SWX/ZUGN (SWX/ZUGN)

SIX Swiss Exchange: SWX/ZUGN · CHF

CHF 2,210

+0.00 (0.0%)· Recorded snapshot

Market cap	1.1B
Revenue (ttm)	91.3M
Net income (ttm)	64.1M
EPS (ttm)	CHF 126
Shares out	510K
P/E (trailing)	17.6x
P/E (forward)	23.0x
Dividend	CHF 49.0 (2.22%)
Volume	35
Beta	0.38

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 91.3M
Net income (ttm): 64.1M
EPS (ttm): CHF 126
P/E (trailing): 17.6x
P/E (forward): 23.0x
Market cap: 1.1B

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/E23

P25 n/aP50 n/aP75 n/a

Trailing P/E17.6

P25 n/aP50 n/aP75 n/a

ROE5.9

P25 n/aP50 n/aP75 n/a

ROIC2.8

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

S&P 500-2.1%

Nasdaq Composite-6.8%

Dow Jones Industrial Average+1.0%

Russell 2000-0.4%

All SWX/ZUGN indicators

Market & fundamental data

Available fields

231

Groups with data

Currency

CHF

Showing 231 of 231 available metrics for this ticker.

Profile and market data

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

Metric	Value
Amount currency	CHF
Country	Switzerland
Country code	CH
Earnings date	2027-02-18
Employees	124
Employees change	3
Employees growth	2.06%
Enterprise value	CHF 1.8B
Exchange	SIX Swiss Exchange
Financial currency	CHF
Financial report date	2026-06-30
First seen	2026-05-10
Fiscal year end	December
Founded	2012
Industry	Real Estate - Diversified
Is primary listing	Yes
ISIN number	CH0148052126
Last earnings date	2026-08-20
Last refreshed	2026-11-03
Market cap	CHF 1.1B
Next earnings date	2027-02-18
Price	CHF 2,210.00
Price currency	CHF
Sector	Real Estate
SIC code	6510
Stock price date	2026-11-03
Symbol	swx/ZUGN
Website	https://www.zugestates.ch

Valuation

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

Metric	Value
Average P/E ratio (10Y)	21.37x
Average P/E ratio (3Y)	19.86x
Average P/E ratio (5Y)	21.28x
Earnings yield	5.69%
EV/Earnings	28x
EV/EBIT	31.76x
EV/EBITDA	30.52x
EV/FCF	35.52x
EV/Sales	19.67x
FCF / EV yield	2.82%
FCF yield	4.48%
Forward P/E	23.01x
Graham number	2478.89036
Graham upside	12.17%
Industry forward P/E	24.87x
Industry P/E	17.39x
Lynch fair value	CHF 628.59
Lynch upside	-71.56%
P/B ratio	1.02x
P/E ratio	17.58x
P/FCF ratio	22.3x
P/OCF ratio	22.09x
P/S ratio	12.35x
Price / tangible book value	1.02x
Price/EBITDA ratio	19.16x
Sector forward P/E	23.14x
Sector P/E	16.27x

Profitability

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

Metric	Value
EBIT margin	61.94%
EBITDA margin	64.45%
Effective tax rate	12.16%
FCF margin	55.38%
Gross margin	87.86%
Operating margin	61.94%
Pretax margin	79.99%
Profit margin	70.26%
Profit per employee	CHF 517,065
Profitable quarters	32
Profitable years	15
Revenue per employee	CHF 735,935
ROA	1.83%
ROA (5Y)	1.73%
ROCE	2.98%
ROE	5.89%
ROE (5Y)	5.68%
ROIC	2.78%
ROIC (5Y)	2.65%
Tax / revenue	9.73%

Growth

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

Metric	Value
EPS growth	-32.16%
EPS growth (Q)	-32.93%
EPS growth (QoQ)	102.01%
EPS growth 10Y	1.66%
EPS growth 3Y	66.78%
EPS growth 5Y	2.51%
EPS growth years	2
Net income growth	-32.16%
Net income growth (Q)	-32.93%
Net income growth (QoQ)	102.01%
Net income growth 3Y	66.78%
Net income growth 5Y	2.51%
Net income growth years	2
OCF growth	8.4%
OCF growth (Q)	16.85%
OCF growth (QoQ)	20.22%
OCF growth 10Y	8.43%
OCF growth 3Y	7.18%
OCF growth 5Y	4.16%
Revenue growth	0.92%
Revenue growth (Q)	0.04%
Revenue growth (QoQ)	-1.74%
Revenue growth 10Y	4.2%
Revenue growth 3Y	2.69%
Revenue growth 5Y	5.79%
Revenue growth quarters	10
Revenue growth years	4

