SWX/PGHN (SWX/PGHN)

SIX Swiss Exchange: SWX/PGHN · CHF

CHF 655

+0.59 (+0.1%)· Recorded snapshot

Market cap	16.9B
Revenue (ttm)	2.5B
Net income (ttm)	1.2B
EPS (ttm)	CHF 45.8
Shares out	25.8M
P/E (trailing)	14.3x
P/E (forward)	15.2x
Dividend	CHF 46.0 (7.03%)
Volume	33,368
Beta	0.99

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 2.5B
Net income (ttm): 1.2B
EPS (ttm): CHF 45.8
P/E (trailing): 14.3x
P/E (forward): 15.2x
Market cap: 16.9B

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/E15.2

P25 n/aP50 n/aP75 n/a

Trailing P/E14.3

P25 n/aP50 n/aP75 n/a

ROE75.4

P25 n/aP50 n/aP75 n/a

ROIC29.6

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All SWX/PGHN indicators

Market & fundamental data

Available fields

267

Groups with data

Currency

CHF

Showing 267 of 267 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	2027-03-16
Employees	2,056
Employees change	29
Employees growth	1.43%
Enterprise value	CHF 19.5B
Exchange	SIX Swiss Exchange
Financial currency	CHF
Financial report date	2026-06-30
First seen	2026-05-10
Fiscal year end	December
Founded	1996
Industry	Asset Management
Is primary listing	Yes
ISIN number	CH0024608827
Last earnings date	2026-09-01
Last refreshed	2026-11-03
Market cap	CHF 16.9B
Next earnings date	2027-03-16
Price	CHF 654.60
Price currency	CHF
Sector	Financials
SIC code	6282
Stock price date	2026-11-03
Symbol	swx/PGHN
Website	https://www.partnersgroup.com/en

Valuation

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

Metric	Value
Adjusted P/E ratio	14.29x
Average P/E ratio (10Y)	25.04x
Average P/E ratio (3Y)	25.58x
Average P/E ratio (5Y)	24.2x
Earnings yield	7%
EV/Earnings	16.46x
EV/EBIT	13.26x
EV/EBITDA	12.82x
EV/FCF	10.11x
EV/Sales	7.91x
FCF / EV yield	9.89%
FCF yield	11.45%
Forward P/E	15.16x
Graham number	242.1151
Graham upside	-62.76%
Industry forward P/E	14.04x
Industry P/E	15.01x
Lynch fair value	CHF 229.18
Lynch upside	-64.75%
P/(FCF - SBC) ratio	9.03x
P/(OCF - SBC) ratio	8.99x
P/B ratio	11.51x
P/E ratio	14.28x
P/FCF ratio	8.73x
P/OCF ratio	8.69x
P/S ratio	6.83x
PEG ratio	3.72x
Price / tangible book value	15.28x
Price/EBITDA ratio	11.2x
Sector forward P/E	13.56x
Sector P/E	9.45x

Profitability

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

Metric	Value
EBIT margin	59.69%
EBITDA margin	61%
Effective tax rate	17.28%
FCF margin	78.24%
Gross margin	67.86%
Operating margin	59.69%
Pretax margin	58.08%
Profit margin	48.04%
Profit per employee	CHF 576,167
Profitable quarters	44
Profitable years	22
Revenue per employee	CHF 1.2M
ROA	14.86%
ROA (5Y)	17.15%
ROCE	51.32%
ROE	75.39%
ROE (5Y)	47.44%
ROIC	29.59%
ROIC (5Y)	36.45%
SBC / revenue	2.6%
Tax / revenue	10.04%

Growth

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

Metric	Value
EPS growth	-0.05%
EPS growth (Q)	-11.98%
EPS growth (QoQ)	-26.04%
EPS growth 10Y	10.89%
EPS growth 3Y	2.24%
EPS growth 5Y	1.59%
EPS growth years	2
FCF growth	176.18%
FCF growth (Q)	90.32%
FCF growth (QoQ)	-14.23%
FCF growth 3Y	21.24%
FCF growth 5Y	31.91%
Gross profit growth	2.42%
Gross profit growth (Q)	-7.88%
Gross profit growth 3Y	7.45%
Gross profit growth 5Y	5.5%
Net income growth	-1.11%
Net income growth (Q)	-13.16%
Net income growth (QoQ)	-26.43%
Net income growth 3Y	2.75%
Net income growth 5Y	1.11%
Net income growth years	2
OCF growth	152.79%
OCF growth (Q)	90.48%
OCF growth (QoQ)	-14.69%
OCF growth 10Y	27.77%
OCF growth 3Y	18.45%
OCF growth 5Y	30.92%
Operating income growth	2.3%
Operating income growth (Q)	-9.46%
Operating income growth 3Y	6.87%
Operating income growth 5Y	4.31%
Revenue growth	4.15%
Revenue growth (Q)	-7.37%
Revenue growth (QoQ)	-19.41%
Revenue growth 10Y	12.14%
Revenue growth 3Y	6.59%
Revenue growth 5Y	5.19%
Revenue growth quarters	4
Revenue growth years	3

