Swiss Re AGSSREF 63 Earnings Yield (Joel Greenblatt) % is 11.81% as of Dec. 2025, which is 92% above its 10-year median of 6.14. GuruFocus rates SSREF with a GF Score™ of 63/100 and a GF Value™ of $134.74 (Modestly Overvalued). The stock has 2 warning signs investors should review. Among 516 Insurance companies, Swiss Re AG ranks better than 70.54% on this metric.
Swiss Re AG's Enterprise Value for the quarter that ended in Dec. 2025 was $55,404 Mil.
Swiss Re AG's EBIT for the trailing twelve months (TTM) ended in Dec. 2025 was $6,510 Mil. Swiss Re AG's Earnings Yield (Joel Greenblatt) for the quarter that ended in Dec. 2025 was 11.81%.
The historical rank and industry rank for Swiss Re AG's Earnings Yield (Joel Greenblatt) % or its related term are showing as below:
SSREF'
s Earnings Yield (Joel Greenblatt) % Range Over the Past 10 Years
Min: -1.57 Med: 6.14 Max: 16.8
Current: 12.33
During the past 13 years, the highest Earnings Yield (Joel Greenblatt) of Swiss Re AG was 16.80%. The lowest was -1.57%. And the median was 6.14%.
SSREF's Earnings Yield (Joel Greenblatt) % is ranked better than 70.54% of 516
companies
in the Insurance industry
Industry Median: 6.77
vs SSREF: 12.33
Joel Greenblatt's definition of earnings yield has the same problems the regular earnings yield does. It does not consider the growth of the company. It only looks at one-year's business operation. For cyclical companies, the earnings yield is usually highest at the peak of the business cycle. But these earnings are rarely sustainable.
A better indicator of the attractiveness of an investment which takes growth into account is the Forward Rate of Return (Yacktman) %. Swiss Re AG's Forward Rate of Return (Yacktman) % for the quarter that ended in Dec. 2025 was 28.53%. The Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.
Swiss Re AG (OTCPK:SSREF) Earnings Yield (Joel Greenblatt) % Explanation
Joel Greenblatt defines the earnings yield using the above equation because it more accurately reflects the company's profitability relative to its stock price. Items like interest payment and tax etc. are not directly related to the company's operational profitability.
Enterprise Value instead of market cap (share price) is used in the calculation because it is the real price stock and bond investors together pay for the company.
Be Aware
Joel Greenblatt's definition of earnings yield has the same problems the regular earnings yield does. It does not consider the growth of the company. It only looks at one-year's business operation. For cyclical companies, the earnings yield is usually highest at the peak of the business cycle. But these earnings are rarely sustainable.
Swiss Re AG Earnings Yield (Joel Greenblatt) % Related Terms
Swiss Re AG Earnings Yield (Joel Greenblatt) % Historical Data
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The historical data trend for Swiss Re AG's Earnings Yield (Joel Greenblatt) % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Swiss Re AG Earnings Yield (Joel Greenblatt) % Chart
For the Insurance - Reinsurance subindustry, Swiss Re AG's Earnings Yield (Joel Greenblatt) %, along with its competitors' market caps and Earnings Yield (Joel Greenblatt) % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Swiss Re AG Earnings Yield (Joel Greenblatt) % vs Insurance Industry
For the Insurance industry and Financial Services sector, Swiss Re AG's Earnings Yield (Joel Greenblatt) % distribution charts can be found below:
* The bar in red indicates where Swiss Re AG's Earnings Yield (Joel Greenblatt) % falls into.
Swiss Re AG Earnings Yield (Joel Greenblatt) % Calculation
In his book, The Little That Beat the Market, hedge fund manager Joel Greenblatt defines Earnings Yield as operating income divided by enterprise value.
Swiss Re AGs Earnings Yield (Joel Greenblatt) for the fiscal year that ended in Dec. 2025 is calculated as
For company reported semi-annually or annually, GuruFocus only calculate annual data for Earnings Yield (Joel Greenblatt) and apply the annual figure to corresponding quarter.
What does a Earnings Yield (Joel Greenblatt) % of 11.81% mean?
