Swiss Re Ltd (SSREY)
Company Info
| ISIN | US8708861088 |
|---|---|
| Sector | Financial Services |
| Industry | Insurance - Reinsurance |
Highlights
| Market Cap | $39.66B |
|---|---|
| EPS (TTM) | $2.62 |
| PE Ratio | 13.03 |
| PEG Ratio | 2.13 |
| Total Revenue (TTM) | $46.81B |
| Gross Profit (TTM) | $46.81B |
| EBITDA (TTM) | $1.46B |
| Year Range | $23.56 - $34.80 |
| Target Price | $27.59 |
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Swiss Re Ltd, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Swiss Re Ltd had a return of 29.01% year-to-date (YTD) and 37.44% in the last 12 months. Over the past 10 years, Swiss Re Ltd had an annualized return of 12.06%, outperforming the S&P 500 benchmark which had an annualized return of 10.85%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 29.01% | 17.79% |
| 1 month | 6.75% | 0.18% |
| 6 months | 11.27% | 7.53% |
| 1 year | 37.44% | 26.42% |
| 5 years (annualized) | 12.95% | 13.48% |
| 10 years (annualized) | 12.06% | 10.85% |
Monthly Returns
The table below presents the monthly returns of SSREY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.82% | 4.80% | 6.34% | -10.46% | 17.24% | -2.39% | -0.26% | 9.94% | 29.01% | ||||
| 2023 | 11.28% | 0.73% | -1.96% | 4.45% | -1.01% | 0.86% | 4.19% | -7.26% | 6.01% | 5.64% | 9.02% | -5.38% | 27.93% |
| 2022 | 8.75% | -11.14% | 0.03% | -7.44% | -0.50% | -6.14% | -3.12% | 4.26% | -4.77% | 0.02% | 18.90% | 5.74% | 1.07% |
| 2021 | -6.22% | 6.74% | 4.66% | -0.24% | 3.96% | -6.66% | 0.21% | 1.64% | -6.61% | 12.92% | -3.71% | 6.05% | 11.25% |
| 2020 | 0.68% | -16.23% | -18.61% | 1.17% | -6.08% | 13.75% | 2.31% | 2.27% | -7.87% | -3.49% | 27.86% | 2.81% | -9.28% |
| 2019 | 4.94% | 3.39% | -1.53% | 4.63% | -1.85% | 7.77% | -4.17% | -1.39% | 8.55% | 0.28% | 3.52% | 3.58% | 30.41% |
| 2018 | 5.46% | 3.40% | -0.51% | -0.63% | -9.39% | -0.39% | 6.24% | -1.71% | 2.92% | -2.51% | 0.99% | 0.11% | 3.07% |
| 2017 | -1.68% | -3.94% | 0.21% | 2.43% | 4.90% | 0.29% | 5.59% | -6.49% | 0.29% | 3.88% | -0.27% | -0.28% | 4.35% |
| 2016 | -5.64% | -3.58% | 4.06% | 0.34% | 1.17% | -3.14% | -3.24% | 0.36% | 7.03% | 2.78% | -1.12% | 3.33% | 1.59% |
| 2015 | 7.29% | 2.37% | 4.78% | -0.89% | 0.87% | -1.03% | 2.23% | -5.13% | -0.37% | 8.96% | 2.31% | 2.80% | 26.09% |
| 2014 | -6.17% | 7.80% | -0.59% | 4.02% | 2.08% | -0.14% | -4.27% | -3.53% | -3.00% | 1.30% | 6.19% | -1.80% | 0.88% |
| 2013 | 3.36% | 7.94% | 1.51% | 7.43% | -7.51% | 0.92% | 6.75% | -3.46% | 8.02% | 6.40% | 1.40% | 3.37% | 40.98% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of SSREY is 91, placing it in the top 9% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Swiss Re Ltd (SSREY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Swiss Re Ltd granted a 5.00% dividend yield in the last twelve months. The annual payout for that period amounted to $1.71 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.71 | $1.60 | $1.57 | $1.38 | $1.51 | $1.40 | $1.32 | $1.22 | $1.12 | $1.90 | $2.26 | $1.96 |
Dividend yield | 5.00% | 5.70% | 6.71% | 5.56% | 6.41% | 5.00% | 5.79% | 5.22% | 4.71% | 7.75% | 10.74% | 8.49% |
Monthly Dividends
The table displays the monthly dividend distributions for Swiss Re Ltd. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $1.71 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.71 | |||
| 2023 | $0.00 | $0.00 | $0.00 | $1.60 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.60 |
| 2022 | $0.00 | $0.00 | $0.00 | $1.57 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.57 |
| 2021 | $0.00 | $0.00 | $0.00 | $1.38 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.38 |
| 2020 | $0.00 | $0.00 | $0.00 | $1.51 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.51 |
| 2019 | $0.00 | $0.00 | $0.00 | $1.40 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.40 |
| 2018 | $0.00 | $0.00 | $0.00 | $1.32 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.32 |
| 2017 | $0.00 | $0.00 | $0.00 | $1.22 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.22 |
| 2016 | $0.00 | $0.00 | $0.00 | $1.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.12 |
| 2015 | $0.00 | $0.00 | $0.00 | $1.90 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.90 |
| 2014 | $0.00 | $0.00 | $0.00 | $2.26 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.26 |
| 2013 | $1.96 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.96 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Swiss Re Ltd. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Swiss Re Ltd was 52.67%, occurring on Mar 18, 2020. Recovery took 460 trading sessions.
The current Swiss Re Ltd drawdown is 1.90%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.67% | Feb 20, 2020 | 20 | Mar 18, 2020 | 460 | Jan 12, 2022 | 480 |
| -32.48% | Feb 4, 2022 | 172 | Oct 11, 2022 | 71 | Jan 24, 2023 | 243 |
| -29.55% | Jun 3, 2011 | 77 | Sep 22, 2011 | 105 | Feb 23, 2012 | 182 |
| -20.95% | Apr 11, 2014 | 131 | Oct 16, 2014 | 105 | Mar 20, 2015 | 236 |
| -15.73% | Dec 30, 2015 | 123 | Jun 27, 2016 | 114 | Dec 7, 2016 | 237 |
Volatility
Volatility Chart
The current Swiss Re Ltd volatility is 6.62%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Swiss Re Ltd compared to its peers in the Insurance - Reinsurance industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for SSREY in comparison to other companies of the Insurance - Reinsurance industry. Currently, SSREY has a PE value of 13.0. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for SSREY in comparison to other companies of the Insurance - Reinsurance industry. Currently, SSREY has a PEG value of 2.1. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Swiss Re Ltd.
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Income Statement
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