Financial statements

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

Metric	Value
Capital expenditures	CHF -485,000
Depreciation and amortization	CHF 2.7M
EBIT	CHF 56.5M
EBITDA	CHF 58.8M
EPS	CHF 125.72
FCF per share	CHF 99.10
Financing cash flow	CHF -13M
Free cash flow	CHF 50.5M
Gross profit	CHF 80.2M
Income taxes	CHF 8.9M
Investing cash flow	CHF -40M
Net cash flow	CHF -2M
Net income	CHF 64.1M
Operating income	CHF 56.5M
Revenue	CHF 91.3M

Financial strength

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

Metric	Value
Book value per share	CHF 2,172.38
Debt / EBITDA	11.59
Debt / equity	0.62
Debt / FCF	13.48
Interest coverage	5.57
Net cash (debt)	CHF -667.9M
Net cash / market cap	-59.26%
Net debt / EBITDA	11.36
Net debt / equity	0.6
Net debt / FCF	13.22
Piotroski F-Score	4
Property, plant and equipment	CHF 1.9B
Shareholders' equity	CHF 1.1B
Tangible book value	CHF 1.1B
Tangible book value per share	CHF 2,171.94
Total assets	CHF 2B
Total cash	CHF 13.4M
Total debt	CHF 681.4M
Total liabilities	CHF 850.1M
WACC	4.43%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.05
Current ratio	0.47
Inventory turnover	74.34
Net working capital	CHF -13.5M
Quick ratio	0.37
Working capital	CHF -31.4M

Dividends and buybacks

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

Metric	Value
Dividend growth	4.26%
Dividend growth (10Y)	9.1%
Dividend growth (3Y)	6.12%
Dividend growth (5Y)	2.18%
Dividend growth years	3
Dividend payment date	2026-04-14
Dividend payment years	14
Dividend payout frequency	Annual
Dividend per share	CHF 49.00
Dividend yield	2.22%
Ex-dividend date	2026-04-10
FCF payout ratio	49.44%
Last dividend	CHF 49.00
Payout ratio	37.39%
Shareholder yield	2.22%

Performance and technicals

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

Metric	Value
10Y price change	32.73%
10Y return CAGR	4.92%
10Y total return	61.59%
150-day SMA	CHF 2,204.93
1D price change	0%
1M price change	-0.9%
1M total return	-0.9%
1W price change	0.91%
1W total return	0.91%
1Y price change	3.27%
1Y return CAGR	5.42%
1Y total return	5.41%
20-day SMA	CHF 2,225.50
200-day SMA	CHF 2,253.00
3M price change	-0.45%
3M total return	-0.45%
3Y price change	46.36%
3Y return CAGR	16.11%
3Y total return	56.53%
50-day SMA	CHF 2,209.40
50-day SMA vs 200-day SMA	50under200
52-week high	CHF 2,520.00
52-week high date	2026-03-06
52-week low	CHF 2,060.00
52-week low date	2026-07-02
5Y price change	12.47%
5Y return CAGR	4.61%
5Y total return	25.26%
6M price change	-7.14%
6M total return	-7.14%
All-time high	CHF 2,520.00
All-time high date	2026-03-06
All-time low	CHF 1,111.00
All-time low date	2013-06-24
Average true range (ATR)	CHF 29.90
Average volume	3.2K
Beta (1Y)	0.17
Beta (2Y)	0.14
Beta (5Y)	0.38
Change from 52-week high	-12.3%
Change from 52-week low	7.28%
Change from all-time high	-12.3%
Change from all-time low	98.92%
Change from open	0.45%
Day's gap	-0.45%
Dollar volume	CHF 77,350
High price	CHF 2,210.00
Low price	CHF 2,200.00
Monthly RSI	54.9
Open price	CHF 2,200.00
Position in 52-week range	100%
Previous close	CHF 2,210.00
Price vs 150-day SMA	0.23%
Price vs 20-day SMA	-0.7%
Price vs 200-day SMA	-1.91%
Price vs 50-day SMA	0.03%
Relative volume	0.01
RSI	48.88
Sharpe ratio	0.19
Sharpe ratio (3Y)	0.65
Sharpe ratio (5Y)	0.13
Sortino ratio	0.62
Sortino ratio (3Y)	1.32
Sortino ratio (5Y)	0.47
Volume	35
Weekly RSI	50.73
YTD price change	-0.9%
YTD total return	1.16%

Ownership and float

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

Metric	Value
Float	337.5K
Shares change (QoQ)	0%
Shares held by insiders	19.95%
Shares held by institutions	16.94%
Shares outstanding	510K

Deeper analysis on SWX/ZUGN

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

→

Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

→

Sensitivity

Cost-of-equity and terminal-growth stress table.

