holding
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Swiss Group Life Semi-Autonomy Will Face Risks Yet Deliver Savings
Key Takeaways Transition to semi-autonomous solutions and reliance on investment premiums may create revenue instability and affect long-term growth. High cash payouts and share buybacks indicate capital strength but may limit future growth by reduced reinvestment.
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CHF 212.35
FV
7.2% undervalued
intrinsic discount
7.50%
Revenue growth p.a.
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0
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0
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9
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9 days ago
author updated this narrative
Helvetia Holding
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Insurance Firm's Capital-Light Focus Will Drive Efficiency, But Divergent Analyst Forecasts Highlight Uncertainty
Key Takeaways Helvetia's capital-light focus in Life and improved operational efficiency aims to boost profitability and net margins. Ambitious revenue growth through specialty business expansion in Europe and technical excellence could enhance long-term earnings and dividends.
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CHF 200.20
FV
1.8% undervalued
intrinsic discount
3.73%
Revenue growth p.a.
Set Fair Value
0
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10
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9 days ago
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