20 minute delayed
Join Market Matters and get full access to all our Opinion + Action
Overvalued
Morningstar Quantitative Rating as of 11 NOV 2026.
Quantitative Equity Rating Methodology – view here
Five-star price 278.19 Fair value 328.84 One-star price 388.72
Morningstar Quantitative Rating as of 11 NOV 2026.
Morningstar Quantitative Rating as of 11 NOV 2026. The slider runs from the five-star price (278.19) to the one-star price (388.72).
| Ratios |
|---|
| Currency (Price/reporting): USD/USD |
| Exchange Rate: 1.0000 |
| Price - closing or last bid | 369.11 |
| Price - 12 month high | 384.10 |
| Price - 12 month low | 288.61 |
| Pricing date | 10 NOV 2026 |
| Volume - avg. trading volume for the last ten days | 1.61 |
| Market capitalization | 141,495.40 |
| 12 Month High price date | 5 NOV 2026 |
| 12 Month Low price date | 11 NOV 2025 |
| Volume - avg. trading volume for the last 3 months | 1.62 |
| Price - 1 Day % Change | 1.56% |
| Price - 13 week price percent change | 5.97% |
| Price - 26 week price percent change | 15.48% |
| Price - 5 Day % Change | 0.70% |
| Price - 52 week price percent change | 28.05% |
| Price - YTD price percent change | 17.50% |
| Price % Change Month To Date | 7.37% |
| EPS excluding extraordinary items - most recent fiscal year | 25.680 |
| EPS excluding extraordinary items - trailing 12 month | 28.530 |
| EPS Normalized - most recent fiscal year | 24.790 |
| Revenue/share - most recent fiscal year | 149.611 |
| Revenue/share - trailing 12 month | 158.888 |
| Book value per share - most recent fiscal year | 188.588 |
| Book value per share - most recent quarter | 191.428 |
| Book value (tangible) per share - most recent fiscal year | 128.754 |
| Book value (tangible) per share - most recent quarter | 127.666 |
| Cash per share - most recent fiscal year | 5.809 |
| Cash per share - most recent quarter | 7.215 |
| Cash Flow per share - most recent fiscal year | 21.678 |
| Cash Flow per share - trailing 12 month | 33.609 |
| Dividend per share - most recent fiscal year | 3.820 |
| Dividends per share - trailing 12 month | 3.980 |
| EBITD per share - trailing 12 month | 37.899 |
| EPS Basic excluding extraordinary items - most recent fiscal year | 25.930 |
| EPS Basic excluding extraordinary items - trailing 12 month | 28.830 |
| EPS including extraordinary items - most recent fiscal year | 25.930 |
| EPS including extraordinary items - trailing 12 month | 28.830 |
| Free Cash Flow per share - trailing 12 month | 33.609 |
| P/E excluding extraordinary items, most recent fiscal year | 12.98 |
| P/E Normalized, most recent fiscal year | 12.57 |
| Price to sales - most recent fiscal year | 2.33 |
| Price to Tangible Book - most fiscal year | 3.25 |
| Price to Free Cash Flow per Share - most recent fiscal year | 11.02 |
| Price to Cash Flow per share - trailing 12 month | 11.02 |
| Price to Book - most recent fiscal year | 1.93 |
| P/E excluding extraordinary items high, trailing 12 months | 13.35 |
| P/E excluding extraordinary items low, trailing 12 months | 10.95 |
| Net Debt, LFI | 21,537.00 |
| Net Debt, LFY | 20,779.00 |
| Dividend Yield - 5 Year Average | 1.39% |
| Dividend Yield - indicated annual dividend divided by closing price | 1.10% |
| Current Dividend Yield - Common Stock Primary Issue, LTM | 1.07% |
| Free Cash Flow - most recent fiscal year | 8,704.00 |
| LT debt/equity - most recent fiscal year | — |
| Payout ratio - most recent fiscal year | 14.88% |
| Total debt/total equity - most recent fiscal year | 28.89% |
| LT debt/equity - most recent quarter | — |
| Total debt/total equity - most recent quarter | 30.95% |
| Free Cash Flow - trailing 12 month | 13,208.00 |
| Payout ratio - trailing 12 month | 13.94% |
| Revenue - most recent fiscal year | 60,071.00 |
| Revenue - trailing 12 month | 62,442.00 |
| EBITD - most recent fiscal year | 14,109.00 |
| EBITD - trailing 12 month | 14,894.00 |
| Earnings before taxes - most recent fiscal year | 13,044.00 |
| Earnings before taxes - trailing 12 month | 13,789.00 |
| Net Income available to common - most recent fiscal year | 10,310.00 |
| Net Income available to common - trailing 12 months | 11,228.00 |
| Earnings before taxes Normalized - most recent fiscal year | 13,123.00 |
