- ISIN
- US8708861088
- Sector
- Financial Services
- Industry
- Insurance - Reinsurance
- IPO Date
- Apr 14, 1998
Highlights
- Market Cap
- $46.68B
- Enterprise Value
- $53.21B
- EPS (TTM)
- $6.68
- PE Ratio
- 5.74
- PEG Ratio
- 0.04
- Total Revenue (TTM)
- $95.72B
- Gross Profit (TTM)
- $67.80B
- EBITDA (TTM)
- $14.59B
- Year Range
- $36.01 - $48.62
- ROA (TTM)
- 5.97%
- ROE (TTM)
- 32.43%
Share Price Chart
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Performance
SSREY Performance Chart
Swiss Re Ltd (SSREY) is down 3.8% since the beginning of the year. At $38 per share, SSREY is trading 21.1% below its 52-week high of $49. Investors who bought $1,000 worth of SSREY shares 5 years ago would now be looking at an investment worth $2,198.
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Returns By Period
Swiss Re Ltd (SSREY) has returned -3.79% so far this year and -3.49% over the past 12 months. Over the last ten years, SSREY has had an annualized return of 13.51%, just under the S&P 500 Index benchmark’s 13.88%.
Swiss Re Ltd
- 1D
- 1.56%
- 1M
- 0.63%
- YTD
- -3.79%
- 6M
- -3.07%
- 1Y
- -3.49%
- 3Y*
- 21.82%
- 5Y*
- 17.06%
- 10Y*
- 13.51%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
SSREY Monthly Returns History
Based on dividend-adjusted daily data since May 27, 2011, SSREY's average daily return is +0.07%, while the average monthly return is +1.34%. At this rate, an investment would double in approximately 4.3 years.
Historically, 59% of months were positive and 41% were negative. The best month was Nov 2020 with a return of +25.9%, while the worst month was Mar 2020 at -19.5%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.
On a daily basis, SSREY closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +17.3%, while the worst single day was Mar 12, 2020 at -15.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.52% | 10.21% | -4.75% | 1.08% | -7.30% | 2.43% | -3.79% | ||||||
| 2025 | 7.27% | 3.59% | 6.27% | 10.13% | -1.19% | -2.81% | 4.10% | 0.89% | 2.31% | -1.68% | -3.35% | -5.15% | 20.95% |
| 2024 | 2.35% | 4.65% | 6.97% | -10.61% | 17.24% | -2.39% | -0.26% | 9.94% | 1.32% | -7.01% | 15.23% | -2.44% | 36.13% |
| 2023 | 11.11% | -0.31% | -1.34% | 4.17% | -0.04% | 0.39% | 3.84% | -7.58% | 6.15% | 5.88% | 8.42% | -4.61% | 27.42% |
| 2022 | 10.25% | -12.59% | -0.96% | -7.43% | 0.49% | -5.89% | -3.05% | 4.16% | -6.04% | 0.98% | 20.72% | 5.05% | 1.53% |
| 2021 | -6.25% | 6.62% | 4.27% | -0.20% | 4.27% | -6.96% | -0.40% | 2.18% | -7.22% | 13.68% | -3.30% | 5.63% | 10.65% |
Benchmark Metrics
Swiss Re Ltd has an annualized alpha of 7.43%, beta of 0.75, and R2 of 0.27 versus S&P 500 Index. Calculated based on daily prices since May 27, 2011.
- This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (80.72%) than losses (58.87%) - typical of diversified or defensive assets.
- R2 of 0.27 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 7.43%
- Beta
- 0.75
- R²
- 0.27
- Upside Capture
- 80.72%
- Downside Capture
- 58.87%
Return for Risk
Risk / Return Rank
SSREY ranks 34 for risk / return — below 34% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Swiss Re Ltd (SSREY) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SSREY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.18 | ||
| Sortino ratioReturn per unit of downside risk | -2.80 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.37 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | -0.16 | 2.78 | -2.95 |
| Martin ratioReturn relative to average drawdown | -0.30 | 12.44 | -12.74 |
Dividends
Dividend History
Swiss Re Ltd provided a 5.24% dividend yield over the last twelve months, with an annual payout of $2.01 per share. The company has been increasing its dividends for 4 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.01 | $1.84 | $1.70 | $1.60 | $1.57 | $1.38 | $1.51 | $1.40 | $1.32 | $2.53 | $2.05 | $1.90 |
Dividend yield | 5.24% | 4.39% | 4.71% | 5.69% | 6.68% | 5.56% | 6.37% | 4.99% | 5.77% | 10.83% | 8.65% | 7.74% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $2.01 | $0.00 | $0.00 | $2.01 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $1.84 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.84 |
| 2024 | $0.00 | $0.00 | $0.00 | $1.70 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.70 |
| 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 |
Dividend Yield & Payout
Dividend Yield
Swiss Re Ltd has a dividend yield of 5.24%, which means its dividend payment is significantly above the market average.
Payout Ratio
Swiss Re Ltd has a payout ratio of 51.95%, which is quite average when compared to the overall market. This suggests that Swiss Re Ltd strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
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.
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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 52.86%, occurring on Mar 20, 2020. Recovery took 458 trading sessions.
The current Swiss Re Ltd drawdown is 16.64%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -52.86%Mar 2020 | 1mo | 1y 9mo | 1y 10moFeb 2020 - Jan 2022 |
Bear market2022 | -33.09%Oct 2022 | 8mo 10d | 3mo 15d | 11mo 25dFeb 2022 - Jan 2023 |
2011 bear market2011 | -30.62%Sep 2011 | 3mo 17d | 5mo 4d | 8mo 21dJun 2011 - Feb 2012 |
2026 bear market2026 | -21.75%Jun 2026 | 6mo 21d | — | 7mo 11dNov 2025 - now |
2014 correction2014 | -16.79%Oct 2014 | 3mo 16d | 3mo 1d | 6mo 17dJul 2014 - Jan 2015 |
Drawdown Indicators
| SSREY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.86% | -56.78% | +3.92% |
Max Drawdown (1Y)Largest decline over 1 year | -21.75% | -9.10% | -12.65% |
Max Drawdown (3Y)Largest decline over 3 years | -21.75% | -18.90% | -2.85% |
Max Drawdown (5Y)Largest decline over 5 years | -33.09% | -25.43% | -7.66% |
Max Drawdown (10Y)Largest decline over 10 years | -52.86% | -33.92% | -18.94% |
Current DrawdownCurrent decline from peak | -16.64% | -1.80% | -14.84% |
Average DrawdownAverage peak-to-trough decline | -7.63% | -10.71% | +3.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.70% | 2.03% | +9.67% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Swiss Re Ltd over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Swiss Re Ltd is priced in the market compared to other companies in the Insurance - Reinsurance industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for SSREY, comparing it with other companies in the Insurance - Reinsurance industry. Currently, SSREY has a P/E ratio of 5.7. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for SSREY compared to other companies in the Insurance - Reinsurance industry. SSREY currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for SSREY relative to other companies in the Insurance - Reinsurance industry. Currently, SSREY has a P/S ratio of 0.5. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for SSREY in comparison with other companies in the Insurance - Reinsurance industry. Currently, SSREY has a P/B value of 1.9. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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