SWX/VONN (SWX/VONN)

SIX Swiss Exchange: SWX/VONN · CHF

CHF 93.1

+1.20 (+1.3%)· Recorded snapshot

Market cap	5.2B
Revenue (ttm)	1.6B
Net income (ttm)	380.6M
EPS (ttm)	CHF 6.66
Shares out	56.3M
P/E (trailing)	14.0x
P/E (forward)	13.8x
Dividend	CHF 3.00 (3.22%)
Volume	28,036
Beta	0.56

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 1.6B
Net income (ttm): 380.6M
EPS (ttm): CHF 6.66
P/E (trailing): 14.0x
P/E (forward): 13.8x
Market cap: 5.2B

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/E13.8

P25 n/aP50 n/aP75 n/a

Trailing P/E14

P25 n/aP50 n/aP75 n/a

ROE15.6

P25 n/aP50 n/aP75 n/a

ROICn/a

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All SWX/VONN indicators

Market & fundamental data

Available fields

219

Groups with data

Currency

CHF

Showing 219 of 219 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	2027-02-10
Employees	2,279
Employees change	-120
Employees growth	-5%
Exchange	SIX Swiss Exchange
Financial currency	CHF
Financial report date	2026-06-30
First seen	2026-05-10
Fiscal year end	December
Founded	1924
Industry	Asset Management
Is primary listing	Yes
ISIN number	CH0012335540
Last earnings date	2026-07-24
Last refreshed	2026-11-03
Last stock split date	2001-06-11
Last stock split type	Forward
Market cap	CHF 5.2B
Next earnings date	2027-02-10
Price	CHF 93.10
Price currency	CHF
Sector	Financials
SIC code	6020
Stock price date	2026-11-03
Symbol	swx/VONN
Website	https://www.vontobel.com

Valuation

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

Metric	Value
Average P/E ratio (10Y)	13.61x
Average P/E ratio (3Y)	13.22x
Average P/E ratio (5Y)	13.1x
Earnings yield	7.15%
FCF yield	19.59%
Forward P/E	13.82x
Graham number	83.86426
Graham upside	-8.74%
Industry forward P/E	14.13x
Industry P/E	15.1x
Lynch fair value	CHF 33.30
Lynch upside	-63.76%
P/B ratio	1.96x
P/E ratio	13.98x
P/FCF ratio	5.1x
P/OCF ratio	4.79x
P/S ratio	3.25x
Price / tangible book value	2.52x
Sector forward P/E	13.56x
Sector P/E	9.45x

Profitability

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

Metric	Value
Effective tax rate	22.07%
FCF margin	63.62%
Operating margin	30.98%
Pretax margin	30.66%
Profit margin	23.89%
Profit per employee	CHF 167,003
Profitable quarters	50
Profitable years	24
Revenue per employee	CHF 699,079
ROA	1.03%
ROA (5Y)	0.87%
ROE	15.61%
ROE (5Y)	13.06%
Tax / revenue	6.77%

Growth

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

Metric	Value
EPS growth	51.4%
EPS growth (Q)	87.13%
EPS growth (QoQ)	31.22%
EPS growth 10Y	7.51%
EPS growth 3Y	22.94%
EPS growth 5Y	4.73%
EPS growth quarters	2
EPS growth years	2
FCF growth	548.91%
FCF growth 5Y	4.04%
Net income growth	51.45%
Net income growth (Q)	87.01%
Net income growth (QoQ)	31.23%
Net income growth 3Y	22.71%
Net income growth 5Y	4.67%
Net income growth quarters	2
Net income growth years	2
OCF growth	405.48%
OCF growth 10Y	-2.23%
OCF growth 5Y	3.69%
Revenue growth	15.2%
Revenue growth (Q)	23.64%
Revenue growth (QoQ)	14.8%
Revenue growth 10Y	5.08%
Revenue growth 3Y	7.04%
Revenue growth 5Y	2.3%
Revenue growth quarters	2
Revenue growth years	2

Financial statements

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

Metric	Value
Capital expenditures	CHF -66.1M
EPS	CHF 6.66
FCF per share	CHF 18.01
Financing cash flow	CHF 164.3M
Free cash flow	CHF 1B
Gross profit	CHF 1.6B
Income taxes	CHF 107.8M
Investing cash flow	CHF -565.9M
Net borrowing	CHF 397.3M
Net cash flow	CHF 676.3M
Net income	CHF 380.6M
Operating income	CHF 493.5M
Revenue	CHF 1.6B

