Header cover image

Swiss (SMI) Insurance Industry Analysis

UpdatedJul 24, 2024
DataAggregated Company Financials
Companies6
  • 7D-0.4%
  • 3M7.1%
  • 1Y13.6%
  • YTD10.5%

Over the last 7 days, the Insurance industry has dropped 1.5%, driven by Swiss Re declining 2.1%. In the past year, the industry has gained 14%. Looking forward, earnings are forecast to grow by 8.8% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Jul 2024CHF 133.8bCHF 137.8bCHF 8.9b17.6x15.1x1x
Sat, 22 Jun 2024CHF 136.1bCHF 138.1bCHF 8.9b17.6x15.3x1x
Mon, 20 May 2024CHF 132.8bCHF 139.8bCHF 9.0b16.9x14.7x0.9x
Wed, 17 Apr 2024CHF 128.6bCHF 138.5bCHF 8.6b16.5x14.9x0.9x
Fri, 15 Mar 2024CHF 135.6bCHF 147.5bCHF 9.3b11.9x14.5x0.9x
Sun, 11 Feb 2024CHF 123.1bCHF 122.9bCHF 9.6b10.9x12.8x1x
Tue, 09 Jan 2024CHF 122.1bCHF 120.2bCHF 9.4b10.6x13x1x
Thu, 07 Dec 2023CHF 123.5bCHF 122.8bCHF 9.6b10.7x12.8x1x
Sat, 04 Nov 2023CHF 123.3bCHF 124.1bCHF 8.5b11.7x14.5x1x
Mon, 02 Oct 2023CHF 113.1bCHF 119.6bCHF 8.1b11.5x14x0.9x
Wed, 30 Aug 2023CHF 115.5bCHF 121.2bCHF 8.4b12x13.7x1x
Fri, 28 Jul 2023CHF 119.6bCHF 115.4bCHF 7.8b11.8x15.3x1x
Sun, 25 Jun 2023CHF 117.9bCHF 119.0bCHF 8.0b11.4x14.7x1x
Tue, 23 May 2023CHF 120.0bCHF 119.2bCHF 8.1b11.9x14.9x1x
Thu, 20 Apr 2023CHF 121.8bCHF 118.3bCHF 7.2b12.6x16.8x1x
Sat, 18 Mar 2023CHF 113.8bCHF 121.6bCHF 7.4b10.9x15.3x0.9x
Mon, 13 Feb 2023CHF 122.2bCHF 128.0bCHF 7.1b13.2x17.1x1x
Wed, 11 Jan 2023CHF 123.0bCHF 127.9bCHF 7.1b12.3x17.2x1x
Fri, 09 Dec 2022CHF 120.2bCHF 129.1bCHF 7.2b11.9x16.7x0.9x
Sun, 06 Nov 2022CHF 113.0bCHF 135.1bCHF 8.2b11.8x13.8x0.8x
Tue, 04 Oct 2022CHF 105.9bCHF 134.6bCHF 8.1b11x13x0.8x
Thu, 01 Sep 2022CHF 115.5bCHF 134.4bCHF 8.1b12.1x14.3x0.9x
Sat, 30 Jul 2022CHF 111.4bCHF 156.9bCHF 8.2b12.1x13.6x0.7x
Mon, 27 Jun 2022CHF 112.7bCHF 157.3bCHF 8.2b12.1x13.7x0.7x
Wed, 25 May 2022CHF 120.3bCHF 157.9bCHF 8.3b13.1x14.5x0.8x
Fri, 22 Apr 2022CHF 127.3bCHF 157.2bCHF 8.8b13.9x14.5x0.8x
Sun, 20 Mar 2022CHF 123.6bCHF 154.8bCHF 8.7b13x14.3x0.8x
Tue, 15 Feb 2022CHF 127.4bCHF 154.1bCHF 8.3b13.4x15.3x0.8x
Thu, 13 Jan 2022CHF 125.1bCHF 153.9bCHF 7.9b13.7x15.7x0.8x
Sat, 11 Dec 2021CHF 113.4bCHF 154.7bCHF 8.0b12.3x14.2x0.7x
Mon, 08 Nov 2021CHF 117.3bCHF 153.7bCHF 7.9b12.9x14.8x0.8x
Wed, 06 Oct 2021CHF 107.8bCHF 155.4bCHF 8.0b12.1x13.4x0.7x
Fri, 03 Sep 2021CHF 111.8bCHF 153.1bCHF 7.7b13.3x14.4x0.7x
Sun, 01 Aug 2021CHF 105.8bCHF 153.1bCHF 7.7b12.6x13.7x0.7x
Price to Earnings Ratio

13.7x


Total Market Cap: CHF 105.8bTotal Earnings: CHF 7.7bTotal Revenue: CHF 153.1bTotal 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 0.88x.
Past Earnings Growth
  • The earnings for companies in the Insurance industry have grown 4.6% per year over the last three years.
  • Meanwhile revenues for these companies have declined 3.5% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Trends

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

CH Market0.078%
Financials-0.70%
Insurance-0.40%
Life and Health Insurance0.21%
General Insurance0.087%
Insurance Brokers0%
Property and Casualty Insurance0%
Reinsurance-2.06%
Industry PE
  • Investors are most optimistic about the General Insurance industry which is trading above its 3-year average PE ratio of 13.9x.
    • Analysts are expecting annual earnings growth of 12.1%, 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 0.086x.
Forecasted Growth
  • Analysts are most optimistic on the General Insurance industry, expecting annual earnings growth of 12% 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 growth to stay flat over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
HELN Helvetia HoldingCHF 129.800.9%
+CHF 63.4m		-0.08%PE24.8x
BALN Bâloise HoldingCHF 157.100.4%
+CHF 31.8m		15.1%PE29.8x
Simply Wall St™
Simply Wall Street Pty Ltd
Level 7, 320 Pitt Street, Sydney
Download on the App StoreGet it on Google Play
Popular Markets
USAUUKINCAZA
About UsCareersPlansLogin
Help CenterLatest CoveragePodcastsAffiliate ProgramBusiness & Enterprise
Financial Services GuideTerms and ConditionsPrivacy Policy
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

HELN

CHF 129.80

Helvetia Holding

7D

0.9%

1Y

-0.08%

BALN

CHF 157.10

Bâloise Holding

7D

0.4%

1Y

15.1%

SLHN

CHF 671.00

Swiss Life Holding

7D

-0.06%

1Y

21.4%

Industry Analysts Just Made A Notable Upgrade To Their Swiss Life Holding AG (VTX:SLHN) Revenue Forecasts

Jul 14
Industry Analysts Just Made A Notable Upgrade To Their Swiss Life Holding AG (VTX:SLHN) Revenue Forecasts

ZURN

CHF 474.60

Zurich Insurance Group

7D

-0.4%

1Y

11.9%

Zurich Insurance Group AG's (VTX:ZURN) Subdued P/E Might Signal An Opportunity

Jul 11
Zurich Insurance Group AG's (VTX:ZURN) Subdued P/E Might Signal An Opportunity

SREN

CHF 107.30

Swiss Re

7D

-1.4%

1Y

14.8%

VAHN

CHF 447.00

Vaudoise Assurances Holding

7D

-1.3%

1Y

2.5%