SWX/APO (SWX/APO)

SIX Swiss Exchange: SWX/APO · CHF

CHF 99.7

+2.95 (+3.0%)· Recorded snapshot

Market cap	57.8B
Revenue (ttm)	28.8B
Net income (ttm)	1.5B
EPS (ttm)	CHF 2.30
P/E (trailing)	43.4x
P/E (forward)	11.7x
Dividend	CHF 1.70 (1.70%)

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 28.8B
Net income (ttm): 1.5B
EPS (ttm): CHF 2.30
P/E (trailing): 43.4x
P/E (forward): 11.7x
Market cap: 57.8B

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-11-03 14:30 UTC

Forward P/E11.7

P25 n/aP50 n/aP75 n/a

Trailing P/E43.4

P25 n/aP50 n/aP75 n/a

ROE11.4

P25 n/aP50 n/aP75 n/a

ROIC5.5

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All SWX/APO indicators

Market & fundamental data

Available fields

189

Groups with data

Currency

USD

Showing 189 of 189 available metrics for this ticker.

Profile and market data

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

Metric	Value
Amount currency	CHF
Country	United States
Country code	CH
Earnings date	2026-11-03
Employees	6,140
Employees change	1,032
Employees growth	20.2%
Exchange	SIX Swiss Exchange
Financial currency	USD
Financial report date	2026-06-30
First seen	2026-10-10
Fiscal year end	December
Founded	1990
Industry	Asset Management
Is primary listing	No
ISIN number	US03769M1062
Last earnings date	2026-11-03
Last refreshed	2026-11-03
Market cap	CHF 57.8B
Next earnings date	2026-11-03
Price	CHF 99.74
Price currency	CHF
Sector	Financials
SIC code	6282
Stock price date	2026-11-02
Symbol	swx/APO
Website	https://www.apollo.com/institutional/homepage

Valuation

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

Metric	Value
Average P/E ratio (10Y)	22.14x
Average P/E ratio (3Y)	21.99x
Average P/E ratio (5Y)	22.61x
Earnings yield	2.3%
FCF yield	13.41%
Forward P/E	11.74x
Graham number	56.80154
Graham upside	-41.31%
Industry forward P/E	14.04x
Industry P/E	15.01x
Lynch fair value	CHF 12.77
Lynch upside	-86.8%
P/(FCF - SBC) ratio	8.29x
P/(OCF - SBC) ratio	8.29x
P/B ratio	1.72x
P/E ratio	43.41x
P/FCF ratio	7.46x
P/OCF ratio	7.46x
P/S ratio	2.01x
Price / tangible book value	5.22x
Sector forward P/E	13.48x
Sector P/E	9.41x

Profitability

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

Metric	Value
Effective tax rate	42.05%
FCF margin	26.61%
Gross margin	36.14%
Operating margin	21.9%
Pretax margin	20.84%
Profit margin	5.27%
Profit per employee	CHF 248,453
Profitable quarters	1
Profitable years	3
Revenue per employee	CHF 4.7M
ROA	0.94%
ROA (5Y)	3.75%
ROE	11.41%
ROE (5Y)	18.1%
ROIC	5.55%
ROIC (5Y)	4.18%
SBC / revenue	2.67%
Tax / revenue	8.76%

Growth

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

Metric	Value
EPS growth	-47.71%
EPS growth (Q)	63.71%
EPS growth 10Y	11.31%
EPS growth 3Y	0.58%
EPS growth 5Y	-19.83%
EPS growth quarters	1
EPS growth years	0
FCF growth	129.7%
FCF growth (Q)	128.29%
FCF growth (QoQ)	77.84%
FCF growth 3Y	3.96%
Net income growth	-44.35%
Net income growth (Q)	116.03%
Net income growth 3Y	5.47%
Net income growth 5Y	-0.6%
Net income growth quarters	1
Net income growth years	0
OCF growth	129.7%
OCF growth (Q)	128.29%
OCF growth (QoQ)	77.84%
OCF growth 10Y	32.35%
OCF growth 3Y	3.96%
Operating income growth	21.19%
Operating income growth (Q)	138.84%
Operating income growth 3Y	42.12%
Operating income growth 5Y	20.72%
Revenue growth	41.4%
Revenue growth (Q)	63.83%
Revenue growth (QoQ)	122.1%
Revenue growth 10Y	41.13%
Revenue growth 3Y	10.06%
Revenue growth 5Y	43.49%
Revenue growth quarters	1
Revenue growth years	1

