Financial Services
Swiss Life Holding AG(SWSDF)
Live Price
Offline$1,062.61
+0.00% today
1Y Change
+7.94%
Window
Jun 20, 2025 โ Jun 17, 2026
- Market Cap
- $25.62B
- Revenue Growth
- +68.6%
- EPS Growth
- +3.7%
- Dividend Yield
- 3.8%
Coverage: 255 bars ยท Jun 20, 2025 โ Jun 17, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Swiss Life Holding AG (SWSDF) is a Financial Services stock with a market cap of $25.62B and listed on OTC. The stock last traded around $1062.61 and up 7.9% across the available one-year price window (Jun 20, 2025 โ Jun 17, 2026). Baseline metrics include revenue growth of +68.6%, EPS growth of +3.7%, a dividend yield of 3.8%. What stands out right now is revenue +68.6%, EPS +3.7%, free cash flow +3181.8% with operating margin 1.8% and ROIC 0.1%. The dividend matters to the case here, with a current yield around 3.8%. Valuation is more restrained than many high-expectation growth names at P/E 27.0 and price/sales 1.0. Overall, the current profile looks closer to a higher-growth but lower-margin setup than a generic broad-market placeholder. Stock Foundry combines SWSDF price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+68.6% vs +3.4% peer median
Operating Margin
Below sector median
+1.8% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report landed above expectations
2026 was reported on Mar 12, 2026 with an EPS surprise of +4.7% and a revenue surprise of +169.9%.
The operating story is still moving forward
Revenue is running at +68.6% and EPS at +3.7%, with operating margin around 1.8%.
The next real check-in already has a date
The next earnings event is scheduled for Aug 31, 2026, which is the clearest near-term catalyst for confirming whether the current trend is holding up.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +0.2% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Mar 12, 2026 | +4.7% | +0.0% | +0.0% | +1.3% |
2025 Sep 3, 2025 | -5.5% | +0.0% | +0.0% | -4.1% |
2025 Mar 14, 2025 | -6.0% | +0.0% | +0.5% | +2.8% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
SWSDF
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
SWSDF Max Drawdown
-15.22%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for SWSDF and SPY.
Company Overview
Swiss Life Holding AG
Other OTC
Swiss Life Holding AG provides life insurance, risk, pensions, and financial solutions for private and corporate clients. It operates through Switzerland, France, Germany, International, and Asset Managers segments. The company offers a range of life, pension, health, annuity, and investment-type policies to groups and individuals, as well as disability coverage. It also provides property and casualty, liability and motor, accident, and health insurance. In addition, the company manages assets and provides advisory services for institutional clients. Further, the company engages in the private equity, information technology, real estate, banking, restaurant, and investment funds businesses. Swiss Life Holding AG distributes its products through its agents, financial advisors, and distribution partners. The company operates in Switzerland and internationally under the Swiss Life Select, Tecis, Horbach, Proventus, Chase de Vere, and Fincentrum brands. Swiss Life Holding AG was founded in 1857 and is headquartered in Zurich, Switzerland.
- Leadership
- Matthias Aellig
- IPO Date
- Oct 23, 2009
- Employees
- 9.4k
- Street Address
- General-Guisan-Quai 40
- Mailing
- Zurich, 8022
- Region
- Zurich, CH
- Reporting Currency
- USD
- Investor Line
- 41 43 284 33 11
- Last Updated
- May 5, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 27.0
- EV/EBITDA
- 35.4
- Price/Sales
- 1.0
- Price/Book
- 3.6
Growth
- Revenue
- +68.6%
- EPS
- +3.7%
- Free Cash Flow
- +3181.8%
Profitability
- Gross Margin
- 100.0%
- Operating Margin
- 1.8%
- Net Margin
- 3.7%
- ROE
- 13.6%
- ROIC
- 0.1%
Balance Sheet
- Debt/Equity
- 2.01
- Current Ratio
- โ
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.