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| Metrics | Range | Conclusion |
|---|---|---|
| Selected LTM Pb Multiple | 1.9x - 2.1x | 2.0x |
| Historical Pb Multiple | 0.7x - 3.0x | 1.6x |
| Fair Value | CHF 508.76 - CHF 562.31 | CHF 535.54 |
| Upside | -35.0% - -28.2% | -31.6% |
| Benchmarks | - | Full Ticker |
| Baloise Holding AG | - | SWX:BALN |
| Helvetia Holding AG | - | SWX:HELN |
| Zurich Insurance Group AG | - | SWX:ZURN |
| Swiss Re AG | - | SWX:SREN |
| Brighthouse Financial, Inc. | - | MUN:BROC |
| Swiss Life Holding AG | - | SWX:SLHN |
| Select Price / Book Ratio | ||||||||
| Benchmark Companies | ||||||||
| BALN | HELN | ZURN | SREN | BROC | SLHN | |||
| SWX:BALN | SWX:HELN | SWX:ZURN | SWX:SREN | MUN:BROC | SWX:SLHN | |||
| Historical Net Income Growth | ||||||||
| 5Y CAGR | -11.1% | -1.8% | 7.0% | 34.3% | NM- | 0.2% | ||
| 3Y CAGR | -13.2% | -0.6% | 3.8% | 30.3% | -43.1% | -0.9% | ||
| Latest Twelve Months | 60.6% | 71.8% | 33.6% | 4.5% | 123.6% | 12.1% | ||
| Historical Net Income Profit Margin | ||||||||
| 5 Year Average Margin | 5.2% | 4.2% | 7.4% | 2.8% | -75.7% | 7.9% | ||
| Prior Fiscal Year | 4.1% | 3.0% | 6.8% | 7.4% | -27.1% | 9.8% | ||
| Latest Fiscal Year | 6.4% | 5.0% | 8.5% | 7.2% | 4.5% | 10.2% | ||
| Latest Twelve Months | 6.4% | 5.0% | 8.5% | 7.2% | 4.5% | 10.2% | ||
| Return on Equity | ||||||||
| 5 Year Average Margin | 7.6% | 8.5% | 15.2% | 7.7% | 0.0% | 9.9% | ||
| Prior Fiscal Year | 7.2% | 8.1% | 17.2% | 21.1% | -23.2% | 12.5% | ||
| Latest Twelve Months | 11.2% | 13.6% | 23.1% | 16.2% | 5.8% | 15.5% | ||
| Next Fiscal Year | 12.3% | 15.1% | 25.7% | 19.1% | 20.8% | 17.1% | ||
| Two Fiscal Years Forward | 13.5% | 15.0% | 26.1% | 18.9% | 17.8% | 18.8% | ||
| Current Trading Multiples | ||||||||
| Price / LTM Sales | 1.4x | 1.0x | 1.4x | 1.1x | 0.5x | 1.9x | ||
| Price / LTM EPS | 22.0x | 20.1x | 16.7x | 16.0x | 10.3x | 18.4x | ||
| Price / Book | 2.3x | 2.6x | 3.8x | 2.2x | 0.6x | 3.0x | ||
| Price / Fwd Book | 2.3x | 2.5x | 3.7x | 2.0x | 0.6x | 3.1x | ||
| Low | Mid | High | ||||||
| Benchmark P/B Ratio | 0.6x | 2.3x | 3.8x | |||||
| Historical P/B Ratio | 0.7x | 1.6x | 3.0x | |||||
| Selected P/B Multiple | 1.9x | 2.0x | 2.1x | |||||
| (x) Book Value | 7,520 | 7,520 | 7,520 | |||||
| Equity Value | |||||||
| Benchmark Companies | |||||||
| (in millions) | BALN | HELN | ZURN | SREN | BROC | SLHN | |
| Value of Common Equity | 8,448 | 9,576 | 97,512 | 51,049 | 3,242 | 22,344 | |
| (/) Shares Outstanding | 45.5 | 52.9 | 142.3 | 294.1 | 58.1 | 28.5 | |
| Implied Stock Price | 185.70 | 181.10 | 685.32 | 173.60 | 55.83 | 783.20 | |
| FX Conversion Rate to Trading Currency | 1.00 | 1.00 | 1.22 | 1.22 | 1.14 | 1.00 | |
| Implied Stock Price (Trading Cur) | 185.70 | 181.10 | 559.80 | 141.80 | 49.00 | 783.20 | |
| Trading Currency | CHF | CHF | CHF | CHF | EUR | CHF | |
| FX Rate to Reporting Currency | 1.00 | 1.00 | 1.22 | 1.22 | 1.14 | 1.00 | |