Financials / Insurance - DiversifiedUpdated 2026-05-10 22:07 UTC

SWX/HBAN stock hub

SWX/HBAN has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

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Fair value midpoint

n/a

Fair value pending

Upside to midpoint

n/a

Based on latest report

Confidence

n/a

Data quality and model convergence

Market cap

20.8B

SIX Swiss Exchange

Market data

Live price

Current market quote for this ticker.

Current price

SWX/HBAN

In the news

Latest news · SWX/HBAN

Recent company headlines from major financial publishers.

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Fetching the latest headlines.

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Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E18.5

P25 12P50 14.9P75 17.6

Trailing P/E20.3

P25 13.8P50 16.8P75 21

ROE6.3

P25 5.1P50 7.5P75 13.7

ROIC3.3

P25 3.3P50 7.6P75 14.9

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All SWX/HBAN market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

229

Groups with data

Currency

CHF

Showing 229 of 229 available metrics for this ticker.

Profile and market data

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

Metric	Value
Country	Switzerland
Country code	CH
Employees	22,896
Employees Change	8,138.5%
Employees Change Percent	55.15
Enterprise value	CHF 32.1B
Exchange	SIX Swiss Exchange
Financial currency	CHF
First seen	2026-05-10
Industry	Insurance - Diversified
Isin	CH0466642201
Last refreshed	2026-05-10
Market cap	CHF 20.8B
Price	CHF 210
Price currency	CHF
Rev Per Employee	450,781.8x
Sector	Financials
Sic	6331
Symbol	swx/HBAN
Website	https://www.helvetia-baloise.com

Valuation

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

Metric	Value
Earnings Yield	2.63%
EV Earnings	58.77x
EV/EBIT	26.83x
EV/EBITDA	24.14x
EV/FCF	43.27x
EV/Sales	3.11x
FCF yield	3.57%
Forward P/E	18.47x
P/B ratio	1.51x
P/E ratio	20.31x
P/S ratio	2.01x
PE Ratio10 Y	17.41x
PE Ratio3 Y	21.91x
PE Ratio5 Y	21.85x

Profitability

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

Metric	Value
EBIT Margin	11.58%
EBITDA Margin	12.67%
FCF margin	7.18%
Gross margin	24.39%
Gross Profit	CHF 2.5B
Net Income	CHF 545.8M
Net Income Growth	14.63%
Net Income Growth Q	2.68%
Net Income Growth Years	1%
Net Income Growth3 Y	25.61%
Net Income Growth5 Y	2.16%
Pretax Margin	6.97%
Profit Margin	5.35%
Profit Per Employee	CHF 23,839
Profitable Years	22
ROA	0.72
Roa5y	0.58
ROCE	0.92
ROE	6.31
Roe5y	8.18
ROIC	3.31
Roic5y	5.66

Growth

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

Metric	Value
Cagr10y	11.72%
Cagr15y	11.12%
Cagr1y	11.14%
Cagr20y	10.01%
Cagr3y	21.7%
Cagr5y	18.78%
Div CAGR10	7.32%
Div CAGR3	9.28%
Div CAGR5	9.02%
EPS Growth	14.82
EPS Growth Q	2.49
EPS Growth Years	1
EPS Growth3 Y	25.86
EPS Growth5 Y	2.15
FCF Growth Q	36.21%
FCF Growth3 Y	35.41%
FCF Growth5 Y	20.43%
OCF Growth	1,743.36%
OCF Growth Q	34.67%
OCF Growth10 Y	6.31%
OCF Growth3 Y	25.63%
OCF Growth5 Y	17.05%
Revenue Growth	9.69x
Revenue Growth Q	17.87x
Revenue Growth Years	1x
Revenue Growth3 Y	3.33x
Revenue Growth5 Y	3.25x

Financial strength

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

Metric	Value
Asset Turnover	CHF 0.1
Assets	CHF 146.5B
Cash	CHF 44.3B
Debt	CHF 15.1B
Debt EBITDA	CHF 11.36
Debt Equity	CHF 1.1
Debt FCF	CHF 20.36
Equity	CHF 13.8B
Interest Coverage	15.27
Liabilities	CHF 132.7B
Net Cash	CHF -10.6B
Net Cash By Market Cap	CHF -50.86
Net Debt EBITDA	CHF 8.07
Net Debt Equity	CHF 0.77
Net Debt FCF	CHF 14.25
Tangible Book Value	CHF 4.8B
Tangible Book Value Per Share	CHF 48.21
WACC	3.67

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	2.98
Net Working Capital	CHF 28.1B
Quick ratio	2.72
Working Capital	CHF 32.5B

Dividends and buybacks

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

Metric	Value
Buyback Yield	0%
Dividend Growth	14.93%
Dividend Growth Years	4%
Dividend per share	CHF 7.7
Dividend Years	30
Dividend Yield	3.67%
Ex Div Date	2026-05-27
Last Dividend	CHF 7.7
Payout Frequency	Annual
Payout Ratio	67.86%

