Full history for every metric is available with a Kvantra account
Key financial summary
Financials in CHF| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Total revenue | CHF bn | 22.4 | 21.5 | 20.4 | 15.2 | 14.4 | 15.2 | 20.1 | 21.7 |
| Operating profit | CHF bn | 1.67 | 1.74 | ||||||
| Net profit | CHF bn | 1.05 | 1.25 | 1.18 | 1.08 | 1.21 | 1.23 | 1.29 | 1.33 |
| EPS reported | CHF | 43.47 | 46.43 | ||||||
| Operating cashflow per share | CHF | 90.39 | 67.56 | ||||||
| Capex per share | CHF | 3.01 | 3.08 | ||||||
| FCF per share | CHF | 87.37 | 64.48 | ||||||
| Free cash flow | CHF bn | 2.49 | 1.80 | ||||||
| Net debt | CHF bn | 8.8 | 11.3 | ||||||
| Book value equity | CHF bn | 7.06 | 6.31 | ||||||
| Book value per share | CHF | 247.5 | 225.5 | ||||||
| Number of shares | m | 28.53 | 27.98 | ||||||
| DPS (TTM paid) | CHF | 36.50 | 36.50 |
Financial summary
Financials in CHF| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Value | |||||||||
| P/E TTM | x | 21.09 | - | ||||||
| P/B LTM | x | 3.70 | 3.95 | ||||||
| P/S LTM | x | 1.72 | 1.24 | ||||||
| P/FCF LTM | x | 10.49 | 13.83 | ||||||
| EV/EBITDA LTM | x | 17.56 | 17.97 | ||||||
| EV/Sales LTM | x | 2.31 | 1.80 | ||||||
| Earnings Yield LTM | % | 4.74% | 5.19% | ||||||
| FCF Yield | % | 9.53% | 7.23% | ||||||
| Quality | |||||||||
| ROE | % | 17.43% | 19.32% | ||||||
| ROIC | % | 1.84% | 0.56% | ||||||
| Operating margin | % | 10.96% | 8.66% | ||||||
| Gross margin | % | 100.00% | 81.01% | ||||||
| FCF/Sales | % | 16.39% | 8.98% | ||||||
| Growth and momentum | |||||||||
| EPS Growth YoY | % | +2.79% | +47.49% | ||||||
| Sales Growth YoY | % | +5.44% | +244.62% | ||||||
| Net Income Growth YoY | % | +1.40% | +43.80% | ||||||
| FCF Growth | % | +4351.8% | +107.49% | ||||||
| Operating Profit Growth | % | +1.89% | -29.03% | ||||||
| Dividend and capital structure | |||||||||
| Dividend Yield | % | 3.79% | 4.13% | ||||||
| Dividend Growth | % | +4.29% | +4.29% | ||||||
| Payout Ratio | % | 79.90% | 80.50% | ||||||
| FCF/Debt | x | 0.18 | 0.11 | ||||||
| Net Debt/EBITDA | x | 4.48 | 5.60 | ||||||
| EBIT/Net interest | x | 5.73 | 6.29 | ||||||
| Net debt/market cap | % | 33.54% | 45.24% | ||||||
| Net debt/Equity | x | 1.24 | 1.78 | ||||||
| Gross debt/equity | x | 2.01 | 2.58 | ||||||
ETFs that hold Swiss Life Holding
| Fund | Ticker | Position# | Weight |
|---|---|---|---|
| iShares Swiss Dividend ETF (CH) | CHDVD.SW | 7 | 5.76% |
| iShares STOXX Europe 600 Insurance UCITS ETF (DE) | EXH5.DE | 8 | 3.46% |
| iShares MSCI Europe Mid Cap UCITS ETF | EUMD.L | 5 | 1.27% |
| BMO MSCI EAFE Small-Mid Cap Index ETF | ZESM.TO | 9 | 0.37% |
| Deka MSCI Europe MC UCITS ETF | EL43.DE | 5 | 1.29% |
| Invesco STOXX Europe 600 Optimised Insurance UCITS ETF | SC0Y.DE | 9 | 3.60% |
Funds with Swiss Life Holding among their ten largest holdings, largest fund first.
Ratings
Based on consensus from external analysts. Not Kvantra's opinion.
Company overview
Headquartered in Zurich, Switzerland, and established in 1857, Swiss Life Holding AG offers a broad spectrum of financial services, including life insurance, pension provisions, and risk management solutions for both private individuals and corporate entities. The company operates through distinct segments encompassing Switzerland, France, Germany, its International division, and Asset Managers. Its product portfolio extends to various life, health, annuity, and investment-linked insurance policies for groups and individuals, complemented by disability coverage. Beyond life-related offerings, Swiss Life also underwrites property, casualty, liability, motor, and accident insurance. The firm additionally provides asset management and advisory services tailored for institutional clients. Diversifying its business, Swiss Life Holding AG also has stakes in private equity, information technology, real estate, banking, restaurant, and investment fund ventures. Distribution of its products occurs via a robust network of agents, financial advisors, and partners, with its international presence marked by brands such as Swiss Life Select, Tecis, Horbach, Proventus, Chase de Vere, and Fincentrum.
Similar companies
For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.
Swiss Life Holding AG (SLHN.SW)
| Fund | Ticker | Position# | Weight |
|---|---|---|---|
| iShares Swiss Dividend ETF (CH) | CHDVD.SW | 7 | 5.76% |
| iShares STOXX Europe 600 Insurance UCITS ETF (DE) | EXH5.DE | 8 | 3.46% |
| iShares MSCI Europe Mid Cap UCITS ETF | EUMD.L | 5 | 1.27% |
| BMO MSCI EAFE Small-Mid Cap Index ETF | ZESM.TO | 9 | 0.37% |
| Deka MSCI Europe MC UCITS ETF | EL43.DE | 5 | 1.29% |
| Invesco STOXX Europe 600 Optimised Insurance UCITS ETF | SC0Y.DE | 9 | 3.60% |
Funds with Swiss Life Holding among their ten largest holdings, largest fund first.
Based on consensus from external analysts. Not Kvantra's opinion.
Headquartered in Zurich, Switzerland, and established in 1857, Swiss Life Holding AG offers a broad spectrum of financial services, including life insurance, pension provisions, and risk management solutions for both private individuals and corporate entities. The company operates through distinct segments encompassing Switzerland, France, Germany, its International division, and Asset Managers. Its product portfolio extends to various life, health, annuity, and investment-linked insurance policies for groups and individuals, complemented by disability coverage. Beyond life-related offerings, Swiss Life also underwrites property, casualty, liability, motor, and accident insurance. The firm additionally provides asset management and advisory services tailored for institutional clients. Diversifying its business, Swiss Life Holding AG also has stakes in private equity, information technology, real estate, banking, restaurant, and investment fund ventures. Distribution of its products occurs via a robust network of agents, financial advisors, and partners, with its international presence marked by brands such as Swiss Life Select, Tecis, Horbach, Proventus, Chase de Vere, and Fincentrum.
Unlock all fundamental data
Sign up for FreeUnlock all fundamental data
Sign up for Free