Financials / Asset ManagementUpdated 2026-05-10 22:07 UTC

SWX/VZN stock hub

SWX/VZN 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

5.9B

SIX Swiss Exchange

Market data

Live price

Current market quote for this ticker.

Current price

SWX/VZN

In the news

Latest news · SWX/VZN

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/E22.5

P25 12P50 14.9P75 17.6

Trailing P/E25.1

P25 13.8P50 16.8P75 21

ROE21.1

P25 5.1P50 7.5P75 13.7

ROIC9.5

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/VZN 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

241

Groups with data

Currency

CHF

Showing 241 of 241 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	1,716.9
Employees Change	149%
Employees Change Percent	9.5
Enterprise value	CHF 4.5B
Exchange	SIX Swiss Exchange
Financial currency	CHF
First seen	2026-05-10
Industry	Asset Management
Isin	CH0528751586
Last refreshed	2026-05-10
Market cap	CHF 5.9B
Price	CHF 150
Price currency	CHF
Rev Per Employee	364,787.42x
Sector	Financials
Sic	6282
Symbol	swx/VZN
Website	https://www.vermoegenszentrum.ch/en

Valuation

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

Metric	Value
Earnings Yield	4%
EV Earnings	19.23x
EV/EBIT	15.94x
EV/EBITDA	14.97x
EV/FCF	22.59x
EV/Sales	7.23x
FCF yield	3.4%
Forward P/E	22.52x
P/B ratio	4.98x
P/E ratio	25.14x
P/S ratio	9.41x
PE Ratio10 Y	23.57x
PE Ratio3 Y	27.47x
PE Ratio5 Y	25.17x
PEG ratio	2.75x

Profitability

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

Metric	Value
EBIT Margin	45.25%
EBITDA Margin	46.75%
FCF margin	32.03%
Gross margin	64.55%
Gross Profit	CHF 404.3M
Gross Profit Growth	1.67%
Gross Profit Growth Q	3.32%
Gross Profit Growth3 Y	2.63%
Gross Profit Growth5 Y	6.96%
Net Income	CHF 235.6M
Net Income Growth	7.96%
Net Income Growth Q	7.03%
Net Income Growth Quarters	9%
Net Income Growth Years	9%
Net Income Growth3 Y	5.14%
Net Income Growth5 Y	7.94%
Pretax Margin	43.61%
Profit Margin	37.62%
Profit Per Employee	CHF 137,217
Profitable Years	20
ROA	2.25
Roa5y	2.22
ROCE	14.71
ROE	21.07
Roe5y	21.5
ROIC	9.52

Growth

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

Metric	Value
Cagr10y	12.7%
Cagr15y	14.58%
Cagr1y	-13.2%
Cagr3y	25.26%
Cagr5y	16.29%
Div CAGR10	13.38%
Div CAGR3	19.24%
Div CAGR5	19.12%
EPS Growth	7.79
EPS Growth Q	6.83
EPS Growth Quarters	7
EPS Growth Years	9
EPS Growth3 Y	5.07
EPS Growth5 Y	7.73
FCF Growth	-16.16%
FCF Growth3 Y	-1.38%
OCF Growth	-15.42%
OCF Growth10 Y	-10.03%
OCF Growth3 Y	-0.12%
Revenue Growth	6.04x
Revenue Growth Q	7.08x
Revenue Growth Quarters	38x
Revenue Growth Years	19x
Revenue Growth3 Y	3.75x
Revenue Growth5 Y	6.55x

Financial strength

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

Metric	Value
Asset Turnover	CHF 0.08
Assets	CHF 8.3B
Cash	CHF 2.1B
Current Assets	CHF 2.3B
Current Liabilities	CHF 6.3B
Debt	CHF 720.3M
Debt EBITDA	CHF 2.39
Debt Equity	CHF 0.61
Debt FCF	CHF 3.59
Equity	CHF 1.2B
Interest Coverage	25.62
Liabilities	CHF 7.1B
Long Term Assets	CHF 6B
Long Term Liabilities	CHF 744.1M
Net Cash	CHF 1.4B
Net Cash By Market Cap	CHF 23.21
Net Cash Growth	7.08%
Net Debt EBITDA	CHF -4.67
Net Debt Equity	CHF -1.16
Net Debt FCF	CHF -6.82
Tangible Book Value	CHF 1.1B
Tangible Book Value Per Share	CHF 28.87
WACC	6.66

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	0.36
Net Working Capital	CHF -6.1B
Quick ratio	0.35
Working Capital	CHF -4.1B
Working Capital Turnover	CHF -0.17

Dividends and buybacks

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

Metric	Value
Buyback Yield	-0.1%
Dividend Growth	8.06%
Dividend Growth Years	8%
Dividend per share	CHF 2.95
Dividend Years	19
Dividend Yield	1.97%
Ex Div Date	2026-03-31
Last Dividend	CHF 2.95
Payout Frequency	Annual
Payout Ratio	0.37%