→

Risks

Kill scenarios, soft-pass flags, and downside catalysts.

→

Earnings

Next earnings setup and beat / inline / miss thresholds.

→

Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

→

Financials

Revenue, margins, cash flow, and balance-sheet context.

→

Peers

Relative valuation and profitability against the cohort.

→

Moat

Economic-profit evidence and competitive advantage risk.

→

Industry cycle

Sector phase, capital cycle, and secular tailwinds.

→

Scorecard

Six-factor overlay and 9-category weighted scorecard.

→

Recommendation

Final action, action steps, opportunity, and biggest risk.

→

Perspectives

Growth, value, and income investor reads.

→

Frequently asked questions

About this SWX/ZUGN report

Is a complete SWX/ZUGN research report available?

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

Market cap

1.1B

Revenue (ttm)

91.3M

Net income (ttm)

64.1M

EPS (ttm)

CHF 126

Shares out

510K

P/E (trailing)

17.6x

P/E (forward)

23.0x

Dividend

CHF 49.0 (2.22%)

Volume

Beta

0.38

Metric

Value

Amount currency

CHF

Country

Switzerland

Country code

Earnings date

2027-02-18

Employees

124

Employees change

Employees growth

2.06%

Enterprise value

CHF 1.8B

Exchange

SIX Swiss Exchange

Financial currency

CHF

Financial report date

2026-06-30

First seen

2026-05-10

Fiscal year end

December

Founded

2012

Industry

Real Estate - Diversified

Is primary listing

Yes

ISIN number

CH0148052126

Last earnings date

2026-08-20

Last refreshed

2026-11-03

Market cap

CHF 1.1B

Next earnings date

2027-02-18

Price

CHF 2,210.00

Price currency

CHF

Sector

Real Estate

SIC code

6510

Stock price date

2026-11-03

Symbol

swx/ZUGN

Website

https://www.zugestates.ch

Metric

Value

Average P/E ratio (10Y)

21.37x

Average P/E ratio (3Y)

19.86x

Average P/E ratio (5Y)

21.28x

Earnings yield

5.69%

EV/Earnings

28x

EV/EBIT

31.76x

EV/EBITDA

30.52x

EV/FCF

35.52x

EV/Sales

19.67x

FCF / EV yield

2.82%

FCF yield

4.48%

Forward P/E

23.01x

Graham number

2478.89036

Graham upside

12.17%

Industry forward P/E

24.87x

Industry P/E

17.39x

Lynch fair value

CHF 628.59

Lynch upside

-71.56%

P/B ratio

1.02x

P/E ratio

17.58x

P/FCF ratio

22.3x

P/OCF ratio

22.09x

P/S ratio

12.35x

Price / tangible book value

1.02x

Price/EBITDA ratio

19.16x

Sector forward P/E

23.14x

Sector P/E

16.27x

Metric

Value

EBIT margin

61.94%

EBITDA margin

64.45%

Effective tax rate

12.16%

FCF margin

55.38%

Gross margin

87.86%

Operating margin

61.94%

Pretax margin

79.99%

Profit margin

70.26%

Profit per employee

CHF 517,065

Profitable quarters

Profitable years

Revenue per employee

CHF 735,935

ROA

1.83%

ROA (5Y)

1.73%

ROCE

2.98%

ROE

5.89%

ROE (5Y)

5.68%

ROIC

2.78%

ROIC (5Y)

2.65%

Tax / revenue

9.73%

Metric

Value

EPS growth

-32.16%

EPS growth (Q)

-32.93%

EPS growth (QoQ)

102.01%

EPS growth 10Y

1.66%

EPS growth 3Y

66.78%

EPS growth 5Y

2.51%

EPS growth years

Net income growth

-32.16%

Net income growth (Q)

-32.93%

Net income growth (QoQ)

102.01%

Net income growth 3Y

66.78%

Net income growth 5Y

2.51%

Net income growth years

OCF growth

8.4%

OCF growth (Q)

16.85%

OCF growth (QoQ)

20.22%

OCF growth 10Y

8.43%

OCF growth 3Y

7.18%

OCF growth 5Y

4.16%

Revenue growth

0.92%

Revenue growth (Q)

0.04%

Revenue growth (QoQ)

