Financial Services
Live Price
Offline$53.89
-0.67% today
1Y Change
+8.08%
Window
Jun 20, 2025 → May 29, 2026
Coverage: 237 bars · Jun 20, 2025 → May 29, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Swiss Life Holding AG (SZLMY) is a Financial Services stock with a market cap of $25.62B and listed on OTC. The stock last traded around $53.89 and up 8.1% across the available one-year price window (Jun 20, 2025 → May 29, 2026). Baseline metrics include revenue growth of +61.0%, EPS growth of -0.8%, a dividend yield of 3.8%. What stands out right now is revenue +61.0%, EPS -0.8%, free cash flow +4151.6% 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 SZLMY price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
SZLMY
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
SZLMY Max Drawdown
-13.35%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for SZLMY and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$22.1B
+107.9% YoY
FY Net Income
$1.2B
+5.5% YoY
Free Cash Flow
$200.0M
-78.2% YoY
Revenue Growth
+61.0%
EPS Growth
-0.8%
Gross Margin
100.0%
Net Margin
3.7%
Income statement
CHF
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 23.2B | 14.4B | 13.6B | 10.6B | 22.1B |
| Gross Profit | 23.2B | 14.4B | 13.9B | 10.6B | 21.8B |
| Operating Income | 0 | 1.6B | 1.3B | 1.7B | 1.8B |
| EBITDA | 0 | 2.1B | 1.8B | 1.9B | 1.9B |
| Net Income | 1.2B | 1.2B | 1.1B | 1.2B | 1.2B |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
CHF
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Cash & Equivalents | 5.3B | 5.1B | 5.9B | 6.9B | 7.2B |
| Total Assets | 226.3B | 218.9B | 213.4B | 217.3B | 240.6B |
| Total Liabilities | 218.1B | 211.3B | 205.1B | 207.7B | 224.8B |
| Shareholder Equity | 7.1B | 7.5B | 7.5B | 9.1B | 15.7B |
| Total Debt | 14.2B | 9.4B | 9.5B | 11.3B | 4.3B |
| Net Debt | 9.0B | 4.4B | 3.6B | 7.9B | 5.8B |
Cash flow positioning
Latest Full Year
Operating Cash Flow
289M
-71.1% YoY
Capital Expenditures
89M
-7.2% YoY
Free Cash Flow
200M
-78.2% YoY
Key ratios
Gross Margin
100.0%
Operating Margin
1.8%
Net Margin
3.7%
ROE
13.6%
Debt / Equity
2.01x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.