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Swiss (SMI) Insurance Industry Analysis

UpdatedJun 02, 2024
DataAggregated Company Financials
Companies6
  • 7D0.7%
  • 3M2.5%
  • 1Y12.7%
  • YTD10.5%

The Insurance industry has been flat over the last week, but Helvetia Holding has lost 6.0%. As for the the longer term, the industry is up 13% over the past 12 months. As for the next few years, earnings are expected to grow by 8.2% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 02 Jun 2024CHF134.3bCHF139.1bCHF9.0b17x15x1x
Tue, 30 Apr 2024CHF125.3bCHF140.9bCHF8.6b16.4x14.5x0.9x
Thu, 28 Mar 2024CHF136.3bCHF139.7bCHF9.2b11.8x14.8x1x
Sat, 24 Feb 2024CHF131.4bCHF123.9bCHF9.7b11.5x13.6x1.1x
Mon, 22 Jan 2024CHF122.1bCHF122.3bCHF9.6b10.7x12.7x1x
Wed, 20 Dec 2023CHF122.7bCHF121.6bCHF9.5b10.6x12.9x1x
Fri, 17 Nov 2023CHF122.1bCHF124.2bCHF9.7b10.9x12.5x1x
Sun, 15 Oct 2023CHF120.8bCHF124.5bCHF8.5b11.4x14.2x1x
Tue, 12 Sep 2023CHF117.7bCHF123.0bCHF8.4b12.2x14x1x
Thu, 10 Aug 2023CHF117.3bCHF118.1bCHF8.3b11.8x14.2x1x
Sat, 08 Jul 2023CHF114.4bCHF118.3bCHF8.0b11.1x14.3x1x
Mon, 05 Jun 2023CHF121.0bCHF120.1bCHF8.1b11.8x14.9x1x
Wed, 03 May 2023CHF120.2bCHF117.8bCHF7.2b12.2x16.6x1x
Fri, 31 Mar 2023CHF122.4bCHF119.6bCHF7.3b11.8x16.7x1x
Sun, 26 Feb 2023CHF125.3bCHF124.2bCHF7.2b13.8x17.4x1x
Tue, 24 Jan 2023CHF123.6bCHF127.9bCHF7.1b13x17.3x1x
Thu, 22 Dec 2022CHF119.0bCHF128.3bCHF7.2b11.6x16.6x0.9x
Sat, 19 Nov 2022CHF117.1bCHF130.8bCHF7.9b12.2x14.8x0.9x
Mon, 17 Oct 2022CHF105.8bCHF135.7bCHF8.2b11.1x12.9x0.8x
Wed, 14 Sep 2022CHF116.7bCHF130.8bCHF7.9b12.5x14.8x0.9x
Fri, 12 Aug 2022CHF117.9bCHF155.4bCHF7.9b12.6x15x0.8x
Sun, 10 Jul 2022CHF113.2bCHF160.0bCHF8.4b12.1x13.5x0.7x
Tue, 07 Jun 2022CHF119.2bCHF159.0bCHF8.3b12.8x14.3x0.7x
Thu, 05 May 2022CHF122.2bCHF160.8bCHF9.0b13x13.6x0.8x
Sat, 02 Apr 2022CHF128.0bCHF154.3bCHF8.6b13.8x14.9x0.8x
Mon, 28 Feb 2022CHF120.2bCHF154.2bCHF8.4b12.8x14.4x0.8x
Wed, 26 Jan 2022CHF125.1bCHF154.5bCHF8.0b13.6x15.7x0.8x
Fri, 24 Dec 2021CHF116.1bCHF154.5bCHF8.0b12.6x14.6x0.8x
Sun, 21 Nov 2021CHF112.8bCHF155.3bCHF8.0b12.3x14.1x0.7x
Tue, 19 Oct 2021CHF109.6bCHF155.0bCHF8.0b12.3x13.7x0.7x
Thu, 16 Sep 2021CHF110.8bCHF155.1bCHF8.0b12.4x13.8x0.7x
Sat, 14 Aug 2021CHF115.0bCHF153.1bCHF7.7b13.6x14.9x0.8x
Wed, 09 Jun 2021CHF109.0bCHF146.7bCHF6.2b13.6x17.5x0.7x
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 14.5x202220232024
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 14.5x.
  • 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 Market0.26%
Financials0.30%
Insurance0.71%
Reinsurance2.37%
General Insurance0.32%
Insurance Brokers0%
Property and Casualty Insurance0%
Life and Health Insurance-0.48%
Industry PE
  • Investors are most optimistic about the General Insurance industry which is trading above its 3-year average PE ratio of 13.7x.
    • Analysts are expecting annual earnings growth of 10.2%, 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 0.19x.
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
SREN Swiss ReCHF114.702.4%
+CHF769.6m		23.1%PE10.1x
ZURN Zurich Insurance GroupCHF473.700.8%
+CHF532.8m		9.6%PE17.4x
BALN Bâloise HoldingCHF155.902.0%
+CHF140.8m		9.5%PE29.5x
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Latest News

BALN

CHF155.90

Bâloise Holding

7D

2.0%

1Y

9.5%

Bâloise Holding AG's (VTX:BALN) Earnings Haven't Escaped The Attention Of Investors

May 30
Bâloise Holding AG's (VTX:BALN) Earnings Haven't Escaped The Attention Of Investors

HELN

CHF121.10

Helvetia Holding

7D

-6.0%

1Y

-4.3%

SREN

CHF114.70

Swiss Re

7D

2.4%

1Y

23.1%

ZURN

CHF473.70

Zurich Insurance Group

7D

0.8%

1Y

9.6%

SLHN

CHF627.80

Swiss Life Holding

7D

-0.5%

1Y

16.7%

VAHN

CHF435.00

Vaudoise Assurances Holding

7D

-0.5%

1Y

-1.1%