| Net Income Available to Common, Normalized - most recent fiscal year | 9,954.00 |
| Earnings per Share, Normalized, Excluding Extraordinary Items, Avg. Diluted Shares Outstanding, TTM | 29.46 |
| Net Profit Margin % - 1st historical fiscal year | 17.68% |
| Net Profit Margin % - trailing 12 month | 17.84% |
| Operating margin - 1st historical fiscal year | 23.16% |
| Operating margin - trailing 12 month | 23.54% |
| Pretax margin - trailing 12 month | 22.08% |
| Pretax margin - 1st historical fiscal year | 21.71% |
| Operating Margin - 5 year average | 21.47% |
| Pretax Margin - 5 year average | 20.05% |
| Free Operating Cash Flow/Revenue, 5 Year Average | 19.11% |
| Free Operating Cash Flow/Revenue, TTM | 21.15% |
| Net Profit Margin - 5 year average | 17.19% |
| Return on average assets - most recent fiscal year | 4.08% |
| Return on average assets - trailing 12 month | 4.03% |
| Return on average equity - most recent fiscal year | 15.41% |
| Return on average equity - trailing 12 month | 15.13% |
| Return on average assets - 5 year average | 3.80% |
| Return on average equity - 5 year average | 14.30% |
| Net Income/employee - most recent fiscal year | 236,044.44 |
| Revenue/employee - most recent fiscal year | 1,334,911.11 |
| Revenue growth rate, 5 year | 10.75% |
| EPS growth rate, 5 year | 26.94% |
| Growth rate% - dividend, 3 year | 5.10% |
| Revenue/share (5 yr growth) | 13.48% |
| Growth rate% - Revenue, 3 year | 11.81% |
| Growth rate% - EPS, 3 year | 27.50% |
| Book value per share growth rate, 5 year | 7.42% |
| Capital Spending growth rate, 5 year | — |
| Earnings Before Interest, Taxes, Depreciation & Amortization, 5 Year CAGR | 23.21% |
Financial forecast (USD, millions except per share)
| Actuals | Estimates | |||||||
| 2025 | 2026 | 2027 | 2028 | 2029 | ||||
| Estimate breakdown | ||||||||
Financials (USD, millions)
| Period end: | DEC 21 | DEC 22 | DEC 23 | DEC 24 | DEC 25 |
| Fiscal year: | 2021 | 2022 | 2023 | 2024 | 2025 |
| Period length: | 12 months | 12 months | 12 months | 12 months | 12 months |
Announcements
Announcements are available for ASX-listed companies only.
Chubb delivered a strong March quarter result this morning, reinforcing why we continue to like the stock. Core operating earnings came in ~3% ahead of expectations, while net premiums written rose 10.7% to $US14.0bn. Investment income was also a standout, highlighting the benefit of Chubb’s scale, balance sheet strength and disciplined portfolio construction.
CB is one of the world’s largest listed insurance groups, headquartered in Switzerland with global operations across property & casualty, accident & health and life insurance. It serves both commercial and consumer clients across more than 50 countries, with a strong skew to higher-quality commercial and specialty lines. With a market cap of the $US127bn, Chubb is ~6 times larger than QBE.
We are making several changes to the International Equities Portfolio
MM remains long & bullish Chubb in the International Equities Portfolio
MM is bullish CB US ~$US320
MM is buying CB US in the International Equities Growth Portfolio, targeting a 4% weighting around $330
ACE acquired Chubb in 2016 and assumed the Chubb name. The combination made the new Chubb one of the largest domestic property and casualty insurers, with operations in over 50 countries spanning commercial and personal P&C insurance, reinsurance, and life insurance.
Forgot password? Request a One Time Password or reset your password
One Time Password
Check your email for an email from [email protected]
Subject: Your OTP for Account Access
This email will have a code you can use as your One Time Password for instant access
A link to create a new password will be sent to the email address you have registered to your account.
Hi, this is only available to members. Join today and access the latest views on the latest developments from a professional money manager.
Our Smart Phone App will give you access to much of our content and notifications. Download for free today.
Hi, this is only available to members. Join today and access the latest views on the latest developments from a professional money manager.
JOIN NOW
Something went wrong. Please try again in a moment.
