Financials / Banks - RegionalUpdated 2026-05-10 22:07 UTC

SWX/ZUGER stock hub

SWX/ZUGER 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

3.2B

SIX Swiss Exchange

Market data

Live price

Current market quote for this ticker.

Current price

SWX/ZUGER

In the news

Latest news · SWX/ZUGER

Recent company headlines from major financial publishers.

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Fetching the latest headlines.

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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/En/a

P25 12P50 14.9P75 17.6

Trailing P/E24.1

P25 13.8P50 16.8P75 21

ROE8.3

P25 5.1P50 7.5P75 13.7

ROICn/a

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/ZUGER 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

186

Groups with data

Currency

CHF

Showing 186 of 186 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	521
Employees Change	17%
Employees Change Percent	3.37
Exchange	SIX Swiss Exchange
Financial currency	CHF
First seen	2026-05-10
Industry	Banks - Regional
Isin	CH0493891243
Last refreshed	2026-05-10
Market cap	CHF 3.2B
Price	CHF 11,000
Price currency	CHF
Rev Per Employee	630,556.62x
Sector	Financials
Sic	6020
Symbol	swx/ZUGER
Website	https://www.zugerkb.ch

Valuation

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

Metric	Value
Earnings Yield	4.14%
FCF yield	15.23%
P/B ratio	1.96x
P/E ratio	24.14x
P/S ratio	9.63x
PE Ratio10 Y	21.41x
PE Ratio3 Y	19.26x
PE Ratio5 Y	19.07x

Profitability

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

Metric	Value
FCF margin	146.67%
Gross Profit	CHF 328.5M
Net Income	CHF 131.1M
Net Income Growth	7.14%
Net Income Growth Q	-3.59%
Net Income Growth Years	1%
Net Income Growth3 Y	2.4%
Net Income Growth5 Y	4.03%
Pretax Margin	46.28%
Profit Margin	39.91%
Profit Per Employee	CHF 251,647
Profitable Years	21
ROA	0.69
Roa5y	0.59
ROE	8.27
Roe5y	7.44

Growth

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

Metric	Value
Cagr10y	11.71%
Cagr15y	7.9%
Cagr1y	28.84%
Cagr20y	8.77%
Cagr3y	14.61%
Cagr5y	12.7%
Div CAGR10	2.77%
Div CAGR3	1.49%
Div CAGR5	0.89%
EPS Growth	7.23
EPS Growth Years	1
Revenue Growth	4.26x
Revenue Growth Q	-0.28x
Revenue Growth Quarters	2x
Revenue Growth Years	0x
Revenue Growth3 Y	2.27x
Revenue Growth5 Y	3.28x

Financial strength

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

Metric	Value
Assets	CHF 19.3B
Cash	CHF 3B
Debt	CHF 4.5B
Debt FCF	CHF 9.34
Equity	CHF 1.6B
Liabilities	CHF 17.6B
Net Cash	CHF -1.5B
Net Cash By Market Cap	CHF -45.98
Net Debt Equity	CHF 0.9
Net Debt FCF	CHF 3.02
Tangible Book Value	CHF 1.6B
Tangible Book Value Per Share	CHF 5,563
WACC	1.85

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Working Capital	CHF -10.1B

Dividends and buybacks

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

Metric	Value
Buyback Yield	0%
Dividend Growth	4.55%
Dividend Growth Years	0%
Dividend per share	CHF 230
Dividend Years	35
Dividend Yield	2.09%
Ex Div Date	2026-05-12
Last Dividend	CHF 230
Payout Frequency	Annual
Payout Ratio	49.06%

