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Swiss Life Holding (SLHN) Fair Value & Analysis

Financial Services · CH · Market cap CHF 26.1B

SL Swiss Life Holding SLHN · SW
PriceCHF 932.80
Fair ValueCHF 425.23
Upside-54.4%
Quality60/100
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Weak Growth
Solidly profitable · 10.5% net margin
Moderate debt · generates free cash flow
3.93% dividend yield
Trails peers (5/15)
Moderate moat 54/100
Evidence: High Range CHF 318.92 – CHF 531.54 Share as image

Fair value as of: Aug 13, 2026

From 6 valuation models · updated today

Fair value updated Aug 13, 2026, revised from CHF 584.28 to CHF 425.23 (−27.2%) since Jul 11, 2026. Share price −1.0% over the past month.

A solid business, but screening 54% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (CHF 531.54). The favourable scenario is already priced in.
  • Solid but not exceptional quality (60/100) and above fair value, neither a clear bargain nor a standout compounder.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (5 years)

CHF 957.80 CHF 344.74 Fair Value CHF 425.23 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range CHF 344.74 – CHF 957.80 · fair‑value band CHF 318.92 – CHF 531.54 · the CHF 932.80 price screens above the CHF 425.23 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Swiss Life Holding (SLHN) currently trades at CHF 932.80, while our model-based Fair Value estimate is CHF 425.23, implying the stock looks roughly 54.4% overvalued today. The Quality Score stands at 60/100 (solid quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Swiss Life Holding generated revenue of CHF 11.7B at a net margin of 10.5%. Revenue grew 1.1% year over year. It earns a return on equity of 16.6%. Net debt stands at CHF 9.0B. Fundamentals as of Aug 13, 2026

Our scenario range runs from CHF 318.92 (bear case) to CHF 531.54 (bull case); at CHF 932.80, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 23% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at -33% fair-value upside, at -54%, SLHN screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income CHF 286.20 CHF 348.34 CHF 744.18 76
Gordon GGM CHF 325.60 CHF 368.51 CHF 423.53 70
P/E Multiple CHF 438.21 CHF 584.28 CHF 730.35 63
All 6 models by family
Dividend Discount
Gordon GGM CHF 325.60 CHF 368.51 CHF 423.53 70
DDM Multi-Stage CHF 325.60 CHF 422.74 CHF 549.42 61
Multiples
P/E Multiple CHF 438.21 CHF 584.28 CHF 730.35 63
P/B Multiple CHF 265.34 CHF 353.79 CHF 442.24 55
Asset-Based
NCAV (Graham) CHF 126.35 CHF 169.31 CHF 252.71 50
Economic Profit
Residual Income CHF 286.20 CHF 348.34 CHF 744.18 76

Widest divergence: Dividend Discount (CHF 368.51) versus Asset-Based (CHF 169.31). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) CHF 11.7B
Revenue growth (YoY) +1.1%
Net margin 10.5%
Return on equity 16.6%
Free cash flow CHF 2.5B FY2025
P/E ratio 21.5
More key figures
Operating margin 16.6%
EPS (TTM) CHF 43.48
Dividend yield 4.3%
EPS growth (YoY) +9.8%
Net debt CHF 9.0B FY2025

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 60/100

Of which business quality 53 · Market factors (momentum, volatility) 71

Profitability 28
Margins and returns on capital today
Quality Growth 54
Are margins and returns improving?
Cashflow 74
Earnings quality: real cash, not paper profit
Fin. Strength 8
Balance sheet, leverage, solvency risk
Investment 98
Disciplined investing over empire-building
Low Volatility 98
Calm price path (market factor)
Momentum 54
Price trend over the last 3–12 months (market factor)
52W Momentum 70
Distance to the 52-week high (market factor)
Net Issuance 93
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Swiss Life Holding AG provides life, pensions, and financial solutions for private and corporate clients. It operates through Switzerland, France, Germany, International, Asset Managers, and Other segments. The company offers a various life, pension, health, annuity, and investment-type policies to groups and individuals, as well as disability coverage.

