SWX/VZN (SWX/VZN)

SIX Swiss Exchange: SWX/VZN · CHF

CHF 171

+1.21 (+0.7%)· Recorded snapshot

Market cap	6.7B
Revenue (ttm)	662.6M
Net income (ttm)	255.7M
EPS (ttm)	CHF 6.46
Shares out	39.4M
P/E (trailing)	26.5x
P/E (forward)	23.1x
Dividend	CHF 2.95 (1.73%)
Volume	22,084
Beta	0.62

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 662.6M
Net income (ttm): 255.7M
EPS (ttm): CHF 6.46
P/E (trailing): 26.5x
P/E (forward): 23.1x
Market cap: 6.7B

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/E23.1

P25 n/aP50 n/aP75 n/a

Trailing P/E26.5

P25 n/aP50 n/aP75 n/a

ROE22.6

P25 n/aP50 n/aP75 n/a

ROIC9.6

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All SWX/VZN indicators

Market & fundamental data

Available fields

247

Groups with data

Currency

CHF

Showing 247 of 247 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	2027-02-25
Employees	1,794
Employees change	77
Employees growth	4.51%
Enterprise value	CHF 5.5B
Exchange	SIX Swiss Exchange
Financial currency	CHF
Financial report date	2026-06-30
First seen	2026-05-10
Fiscal year end	December
Founded	1992
Industry	Asset Management
Is primary listing	Yes
ISIN number	CH0528751586
Last earnings date	2026-08-14
Last refreshed	2026-11-03
Last stock split date	2020-04-21
Last stock split type	Forward
Market cap	CHF 6.7B
Next earnings date	2027-02-25
Price	CHF 171.00
Price currency	CHF
Sector	Financials
SIC code	6282
Stock price date	2026-11-03
Symbol	swx/VZN
Website	https://www.vermoegenszentrum.ch/en

Valuation

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

Metric	Value
Average P/E ratio (10Y)	24.41x
Average P/E ratio (3Y)	24.93x
Average P/E ratio (5Y)	23.51x
Earnings yield	3.78%
EV/Earnings	21.47x
EV/EBIT	18.09x
EV/EBITDA	17.01x
EV/Sales	8.29x
FCF / EV yield	-0.83%
FCF yield	-0.68%
Forward P/E	23.07x
Graham number	66.73641
Graham upside	-60.7%
Industry forward P/E	14.13x
Industry P/E	15.1x
Lynch fair value	CHF 94.63
Lynch upside	-44.27%
P/B ratio	5.54x
P/E ratio	26.47x
P/S ratio	10.09x
PEG ratio	1.75x
Price / tangible book value	5.74x
Price/EBITDA ratio	21.37x
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	45.69%
EBITDA margin	47.23%
Effective tax rate	13.52%
Gross margin	64.74%
Operating margin	45.69%
Pretax margin	44.73%
Profit margin	38.6%
Profit per employee	CHF 142,555
Profitable quarters	39
Profitable years	20
Revenue per employee	CHF 369,318
ROA	2.25%
ROA (5Y)	2.22%
ROCE	14.74%
ROE	22.59%
ROE (5Y)	21.5%
ROIC	9.63%
SBC / revenue	0.93%
Tax / revenue	6.05%

Growth

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

Metric	Value
EPS growth	12.35%
EPS growth (Q)	18.09%
EPS growth (QoQ)	6.4%
EPS growth 10Y	12.2%
EPS growth 3Y	16.35%
EPS growth 5Y	14.43%
EPS growth quarters	8
EPS growth years	9
FCF growth (Q)	-59.12%
Gross profit growth	7.89%
Gross profit growth (Q)	12.5%
Gross profit growth 3Y	14.09%
Gross profit growth 5Y	14.44%
Net income growth	12.44%
Net income growth (Q)	18.06%
Net income growth (QoQ)	6.15%
Net income growth 3Y	16.72%
Net income growth 5Y	14.65%
Net income growth quarters	10
Net income growth years	9
OCF growth (Q)	-57.28%
Operating income growth	6.02%
Operating income growth (Q)	14.17%
Operating income growth 3Y	14.85%
Operating income growth 5Y	14.87%
Revenue growth	9.49%
Revenue growth (Q)	11.85%
Revenue growth (QoQ)	6.63%
Revenue growth 10Y	11.29%
Revenue growth 3Y	13.26%
Revenue growth 5Y	13.22%
Revenue growth quarters	39
Revenue growth years	19

Financial statements

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

Metric	Value
Capital expenditures	CHF -19.3M
Depreciation and amortization	CHF 10.2M
EBIT	CHF 302.7M
EBITDA	CHF 312.9M
EPS	CHF 6.46
FCF per share	CHF -1.16
Financing cash flow	CHF -66.4M
Free cash flow	CHF -45.7M
Free cash flow minus SBC	CHF -51.8M
Gross profit	CHF 429M
Income taxes	CHF 40.1M
Investing cash flow	CHF -116.7M
Net borrowing	CHF 96.7M
Net cash flow	CHF -211.7M
Net income	CHF 255.7M
Operating cash flow minus SBC	CHF -32.5M
Operating income	CHF 302.7M
Revenue	CHF 662.6M
Stock-based compensation	CHF 6.2M