Financial statements

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

Metric	Value
EPS	CHF 2.30
Financing cash flow	CHF 44.7B
Free cash flow	CHF 7.7B
Free cash flow minus SBC	CHF 7B
Gross profit	CHF 10.4B
Income taxes	CHF 2.5B
Investing cash flow	CHF -41.5B
Net borrowing	CHF 1.8B
Net cash flow	CHF 10.9B
Net income	CHF 1.5B
Operating cash flow minus SBC	CHF 7B
Operating income	CHF 6.3B
Revenue	CHF 28.8B
Stock-based compensation	CHF 769.2M

Financial strength

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

Metric	Value
Book value per share	CHF 27.51
Debt / equity	1.01
Debt / FCF	4.37
Goodwill	CHF 4.8B
Net cash (debt)	CHF 4.6B
Net cash / market cap	8.01%
Net debt / equity	-0.14
Net debt / FCF	-0.6
Piotroski F-Score	6
Shareholders' equity	CHF 33.5B
Tangible book value	CHF 11.1B
Tangible book value per share	CHF 19.21
Total assets	CHF 399.2B
Total cash	CHF 38.5B
Total debt	CHF 33.8B
Total liabilities	CHF 365.7B

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.08
Current ratio	1.95
Quick ratio	1.9
Working capital	CHF 24B
Working capital turnover	1.25

Dividends and buybacks

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

Metric	Value
Buyback yield / dilution	0.48%
Dividend growth	0%
Dividend growth years	0
Dividend payment date	2026-08-31
Dividend payment years	2
Dividend payout frequency	Quarterly
Dividend per share	CHF 1.70
Dividend yield	1.7%
Ex-dividend date	2026-08-19
Last dividend	CHF 0.46
Payout ratio	72.96%
Shareholder yield	2.23%

Performance and technicals

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

Metric	Value
150-day SMA	CHF 100.35
1D price change	3.05%
1M price change	-2.59%
1M total return	-2.59%
1W price change	4.14%
1W total return	4.14%
20-day SMA	CHF 95.12
3M price change	-2.65%
3M total return	-2.23%
50-day SMA	CHF 100.68
52-week high	CHF 114.78
52-week high date	2026-08-14
52-week low	CHF 80.34
52-week low date	2026-03-13
6M price change	-1.19%
6M total return	-0.36%
All-time high	CHF 114.78
All-time high date	2026-08-14
All-time low	CHF 80.34
All-time low date	2026-03-12
Average true range (ATR)	CHF 0.84
Average volume	0
Change from 52-week high	-13.1%
Change from 52-week low	24.15%
Change from all-time high	-15.67%
Change from all-time low	20.48%
Monthly RSI	0
Previous close	CHF 96.79
Price vs 150-day SMA	-3.55%
Price vs 20-day SMA	1.76%
Price vs 50-day SMA	-3.86%
RSI	50.58
Sharpe ratio	-0.13
Sortino ratio	0
Weekly RSI	45.39

Ownership and float

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

Metric	Value
Float	465M
Shares change (QoQ)	2.59%
Shares change (YoY)	-0.48%
Shares held by insiders	19.83%
Shares held by institutions	72.69%
Short ratio	7.1 days

Deeper analysis on SWX/APO

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.

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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.

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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.

→

Frequently asked questions

About this SWX/APO report

Is a complete SWX/APO research report available?

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

SWX/APO (SWX/APO)

Price

Financial snapshot

Fair-value bridge

Latest news · SWX/APO

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All SWX/APO 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 SWX/APO

Frequently asked questions