NEO/ZUR (NEO/ZUR)

Cboe Canada: NEO/ZUR · CAD

CA$12.2

-0.07 (-0.6%)· Recorded snapshot

Market cap	158.2B
Revenue (ttm)	109.3B
Net income (ttm)	10.3B
EPS (ttm)	CA$0.78
P/E (trailing)	15.5x
P/E (forward)	15.3x
Volume	170

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 109.3B
Net income (ttm): 10.3B
EPS (ttm): CA$0.78
P/E (trailing): 15.5x
P/E (forward): 15.3x
Market cap: 158.2B

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-29 19:55 UTC

Forward P/E15.3

P25 10.5P50 13.7P75 16.1

Trailing P/E15.5

P25 6.4P50 13.5P75 19.3

ROE25.7

P25 -43.4P50 -8.6P75 13.1

ROIC16.6

P25 -24.1P50 -5.2P75 9.6

Benchmarks · 1M

All NEO/ZUR indicators

Market & fundamental data

Available fields

202

Groups with data

Currency

USD

Showing 202 of 202 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	CAD
Country	Switzerland
Country code	CA
Earnings date	2026-11-12
Employees	65,000
Employees change	5,000
Employees growth	8.33%
Enterprise value	CAD 172.9B
Exchange	Cboe Canada
Financial currency	USD
Financial report date	2026-06-30
First seen	2026-05-10
Fiscal year end	December
Founded	1872
Industry	Insurance - Diversified
Is primary listing	No
ISIN number	CA9899621051
Last earnings date	2026-08-06
Last refreshed	2026-10-29
Market cap	CAD 158.2B
Next earnings date	2026-11-12
Price	CAD 12.17
Price currency	CAD
Sector	Financials
SIC code	6351
Stock price date	2026-10-28
Symbol	neo/ZUR
Website	https://www.zurich.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Average P/E ratio (10Y)	15.02x
Average P/E ratio (3Y)	16.08x
Average P/E ratio (5Y)	15.45x
Earnings yield	6.45%
EV/Earnings	16.86x
EV/EBIT	11.21x
EV/EBITDA	10.95x
EV/FCF	50.24x
EV/Sales	1.64x
FCF / EV yield	1.99%
FCF yield	2.17%
Forward P/E	15.25x
Graham number	8.00877
Graham upside	-34.19%
Lynch fair value	CAD 6.55
Lynch upside	-46.16%
P/B ratio	3.37x
P/E ratio	15.51x
P/FCF ratio	45.99x
P/OCF ratio	37.99x
P/S ratio	1.45x
Price / tangible book value	5.88x
Price/EBITDA ratio	9.79x
Sector forward P/E	15.35x
Sector P/E	18.28x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT margin	14.66%
EBITDA margin	14.78%
Effective tax rate	28.94%
FCF margin	3.2%
Gross margin	24.29%
Operating margin	14.66%
Pretax margin	13.99%
Profit margin	9.38%
Profit per employee	CAD 157,784
Profitable quarters	42
Profitable years	23
Revenue per employee	CAD 1.7M
ROA	1.74%
ROA (5Y)	1.32%
ROCE	2.7%
ROE	25.7%
ROE (5Y)	18.6%
ROIC	16.55%
ROIC (5Y)	12.61%
Tax / revenue	4.05%

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
EPS growth	21.34%
EPS growth (Q)	10.22%
EPS growth (QoQ)	-9.01%
EPS growth 10Y	18.11%
EPS growth 3Y	21.18%
EPS growth 5Y	8.86%
EPS growth years	3
FCF growth	-62.26%
FCF growth (Q)	-79.47%
FCF growth (QoQ)	-52.97%
FCF growth 3Y	-25.93%
FCF growth 5Y	-6.7%
Net income growth	23.39%
Net income growth (Q)	13.83%
Net income growth (QoQ)	-6.54%
Net income growth 3Y	20.65%
Net income growth 5Y	8.31%
Net income growth years	3
OCF growth	-57.07%
OCF growth (Q)	-74.76%
OCF growth (QoQ)	-48.03%
OCF growth 10Y	0.15%
OCF growth 3Y	-22.99%
OCF growth 5Y	-5.89%
Revenue growth	10.42%
Revenue growth (Q)	11.32%
Revenue growth (QoQ)	-1.18%
Revenue growth 10Y	2.47%
Revenue growth 3Y	7.68%
Revenue growth 5Y	1.53%
Revenue growth quarters	1
Revenue growth years	3

