Swiss Re Ag Stock Performance

SSREF Stock  USD 128.50  2.39  1.83%   
On a scale of 0 to 100, Swiss Re holds a performance score of 20. The entity has a beta of 0.18, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Swiss Re's returns are expected to increase less than the market. However, during the bear market, the loss of holding Swiss Re is expected to be smaller as well. Please check Swiss Re's downside variance, and the relationship between the treynor ratio and kurtosis , to make a quick decision on whether Swiss Re's existing price patterns will revert.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in Swiss Re AG are ranked lower than 20 (%) of all global equities and portfolios over the last 90 days. Despite nearly weak technical and fundamental indicators, Swiss Re reported solid returns over the last few months and may actually be approaching a breakup point. ...more
Begin Period Cash Flow5.5 B
Total Cashflows From Investing Activities-2.1 B
  

Swiss Re Relative Risk vs. Return Landscape

If you would invest  11,150  in Swiss Re AG on December 29, 2023 and sell it today you would earn a total of  1,700  from holding Swiss Re AG or generate 15.25% return on investment over 90 days. Swiss Re AG is currently producing 0.2369% returns and takes up 0.9059% volatility of returns over 90 trading days. Put another way, 7% of traded pink sheets are less volatile than Swiss, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
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Assuming the 90 days horizon Swiss Re is expected to generate 1.58 times more return on investment than the market. However, the company is 1.58 times more volatile than its market benchmark. It trades about 0.26 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.23 per unit of risk.

Swiss Re Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Swiss Re's investment risk. Standard deviation is the most common way to measure market volatility of pink sheets, such as Swiss Re AG, and traders can use it to determine the average amount a Swiss Re's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.2615

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Estimated Market Risk

 0.91
  actual daily
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92% of assets are more volatile

Expected Return

 0.24
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96% of assets have higher returns

Risk-Adjusted Return

 0.26
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80% of assets perform better
Based on monthly moving average Swiss Re is performing at about 20% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Swiss Re by adding it to a well-diversified portfolio.

Swiss Re Fundamentals Growth

Swiss Pink Sheet prices reflect investors' perceptions of the future prospects and financial health of Swiss Re, and Swiss Re fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Swiss Pink Sheet performance.

About Swiss Re Performance

To evaluate Swiss Re AG Pink Sheet as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Swiss Re generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Swiss Pink Sheet's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Swiss Re AG market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Swiss's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Swiss Re AG, together with its subsidiaries, provides wholesale reinsurance, insurance, other insurance-based forms of risk transfer, and other insurance-related services worldwide. Swiss Re AG was founded in 1863 and is headquartered in Zurich, Switzerland. Swiss Re is traded on OTC Exchange in the United States.

Things to note about Swiss Re AG performance evaluation

Checking the ongoing alerts about Swiss Re for important developments is a great way to find new opportunities for your next move. Pink Sheet alerts and notifications screener for Swiss Re AG help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The company has accumulated 10.88 B in total debt with debt to equity ratio (D/E) of 0.86, which is about average as compared to similar companies. Swiss Re AG has a current ratio of 0.39, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Swiss Re until it has trouble settling it off, either with new capital or with free cash flow. So, Swiss Re's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Swiss Re AG sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Swiss to invest in growth at high rates of return. When we think about Swiss Re's use of debt, we should always consider it together with cash and equity.
Evaluating Swiss Re's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Swiss Re's pink sheet performance include:
  • Analyzing Swiss Re's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Swiss Re's stock is overvalued or undervalued compared to its peers.
  • Examining Swiss Re's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Swiss Re's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Swiss Re's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Swiss Re's pink sheet. These opinions can provide insight into Swiss Re's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Swiss Re's pink sheet performance is not an exact science, and many factors can impact Swiss Re's pink sheet market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Swiss Re AG. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in income.
Note that the Swiss Re AG information on this page should be used as a complementary analysis to other Swiss Re's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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When running Swiss Re's price analysis, check to measure Swiss Re's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Swiss Re is operating at the current time. Most of Swiss Re's value examination focuses on studying past and present price action to predict the probability of Swiss Re's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Swiss Re's price. Additionally, you may evaluate how the addition of Swiss Re to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Swiss Re's value and its price as these two are different measures arrived at by different means. Investors typically determine if Swiss Re is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Swiss Re's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.