Full company description

Swiss Life Holding AG provides life, pensions, and financial solutions for private and corporate clients. It operates through Switzerland, France, Germany, International, Asset Managers, and Other segments. The company offers a various 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, health, and payment protection insurance products. In addition, the company manages assets and provides advisory services. Further, it engages in the private equity, information technology, real estate, finance, banking, reinsurance, brokering, and investment funds businesses. Additionally, the company distributes its products through its sales force and distribution partners. It provides its products under the Swiss Life Select, Tecis, Horbach, Proventus, and Chase de Vere brands. The company also operates in the United Kingdom and Luxembourg. Swiss Life Holding AG was founded in 1857 and is headquartered in Zurich, Switzerland.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Swiss Life Holding reported revenue of CHF 24.3B in FY2025 versus CHF 21.5B in FY2021, a compound +3.1%/yr. Reported net income was CHF 1.3B in FY2025, compounding +0.2%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
CHF 24.3B
Latest YoY
+68.5%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+6.1%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+1.6%
Avg. growth/yr (21Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+0.4%
Revenue +3.1%/yr
FY21 CHF 21.5B
FY22 CHF 20.4B
FY23 CHF 15.2B
FY24 CHF 14.4B
FY25 CHF 24.3B
Net income +0.2%/yr
FY21 CHF 1.2B
FY22 CHF 1.2B
FY23 CHF 1.1B
FY24 CHF 1.2B
FY25 CHF 1.3B
Character of growth · EPS growth decomposed (2014-2025) +5.4 % p.a.
Revenue per share +0.2 pp

of which total revenue −1.7 pp · buybacks/dilution +1.8 pp

EBIT margin +2.2 pp
Tax rate +0.0 pp
Residual (interest, one-offs) +3.1 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

SLHN screens 54% overvalued. Compare with Berkshire Hathaway Inc →

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Cite: Fair Value Calculator (2026). "Swiss Life Holding Fair Value". https://www.fairvalue-calculator.com/stock/SLHN

Peer Group

Insurance - Diversified · 84 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 58 · Above median
Fair Value upside −54% · Bottom 25%
Return on equity (TTM) 17% · Above median
Return on assets 1% · Bottom 25%
Net margin (TTM) 11% · Above median
Operating margin (TTM) 17% · Above median
Revenue growth 1% · Below median
Dividend yield (TTM) 3.9% · Above median
Debt / equity 1.37× · Higher than 75% of peers

Valuation Multiples vs Insurance - Diversified median · lower = cheaper

P/E (TTM) 21.5× · Pricier than 75% of peers
P/B 4.55× · Pricier than 75% of peers
P/S (TTM) 2.74× · Pricier than 75% of peers
P/FCF 12.9× · Pricier than 75% of peers
EV/EBITDA 19.0× · Pricier than 75% of peers
PEG 2.73× · Pricier than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 18
FUTURE 6 · sector 31
PAST 66 · sector 49
HEALTH 32 · sector 89
DIVIDEND 79 · sector 44

VALUE 0: the price sits above our fair-value range.

Insider activity: 30/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Insurance - Diversified stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Berkshire Hathaway Inc BRKB 8,562 MXN 10,429 MXN +22%
Allianz SE ALV €437.80 €266.04 -39%
Zurich Insurance Group ZURN CHF 589.20 CHF 392.99 -33%
AXA SA AXAN 888.28 MXN 623.98 MXN -30%
Assicurazioni Generali S.p.A G €43.88 €13.91 -68%
BB Seguridade Participações S.A BBSE3 R$37.26 R$33.94 -9%
Tryg A/S TRYG kr 151.70 kr 67.88 -55%
PT Sinar Mas Multiartha Tbk SMMA 20,175 IDR 4,617 IDR -77%
ICICI Lombard General Insurance Company ICICIGI ₹1,635 ₹589.67 -64%
The New India Assurance Company NIACL ₹181.09 ₹128.57 -29%

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Frequently asked questions

Is Swiss Life Holding (SLHN) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of CHF 425.23 versus a price of CHF 932.80, about −54% (overvalued).
What is the fair value of SLHN?
Our model-based fair value for Swiss Life Holding is CHF 425.23 (as of Aug 13, 2026), built from audited fundamentals. The current price is CHF 932.80.
What is the quality score of SLHN?
Swiss Life Holding has a Quality Score of 60/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Swiss Life Holding (SLHN)?
Swiss Life Holding reported trailing-twelve-month revenue of about CHF 11.7B (latest available figure, as of Aug 13, 2026).
What is the net profit margin of SLHN?
The net profit margin of Swiss Life Holding is about 10.5%, meaning it keeps roughly 10.5% of revenue as net income. Based on the latest reported figures.
Does Swiss Life Holding pay a dividend?
Swiss Life Holding currently shows a dividend yield of about 4.30% relative to its recent price (as of Aug 13, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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