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Zurich Insurance Group AG (ZURN) Fair Value & Analysis

Financial Services · CH · Market cap CHF 93.3B · ISIN CH0011075394

What is Zurich Insurance Group AG really worth?

ZI Zurich Insurance Group AG ZURN · SW
PriceCHF 601.60
Fair ValueCHF 335.07
Upside−44.3%
Quality68/100

A solid business, but trading 80% above our fair value of CHF 335.07.

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Strengths

Healthy Growth (revenue 5y +9.3 %/yr)
Low debt · generates free cash flow

Risks

!Thin margins · 9.3% net margin
!Mixed vs. peers (6/15)
!Moderate moat 60/100
Evidence: High Range CHF 251.30 – CHF 418.83

Fair value as of: Sep 2, 2026

From 6 valuation models · updated 2 days ago

Fair value updated Sep 2, 2026, revised from CHF 332.68 to CHF 335.07 (+0.7%) since Aug 27, 2026. Share price −0.9% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits above even our optimistic bull case (CHF 418.83). The favourable scenario is already priced in.
  • Solid but not exceptional quality (68/100) 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.

Price vs Fair Value (5 years)

CHF 624.40 CHF 271.90 Fair Value CHF 335.07 Jun 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 2, 2026.

How to read this chart

60‑month range CHF 271.90 – CHF 624.40 · fair‑value band CHF 251.30 – CHF 418.83 · the CHF 601.60 price screens above the CHF 335.07 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 2, 2026.

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Analysis

Zurich Insurance Group AG (ZURN) currently trades at CHF 601.60, while our model-based Fair Value estimate is CHF 335.07, implying the stock looks roughly 79.5% overvalued today. The Quality Score stands at 68/100 (solid quality), in the Financial Services sector. Bull case: the Dividend Discount group reads highest at a median of CHF 462.77 per share, and 2 of the 6 models we run sit above the CHF 601.60 price. Bear case: the Asset-Based group reads lowest at CHF 135.31, and 4 of the 6 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Zurich Insurance Group AG generated revenue of CHF 73.1B at a net margin of 9.3%. Revenue grew 9.5% year over year. It earns a return on equity of 25.2%. Net debt stands at CHF 11.6B. Fundamentals as of Sep 2, 2026

Our scenario range runs from CHF 251.30 (bear case) to CHF 418.83 (bull case); at CHF 601.60, 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 22% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at −11% fair-value upside, at −44%, ZURN screens richer than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly CHF 25.18 per share, which is 7.5 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.

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
Gordon GGM CHF 300.40 CHF 608.28 CHF 990.86 66
DDM Multi-Stage CHF 300.40 CHF 462.77 CHF 636.86 66
Residual Income CHF 291.71 CHF 356.94 CHF 1,054 66
All 6 models by family
Dividend Discount
Gordon GGM CHF 300.40 CHF 608.28 CHF 990.86 66
DDM Multi-Stage CHF 300.40 CHF 462.77 CHF 636.86 66
Multiples
P/E Multiple CHF 464.85 CHF 619.80 CHF 774.74 63
P/B Multiple CHF 212.05 CHF 282.74 CHF 353.42 55
Asset-Based
NCAV (Graham) CHF 100.98 CHF 135.31 CHF 201.96 54
Economic Profit
Residual Income CHF 291.71 CHF 356.94 CHF 1,054 66

Widest divergence: Dividend Discount (CHF 462.77) versus Asset-Based (CHF 135.31). Highest evidence: Gordon GGM (66).

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Key figures & financial health

P/E ratio 16.2
P/S ratio 1.25 P/E × margin
EPS (TTM) CHF 37.21 price ÷ EPS = P/E 16.2
Dividend yield 5.9% payout 95.0%
Net margin 7.7% FY2025
Return on equity 25.2% TTM
More key figures
Profitability
Return on assets (EBIT) 2.0% avg 5y
Operating margin 14.9% TTM
Growth
Revenue (TTM) CHF 73.1B TTM
Revenue growth (YoY) +9.5% 3y avg +27.1%
EPS growth (YoY) +33.8%
Balance sheet & cash flow
Free cash flow CHF 23.2B FY2025
Net debt CHF 11.6B FY2025 · ≈ 0.5 yrs of FCF

Figures from reported company fundamentals · as of Sep 2, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 68/100

Of which business quality 58 · Market factors (momentum, volatility) 70

Profitability 39
Margins and returns on capital today
Quality Growth 55
Are margins and returns improving?
Cashflow 97
Earnings quality: real cash, not paper profit
Fin. Strength 6
Balance sheet, leverage, solvency risk
Investment 82
Disciplined investing over empire-building
Low Volatility 98
Calm price path (market factor)
Momentum 55
Price trend over the last 3–12 months (market factor)
52W Momentum 64
Distance to the 52-week high (market factor)
Net Issuance 91
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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Zurich Insurance Group AG provides insurance products and related services in Europe, the Middle East, Africa, North America, Latin America, and the Asia Pacific. It operates through Property & Casualty Regions, Life Regions, and Farmers segments.

