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Swiss Life Holding AG (FRA:SLW1) 3-Year RORE % : -7.82% (As of Jun. 2024)


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What is Swiss Life Holding AG 3-Year RORE %?

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Swiss Life Holding AG's 3-Year RORE % for the quarter that ended in Jun. 2024 was -7.82%.

The industry rank for Swiss Life Holding AG's 3-Year RORE % or its related term are showing as below:

FRA:SLW1's 3-Year RORE % is ranked worse than
74.68% of 462 companies
in the Insurance industry
Industry Median: 13.13 vs FRA:SLW1: -7.82

Swiss Life Holding AG 3-Year RORE % Historical Data

The historical data trend for Swiss Life Holding AG's 3-Year RORE % 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 Life Holding AG 3-Year RORE % Chart

Swiss Life Holding AG Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 7.71 3.33 5.68 13.29 2.61

Swiss Life Holding AG Semi-Annual Data
Dec14 Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24
3-Year RORE % 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 16.02 13.29 13.67 2.61 -7.82

Competitive Comparison of Swiss Life Holding AG's 3-Year RORE %

For the Insurance - Diversified subindustry, Swiss Life Holding AG's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % 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 Life Holding AG's 3-Year RORE % Distribution in the Insurance Industry

For the Insurance industry and Financial Services sector, Swiss Life Holding AG's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Swiss Life Holding AG's 3-Year RORE % falls into.



Swiss Life Holding AG 3-Year RORE % Calculation

Swiss Life Holding AG's 3-Year RORE % for the quarter that ended in Jun. 2024 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 1.966-2.081 )/( 5.921-4.45 )
=-0.115/1.471
=-7.82 %

* 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.

In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Jun. 2024 and 3-year before.


Swiss Life Holding AG  (FRA:SLW1) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Swiss Life Holding AG 3-Year RORE % Related Terms

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Swiss Life Holding AG Business Description

Address
General-Guisan-Quai 40, P.O. Box 2831, Zurich, CHE, CH-8022
Swiss Life is predominantly a life and long-term savings company that generates the main share of its revenue and earnings from its domestic market of Switzerland. The company also operates in France, Germany, and a few smaller, but wealthy European markets. The company also has an asset manager. Swiss Life has three main sources of income that vary in significance by geography. Savings income relates to spread-based earnings, the risk result relates to an insurance margin, and the fee result relates to asset management and financial advisory. The fee result has been growing in importance over recent years as a result of advice, unit-linked sales, and third-party asset management.

Swiss Life Holding AG Headlines

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