Swiss Re AG

SWX:SREN Stock Report

Market Cap: CHF29.8b

Swiss Re Valuation

Is SREN undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

5/6

Valuation Score 5/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of SREN when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: SREN (CHF102.5) is trading below our estimate of fair value (CHF309.83)

Significantly Below Fair Value: SREN is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for SREN?

Other financial metrics that can be useful for relative valuation.

SREN key valuation metrics and ratios. From Price to Earnings, Price to Sales and Price to Book to Price to Earnings Growth Ratio, Enterprise Value and EBITDA.
Key Statistics
Enterprise Value/Revenue0.8x
Enterprise Value/EBITDA8.2x
PEG Ratio1.4x

Price to Earnings Ratio vs Peers

How does SREN's PE Ratio compare to its peers?

The above table shows the PE ratio for SREN vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average21x
ZURN Zurich Insurance Group
16.4x8.9%CHF65.0b
SLHN Swiss Life Holding
17x4.2%CHF18.4b
HELN Helvetia Holding
23.6x12.5%CHF6.5b
BALN Bâloise Holding
26.9x18.4%CHF6.4b
SREN Swiss Re
10.2x7.5%CHF29.8b

Price-To-Earnings vs Peers: SREN is good value based on its Price-To-Earnings Ratio (10.2x) compared to the peer average (21x).

Price to Earnings Ratio vs Industry

How does SREN's PE Ratio compare vs other companies in the European Insurance Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a8.5%
 n/an/an/a
No. of CompaniesPE048121620

Fetching data

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a8.5%
 n/an/an/a
No more companies

Price-To-Earnings vs Industry: SREN is good value based on its Price-To-Earnings Ratio (10.2x) compared to the European Insurance industry average (11.6x).

Price to Earnings Ratio vs Fair Ratio

What is SREN's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

SREN PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio10.2x
Fair PE Ratio15.5x

Price-To-Earnings vs Fair Ratio: SREN is good value based on its Price-To-Earnings Ratio (10.2x) compared to the estimated Fair Price-To-Earnings Ratio (15.5x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst SREN forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentCHF102.50
CHF109.92
+7.2%
13.0%CHF133.52CHF84.11n/a15
May ’25CHF99.82
CHF111.83
+12.0%
13.0%CHF135.58CHF85.41n/a15
Apr ’25CHF115.95
CHF111.04
-4.2%
12.8%CHF133.03CHF88.34n/a15
Mar ’25CHF106.30
CHF107.85
+1.5%
12.4%CHF130.44CHF86.62n/a16
Feb ’25CHF97.76
CHF104.61
+7.0%
11.4%CHF124.91CHF84.51n/a16
Jan ’25CHF94.56
CHF100.26
+6.0%
11.3%CHF121.77CHF80.54n/a16
Dec ’24CHF98.34
CHF102.05
+3.8%
12.3%CHF125.86CHF82.24n/a16
Nov ’24CHF100.95
CHF99.67
-1.3%
14.3%CHF129.31CHF77.58n/a16
Oct ’24CHF94.32
CHF99.63
+5.6%
13.8%CHF131.28CHF78.76n/a16
Sep ’24CHF85.64
CHF97.20
+13.5%
15.9%CHF141.11CHF75.60n/a16
Aug ’24CHF90.90
CHF95.45
+5.0%
12.6%CHF117.01CHF73.53n/a16
Jul ’24CHF90.04
CHF97.20
+7.9%
12.7%CHF120.46CHF75.70n/a17
Jun ’24CHF92.78
CHF97.12
+4.7%
13.0%CHF121.81CHF76.54n/a18
May ’24CHF89.72
CHF94.27
+5.1%
13.2%CHF116.06CHF72.45CHF99.8218
Apr ’24CHF93.84
CHF94.61
+0.8%
13.5%CHF118.61CHF74.03CHF115.9518
Mar ’24CHF97.50
CHF96.96
-0.6%
13.5%CHF121.97CHF76.14CHF106.3018
Feb ’24CHF94.38
CHF89.55
-5.1%
11.9%CHF111.93CHF70.65CHF97.7618
Jan ’24CHF86.48
CHF81.34
-5.9%
12.3%CHF107.08CHF62.94CHF94.5618
Dec ’23CHF84.98
CHF80.28
-5.5%
11.7%CHF108.23CHF63.62CHF98.3418
Nov ’23CHF74.72
CHF83.02
+11.1%
14.0%CHF115.52CHF54.30CHF100.9519
Oct ’23CHF73.16
CHF88.19
+20.5%
10.1%CHF115.62CHF72.56CHF94.3219
Sep ’23CHF76.18
CHF86.47
+13.5%
12.0%CHF117.55CHF68.42CHF85.6419
Aug ’23CHF71.30
CHF85.36
+19.7%
11.9%CHF115.36CHF68.03CHF90.9018
Jul ’23CHF73.94
CHF89.43
+21.0%
12.0%CHF111.20CHF68.35CHF90.0417
Jun ’23CHF78.12
CHF94.42
+20.9%
9.2%CHF112.22CHF76.87CHF92.7818
May ’23CHF80.32
CHF98.91
+23.1%
10.7%CHF122.53CHF77.61CHF89.7219

Analyst Forecast: Target price is less than 20% higher than the current share price.

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