Swiss Re AG (XSWX:SREN) Peter Lynch Fair Value: CHF309.80 (As of Jul. 15, 2026) — 70309% Above Median

Author: Vera Yuan Vera Yuan
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Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
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Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

XSWX:SREN Swiss Re AG XSWX:SREN
63 GF Score
Price CHF136.00
GF Value CHF105.69
Valuation Modestly Overvalued
! 2 Warning Signs
View Full Analysis

What is Swiss Re AG Peter Lynch Fair Value?

Swiss Re AG XSWX:SREN +1.04% 63 Peter Lynch Fair Value is CHF309.80 as of Jul. 15, 2026, which is 100% below its 10-year median of 0.44. GuruFocus rates XSWX:SREN with a GF Score™ of 63/100 and a GF Value™ of CHF105.69 (Modestly Overvalued). The stock has 2 warning signs investors should review. Among 156 Insurance companies, Swiss Re AG ranks better than 74.36% on this metric.

Peter Lynch Fair Value applies to growing companies. The ideal range for the growth rate is between 10 - 20% a year. Peter Lynch thinks that the fair P/E value for a growth company equals its growth rate, that is PEG = 1. The earnings here is trailing twelve month (TTM) earnings. For non-bank companies, the growth rate we use is the average growth rate for EBITDA per share over the past 5 years. For Banks, the growth rate we use is the average growth rate for Book Value per share over the past 5 years. If 5-Year Growth Rate is greater than 25% a year, we use 25. If 5-Year Growth Rate is smaller than 5% a year, we do not calculate Peter Lynch Fair Value.

Here, as of today, Swiss Re AG's PEG is 1. Swiss Re AG's 5-Year TTM EBITDA Growth Rate is 25. Swiss Re AG's EPS without NRI for the trailing twelve months (TTM) ended in Dec. 2025 was CHF12.39. Therefore, the Peter Lynch Fair Value for today is CHF309.80.

As of today (2026-07-15), Swiss Re AG's share price is CHF136.00. Swiss Re AG's Peter Lynch fair value is CHF309.80. Therefore, Swiss Re AG's Price to Peter Lynch Fair Value Ratio for today is 0.44.


The historical rank and industry rank for Swiss Re AG's Peter Lynch Fair Value or its related term are showing as below:

XSWX:SREN' s Price-to-Peter-Lynch-Fair-Value Range Over the Past 10 Years
Min: 0.43   Med: 0.44   Max: 0.55
Current: 0.44


During the past 13 years, the highest Price to Peter Lynch Fair Value Ratio of Swiss Re AG was 0.55. The lowest was 0.43. And the median was 0.44.


XSWX:SREN's Price-to-Peter-Lynch-Fair-Value is ranked better than
74.36% of 156 companies
in the Insurance industry
Industry Median: 0.83 vs XSWX:SREN: 0.44

Note: Please don't confuse Peter Lynch Fair Value with the value reached in Peter Lynch Chart.


Swiss Re AG  (XSWX:SREN) Peter Lynch Fair Value Explanation

Peter Lynch Fair Value applies to growing companies. The ideal range for the growth rate is between 10 - 20% a year.

Peter Lynch thinks that the fair P/E value for a growth company equals its growth rate, that is PEG = 1. The earnings here is trailing twelve month (TTM) earnings. For non-bank companies, the growth rate we use is the average growth rate for EBITDA per share over the past 5 years. For Banks, the growth rate we use is the average growth rate for Book Value per share over the past 5 years.

Please don't confuse Peter Lynch Fair Value with the value reached in Peter Lynch Chart. In Peter Lynch chart, a fixed P/E ratio of 15 is used to draw the Earnings Line. Therefore the value reached has a P/E ratio of 15. But in Peter Lynch Fair Value calculation, P/E equals to the growth rate of EBITDA per share over the past 5 years, which is 25 instead of 15 in this case.

Swiss Re AG's Price to Peter Lynch Fair Value Ratio for today is calculated as

Price to Peter Lynch Fair Value=Share Price/Peter Lynch Fair Value
=136.00/309.80
=0.44

* 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 Peter Lynch Fair Value Related Terms


Swiss Re AG Peter Lynch Fair Value Historical Data

* Premium members only.

The historical data trend for Swiss Re AG's Peter Lynch Fair Value 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 Peter Lynch Fair Value Chart

Swiss Re AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Peter Lynch Fair Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.00 0.00 212.69 240.28 309.80

Swiss Re AG Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Peter Lynch Fair Value Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 212.69 0.00 240.28 0.00 309.80

XSWX:SREN vs RGA, EG, RNR: Peter Lynch Fair Value Comparison

For the Insurance - Reinsurance subindustry, Swiss Re AG's Price-to-Peter-Lynch-Fair-Value, along with its competitors' market caps and Price-to-Peter-Lynch-Fair-Value 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 Price-to-Peter-Lynch-Fair-Value vs Insurance Industry

For the Insurance industry and Financial Services sector, Swiss Re AG's Price-to-Peter-Lynch-Fair-Value distribution charts can be found below:

* The bar in red indicates where Swiss Re AG's Price-to-Peter-Lynch-Fair-Value falls into.


