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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 954.60
Fair ValueCHF 584.28
Upside-38.8%
Quality65/100
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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 438.21 – CHF 730.35 Share as image

Fair value as of: Jul 11, 2026

From 24 valuation models · updated 27 days ago

Share price +3.5% over the past month.

A solid business, but screening 39% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (CHF 730.35). The favourable scenario is already priced in.
  • Solid but not exceptional quality (65/100) 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 584.28 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 11, 2026.

How to read this chart

60‑month range CHF 344.74 – CHF 957.80 · fair‑value band CHF 438.21 – CHF 730.35 · the CHF 954.60 price screens above the CHF 584.28 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 11, 2026.

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Analysis

Swiss Life Holding (SLHN) currently trades at CHF 954.60, while our model-based Fair Value estimate is CHF 584.28, implying the stock looks roughly 38.8% overvalued today. We read business quality at 65/100 (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 Jul 11, 2026

Our scenario range runs from CHF 438.21 (bear case) to CHF 730.35 (bull case); at CHF 954.60, 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 26% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at -12% fair-value upside, at -39%, 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 BearBaseBull Evidence
Highest evidence
Growth DCF CHF 764.46 CHF 1,081 CHF 1,646 80
Residual Income CHF 286.20 CHF 348.34 CHF 744.18 76
Rev-Margin DCF CHF 890.64 CHF 1,437 CHF 2,115 74
All 24 models by family
DCF Models
FCF DCF CHF 726.43 CHF 1,050 CHF 1,681 38
Owner Earnings CHF 287.04 CHF 449.84 CHF 766.70 31
5Y Revenue Exit CHF 890.64 CHF 1,417 CHF 2,199 39
5Y EBITDA Exit CHF 906.06 CHF 1,443 CHF 2,170 41
5Y P/E Exit CHF 538.14 CHF 814.00 CHF 1,153 38
10Y Revenue Exit CHF 786.03 CHF 1,207 CHF 1,680 36
10Y EBITDA Exit CHF 828.87 CHF 1,224 CHF 1,662 37
10Y P/E Exit CHF 604.20 CHF 820.94 CHF 1,032 35
Earnings-Based
Graham-Dodd CHF 305.62 CHF 443.85 CHF 523.07 54
EPV CHF 1,008 CHF 1,202 CHF 1,372 59
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 674.17 CHF 898.89 CHF 1,124 63
P/S Multiple CHF 573.04 CHF 764.06 CHF 955.07 58
P/B Multiple CHF 568.59 CHF 758.12 CHF 947.65 55
EV/EBIT CHF 1,693 CHF 2,310 CHF 2,927 53
EV/EBITDA CHF 1,208 CHF 1,663 CHF 2,118 54
EV/Revenue CHF 1,090 CHF 1,625 CHF 2,159 43
Asset-Based
NCAV (Graham) CHF 126.35 CHF 169.31 CHF 252.71 50
Growth DCF
Growth DCF CHF 764.46 CHF 1,081 CHF 1,646 80
Rev-Margin DCF CHF 890.64 CHF 1,437 CHF 2,115 74
Economic Profit
Residual Income CHF 286.20 CHF 348.34 CHF 744.18 76
ROIC Compounder CHF 1,018 CHF 1,246 CHF 1,481 72
Growth Earnings
Growth-Adj P/E CHF 476.95 CHF 681.36 CHF 885.77 68

Widest divergence: Growth DCF (CHF 1,081) versus Asset-Based (CHF 169.31). Highest evidence: Growth DCF (80).

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 19.6
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 Jul 11, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 65/100

Of which business quality 53 · Market factors (momentum, volatility) 74

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 57
Price trend over the last 3–12 months (market factor)
52W Momentum 77
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)
+6.1%
Avg. growth/yr (5Y)
+1.6%
Avg. growth/yr (21Y)
+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

SLHN screens 39% 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 64 · Above median
Fair Value upside −39% · 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 4.57× · Pricier than 75% of peers
P/S (TTM) 2.76× · Pricier than 75% of peers
P/FCF 12.9× · Pricier than 75% of peers
EV/EBITDA 19.1× · Pricier than 75% of peers
PEG 2.73× · Pricier than median

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 43
FUTURE 6 · sector 31
PAST 66 · sector 49
HEALTH 32 · sector 89
DIVIDEND 79 · sector 45

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 Jul 11, 2026).

Stock Price Fair Value vs Fair Value
Berkshire Hathaway Inc BRKB 8,562 MXN 10,844 MXN +27%
Allianz SE ALV €421.00 €369.31 -12%
Zurich Insurance Group ZURN CHF 624.40 CHF 619.80 -1%
AXA SA AXAN 888.28 MXN 1,249 MXN +41%
Assicurazioni Generali S.p.A G €42.90 €12.18 -72%
Sun Life Financial Inc SLF C$114.20 C$87.83 -23%
BB Seguridade Participações S.A BBSE3 R$40.71 R$60.39 +48%
Tryg A/S TRYG kr 154.00 kr 116.45 -24%
PT Sinar Mas Multiartha Tbk SMMA 20,625 IDR 4,176 IDR -80%
Caixa Seguridade Participações S.A CXSE3 R$21.77 R$18.60 -15%

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Frequently asked questions

Is Swiss Life Holding (SLHN) overvalued or undervalued?
As of Jul 11, 2026, our model estimates a fair value of CHF 584.28 versus a price of CHF 954.60, about −39% (overvalued).
What is the fair value of SLHN?
Our model-based fair value for Swiss Life Holding is CHF 584.28 (as of Jul 11, 2026), built from audited fundamentals. The current price is CHF 954.60.
What is the quality score of SLHN?
Swiss Life Holding has a Quality Score of 65/100. It combines two groups: business quality (profitability, growth, cash flow, balance-sheet strength) and market factors (price momentum, distance to the 52-week high, volatility). Both subtotals 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 Jul 11, 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 Jul 11, 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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