3G·

Forward P/E ratio at 10 in the SMI (Swiss Re)

Swiss Re $SREN (+0,79%) is so cheap (forward P/E ~10) because:


  • profits are extremely strong at the moment, but nobody believes that this will happen every year.
  • the business is extremely volatile (natural catastrophes = risk).
  • they pay out a lot of dividends but have little growth story.


Is $SREN (+0,79%) a buy for you? What do you think of Swiss equities?

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3 Commenti

immagine del profilo
I have Zurich and Swiss Re in my portfolio as a stabilizer and high-dividend stock. They also pay out CHF (boost against the euro...).
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immagine del profilo
As a Swiss citizen, Swiss Re is almost a must 😉. Thanks to the stable dividend, a solid foundation in my tech-heavy portfolio. Sure, the business fluctuates, but AI will make it more profitable in future: better risk models, faster claims processing, etc. A classic dividend anchor for me (repeat purchase pre-programmed).
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immagine del profilo
Swiss Re is high on my list because of its dividend and stable cash flows. The valuation currently looks quite attractive again, especially because the share price has corrected somewhat in recent weeks. I'm currently considering whether to enter the market now or wait for another small dip. What do you think?
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