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

SWX/BEKN stock hub

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

Browse stocks

SWX/BEKNis not in this month’s coverageGet our monthly research letter — no spam

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

3.6B

SIX Swiss Exchange

Market data

Live price

Current market quote for this ticker.

Current price

SWX/BEKN

In the news

Latest news · SWX/BEKN

Recent company headlines from major financial publishers.

—

Fetching the latest headlines.

—

Fetching the latest headlines.

—

Fetching the latest headlines.

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/E21.2

P25 13.8P50 16.8P75 21

ROE5.8

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/BEKN 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

183

Groups with data

Currency

CHF

Showing 183 of 183 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	1,058
Employees Change	49%
Employees Change Percent	4.86
Exchange	SIX Swiss Exchange
Financial currency	CHF
First seen	2026-05-10
Industry	Banks - Regional
Isin	CH0009691608
Last refreshed	2026-05-10
Market cap	CHF 3.6B
Price	CHF 390
Price currency	CHF
Rev Per Employee	517,293.95x
Sector	Financials
Sic	6020
Symbol	swx/BEKN
Website	https://www.bekb.ch

Valuation

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

Metric	Value
Earnings Yield	4.86%
FCF yield	-37.5%
P/B ratio	1.17x
P/E ratio	21.2x
P/S ratio	6.6x
PE Ratio10 Y	12.83x
PE Ratio3 Y	13.12x
PE Ratio5 Y	12.94x

Profitability

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

Metric	Value
Gross Profit	CHF 547.3M
Net Income	CHF 175.4M
Net Income Growth	-2.94%
Net Income Growth Q	-6.03%
Net Income Growth Years	0%
Net Income Growth3 Y	0.15%
Net Income Growth5 Y	0.72%
Pretax Margin	39.86%
Profit Margin	32.04%
Profit Per Employee	CHF 165,742
Profitable Years	19
ROA	0.42
Roa5y	0.42
ROE	5.77
Roe5y	5.94

Growth

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

Metric	Value
Cagr10y	11.31%
Cagr15y	6.78%
Cagr1y	60.53%
Cagr20y	6.77%
Cagr3y	22.55%
Cagr5y	17.38%
Div CAGR10	6.05%
Div CAGR3	4%
Div CAGR5	4.18%
EPS Growth	-3.16
EPS Growth Years	0
Revenue Growth	-1.06x
Revenue Growth Q	-2.84x
Revenue Growth Quarters	2x
Revenue Growth Years	0x
Revenue Growth3 Y	0.47x
Revenue Growth5 Y	0.81x

Financial strength

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

Metric	Value
Assets	CHF 43B
Cash	CHF 7.6B
Debt	CHF 11.4B
Debt FCF	CHF -8.41
Equity	CHF 3.1B
Liabilities	CHF 39.9B
Net Cash	CHF -3.8B
Net Cash By Market Cap	CHF -106
Net Debt Equity	CHF 1.24
Tangible Book Value	CHF 3.1B
Tangible Book Value Per Share	CHF 330
WACC	1.04

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Working Capital	CHF -23.4B

Dividends and buybacks

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

Metric	Value
Buyback Yield	-0.12%
Dividend Growth	3.85%
Dividend Growth Years	11%
Dividend per share	CHF 10.8
Dividend Years	26
Dividend Yield	2.77%
Ex Div Date	2026-05-15
Last Dividend	CHF 10.8
Payout Frequency	Annual
Payout Ratio	55.28%

Performance and technicals

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

Metric	Value
10Y total return	192.03%
1Y total return	60.48%
200-day SMA	310.2
3Y total return	84.09%
50-day SMA	396.3
50-day SMA vs 200-day SMA	50over200
5Y total return	122.78%
All Time High	430
All Time High Change	-9.3%
All Time High Date	2026-04-14
All Time Low	49.43
All Time Low Change	689.07%
All Time Low Date	1999-06-03
ATR	9.41
Beta	0.01
Beta1y	-0.07
Beta2y	0.1
Ch YTD	26.01
High	391
High52	430
High52 Date	2026-04-14
High52ch	-9.3%
Low	385.5
Low52	241.5
Low52 Date	2025-05-19
Low52ch	61.49%
Ma50ch	-1.6%
Price vs 200-day SMA	25.73%
RSI	42.49
RSI Monthly	82.2
RSI Weekly	68.36
Sharpe ratio	2.91x
Sortino ratio	5.12
Total Return	2.65%
Tr YTD	26.01
Tr15y	167.55%
Tr1m	-4.88%
Tr1w	-2.74%
Tr3m	16.42%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Operating Income	CHF 219.3M
Operating margin	40.06

Ownership and float

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

Metric	Value
Float	4,490,168%
Net Borrowing	1,385,142,000
Shares Institutions	5.65%
Shares Out	9,256,568
Shares Yo Y	0.12%

Other indicators

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

Metric	Value
Adjusted FCF	CHF -1.4B
Average Volume	8,059.8x
Bv Per Share	333
CAPEX	CHF -37.2M
Ch10y	99.8
Ch15y	59.51
Ch1m	-4.88
Ch1w	-2.74
Ch1y	53.85
Ch20y	84.83
Ch3m	16.42
Ch3y	62.5
Ch5y	80.97
Ch6m	45.52
Change	-0.26%
Change From Open	0
Close	391
Days Gap	-0.26
Dollar Volume	2,289,300
Earnings Date	2026-05-13
EPS	CHF 18.4
F Score	2
FCF	CHF -1.4B
FCF Per Share	CHF -146
Financing CF	2,662,685,000
Fiscal Year End	December
Founded	1,834
Graham Number	371.27946
Graham Upside	-4.8
Income Tax	CHF 42.8M
Investing CF	-424,497,000
Is Primary Listing	1
Last Earnings Date	2025-11-13
Last Report Date	2025-12-31
Lynch Fair Value	CHF 92
Lynch Upside	-76.41
Ma150	328.2
Ma150ch	18.85%
Ma20	403.9
Ma20ch	-3.43%
Net CF	921,568,000
Next Earnings Date	2026-05-13
Open	390
Payment Date	2026-05-19
Position In Range	81.82
Ppne	192,397,000
Price Date	2026-05-08
Ptbv Ratio	1.18
Relative Volume	0.73x
Revenue	547,297,000x
Tax By Revenue	7.82x
Tax Rate	19.62%
Tr20y	270.43%
Tr6m	45.52%
Volume	5,870

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/BEKN dividend yield, growth & safety

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

Dividend yield

+2.8%

$10.8 annual per share

Payout ratio

+55.3%

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

5Y dividend CAGR

+4.2%

11 consecutive years of growth

Total shareholder yield

+2.6%

Next ex-dividend date: 2026-05-15

Performance

SWX/BEKN stock returns vs the market

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

Ownership

Who owns SWX/BEKN?

Insider, institutional, and short-interest positioning.

Institutional ownership

+5.6%

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

+0.1%

Negative means the company is buying back shares.

Technical

SWX/BEKN momentum and risk profile

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

RSI (14)

42.5

Neutral momentum band

Price vs 200-day MA

+25.7%

50/200-day relationship not available

Beta (5Y)

0.01

Less volatile than the market

Sharpe ratio

2.91

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

Questions

About SWX/BEKN

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

What is the current swx/BEKN stock rating?

swx/BEKN 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/BEKN analysis?

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

The latest report frames swx/BEKN 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/BEKN 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.