-1.74%

Revenue growth 10Y

4.2%

Revenue growth 3Y

2.69%

Revenue growth 5Y

5.79%

Revenue growth quarters

Revenue growth years

Metric

Value

Capital expenditures

CHF -485,000

Depreciation and amortization

CHF 2.7M

EBIT

CHF 56.5M

EBITDA

CHF 58.8M

EPS

CHF 125.72

FCF per share

CHF 99.10

Financing cash flow

CHF -13M

Free cash flow

CHF 50.5M

Gross profit

CHF 80.2M

Income taxes

CHF 8.9M

Investing cash flow

CHF -40M

Net cash flow

CHF -2M

Net income

CHF 64.1M

Operating income

CHF 56.5M

Revenue

CHF 91.3M

Metric

Value

Book value per share

CHF 2,172.38

Debt / EBITDA

11.59

Debt / equity

0.62

Debt / FCF

13.48

Interest coverage

5.57

Net cash (debt)

CHF -667.9M

Net cash / market cap

-59.26%

Net debt / EBITDA

11.36

Net debt / equity

0.6

Net debt / FCF

13.22

Piotroski F-Score

Property, plant and equipment

CHF 1.9B

Shareholders' equity

CHF 1.1B

Tangible book value

CHF 1.1B

Tangible book value per share

CHF 2,171.94

Total assets

CHF 2B

Total cash

CHF 13.4M

Total debt

CHF 681.4M

Total liabilities

CHF 850.1M

WACC

4.43%

Metric

Value

Asset turnover

0.05

Current ratio

0.47

Inventory turnover

74.34

Net working capital

CHF -13.5M

Quick ratio

0.37

Working capital

CHF -31.4M

Metric

Value

Dividend growth

4.26%

Dividend growth (10Y)

9.1%

Dividend growth (3Y)

6.12%

Dividend growth (5Y)

2.18%

Dividend growth years

Dividend payment date

2026-04-14

Dividend payment years

Dividend payout frequency

Annual

Dividend per share

CHF 49.00

Dividend yield

2.22%

Ex-dividend date

2026-04-10

FCF payout ratio

49.44%

Last dividend

CHF 49.00

Payout ratio

37.39%

Shareholder yield

2.22%

Metric

Value

10Y price change

32.73%

10Y return CAGR

4.92%

10Y total return

61.59%

150-day SMA

CHF 2,204.93

1D price change

1M price change

-0.9%

1M total return

-0.9%

1W price change

0.91%

1W total return

0.91%

1Y price change

3.27%

1Y return CAGR

5.42%

1Y total return

5.41%

20-day SMA

CHF 2,225.50

200-day SMA

CHF 2,253.00

3M price change

-0.45%

3M total return

-0.45%

3Y price change

46.36%

3Y return CAGR

16.11%

3Y total return

56.53%

50-day SMA

CHF 2,209.40

50-day SMA vs 200-day SMA

50under200

52-week high

CHF 2,520.00

52-week high date

2026-03-06

52-week low

CHF 2,060.00

52-week low date

2026-07-02

5Y price change

12.47%

5Y return CAGR

4.61%

5Y total return

25.26%

6M price change

-7.14%

6M total return

-7.14%

All-time high

CHF 2,520.00

All-time high date

2026-03-06

All-time low

CHF 1,111.00

All-time low date

2013-06-24

Average true range (ATR)

CHF 29.90

Average volume

3.2K

Beta (1Y)

0.17

Beta (2Y)

0.14

Beta (5Y)

0.38

Change from 52-week high

-12.3%

Change from 52-week low

7.28%

Change from all-time high

-12.3%

Change from all-time low

98.92%

Change from open

0.45%

Day's gap

-0.45%

Dollar volume

CHF 77,350

High price

CHF 2,210.00

Low price

CHF 2,200.00

Monthly RSI

54.9

Open price

CHF 2,200.00

Position in 52-week range

100%

Previous close

CHF 2,210.00

Price vs 150-day SMA

0.23%

Price vs 20-day SMA

-0.7%

Price vs 200-day SMA

-1.91%

Price vs 50-day SMA

0.03%

Relative volume

0.01

RSI

48.88

Sharpe ratio

0.19

Sharpe ratio (3Y)

0.65

Sharpe ratio (5Y)

0.13

Sortino ratio

0.62

Sortino ratio (3Y)

1.32

Sortino ratio (5Y)

0.47

Volume

Weekly RSI

50.73

YTD price change

-0.9%

YTD total return

1.16%

Metric

Value

Float

337.5K

Shares change (QoQ)

Shares held by insiders

19.95%

Shares held by institutions

16.94%

Shares outstanding

510K

SWX/ZUGN (SWX/ZUGN)

Price

Financial snapshot

Fair-value bridge

Latest news · SWX/ZUGN

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All SWX/ZUGN 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/ZUGN

Frequently asked questions

SWX/ZUGN (SWX/ZUGN)

Price

Financial snapshot

Fair-value bridge

Latest news · SWX/ZUGN

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All SWX/ZUGN 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/ZUGN

Frequently asked questions