Performance and technicals

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

Metric	Value
10Y total return	202.78%
1Y total return	11.14%
200-day SMA	201.7
3Y total return	80.28%
50-day SMA	205.4
50-day SMA vs 200-day SMA	50over200
5Y total return	136.4%
All Time High	225
All Time High Change	-6.84%
All Time High Date	2026-04-21
All Time Low	8.24
All Time Low Change	2,444.92%
All Time Low Date	2002-10-07
ATR	3.92
Beta	0.33
Beta1y	0.48
Beta2y	0.49
Ch YTD	0.19
High	211.6
High52	225
High52 Date	2026-04-22
High52ch	-6.84%
Low	208.4
Low52	181.6
Low52 Date	2025-05-13
Low52ch	15.42%
Ma50ch	2.03%
Price vs 200-day SMA	3.9%
RSI	46.32
RSI Monthly	67.1
RSI Weekly	55.55
Sharpe ratio	0.55x
Sortino ratio	1.11
Total Return	3.67%
Tr YTD	0.19
Tr15y	386.57%
Tr1m	0.58%
Tr1w	0.67%
Tr3m	6.94%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Operating Income	CHF 1.2B
Operating margin	11.58

Ownership and float

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

Metric	Value
Float	80,937,481%
Net Borrowing	42,700,000
Shares Insiders	0.04%
Shares Institutions	14.84%
Shares Out	99,062,896
Shares Qo Q	-2.03%
Shares Yo Y	-0%

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Adjusted FCF	CHF 739.9M
Average Volume	161,601.45x
Bv Per Share	131.3
CAPEX	CHF -49.4M
Ch10y	103.3
Ch15y	160.1
Ch1m	0.58
Ch1w	0.67
Ch1y	11.14
Ch20y	193.8
Ch3m	6.94
Ch3y	65.17
Ch5y	97.55
Ch6m	3.56
Change	-1.04%
Change From Open	0.1
Close	211.8
Days Gap	-1.13
Dollar Volume	23,346,087.5
Earnings Date	2026-04-15
EBIT	CHF 1.2B
EBITDA	CHF 1.3B
EPS	CHF 10.32
F Score	4
FCF	CHF 741.4M
FCF EV Yield	2.31x
FCF Per Share	CHF 7.48
Financing CF	-295,400,000
Fiscal Year End	December
Founded	2,017
Goodwill	4,280,000,000
Graham Number	131.21221
Graham Upside	-37.4
Income Tax	CHF 144.3M
Investing CF	2,628,200,000
Is Primary Listing	1
Last Earnings Date	2026-04-15
Last Report Date	2025-12-31
Last Split Date	2019-05-13
Last Split Type	Forward
Lynch Fair Value	CHF 27.55
Lynch Upside	-86.86
Ma150	201.8
Ma150ch	3.87%
Ma20	215.8
Ma20ch	-2.88%
Net CF	3,106,800,000
Next Earnings Date	2026-09-17
Open	209.4
P FCF Ratio	28.01
P OCF Ratio	26.26
Payment Date	2026-05-29
Position In Range	37.5
Ppne	1,585,600,000
Price Date	2026-05-08
Price EBITDA	CHF 15.87
Ptbv Ratio	4.35
Relative Volume	0.7x
Revenue	10,321,100,000x
SBC By Revenue	0.01x
Share Based Comp	1,500,000
Tax By Revenue	1.4x
Tax Rate	20.07%
Tr20y	573.36%
Tr6m	3.56%
Volume	111,384

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

n/a

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

n/a

Business quality stays separate from stock attractiveness.

Forward P/E

n/a

Valuation uses the full report model stack, not a single multiple.

Next action

Research pending

Final action steps are kept in the recommendation tab.

Income

SWX/HBAN dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield

+3.7%

$7.70 annual per share

Payout ratio

+67.9%

Share of earnings returned as dividends. Below 60% is generally sustainable.

5Y dividend CAGR

+9.0%

4 consecutive years of growth

Total shareholder yield

+3.7%

Next ex-dividend date: 2026-05-27

Performance

SWX/HBAN stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns SWX/HBAN?

Insider, institutional, and short-interest positioning.

Institutional ownership

+14.8%

Share of float held by funds and institutions

Insider ownership

+0.0%

Stake held by company insiders. Higher generally signals alignment.

Short interest

n/a

Float sold short by bearish positioning

Y/Y dilution

-0.0%

Negative means the company is buying back shares.

Technical

SWX/HBAN momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

46.3

Neutral momentum band

Price vs 200-day MA

+3.9%

50/200-day relationship not available

Beta (5Y)

0.33

Less volatile than the market

Sharpe ratio

0.55

Risk-adjusted return — higher is better; >1.0 is solid.

Questions

About SWX/HBAN

Hub-level FAQ points readers to the deeper analysis pages.

What is the current swx/HBAN stock rating?

swx/HBAN is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full swx/HBAN analysis?

The full report lives at /stocks/swx/HBAN/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for swx/HBAN?

The latest report frames swx/HBAN around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the swx/HBAN page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.