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	CAD -724.3M
EBIT	CAD 16B
EBITDA	CAD 16.2B
EPS	CAD 0.78
Financing cash flow	CAD -2.8B
Free cash flow	CAD 3.4B
Gross profit	CAD 26.6B
Income taxes	CAD 4.4B
Investing cash flow	CAD -849.2M
Net borrowing	CAD -685.6M
Net cash flow	CAD 69.6M
Net income	CAD 10.3B
Operating income	CAD 16B
Revenue	CAD 109.3B

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Book value per share	CAD 302.15
Debt / EBITDA	1.33
Debt / equity	0.46
Debt / FCF	6.34
Goodwill	CAD 7.9B
Interest coverage	22.39
Net cash (debt)	CAD -12.7B
Net cash / market cap	-8.03%
Net debt / EBITDA	0.79
Net debt / equity	0.27
Net debt / FCF	3.69
Piotroski F-Score	6
Property, plant and equipment	CAD 2.9B
Shareholders' equity	CAD 47B
Tangible book value	CAD 26.9B
Tangible book value per share	CAD 182.69
Total assets	CAD 596.7B
Total cash	CAD 46.1B
Total debt	CAD 21.8B
Total liabilities	CAD 549.8B

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.19
Current ratio	27.19
Net working capital	CAD 95.1B
Quick ratio	17.82
Working capital	CAD 100.9B

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback yield / dilution	-1.69%
Dividend per share	CAD 0.00
Last dividend	CAD 0.00
Payout ratio	77.86%
Shareholder yield	-1.69%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
150-day SMA	CAD 11.39
1D price change	-0.57%
1M price change	6.01%
1M total return	6.01%
1Y price change	12.69%
1Y return CAGR	12.69%
1Y total return	12.69%
20-day SMA	CAD 11.67
200-day SMA	CAD 11.26
3M price change	0.41%
3M total return	0.41%
50-day SMA	CAD 11.65
50-day SMA vs 200-day SMA	50over200
52-week high	CAD 12.24
52-week high date	2026-10-27
52-week low	CAD 10.40
52-week low date	2026-03-18
6M price change	11.45%
6M total return	11.45%
All-time high	CAD 12.24
All-time high date	2026-10-21
All-time low	CAD 10.25
All-time low date	2025-04-07
Average true range (ATR)	CAD 0.06
Average volume	416.6
Change from 52-week high	-0.57%
Change from 52-week low	17.02%
Change from all-time high	-0.57%
Change from all-time low	18.73%
Change from open	0%
Day's gap	-0.57%
Dollar volume	CAD 2,069
High price	CAD 12.17
Low price	CAD 12.17
Monthly RSI	55.84
Open price	CAD 12.17
Previous close	CAD 12.24
Price vs 150-day SMA	6.86%
Price vs 20-day SMA	4.33%
Price vs 200-day SMA	8.11%
Price vs 50-day SMA	4.44%
Relative volume	0.41
RSI	72.12
Sharpe ratio	0.16
Sortino ratio	0.44
Volume	170
Weekly RSI	60.39
YTD price change	11.24%
YTD total return	11.24%

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	151.2M
Shares change (QoQ)	2.72%
Shares change (YoY)	1.69%
Shares held by institutions	31.67%

Deeper analysis on NEO/ZUR

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

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Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

→

Sensitivity

Cost-of-equity and terminal-growth stress table.

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Risks

Kill scenarios, soft-pass flags, and downside catalysts.

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Earnings

Next earnings setup and beat / inline / miss thresholds.

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Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

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Financials

Revenue, margins, cash flow, and balance-sheet context.

→

Peers

Relative valuation and profitability against the cohort.

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Moat

Economic-profit evidence and competitive advantage risk.

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Industry cycle

Sector phase, capital cycle, and secular tailwinds.

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Frequently asked questions

About this NEO/ZUR report

Is a complete NEO/ZUR research report available?

No complete published report is available for neo/ZUR (NEO/ZUR) on this page. Market-directory data, when present, is not a substitute for a validated stock analysis.

NEO/ZUR (NEO/ZUR)

Price

Financial snapshot

Fair-value bridge

Latest news · NEO/ZUR

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All NEO/ZUR indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on NEO/ZUR

Frequently asked questions