Financial strength

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

Metric	Value
Altman Z-Score	0.29
Book value per share	CHF 30.64
Debt / EBITDA	2.92
Debt / equity	0.78
Interest coverage	42.03
Long-term assets	CHF 6.4B
Long-term liabilities	CHF 846.5M
Net cash (debt)	CHF 1.2B
Net cash / market cap	17.92%
Net cash growth	-22.55%
Net debt / EBITDA	-3.83
Net debt / equity	-0.99
Piotroski F-Score	2
Property, plant and equipment	CHF 201.6M
Shareholders' equity	CHF 1.2B
Tangible book value	CHF 1.2B
Tangible book value per share	CHF 29.57
Total assets	CHF 8.8B
Total cash	CHF 2.1B
Total debt	CHF 941.3M
Total liabilities	CHF 7.6B
WACC	6.79%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.08
Current assets	CHF 2.3B
Current liabilities	CHF 6.7B
Current ratio	0.35
Net working capital	CHF -6.3B
Quick ratio	0.34
Working capital	CHF -4.4B
Working capital turnover	-0.16

Dividends and buybacks

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

Metric	Value
Buyback yield / dilution	-0.02%
Dividend growth	8.06%
Dividend growth (10Y)	13.38%
Dividend growth (3Y)	19.24%
Dividend growth (5Y)	19.12%
Dividend growth years	8
Dividend payment date	2026-04-02
Dividend payment years	19
Dividend payout frequency	Annual
Dividend per share	CHF 2.95
Dividend yield	1.73%
Ex-dividend date	2026-03-31
Last dividend	CHF 2.95
Payout ratio	45.44%
Shareholder yield	1.72%

Performance and technicals

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

Metric	Value
10Y price change	185.81%
10Y return CAGR	13.14%
10Y total return	243.47%
150-day SMA	CHF 158.70
15Y price change	768.37%
15Y return CAGR	17.69%
15Y total return	1,051.48%
1D price change	0.71%
1M price change	8.27%
1M total return	8.27%
1W price change	2.16%
1W total return	2.16%
1Y price change	8.41%
1Y return CAGR	10.59%
1Y total return	10.58%
20-day SMA	CHF 163.13
200-day SMA	CHF 156.35
3M price change	9.95%
3M total return	9.95%
3Y price change	90.59%
3Y return CAGR	26.42%
3Y total return	102.09%
50-day SMA	CHF 165.80
50-day SMA vs 200-day SMA	50over200
52-week high	CHF 182.60
52-week high date	2026-08-24
52-week low	CHF 139.40
52-week low date	2026-03-02
5Y price change	84.6%
5Y return CAGR	15.35%
5Y total return	104.18%
6M price change	11.68%
6M total return	11.68%
All-time high	CHF 183.40
All-time high date	2025-07-21
All-time low	CHF 4.82
All-time low date	2009-03-03
Average true range (ATR)	CHF 2.98
Average volume	23.4K
Beta (1Y)	0.41
Beta (2Y)	0.56
Beta (5Y)	0.62
Change from 52-week high	-6.35%
Change from 52-week low	22.67%
Change from all-time high	-7.2%
Change from all-time low	3,431.12%
Change from open	0.59%
Day's gap	0.12%
Dollar volume	CHF 3.8M
High price	CHF 171.40
Low price	CHF 168.80
Monthly RSI	60.7
Open price	CHF 170.00
Position in 52-week range	84.62%
Previous close	CHF 169.80
Price vs 150-day SMA	7.25%
Price vs 20-day SMA	4.33%
Price vs 200-day SMA	8.86%
Price vs 50-day SMA	2.65%
Relative volume	0.94
RSI	64.65
Sharpe ratio	0.39
Sharpe ratio (3Y)	1.01
Sharpe ratio (5Y)	0.56
Sortino ratio	0.82
Sortino ratio (3Y)	1.74
Sortino ratio (5Y)	1.07
Volume	22.1K
Weekly RSI	58.58
YTD price change	13.92%
YTD total return	16.21%

Ownership and float

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

Metric	Value
Float	14.9M
Shares change (QoQ)	-0.26%
Shares change (YoY)	0.02%
Shares held by institutions	11.91%
Shares outstanding	39.4M

Deeper analysis on SWX/VZN

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.

→

Frequently asked questions

About this SWX/VZN report

Is a complete SWX/VZN research report available?

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

SWX/VZN (SWX/VZN)

Price

Financial snapshot

Fair-value bridge

Latest news · SWX/VZN

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All SWX/VZN 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/VZN

Frequently asked questions