Swiss Re AGSSREF 67 5-Year Yield-on-Cost % is 5.40 as of Jun. 27, 2026, which is 7% below its 10-year median of 5.78. GuruFocus rates SSREF with a GF Score™ of 67/100 and a GF Value™ of $134.62 (Modestly Overvalued). The stock has 2 warning signs investors should review. Among 422 Insurance companies, Swiss Re AG ranks better than 64.69% on this metric.
Swiss Re AG's yield on cost for the quarter that ended in Dec. 2025 was 5.40.
The historical rank and industry rank for Swiss Re AG's 5-Year Yield-on-Cost % or its related term are showing as below:
SSREF'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 4.27 Med: 5.78 Max: 10.22
Current: 5.4
During the past 13 years, Swiss Re AG's highest Yield on Cost was 10.22. The lowest was 4.27. And the median was 5.78.
SSREF's 5-Year Yield-on-Cost % is ranked better than 64.69% of 422
companies
in the Insurance industry
Industry Median: 4.035
vs SSREF: 5.40
Swiss Re AG (OTCPK:SSREF) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Swiss Re AG 5-Year Yield-on-Cost % Related Terms
SSREF vs RGA, EG, RNR: 5-Year Yield-on-Cost % Comparison
For the Insurance - Reinsurance subindustry, Swiss Re AG's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Insurance Industry
For the Insurance industry and Financial Services sector, Swiss Re AG's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Swiss Re AG's 5-Year Yield-on-Cost % falls into.
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Therefore, Yield-on-Cost of Swiss Re AG is calculated as
Swiss Re AG (SSREF) has a 5-Year Yield-on-Cost % of 5.40 as of Jun. 27, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Swiss Re AG and its competitors. This is near median its historical median of 5.78. Over the past decade, Swiss Re AG's 5-Year Yield-on-Cost % has ranged from 4.27 to 10.22. According to the industry distribution chart, Swiss Re AG ranks #149 out of 422 companies in the Insurance industry, placing it in the top 35.3%.
Is Swiss Re AG's 5-Year Yield-on-Cost % too high?
Swiss Re AG's current 5-Year Yield-on-Cost % of 5.40 is near median its 10-year median of 5.78. Over the past 10 years, this metric has ranged from a low of 4.27 to a high of 10.22. The Insurance industry median 5-Year Yield-on-Cost % is 4.04. Swiss Re AG's value of 5.40 is 33.8% above this industry median. Based on the distribution chart, Swiss Re AG ranks #149 out of 422 companies in the Insurance industry, which is above the industry midpoint. Overall, Swiss Re AG has a GF Score™ of 67/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Swiss Re AG's 5-Year Yield-on-Cost % compare to RGA and EG?
According to the Insurance industry distribution chart, Swiss Re AG ranks #149 out of 422 companies for 5-Year Yield-on-Cost %. This puts Swiss Re AG in the upper half of its industry. The industry median 5-Year Yield-on-Cost % is 4.04. Swiss Re AG's value of 5.40 is 33.8% above this benchmark. Historically, Swiss Re AG's own 5-Year Yield-on-Cost % has ranged from 4.27 to 10.22 over the past decade. While the company's 10-year median is 5.78 vs. the industry median of 4.04, 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 5-Year Yield-on-Cost % for an Insurance company?
The median 5-Year Yield-on-Cost % among Insurance companies is 4.04, based on 422 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Swiss Re AG's current 5-Year Yield-on-Cost % of 5.40 is 33.8% 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Swiss Re AG and its competitors. For the Insurance industry, the median 5-Year Yield-on-Cost % is 4.04 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Swiss Re AG's current 5-Year Yield-on-Cost % is 5.40, which is near median its own 10-year median of 5.78. 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 $134.62, compared to a current price of $158.02 — trading 17.4% above its estimated fair value. The current 5-Year Yield-on-Cost % is 5.40, which is near median its 10-year median of 5.78 and 33.8% above the Insurance industry median of 4.04. Swiss Re AG's overall GF Score™ is 67/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Swiss Re AG (SSREF), the current 5-Year Yield-on-Cost % is 5.40 as of Jun. 27, 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 (SSREF) Overvalued in 2026?
Based on GuruFocus' analysis, Swiss Re AG stock appears to be overvalued.
The current stock price of $158.02 is trading 17.4% above its estimated GF Value™ of $134.62.
GuruFocus considers Swiss Re AG to be Modestly Overvalued.
Key valuation signals for SSREF:
5-Year Yield-on-Cost %: 5.40 (near median its 10-year median of 5.78)
GF Value™: $134.62 vs. price of $158.02 (17.4% above fair value)
Industry Position: 33.8% above the Insurance median (#149 of 422)
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.
67GF Score
Get the complete analysis for SSREF
5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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