ZURVY

Financial Services

Zurich Insurance Group AG · Insurance - Diversified · $108B

UQS Score — Balanced Preset
58.0
Good

Zurich Insurance Group AG scores 58.0/100 using the Balanced preset.

UQS vs Financial Services Sector
ZURVY
58.0
Sector avg
39.7
Quality
Strong
Moat
Neutral
Growth
Weak
Risk
Neutral
Valuation
Good

What is Zurich Insurance Group AG?

Zurich Insurance Group AG is a global insurance leader headquartered in Zurich, Switzerland, serving individuals, businesses, and multinational corporations across more than 200 countries and territories.

Zurich generates revenue by underwriting property, casualty, and life insurance policies across multiple regions, while also operating the Farmers segment in North America. The company distributes products through agents, brokers, and bank partnerships, serving customers ranging from individual policyholders to large multinational corporations. Savings, pension, and employee benefit products round out its offering beyond traditional insurance.

Founded in 1872, Zurich Insurance Group has built more than 150 years of underwriting experience from its Swiss headquarters.

  • Property and casualty insurance for individuals and businesses
  • Life, critical illness, and employee benefit insurance
  • Savings, pension, and retirement planning products
  • Specialty lines including cyber, marine, and trade credit insurance

Is ZURVY a Good Stock to Buy?

UQS Score rates ZURVY as Good overall, reflecting a balanced profile across its five analytical pillars.

The Quality pillar stands out as the clearest strength, indicating disciplined underwriting and financial resilience relative to sector peers. Valuation also registers favorably, suggesting the market has not dramatically overpriced the stock relative to its fundamentals.

Growth is the most notable weak point in the profile, which is consistent with the mature, competitive nature of the global insurance industry. Moat and Risk both sit at a Neutral level, pointing to neither a decisive competitive edge nor alarming downside exposure.

See the exact pillar breakdown and full financial metrics by signing up for a UQS Pro account. Sign up free →

Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.

Does ZURVY pay dividends?

Yes — Zurich Insurance Group AG pays a dividend.

Zurich Insurance Group pays a regular dividend, a practice common among large, established European insurers. The company's mature business model and consistent cash generation support ongoing distributions to shareholders. Income-oriented investors often consider ZURVY for its dividend track record within the financial services sector.

When does ZURVY report earnings?

Zurich Insurance Group reports financial results on a regular cadence, typical for internationally listed insurance groups.

The company's Quality pillar rating suggests underwriting discipline has remained a consistent theme in recent reporting periods. Growth has been more measured, reflecting competitive pricing dynamics across its core markets.

For the most recent results and upcoming reporting dates, visit Zurich Insurance Group's official investor relations page.

ZURVY Price History

+117.1% over 5Y

Monthly close, adjusted for stock splits and dividend reinvestment.

Return Calculator

What if I invested in Zurich Insurance Group AG?

$
Today it would be worth
$22,062
That's a +121% total return, or +17.1% annualized.

Based on Zurich Insurance Group AG's historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.

ZURVY Long-term Outlook

The UQS Growth pillar for ZURVY is rated Weak, reflecting limited near-term expansion momentum in a mature global insurance market. However, the Strong Quality rating and Neutral Risk profile suggest the business is well-positioned to sustain its current earnings base. The favorable Valuation label means investors are not paying a steep premium for that stability.

Growth drivers

  • Expansion of specialty and cyber insurance lines in underpenetrated markets
  • Cross-selling savings and pension products through existing distribution channels
  • Operational efficiency improvements within Group Functions and Operations

Key risks

  • Elevated catastrophe losses could pressure property and casualty underwriting results
  • Low organic growth in mature insurance markets limits revenue upside
  • Currency fluctuations across multi-region operations add earnings volatility

ZURVY vs Peers

ZURVY competes with other large global insurers, each with distinct geographic footprints and business mix.

ALIZFZURVY scores lower
Allianz SE

Allianz is Zurich's closest European peer, with a similarly diversified insurance and asset management model but a larger overall scale and stronger presence in German-speaking markets.

SLF.TOSimilar UQS
Sun Life Financial Inc.

Sun Life focuses more heavily on life insurance and wealth management in Canada and Asia, giving it a different geographic and product mix compared to Zurich's broader property-casualty emphasis.

AIGSimilar UQS
American International Group, Inc.

AIG competes directly in commercial and specialty insurance lines globally, though its business has been reshaped significantly in recent years compared to Zurich's more stable multi-segment structure.

Frequently Asked Questions

What does Zurich Insurance Group do?

Zurich Insurance Group provides a wide range of insurance products — including property, casualty, life, and specialty lines — to individuals, small businesses, and large multinational corporations. It also offers savings, pension, and employee benefit products. The company operates across Europe, North America, Latin America, and Asia Pacific.

Does ZURVY pay dividends?

Yes, Zurich Insurance Group pays a regular dividend. As a mature, cash-generative insurer, the company has a history of returning capital to shareholders through consistent distributions. Income-focused investors often include ZURVY when screening for dividend-paying financial services stocks.

When does ZURVY report earnings?

