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Swiss Re AG (XSWX:SREN) 1-Year ROIIC % : -2.56% (As of Jun. 2024)


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What is Swiss Re AG 1-Year ROIIC %?

1-Year Return on Invested Incremental Capital (1-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 1-year. Swiss Re AG's 1-Year ROIIC % for the quarter that ended in Jun. 2024 was -2.56%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Swiss Re AG's 1-Year ROIIC % or its related term are showing as below:

XSWX:SREN's 1-Year ROIIC % is ranked worse than
73% of 337 companies
in the Insurance industry
Industry Median: 4.62 vs XSWX:SREN: -2.56

Swiss Re AG 1-Year ROIIC % Historical Data

The historical data trend for Swiss Re AG's 1-Year ROIIC % 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.

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Swiss Re AG 1-Year ROIIC % Chart

Swiss Re AG Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
1-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.15 2.33 40.78 10.96 -53.04

Swiss Re AG Semi-Annual Data
Dec14 Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24
1-Year ROIIC % 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 -9.87 10.96 -16.75 -53.04 -2.56

Competitive Comparison of Swiss Re AG's 1-Year ROIIC %

For the Insurance - Reinsurance subindustry, Swiss Re AG's 1-Year ROIIC %, along with its competitors' market caps and 1-Year ROIIC % 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's 1-Year ROIIC % Distribution in the Insurance Industry

For the Insurance industry and Financial Services sector, Swiss Re AG's 1-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Swiss Re AG's 1-Year ROIIC % falls into.



Swiss Re AG 1-Year ROIIC % Calculation

Swiss Re AG's 1-Year ROIIC % for the quarter that ended in Jun. 2024 is calculated as:

1-Year ROIIC %=1-Year Incremental Net Operating Profit After Taxes (NOPAT)**/1-Year Incremental Invested Capital
=( 3442.6883 (Jun. 2024) - 2286.4439 (Jun. 2023) )/( 110654.53985 (Jun. 2024) - 155884.76675 (Jun. 2023) )
=1156.2444/-45230.2269
=-2.56%***

* 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.

** TTM data of NOPAT and Invested Capital was used to calculate 1-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.


Swiss Re AG  (XSWX:SREN) 1-Year ROIIC % Explanation

Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.

High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

Be Aware

It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.


Swiss Re AG 1-Year ROIIC % Related Terms

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Swiss Re AG Business Description

Traded in Other Exchanges
Address
Mythenquai 50/60, P.O. Box 8022, Zurich, CHE, 8002
Swiss Re is a reinsurer that has three core divisions: property-casualty reinsurance, life and health reinsurance, and corporate solutions. Swiss 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 is now the second-largest reinsurer in the world by market cap, has 80 offices globally, and employs nearly 15,000 people. While the business did lose its way in the early part of the millennium, led by an investment banker who took the business heavily into securitizations, lately Swiss has been focused on establishing quality within its three core divisions.

Swiss Re AG Headlines