XSWX:SREN
63GF Score
Swiss Re AG XSWX:SREN
Peter Lynch Fair Value is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Swiss Re AG Peter Lynch Fair Value Calculation

Swiss Re AG's Peter Lynch Fair Value for today is calculated as

Peter Lynch Fair Value=PEG Ratio*5-Year TTM EBITDA Growth Rate***EPS without NRI (TTM)
=1* 25 *12.392
=309.80

For company reported semi-annually, GuruFocus uses latest annual data as the TTM data. Swiss Re AG's EPS without NRI for the trailing twelve months (TTM) ended in Dec. 2025 was CHF12.39.


* 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.

** Please be aware that the 5-Year TTM EBITDA Growth Rate is calculated based on TTM data over the last 5 years. For quarterly reported companies, the TTM data adds up the quarterly data reported by the company within the most recent 12 months. For companies that report semi-annually, annually, or do not have enough quarterly data, GuruFocus uses the annual data as the TTM data.

If 5-Year Earnings Growth Rate is greater than 25% a year, we use 25.

If 5-Year Earnings Growth Rate is smaller than 5% a year, we do not calculate Peter Lynch Fair Value.

Please note that we use the 5-year average growth rate of EBITDA per share as the growth rate for non-bank companies, as EBITDA growth is subject to less manipulations than net earnings per share. For banks, we use the 5-year average growth rate of Book Value per share as the growth rate. The reason is that EBITDA is not applicable to Banks and Book value is a relative important measurement for Banks. In the calculation, PEG=1 because Peter Lynch thinks that the fair P/E ratio of the growth stock is equal to its earnings growth rate.

Frequently Asked Questions Learn more about Peter Lynch Fair Value →
What does a Peter Lynch Fair Value of CHF309.80 mean?
Swiss Re AG (XSWX:SREN) has a Peter Lynch Fair Value of CHF309.80 as of Jul. 15, 2026. Peter Lynch Fair Value is the stock value based on a company's current earnings and five-year earnings growth, assuming a PEG of one. View historical data on Swiss Re AG and its competitors. This is 70309% above median its historical median of 0.44. Over the past decade, Swiss Re AG's Peter Lynch Fair Value has ranged from 0.43 to 0.55. According to the industry distribution chart, Swiss Re AG ranks #40 out of 156 companies in the Insurance industry, placing it in the top 25.6%.
Is Swiss Re AG's Peter Lynch Fair Value too high?
Swiss Re AG's current Peter Lynch Fair Value of CHF309.80 is 70309% above median its 10-year median of 0.44. Over the past 10 years, this metric has ranged from a low of 0.43 to a high of 0.55. Based on the distribution chart, Swiss Re AG ranks #40 out of 156 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 Peter Lynch Fair Value compare to RGA and EG?
According to the Insurance industry distribution chart, Swiss Re AG ranks #40 out of 156 companies for Peter Lynch Fair Value. This puts Swiss Re AG in the upper half of its industry. The industry median Peter Lynch Fair Value is 0.83. Historically, Swiss Re AG's own Peter Lynch Fair Value has ranged from 0.43 to 0.55 over the past decade. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Peter Lynch Fair Value for an Insurance company?
The median Peter Lynch Fair Value among Insurance companies is 0.83, based on 156 companies in the industry. Companies in the top quartile (top 25%) have a Peter Lynch Fair Value significantly above this median, while those in the bottom quartile fall well below. However, Peter Lynch Fair Value should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Peter Lynch Fair Value mean?
A high Peter Lynch Fair Value can signal that a stock is expensive relative to its fundamentals. Peter Lynch Fair Value is the stock value based on a company's current earnings and five-year earnings growth, assuming a PEG of one. View historical data on Swiss Re AG and its competitors. For the Insurance industry, the median Peter Lynch Fair Value is 0.83 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Swiss Re AG's current Peter Lynch Fair Value is CHF309.80, which is 70309% above median its own 10-year median of 0.44. 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 (XSWX:SREN) is currently considered Modestly Overvalued. The stock's GF Value™ is CHF105.69, compared to a current price of CHF136.00 — trading 28.7% above its estimated fair value. The current Peter Lynch Fair Value is CHF309.80, which is 70309% above median its 10-year median of 0.44. 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 Peter Lynch Fair Value calculated?
Peter Lynch Fair Value is calculated from a company's financial statements. For Swiss Re AG (XSWX:SREN), the current Peter Lynch Fair Value is CHF309.80 as of Jul. 15, 2026. 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 (XSWX:SREN) Overvalued in 2026?

Based on GuruFocus' analysis, Swiss Re AG stock appears to be overvalued. The current stock price of CHF136.00 is trading 28.7% above its estimated GF Value™ of CHF105.69. GuruFocus considers Swiss Re AG to be Modestly Overvalued.

Key valuation signals for XSWX:SREN:

  • Peter Lynch Fair Value: CHF309.80 (70309% above median its 10-year median of 0.44)
  • GF Value™: CHF105.69 vs. price of CHF136.00 (28.7% above fair value)
  • GF Score™: 63/100 with 2 warning signs

No single metric tells the full story. See the XSWX:SREN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Swiss Re AG Business Description

Address Mythenquai 50/60, Zurich, CHE, 8022
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 XSWX:SREN

Peter Lynch Fair Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF136.00
Price
CHF105.69
GF Value