Performance and technicals

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

Metric	Value
10Y total return	202.57%
1Y total return	28.82%
200-day SMA	9,335.3
3Y total return	50.54%
50-day SMA	10,598
50-day SMA vs 200-day SMA	50over200
5Y total return	81.77%
All Time High	11,700
All Time High Change	-5.98%
All Time High Date	2026-04-24
All Time Low	268.8
All Time Low Change	3,991.87%
All Time Low Date	1992-08-12
ATR	256.4
Beta	0.04
Beta1y	-0.04
Beta2y	0.05
Ch YTD	24.43
High	11,150
High52	11,700
High52 Date	2026-04-27
High52ch	-5.98%
Low	10,900
Low52	8,480
Low52 Date	2025-07-29
Low52ch	29.72%
Ma50ch	3.79%
Price vs 200-day SMA	17.83%
RSI	48.24
RSI Monthly	75.56
RSI Weekly	71.43
Sharpe ratio	2.05x
Sortino ratio	3.76
Total Return	2.09%
Tr YTD	24.43
Tr15y	212.76%
Tr1m	6.8%
Tr1w	-3.51%
Tr3m	14.58%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Operating Income	CHF 151.7M
Operating margin	46.16

Ownership and float

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

Metric	Value
Net Borrowing	193,847,000
Shares Institutions	2.89%
Shares Out	287,591
Shares Yo Y	-0%

Other indicators

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

Metric	Value
Adjusted FCF	CHF 481.8M
Average Volume	82.3x
Bv Per Share	5,626.4
CAPEX	CHF -15.7M
Ch10y	129.1
Ch15y	97.84
Ch1m	6.8
Ch1w	-3.51
Ch1y	25.57
Ch20y	184.2
Ch3m	14.58
Ch3y	38.89
Ch5y	57.59
Ch6m	24.43
Change	-1.79%
Change From Open	-0.9
Close	11,200
Days Gap	-0.89
Dollar Volume	935,000
Earnings Date	2026-04-28
EPS	CHF 456
F Score	4
FCF	CHF 481.8M
FCF Per Share	CHF 1,675
Financing CF	95,194,000
Fiscal Year End	December
Founded	1,892
Goodwill	18,319,000
Graham Number	7595.42854
Graham Upside	-30.95
Income Tax	CHF 20.9M
Investing CF	-22,331,000
Is Primary Listing	1
Last Earnings Date	2026-02-06
Last Report Date	2025-12-31
Lynch Fair Value	CHF 2,279
Lynch Upside	-79.29
Ma150	9,553.1
Ma150ch	15.15%
Ma20	11,235
Ma20ch	-2.09%
Net CF	570,438,000
Open	11,100
P FCF Ratio	6.57
P OCF Ratio	6.36
Payment Date	2026-05-15
Position In Range	40
Ppne	114,305,000
Price Date	2026-05-08
Ptbv Ratio	1.98
Relative Volume	1.06x
Revenue	328,520,000x
Tax By Revenue	6.37x
Tax Rate	13.76%
Tr20y	436.74%
Tr6m	24.43%
Volume	85

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/ZUGER dividend yield, growth & safety

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

Dividend yield

+2.1%

$230 annual per share

Payout ratio

+49.1%

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

5Y dividend CAGR

+0.9%

0 consecutive years of growth

Total shareholder yield

+2.1%

Next ex-dividend date: 2026-05-12

Performance

SWX/ZUGER stock returns vs the market

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

Ownership

Who owns SWX/ZUGER?

Insider, institutional, and short-interest positioning.

Institutional ownership

+2.9%

Share of float held by funds and institutions

Insider ownership

n/a

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/ZUGER momentum and risk profile

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

RSI (14)

48.2

Neutral momentum band

Price vs 200-day MA

+17.8%

50/200-day relationship not available

Beta (5Y)

0.04

Less volatile than the market

Sharpe ratio

2.05

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

Questions

About SWX/ZUGER

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

What is the current swx/ZUGER stock rating?

swx/ZUGER 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/ZUGER analysis?

The full report lives at /stocks/swx/ZUGER/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/ZUGER?

The latest report frames swx/ZUGER 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/ZUGER 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.