Financial statements

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

Metric	Value
Capital expenditures	CHF -9.8M
Depreciation and amortization	CHF 32.4M
EBIT	CHF 1.5B
EBITDA	CHF 1.5B
EPS	CHF 45.84
FCF per share	CHF 74.89
Financing cash flow	CHF -1.7B
Free cash flow	CHF 1.9B
Free cash flow minus SBC	CHF 1.9B
Gross profit	CHF 1.7B
Income taxes	CHF 247.5M
Investing cash flow	CHF -339.5M
Net borrowing	CHF -194.7M
Net cash flow	CHF -100.5M
Net income	CHF 1.2B
Operating cash flow minus SBC	CHF 1.9B
Operating income	CHF 1.5B
Revenue	CHF 2.5B
Stock-based compensation	CHF 64M

Financial strength

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

Metric	Value
Altman Z-Score	5.06
Book value per share	CHF 56.84
Debt / EBITDA	1.86
Debt / equity	1.93
Debt / FCF	1.46
Goodwill	CHF 230.6M
Interest coverage	30.47
Long-term assets	CHF 2.7B
Long-term liabilities	CHF 1.4B
Net cash (debt)	CHF -2.7B
Net cash / market cap	-15.73%
Net debt / EBITDA	1.76
Net debt / equity	1.81
Net debt / FCF	1.37
Piotroski F-Score	5
Property, plant and equipment	CHF 493.1M
Shareholders' equity	CHF 1.5B
Tangible book value	CHF 1.1B
Tangible book value per share	CHF 42.81
Total assets	CHF 6.2B
Total cash	CHF 173.1M
Total debt	CHF 2.8B
Total liabilities	CHF 4.7B
WACC	8.51%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.4
Current assets	CHF 3.5B
Current liabilities	CHF 3.3B
Current ratio	1.06
Net working capital	CHF 1.9B
Quick ratio	0.37
Working capital	CHF 187.2M
Working capital turnover	3.4

Dividends and buybacks

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

Metric	Value
Buyback yield / dilution	1.06%
Dividend growth	9.52%
Dividend growth (10Y)	15.92%
Dividend growth (3Y)	7.53%
Dividend growth (5Y)	10.84%
Dividend growth years	16
Dividend payment date	2026-05-27
Dividend payment years	20
Dividend payout frequency	Annual
Dividend per share	CHF 46.00
Dividend yield	7.03%
Ex-dividend date	2026-05-22
FCF payout ratio	61.43%
Last dividend	CHF 46.00
Payout ratio	100%
Shareholder yield	8.13%

Performance and technicals

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

Metric	Value
10Y price change	32.09%
10Y return CAGR	6.34%
10Y total return	84.9%
150-day SMA	CHF 724.30
15Y price change	309.56%
15Y return CAGR	13.45%
15Y total return	563.55%
1D price change	0.09%
1M price change	8.32%
1M total return	8.32%
1W price change	2.45%
1W total return	2.45%
1Y price change	-33.71%
1Y return CAGR	-30.16%
1Y total return	-30.14%
20-day SMA	CHF 617.60
200-day SMA	CHF 769.50
20Y price change	459.93%
20Y return CAGR	12.5%
20Y total return	954.34%
3M price change	-3.1%
3M total return	-3.1%
3Y price change	-34.45%
3Y return CAGR	-9.53%
3Y total return	-25.96%
50-day SMA	CHF 634.46
50-day SMA vs 200-day SMA	50under200
52-week high	CHF 1,097.50
52-week high date	2026-01-16
52-week low	CHF 582.60
52-week low date	2026-10-08
5Y price change	-59.57%
5Y return CAGR	-13.18%
5Y total return	-50.67%
6M price change	-23.21%
6M total return	-19.07%
All-time high	CHF 1,667.00
All-time high date	2021-11-05
All-time low	CHF 50.45
All-time low date	2009-03-09
Average true range (ATR)	CHF 13.69
Average volume	97.7K
Beta (1Y)	0.94
Beta (2Y)	1.08
Beta (5Y)	0.99
Change from 52-week high	-40.36%
Change from 52-week low	12.36%
Change from all-time high	-60.94%
Change from all-time low	1,190.78%
Change from open	0.71%
Day's gap	-0.61%
Dollar volume	CHF 21.8M
High price	CHF 658.60
Low price	CHF 648.60
Monthly RSI	34.57
Open price	CHF 650.00
Position in 52-week range	60%
Previous close	CHF 654.00
Price vs 150-day SMA	-10.09%
Price vs 20-day SMA	5.44%
Price vs 200-day SMA	-15.37%
Price vs 50-day SMA	2.64%
Relative volume	0.34
RSI	65.36
Sharpe ratio	-1.05
Sharpe ratio (3Y)	-0.29
Sharpe ratio (5Y)	-0.41
Sortino ratio	-1.12
Sortino ratio (3Y)	-0.19
Sortino ratio (5Y)	-0.38
Volume	33.4K
Weekly RSI	41.28
YTD price change	-33.71%
YTD total return	-30.14%

Ownership and float

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

Metric	Value
Float	21.2M
Shares change (QoQ)	-0.54%
Shares change (YoY)	-1.06%
Shares held by insiders	17.63%
Shares held by institutions	26.46%
Shares outstanding	25.8M

Deeper analysis on SWX/PGHN

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/PGHN report

Is a complete SWX/PGHN research report available?

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

SWX/PGHN (SWX/PGHN)

Price

Financial snapshot

Fair-value bridge

Latest news · SWX/PGHN

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All SWX/PGHN 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/PGHN

Frequently asked questions