Zurich Insurance Group reports financial results on a regular cadence. For precise upcoming reporting dates and the most recent quarterly or semi-annual results, check the investor relations section of the company's official website.

Is ZURVY a good stock to buy?

UQS Score rates ZURVY as Good overall. The Quality pillar is rated Strong and Valuation is favorable, while Growth is rated Weak. Whether it suits your portfolio depends on your own investment goals and risk tolerance. The full pillar breakdown is available to UQS Pro members.

Is ZURVY overvalued?

The UQS Valuation pillar for ZURVY is rated Good, suggesting the stock is not trading at an extreme premium relative to its fundamentals. That said, valuation is one of five pillars in the UQS framework — viewing it alongside Quality and Risk gives a more complete picture.

How does ZURVY compare to its competitors?

Among peers like Allianz, Sun Life Financial, and AIG, Zurich stands out for its diversified multi-region model spanning property-casualty, life, and specialty insurance. Each competitor has a distinct geographic focus or product emphasis. The UQS platform allows side-by-side pillar comparisons for Pro members.

What is ZURVY's market cap bracket?

Zurich Insurance Group is classified as a large-cap company, reflecting its significant scale as one of the world's leading multi-line insurers. Large-cap insurers typically offer greater liquidity and more stable earnings profiles than smaller peers.

Who founded Zurich Insurance Group?

Zurich Insurance Group traces its origins to 1872, when it was established in Zurich, Switzerland. Over more than 150 years it has grown from a regional insurer into a global financial services group. Detailed founding history is available through the company's official corporate history resources.

Is ZURVY a long-term quality investment?

From a quality-indicator perspective, ZURVY's Strong Quality pillar rating suggests the business has demonstrated financial discipline over time. The Weak Growth rating is a consideration for investors seeking rapid expansion. Long-term suitability depends on individual goals — the full UQS analysis is available to Pro members.

What is the main competitive advantage of Zurich Insurance Group?

Zurich's scale, multi-channel distribution, and 150-year brand history provide meaningful advantages in client retention and pricing. The UQS Moat pillar is currently rated Neutral, indicating these advantages exist but face ongoing competitive pressure from global and regional insurers.

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Pro Analysis

ZURVY — Score History

5055606570Apr 5Apr 15Apr 25May 5May 15May 24v5
Score changes· 8 most recent
DateUQSQualityMoatGrowthRiskValueChange
May 22, 202657.983.048.031.056.170.2+0.2
May 19, 202657.783.048.030.456.169.7-0.5
May 5, 202658.283.048.031.256.172.20.0
May 2, 202658.283.048.031.256.172.1+0.1
Apr 18, 202658.183.048.030.856.171.5-2.0
Apr 12, 202660.183.048.030.856.185.1-0.5
Apr 9, 202660.683.050.030.856.185.1+0.7
Apr 5, 202659.983.050.029.656.182.4

ZURVY — Pillar Breakdown

Quality

83.0/100 (25%)

Zurich Insurance Group AG demonstrates outstanding capital efficiency and profitability, placing it among the highest-quality businesses in the market.

Return on EquityStrong

Profitability relative to shareholders' equity.

Operating ProfitabilityStrong

Ability to convert revenue into operating profit.

Net ProfitabilityWeak

Bottom-line profit as a share of revenue.

Cash GenerationStrong

Free cash flow relative to market value.

Growth

31.0/100 (20%)

Zurich Insurance Group AG faces growth headwinds with declining or stagnant revenue trends.

Recent Revenue TrendWeak

Revenue trajectory over the last twelve months.

3Y Revenue CAGRStrong

Compound annual revenue growth rate over 3 years.

EPS GrowthModerate

Year-over-year earnings per share growth.

Forward Revenue OutlookWeak

Analyst consensus for future revenue growth.

Forward EPS GrowthModerate

Analyst consensus for future earnings growth.

Risk

56.1/100 (15%)

Zurich Insurance Group AG maintains a reasonable risk profile with manageable debt levels.

Debt/EquityStrong

Total debt relative to shareholder equity.

Current RatioWeak

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageStrong

Earnings capacity relative to interest payments.

Valuation

70.5/100 (15%)

Zurich Insurance Group AG trades at a reasonable valuation with decent earnings yield and FCF multiples.

Earnings YieldStrong

Inverse of forward P/E — higher yield means cheaper stock.

Price to Free Cash FlowStrong

How many years of FCF the market cap represents.

PEG RatioStrong

P/E relative to earnings growth — lower is more attractive.

EV/EBITDA vs SectorWeak

Enterprise value multiple relative to sector median.

Moat

48/100 (25%)

Zurich Insurance Group AG possesses some competitive advantages but faces meaningful competition. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for ZURVY.

Score Composition

Quality
83.0×25%20.8
Growth
31.0×20%6.2
Risk
56.1×15%8.4
Valuation
70.5×15%10.6
Moat
48.0×25%12.0
Total
58.0Good

Financial Data

More Stock Analysis

How is the ZURVY UQS Score Calculated?

The UQS (Unified Quality Score) for Zurich Insurance Group AG is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses Zurich Insurance Group AG's competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether Zurich Insurance Group AG is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.