Financial strength

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

Metric	Value
Book value per share	CHF 46.93
Debt / equity	1.99
Debt / FCF	5.17
Net cash (debt)	CHF 8.9B
Net cash / market cap	172%
Net cash growth	22.21%
Net debt / equity	-3.37
Net debt / FCF	-8.78
Piotroski F-Score	4
Property, plant and equipment	CHF 373.6M
Shareholders' equity	CHF 2.6B
Tangible book value	CHF 2.1B
Tangible book value per share	CHF 36.52
Total assets	CHF 38.3B
Total cash	CHF 14.1B
Total debt	CHF 5.2B
Total liabilities	CHF 35.6B
WACC	3.63%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Working capital	CHF -16.4B

Dividends and buybacks

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

Metric	Value
Buyback yield / dilution	0.02%
Dividend growth	0%
Dividend growth (10Y)	4.95%
Dividend growth (3Y)	0%
Dividend growth (5Y)	5.92%
Dividend growth years	0
Dividend payment date	2026-04-20
Dividend payment years	35
Dividend payout frequency	Annual
Dividend per share	CHF 3.00
Dividend yield	3.22%
Ex-dividend date	2026-04-16
FCF payout ratio	16.66%
Last dividend	CHF 3.00
Payout ratio	44.61%
Shareholder yield	3.29%

Performance and technicals

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

Metric	Value
10Y price change	93.54%
10Y return CAGR	11.53%
10Y total return	197.65%
150-day SMA	CHF 80.45
15Y price change	266.8%
15Y return CAGR	13.79%
15Y total return	594.07%
1D price change	1.31%
1M price change	3.46%
1M total return	3.46%
1W price change	2.2%
1W total return	2.2%
1Y price change	52.13%
1Y return CAGR	58.83%
1Y total return	58.78%
20-day SMA	CHF 89.94
200-day SMA	CHF 77.37
20Y price change	73.46%
20Y return CAGR	7.28%
20Y total return	307.42%
3M price change	7.53%
3M total return	7.53%
3Y price change	70.59%
3Y return CAGR	25.63%
3Y total return	98.29%
50-day SMA	CHF 90.86
50-day SMA vs 200-day SMA	50over200
52-week high	CHF 94.70
52-week high date	2026-09-22
52-week low	CHF 58.20
52-week low date	2025-11-19
5Y price change	7.16%
5Y return CAGR	6.47%
5Y total return	36.83%
6M price change	40.18%
6M total return	40.18%
All-time high	CHF 102.50
All-time high date	2000-11-07
All-time low	CHF 10.00
All-time low date	1992-08-04
Average true range (ATR)	CHF 1.97
Average volume	61.2K
Beta (1Y)	0.54
Beta (2Y)	0.65
Beta (5Y)	0.56
Change from 52-week high	-1.69%
Change from 52-week low	59.97%
Change from all-time high	-9.46%
Change from all-time low	828%
Change from open	2.2%
Day's gap	-0.87%
Dollar volume	CHF 2.6M
High price	CHF 93.40
Low price	CHF 90.50
Monthly RSI	74.49
Open price	CHF 91.10
Position in 52-week range	89.66%
Previous close	CHF 91.90
Price vs 150-day SMA	15.36%
Price vs 20-day SMA	3.19%
Price vs 200-day SMA	19.95%
Price vs 50-day SMA	2.13%
Relative volume	0.46
RSI	60.01
Sharpe ratio	2.43
Sharpe ratio (3Y)	1.06
Sharpe ratio (5Y)	0.23
Sortino ratio	4.29
Sortino ratio (3Y)	1.69
Sortino ratio (5Y)	0.54
Volume	28K
Weekly RSI	70.6
YTD price change	44.32%
YTD total return	50.64%

Ownership and float

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

Metric	Value
Float	41.7M
Shares change (QoQ)	0.08%
Shares change (YoY)	-0.02%
Shares held by insiders	0.74%
Shares held by institutions	37.13%
Shares outstanding	56.3M

Deeper analysis on SWX/VONN

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.

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Frequently asked questions

About this SWX/VONN report

Is a complete SWX/VONN research report available?

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

SWX/VONN (SWX/VONN)

Price

Financial snapshot

Fair-value bridge

Latest news · SWX/VONN

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All SWX/VONN 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/VONN

Frequently asked questions