
Swiss Life Holding AG
SZLMY | OTC
$58.55
+$0.73 (+1.26%)
Nov 2, 2026, 11:17 AM ET · Market open
Market Data
Market Cap $33.49B
Enterprise Value $38B
Beta 0.53
Average Volume 11.77K
Shares Outstanding (Diluted) 27.98M
Shares Change YoY -3.4%
Institutional Ownership 0.00%
Exchange OTC
ISIN US87089E1001
Price Performance
Price Change 1M 9.2%
Price Change 3M -0.5%
Price Change 6M 0.1%
Price Change YTD 1.0%
Price Change 1Y 7.7%
Price Change 3Y 79.5%
Price Change 5Y 102.1%
1M CAGR (ann.) 3.0%
1Y CAGR (ann.) 10.5%
5Y CAGR (ann.) 22.3%
All-Time CAGR 21.4%
Valuation
PE Ratio 0.99
Forward PE N/A
PEG Ratio 0.45
Forward PEG 2.05
PS Ratio 1.31
Forward PS 3.70
PB Ratio 4.24
P/FCF Ratio 14.56
P/Adj. FCF Ratio 14.56
P/OCF Ratio 0.68
EV/Sales 1.89
EV/EBIT 18.88
EV/EBITDA 18.88
EV/FCF 21.10
Earnings Yield 98.0%
FCF Yield 6.6%
Adj. FCF Yield 6.6%
Financial Health
Net Debt CHF11.05B
Total Debt CHF16.31B
Cash & Short-Term Investments CHF5.04B
Total Assets CHF226.69B
Current Ratio 0.00
Quick Ratio 0.00
Debt / Equity Ratio 2.58
Debt / EBITDA 8.10
Debt / FCF 9.06
OCF / Debt 0.12
Interest Coverage 6.29
Altman Z-Score 0.28
Piotroski F-Score 7
Margins & Profitability
Gross Profit Margin 81.0%
Operating Profit Margin 8.7%
EBITDA Margin 10.0%
Net Profit Margin 6.4%
FCF Margin 9.0%
Adj. FCF Margin 9.0%
SBC / Revenue 0.0%
SBC Impact (per share) N/A
Returns
Return on Assets 0.6%
Return on Equity 19.3%
Return on Invested Capital 0.6%
Return on Capital Employed 0.8%
Return on Tangible Assets 0.6%
Historical Growth (CAGR)
Revenue CAGR 3Y -4.0%
Revenue CAGR 5Y 0.2%
Revenue CAGR 10Y -0.7%
EPS CAGR 3Y 9.9%
EPS CAGR 5Y 12.4%
EPS CAGR 10Y 6.0%
FCF CAGR 3Y -8.6%
FCF CAGR 5Y 10.7%
FCF CAGR 10Y -0.1%
Analyst Forecasts
Analyst Rating Hold
Analyst Count 0
EPS Growth Next 3Y N/A
Revenue Growth Next 3Y N/A
Earnings Date Sep 1, 2026
EPS Estimate (next Q) N/A
EPS Growth Est (next Q) N/A
Revenue Est (next Q) N/A
Revenue Growth Est (next Q) N/A
Fair Value Estimates
Graham Number $608.84
Graham Upside 953.0%
Lynch Fair Value $724.20
Lynch Upside 1152.5%
Price Target $0.00
Price Target Upside N/A
Cash Flow
Operating Cash Flow CHF1.89B
Free Cash Flow CHF1.8B
Adj. Free Cash Flow CHF1.8B
FCF Per Share $64.48
OCF Per Share $67.56
OCF/S Ratio 9.4%
Income Statement
Revenue CHF20.06B
Gross Profit CHF16.25B
Operating Income CHF1.74B
EBITDA CHF2.01B
Net Income CHF1.29B
EPS (Diluted) $46.43
Revenue / Employee $1.85M
Profit / Employee $119.14K
Employees 10,844
Dividends
Annual Dividend $2.33
Dividend Yield 4.03%
Payout Ratio 5.0%
FCF Payout Ratio 56.3%
Adj. FCF Payout Ratio 56.3%
Dividend Growth (YoY) 11.2%
Pay Frequency Annual
Ex-Dividend Date May 12, 2026
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