Swiss Re AG (SSREF) has a Earnings Yield (Joel Greenblatt) % of 11.81% as of Dec. 2025. Joel Greenblatt's earnings yield equals the ratio of earnings before interest and taxes to enterprise value. View historical data on Swiss Re AG and its competitors. This is 92% above median its historical median of 6.14. According to the industry distribution chart, Swiss Re AG ranks #152 out of 516 companies in the Insurance industry, placing it in the top 29.5%.
Is Swiss Re AG's Earnings Yield (Joel Greenblatt) % too high?
Swiss Re AG's current Earnings Yield (Joel Greenblatt) % of 11.81% is 92% above median its 10-year median of 6.14. The Insurance industry median Earnings Yield (Joel Greenblatt) % is 6.77. Swiss Re AG's value of 11.81% is 74.4% above this industry median. Based on the distribution chart, Swiss Re AG ranks #152 out of 516 companies in the Insurance industry, which is above the industry midpoint. Overall, Swiss Re AG has a GF Score™ of 63/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Swiss Re AG's Earnings Yield (Joel Greenblatt) % compare to RGA and EG?
According to the Insurance industry distribution chart, Swiss Re AG ranks #152 out of 516 companies for Earnings Yield (Joel Greenblatt) %. This puts Swiss Re AG in the upper half of its industry. The industry median Earnings Yield (Joel Greenblatt) % is 6.77. Swiss Re AG's value of 11.81% is 74.4% above this benchmark. While the company's 10-year median is 6.14 vs. the industry median of 6.77, Swiss Re AG has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Earnings Yield (Joel Greenblatt) % for an Insurance company?
The median Earnings Yield (Joel Greenblatt) % among Insurance companies is 6.77, based on 516 companies in the industry. Companies in the top quartile (top 25%) have a Earnings Yield (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, Earnings Yield (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Swiss Re AG's current Earnings Yield (Joel Greenblatt) % of 11.81% is 74.4% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Earnings Yield (Joel Greenblatt) % mean?
A high Earnings Yield (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's earnings yield equals the ratio of earnings before interest and taxes to enterprise value. View historical data on Swiss Re AG and its competitors. For the Insurance industry, the median Earnings Yield (Joel Greenblatt) % is 6.77 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Swiss Re AG's current Earnings Yield (Joel Greenblatt) % is 11.81%, which is 92% above median its own 10-year median of 6.14. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Swiss Re AG stock overvalued right now?
Based on GuruFocus' analysis, Swiss Re AG (SSREF) is currently considered Modestly Overvalued. The stock's GF Value™ is $134.74, compared to a current price of $156.42 — trading 16.1% above its estimated fair value. The current Earnings Yield (Joel Greenblatt) % is 11.81%, which is 92% above median its 10-year median of 6.14 and 74.4% above the Insurance industry median of 6.77. Swiss Re AG's overall GF Score™ is 63/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Earnings Yield (Joel Greenblatt) % calculated?
Earnings Yield (Joel Greenblatt) % is calculated from a company's financial statements. For Swiss Re AG (SSREF), the current Earnings Yield (Joel Greenblatt) % is 11.81% as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Swiss Re AG (SSREF) Overvalued in 2026?
Based on GuruFocus' analysis, Swiss Re AG stock appears to be overvalued.
The current stock price of $156.42 is trading 16.1% above its estimated GF Value™ of $134.74.
GuruFocus considers Swiss Re AG to be Modestly Overvalued.
Key valuation signals for SSREF:
Earnings Yield (Joel Greenblatt) %: 11.81% (92% above median its 10-year median of 6.14)
GF Value™: $134.74 vs. price of $156.42 (16.1% above fair value)
Industry Position: 74.4% above the Insurance median (#152 of 516)
No single metric tells the full story. See the SSREF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Swiss Re is a reinsurer that has three core divisions: P&C reinsurance, life and health reinsurance, and corporate solutions. Swiss Re was founded in 1863 when the general manager of Helvetia sought to stem the flow of reinsurance premiums outside Switzerland. Moritz Grossmann argued he could cut the premiums paid to foreign firms, still make a profit, and pay mid-single-digit dividends. Swiss Re is now the second-largest reinsurer in the world by market capitalization, with 80 offices around the world and approximately 15,000 employees. While the business did lose its way in the early part of the millennium, led by an investment banker who heavily invested in securitizations, Swiss Re has recently focused on establishing quality within its three core divisions.
63GF Score
Get the complete analysis for SSREF
Earnings Yield (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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