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

SWX/VONN stock hub

SWX/VONN 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

3.7B

SIX Swiss Exchange

Market data

Live price

Current market quote for this ticker.

Current price

SWX/VONN

In the news

Latest news · SWX/VONN

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/E12

P25 12P50 14.9P75 17.6

Trailing P/E13.7

P25 13.8P50 16.8P75 21

ROE11.9

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/VONN 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

203

Groups with data

Currency

CHF

Showing 203 of 203 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	2,399
Employees Change	59%
Employees Change Percent	2.52
Exchange	SIX Swiss Exchange
Financial currency	CHF
First seen	2026-05-10
Industry	Asset Management
Isin	CH0012335540
Last refreshed	2026-05-10
Market cap	CHF 3.7B
Price	CHF 67
Price currency	CHF
Rev Per Employee	649,296.41x
Sector	Financials
Sic	6020
Symbol	swx/VONN
Website	https://www.vontobel.com

Valuation

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

Metric	Value
Earnings Yield	7.5%
FCF yield	27.22%
Forward P/E	12.03x
P/B ratio	1.51x
P/E ratio	13.67x
P/S ratio	2.61x
PE Ratio10 Y	13.38x
PE Ratio3 Y	13.32x
PE Ratio5 Y	13.63x

Profitability

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

Metric	Value
FCF margin	71.07%
Gross Profit	CHF 1.4B
Net Income	CHF 280.1M
Net Income Growth	5.26%
Net Income Growth Q	21.21%
Net Income Growth Quarters	1%
Net Income Growth Years	2%
Net Income Growth3 Y	8.81%
Net Income Growth5 Y	6.34%
Pretax Margin	25.41%
Profit Margin	19.58%
Profit Per Employee	CHF 127,145
Profitable Years	24
ROA	0.83
Roa5y	0.87
ROE	11.9
Roe5y	13.06

Growth

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

Metric	Value
Cagr10y	9.86%
Cagr15y	9.33%
Cagr1y	13.72%
Cagr20y	5.69%
Cagr3y	9.2%
Cagr5y	4.18%
Div CAGR10	4.95%
Div CAGR3	0%
Div CAGR5	5.92%
EPS Growth	4.93
EPS Growth Q	21.04
EPS Growth Quarters	1
EPS Growth Years	2
EPS Growth3 Y	8.77
EPS Growth5 Y	6.45
FCF Growth	235.51%
FCF Growth Q	352.62%
OCF Growth	203.48%
OCF Growth Q	314.93%
Revenue Growth	0.58x
Revenue Growth Q	6.83x
Revenue Growth Quarters	1x
Revenue Growth Years	2x
Revenue Growth3 Y	2.27x
Revenue Growth5 Y	1.95x

Financial strength

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

Metric	Value
Assets	CHF 34.7B
Cash	CHF 13.2B
Debt	CHF 4.2B
Debt FCF	CHF 4.18
Equity	CHF 2.5B
Liabilities	CHF 32.3B
Net Cash	CHF 8.9B
Net Cash By Market Cap	CHF 239
Net Cash Growth	15.65%
Net Debt Equity	CHF -3.61
Net Debt FCF	CHF -8.8
Tangible Book Value	CHF 1.7B
Tangible Book Value Per Share	CHF 30.62
WACC	3.51

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Working Capital	CHF -15.8B

Dividends and buybacks

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

Metric	Value
Buyback Yield	-0.25%
Dividend Growth	0%
Dividend Growth Years	0%
Dividend per share	CHF 3
Dividend Years	35
Dividend Yield	4.48%
Ex Div Date	2026-04-16
Last Dividend	CHF 3
Payout Frequency	Annual
Payout Ratio	60.66%