Full company description

Zurich Insurance Group AG provides insurance products and related services in Europe, the Middle East, Africa, North America, Latin America, and the Asia Pacific. It operates through Property & Casualty Regions, Life Regions, and Farmers segments. The company offers car and motor, home, travel, general liability, life and critical illness, and other insurance products; and saving and investment, and pension and retirement planning products. It also provides property, casualty, energy and engineering lines, and marine; management liability, financial institutions, and professional indemnity; and cyber, accident and health, and credit lines and surety insurance products, as well as non-claims and ancillary services to the farmers exchanges. In addition, it offers employee benefit insurance products; and climate resilience, risk engineering, captive, cyber resilience, and reinsurance services. It serves individuals, small businesses, mid-sized and large companies, and multinational corporations. The company sells its products through agents, brokers, and bank distribution channels. Zurich Insurance Group AG was founded in 1872 and is based in Zurich, Switzerland.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Zurich Insurance Group AG reported revenue of $91.9B in FY2025 versus $69.5B in FY2021, a compound +7.2%/yr. Reported net income was $7.1B in FY2025, compounding +8.2%/yr from FY2021.

Growth Quality 84/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
CHF 91.9B
Latest YoY
+6.8%
Avg. revenue 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.
+27.1%
Avg. revenue 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.
+9.3%
Avg. revenue growth/yr (26Y) 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.
+3.2%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+18.2% (12.3 + 5.9)
Revenue +7.2%/yr
FY21 $69.5B
FY22 $44.8B
FY23 $78.1B
FY24 $86.0B
FY25 $91.9B
Net income +8.2%/yr
FY21 $5.2B
FY22 $4.0B
FY23 $4.4B
FY24 $5.8B
FY25 $7.1B
Character of growth · EPS growth decomposed (2014-2025) +7.9 % p.a.
Revenue per share +3.1 %

of which total revenue +2.7 % · buybacks/dilution +0.3 %

EBIT margin +3.6 %
Tax rate +1.0 %
Residual (interest, one-offs) +0.1 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

ZURN screens 80% overvalued. Compare with Berkshire Hathaway Inc →

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Cite: Fair Value Calculator (2026). "Zurich Insurance Group AG Fair Value". https://www.fairvalue-calculator.com/stock/ZURN

Earlier news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

Peer Group

Insurance - Diversified · 83 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 63 · Above median
Fair Value upside −44% · Bottom 25%
Return on equity (TTM) 25% · Top 25%
Return on assets 2% · Below median
Net margin (TTM) 9% · Above median
Operating margin (TTM) 15% · Above median
Revenue growth 10% · Above median
Dividend yield (TTM) 5.9% · Top 25%
Debt / equity 0.47× · Higher than median

Valuation Multiples vs Insurance - Diversified median · lower = cheaper

P/E (TTM) 16.2× · Pricier than median
P/B 3.82× · Pricier than 75% of peers
P/S (TTM) 1.58× · Pricier than median
P/FCF 5.0× · Pricier than median
EV/EBITDA 11.3× · Pricier than median
PEG 3.51× · Pricier than 75% of peers

Strength profile in five axes (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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 11
FUTURE48 · sector 31
PAST100 · sector 49
HEALTH77 · sector 89
DIVIDEND100 · sector 72

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

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

Similar stocks

10 more Insurance - Diversified stocks, each showing price versus our Fair Value estimate (as of Sep 2, 2026).

Stock Price Fair Value vs Fair Value
Berkshire Hathaway Inc BRKB80 1.67 THB 1.48 THB −11%
Allianz SE ALV €453.00 €266.04 −41%
AXA SA CS €43.61 €39.90 −9%
Assicurazioni Generali S.p.A G €44.11 €10.92 −75%
Sun Life Financial Inc SLF C$108.85 C$57.05 −48%
American International Group AIG $76.14 $80.91 +6%
The Hartford Insurance Group HIG $137.38 $133.10 −3%
Arch Capital Group ACGL $98.76 $124.45 +26%
Swiss Life Holding SLHN CHF 919.00 CHF 425.23 −54%
Sampo Oyj SAMPO €9.68 €6.06 −37%

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Frequently asked questions

Is Zurich Insurance Group AG (ZURN) overvalued or undervalued?
As of Sep 2, 2026, our model estimates a fair value of CHF 335.07 versus a price of CHF 601.60, about −44% upside (overvalued).
What is the fair value of ZURN?
Our model-based fair value for Zurich Insurance Group AG is CHF 335.07 (as of Sep 2, 2026), built from audited fundamentals. The current price: CHF 601.60.
What is the quality score of ZURN?
Zurich Insurance Group AG has a Quality Score of 68/100. 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 Zurich Insurance Group AG (ZURN)?
Zurich Insurance Group AG reported trailing-twelve-month revenue of about CHF 73.1B (latest available figure, as of Sep 2, 2026).
What is the net profit margin of ZURN?
The net profit margin of Zurich Insurance Group AG is about 9.3%, meaning it keeps roughly 9.3% of revenue as net income. Based on the latest reported figures.
Does Zurich Insurance Group AG pay a dividend?
Zurich Insurance Group AG currently shows a dividend yield of about 5.87% relative to its recent price (as of Sep 2, 2026).
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