Header cover image

Swiss (SMI) Insurance Industry Analysis

UpdatedMay 22, 2024
DataAggregated Company Financials
Companies6
  • 7D3.7%
  • 3M5.0%
  • 1Y11.9%
  • YTD9.6%

Over the last 7 days, the Insurance industry has risen 3.7%, driven by gains from Zurich Insurance Group of 4.5%. This takes the industry's 12 month performance to a gain of 12%. As for the next few years, earnings are expected to grow by 8.1% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 23 May 2024CHF133.2bCHF140.1bCHF9.0b17x14.8x1x
Sat, 20 Apr 2024CHF123.7bCHF138.4bCHF8.6b16.1x14.3x0.9x
Mon, 18 Mar 2024CHF135.9bCHF137.5bCHF9.1b12x15x1x
Wed, 14 Feb 2024CHF125.1bCHF124.1bCHF9.7b11.1x12.8x1x
Fri, 12 Jan 2024CHF121.3bCHF120.8bCHF9.5b10.6x12.8x1x
Sun, 10 Dec 2023CHF124.3bCHF123.3bCHF9.7b10.6x12.8x1x
Tue, 07 Nov 2023CHF122.9bCHF124.0bCHF8.5b11.6x14.4x1x
Thu, 05 Oct 2023CHF117.3bCHF125.8bCHF8.6b11.2x13.6x0.9x
Sat, 02 Sep 2023CHF116.1bCHF121.7bCHF8.5b12.1x13.7x1x
Mon, 31 Jul 2023CHF120.1bCHF116.5bCHF7.9b11.8x15.2x1x
Wed, 28 Jun 2023CHF117.6bCHF118.8bCHF8.0b11.4x14.7x1x
Fri, 26 May 2023CHF118.3bCHF119.8bCHF8.1b11.7x14.6x1x
Sun, 23 Apr 2023CHF122.2bCHF117.7bCHF7.2b12.5x16.9x1x
Tue, 21 Mar 2023CHF116.0bCHF121.3bCHF7.4b11x15.6x1x
Thu, 16 Feb 2023CHF123.4bCHF122.3bCHF6.6b13.3x18.8x1x
Sat, 14 Jan 2023CHF122.9bCHF128.4bCHF7.2b12.7x17.2x1x
Mon, 12 Dec 2022CHF120.9bCHF128.8bCHF7.2b12x16.8x0.9x
Wed, 09 Nov 2022CHF113.0bCHF134.4bCHF8.1b11.8x13.9x0.8x
Fri, 07 Oct 2022CHF106.1bCHF134.2bCHF8.1b11.1x13.1x0.8x
Sun, 04 Sep 2022CHF116.4bCHF135.0bCHF8.1b12.1x14.3x0.9x
Tue, 02 Aug 2022CHF111.4bCHF156.7bCHF8.2b12.1x13.6x0.7x
Thu, 30 Jun 2022CHF112.4bCHF157.2bCHF8.2b12.1x13.7x0.7x
Sat, 28 May 2022CHF121.5bCHF157.5bCHF8.2b13.2x14.7x0.8x
Mon, 25 Apr 2022CHF125.3bCHF158.1bCHF8.8b13.7x14.2x0.8x
Wed, 23 Mar 2022CHF126.2bCHF154.7bCHF8.7b13.3x14.6x0.8x
Fri, 18 Feb 2022CHF126.1bCHF153.4bCHF8.3b13.2x15.2x0.8x
Sun, 16 Jan 2022CHF126.1bCHF153.7bCHF7.9b13.9x15.9x0.8x
Tue, 14 Dec 2021CHF112.7bCHF154.8bCHF8.0b12.2x14.1x0.7x
Thu, 11 Nov 2021CHF116.6bCHF154.0bCHF8.0b12.8x14.7x0.8x
Sat, 09 Oct 2021CHF109.3bCHF155.5bCHF8.0b12.3x13.6x0.7x
Mon, 06 Sep 2021CHF112.7bCHF155.1bCHF8.0b12.7x14.1x0.7x
Wed, 04 Aug 2021CHF107.5bCHF153.1bCHF7.7b12.8x13.9x0.7x
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 13% 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 Market1.50%
Financials1.91%
Insurance3.66%
Reinsurance6.67%
General Insurance4.18%
Insurance Brokers0%
Property and Casualty Insurance0%
Life and Health Insurance-3.38%
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 10.1%, 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 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 GroupCHF471.604.0%
+CHF2.6b		11.5%PE17x
SREN Swiss ReCHF110.706.8%
+CHF2.0b		22.6%PE9.6x
BALN Bâloise HoldingCHF152.303.7%
+CHF245.2m		8.9%PE28.9x
HELN Helvetia HoldingCHF127.901.8%
+CHF121.5m		2.2%PE24.4x
VAHN Vaudoise Assurances HoldingCHF437.000.7%
+CHF8.7m		0.9%PE9.5x
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

CHF127.90

Helvetia Holding

7D

1.8%

1Y

2.2%

SREN

CHF110.70

Swiss Re

7D

6.8%

1Y

22.6%

SLHN

CHF616.40

Swiss Life Holding

7D

-5.8%

1Y

17.3%

BALN

CHF152.30

Bâloise Holding

7D

3.7%

1Y

8.9%

VAHN

CHF437.00

Vaudoise Assurances Holding

7D

0.7%

1Y

0.9%

ZURN

CHF471.60

Zurich Insurance Group

7D

4.0%

1Y

11.5%