Performance and technicals

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

Metric	Value
10Y total return	156.01%
1Y total return	13.71%
200-day SMA	63.95
3Y total return	30.24%
50-day SMA	68.22
50-day SMA vs 200-day SMA	50over200
5Y total return	22.74%
All Time High	102.5
All Time High Change	-34.63%
All Time High Date	2000-11-07
All Time Low	10
All Time Low Change	570%
All Time Low Date	1992-08-04
ATR	1.3
Beta	0.59
Beta1y	0.45
Beta2y	0.63
Ch YTD	4.2
High	67.1
High52	72.6
High52 Date	2026-04-15
High52ch	-7.71%
Low	65.9
Low52	58.2
Low52 Date	2025-11-19
Low52ch	15.12%
Ma50ch	-1.79%
Price vs 200-day SMA	4.76%
RSI	46.45
RSI Monthly	57.1
RSI Weekly	52.43
Sharpe ratio	0.6x
Sortino ratio	1.01
Total Return	4.22%
Tr YTD	8.76
Tr15y	281.29%
Tr1m	1.79%
Tr1w	1.52%
Tr3m	3.29%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Operating Income	CHF 365.2M
Operating margin	25.53

Ownership and float

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

Metric	Value
Float	41,104,863%
Net Borrowing	83,100,000
Shares Insiders	0.78%
Shares Institutions	39.42%
Shares Out	55,741,694
Shares Qo Q	-0.14%
Shares Yo Y	0.25%

Other indicators

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

Metric	Value
Adjusted FCF	CHF 1B
Average Volume	57,502.25x
Bv Per Share	44.47
CAPEX	CHF -66.2M
Ch10y	66.46
Ch15y	101.5
Ch1m	-2.47
Ch1w	1.52
Ch1y	8.94
Ch20y	28.85
Ch3m	-1.03
Ch3y	12.04
Ch5y	-3.87
Ch6m	14.92
Change	0.75%
Change From Open	1.06
Close	66.5
Days Gap	-0.3
Dollar Volume	2,211,134
Earnings Date	2026-07-24
EPS	CHF 4.9
F Score	4
FCF	CHF 1B
FCF Per Share	CHF 18.24
Financing CF	-147,900,000
Fiscal Year End	December
Founded	1,924
Goodwill	529,100,000
Graham Number	70.01823
Graham Upside	4.5
Income Tax	CHF 83.4M
Investing CF	-715,800,000
Is Primary Listing	1
Last Earnings Date	2026-02-06
Last Report Date	2025-12-31
Last Split Date	2001-06-11
Last Split Type	Forward
Lynch Fair Value	CHF 31.06
Lynch Upside	-53.65
Ma150	64.92
Ma150ch	3.21%
Ma20	67.94
Ma20ch	-1.38%
Net CF	215,800,000
Next Earnings Date	2026-07-24
Open	66.3
P FCF Ratio	3.67
P OCF Ratio	3.45
Payment Date	2026-04-20
Position In Range	91.67
Ppne	199,100,000
Price Date	2026-05-08
Ptbv Ratio	2.19
Relative Volume	0.59x
Revenue	1,430,400,000x
Tax By Revenue	5.83x
Tax Rate	22.94%
Tr20y	202.64%
Tr6m	19.95%
Volume	33,002

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/VONN dividend yield, growth & safety

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

Dividend yield

+4.5%

$3.00 annual per share

Payout ratio

+60.7%

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

5Y dividend CAGR

+5.9%

0 consecutive years of growth

Total shareholder yield

+4.2%

Next ex-dividend date: 2026-04-16

Performance

SWX/VONN stock returns vs the market

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

Ownership

Who owns SWX/VONN?

Insider, institutional, and short-interest positioning.

Institutional ownership

+39.4%

Share of float held by funds and institutions

Insider ownership

+0.8%

Stake held by company insiders. Higher generally signals alignment.

Short interest

n/a

Float sold short by bearish positioning

Y/Y dilution

+0.3%

Negative means the company is buying back shares.

Technical

SWX/VONN momentum and risk profile

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

RSI (14)

46.5

Neutral momentum band

Price vs 200-day MA

+4.8%

50/200-day relationship not available

Beta (5Y)

0.59

Less volatile than the market

Sharpe ratio

0.60

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

Questions

About SWX/VONN

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

What is the current swx/VONN stock rating?

swx/VONN 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/VONN analysis?

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

The latest report frames swx/VONN 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/VONN 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.