Performance and technicals

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

Metric	Value
10Y total return	230.48%
1Y total return	-13.2%
200-day SMA	157.5
3Y total return	96.56%
50-day SMA	151.1
50-day SMA vs 200-day SMA	50under200
5Y total return	112.69%
All Time High	183.4
All Time High Change	-18.43%
All Time High Date	2025-07-21
All Time Low	4.82
All Time Low Change	3,003.73%
All Time Low Date	2009-03-03
ATR	3.29
Beta	0.56
Beta1y	0.16
Beta2y	0.58
Ch YTD	0.13
High	150.4
High52	183.4
High52 Date	2025-07-21
High52ch	-18.43%
Low	148.6
Low52	139.4
Low52 Date	2026-03-02
Low52ch	7.32%
Ma50ch	-1.02%
Price vs 200-day SMA	-5.03%
RSI	45.11
RSI Monthly	54.5
RSI Weekly	46.47
Sharpe ratio	-0.76x
Sortino ratio	-0.78
Total Return	1.88%
Tr YTD	2.14
Tr15y	670.09%
Tr1m	-2.35%
Tr1w	-0.66%
Tr3m	2.42%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Operating Income	CHF 283.4M
Operating Income Growth	-0.77
Operating Income Growth Q	-1.51
Operating Income Growth3 Y	1.4
Operating Income Growth5 Y	7.24
Operating margin	45.25

Ownership and float

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

Metric	Value
Float	14,933,814%
Net Borrowing	4,843,000
Shares Institutions	10.26%
Shares Out	39,386,880
Shares Qo Q	0.24%
Shares Yo Y	0.1%

Other indicators

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

Metric	Value
Adjusted FCF	CHF 198.2M
Average Volume	26,907.05x
Bv Per Share	29.86
CAPEX	CHF -14.4M
Ch10y	175
Ch15y	480.7
Ch1m	-2.35
Ch1w	-0.66
Ch1y	-14.9
Ch3m	0.4
Ch3y	85.38
Ch5y	92.29
Ch6m	-0.53
Change	-0.4%
Change From Open	0
Close	150.2
Days Gap	-0.4
Depreciation Amortization	9,349,000
Dollar Volume	5,169,876.8
Earnings Date	2026-08-14
EBIT	CHF 283.4M
EBITDA	CHF 292.8M
EPS	CHF 5.95
F Score	3
FCF	CHF 200.6M
FCF EV Yield	4.43x
FCF Per Share	CHF 5.09
Financing CF	-114,841,000
Fiscal Year End	December
Founded	1,992
Goodwill	16,191,000
Graham Number	63.22234
Graham Upside	-57.74
Income Tax	CHF 36.7M
Investing CF	-128,490,000
Is Primary Listing	1
Last Earnings Date	2026-02-27
Last Report Date	2025-12-31
Last Split Date	2020-04-21
Last Split Type	Forward
Lynch Fair Value	CHF 47.22
Lynch Upside	-68.44
Ma150	152.2
Ma150ch	-1.69%
Ma20	153.4
Ma20ch	-2.47%
Net CF	-29,846,000
Next Earnings Date	2026-08-14
Open	149.6
P FCF Ratio	29.37
P OCF Ratio	27.4
Payment Date	2026-04-02
Position In Range	55.56
Ppne	187,213,000
Price Date	2026-05-08
Price EBITDA	CHF 20.12
Ptbv Ratio	5.18
Relative Volume	1.36x
Revenue	626,340,000x
SBC By Revenue	0.39x
Share Based Comp	2,435,000
Tax By Revenue	5.86x
Tax Rate	13.43%
Tr6m	1.46%
Volume	34,558
Z Score	0.35

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/VZN dividend yield, growth & safety

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

Dividend yield

+2.0%

$2.95 annual per share

Payout ratio

+0.4%

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

5Y dividend CAGR

+19.1%

8 consecutive years of growth

Total shareholder yield

+1.9%

Next ex-dividend date: 2026-03-31

Performance

SWX/VZN stock returns vs the market

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

Ownership

Who owns SWX/VZN?

Insider, institutional, and short-interest positioning.

Institutional ownership

+10.3%

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/VZN momentum and risk profile

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

RSI (14)

45.1

Neutral momentum band

Price vs 200-day MA

-5.0%

50/200-day relationship not available

Beta (5Y)

0.56

Less volatile than the market

Sharpe ratio

-0.76

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

Questions

About SWX/VZN

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

What is the current swx/VZN stock rating?

swx/VZN 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/VZN analysis?

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

The latest report frames swx/VZN 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/VZN 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.