SWX/FREN (SWX/FREN)

SIX Swiss Exchange: SWX/FREN · CHF

CHF 16.9

+0.05 (+0.3%)· Recorded snapshot

Market cap	577.7M
Revenue (ttm)	43.3M
Net income (ttm)	41M
EPS (ttm)	CHF 1.25
Shares out	34.2M
P/E (trailing)	13.5x
P/E (forward)	24.1x
Dividend	CHF 0.60 (3.55%)
Volume	11,171
Beta	0.14

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 43.3M
Net income (ttm): 41M
EPS (ttm): CHF 1.25
P/E (trailing): 13.5x
P/E (forward): 24.1x
Market cap: 577.7M

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/E24.1

P25 n/aP50 n/aP75 n/a

Trailing P/E13.5

P25 n/aP50 n/aP75 n/a

ROE7.2

P25 n/aP50 n/aP75 n/a

ROIC2

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All SWX/FREN indicators

Market & fundamental data

Available fields

215

Groups with data

Currency

CHF

Showing 215 of 215 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	2026-11-09
Employees	10
Employees change	0
Employees growth	0%
Enterprise value	CHF 1.2B
Exchange	SIX Swiss Exchange
Financial currency	CHF
Financial report date	2026-06-30
First seen	2026-05-10
Fiscal year end	December
Founded	2006
Industry	Real Estate Services
Is primary listing	Yes
ISIN number	CH0045825517
Last earnings date	2026-02-27
Last refreshed	2026-11-03
Market cap	CHF 577.7M
Next earnings date	2026-11-09
Price	CHF 16.90
Price currency	CHF
Sector	Real Estate
SIC code	6500
Stock price date	2026-11-03
Symbol	swx/FREN
Website	https://www.fundamentarealestate.ch

Valuation

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

Metric	Value
Average P/E ratio (10Y)	19.66x
Average P/E ratio (3Y)	23.98x
Average P/E ratio (5Y)	23.22x
Earnings yield	7.42%
EV/Earnings	29.39x
EV/EBIT	39.46x
EV/Sales	27.87x
Forward P/E	24.07x
Graham number	22.44002
Graham upside	33.18%
Industry forward P/E	21.07x
Industry P/E	15.13x
Lynch fair value	CHF 8.19
Lynch upside	-51.41%
P/B ratio	0.94x
P/E ratio	13.49x
P/OCF ratio	26.4x
P/S ratio	13.31x
Price / tangible book value	0.94x
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	70.64%
Effective tax rate	19.39%
Gross margin	86.47%
Operating margin	70.64%
Pretax margin	117.65%
Profit margin	94.83%
Profit per employee	CHF 4.1M
Profitable quarters	30
Profitable years	14
Revenue per employee	CHF 4.3M
ROA	1.49%
ROA (5Y)	1.49%
ROCE	2.4%
ROE	7.24%
ROE (5Y)	5.36%
ROIC	1.99%
ROIC (5Y)	2.02%
Tax / revenue	22.81%

Growth

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

Metric	Value
EPS growth	-20.09%
EPS growth (Q)	-27.41%
EPS growth (QoQ)	26.95%
EPS growth 10Y	6.45%
EPS growth 3Y	31.91%
EPS growth 5Y	1.68%
EPS growth years	2
Net income growth	-12.93%
Net income growth (Q)	-17.46%
Net income growth (QoQ)	38.53%
Net income growth 3Y	35.74%
Net income growth 5Y	6.53%
Net income growth years	2
OCF growth	17.24%
OCF growth (Q)	2.72%
OCF growth (QoQ)	-29.95%
OCF growth 10Y	8.78%
OCF growth 3Y	2.06%
OCF growth 5Y	-0.87%
Revenue growth	2.73%
Revenue growth (Q)	4.59%
Revenue growth (QoQ)	2.55%
Revenue growth 10Y	9.25%
Revenue growth 3Y	1.53%
Revenue growth 5Y	4.22%
Revenue growth quarters	5
Revenue growth years	2

Financial statements

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

Metric	Value
EBIT	CHF 30.6M
EPS	CHF 1.25
Financing cash flow	CHF 34.5M
Gross profit	CHF 37.4M
Income taxes	CHF 9.9M
Investing cash flow	CHF -56.5M
Net cash flow	CHF -216,000
Net income	CHF 41M
Operating income	CHF 30.6M
Revenue	CHF 43.3M

Financial strength

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

Metric	Value
Book value per share	CHF 17.86
Debt / equity	1.03
Interest coverage	4.93
Net cash (debt)	CHF -630.4M
Net cash / market cap	-109.44%
Net debt / equity	1.03
Piotroski F-Score	4
Shareholders' equity	CHF 610.5M
Tangible book value	CHF 610.5M
Tangible book value per share	CHF 17.86
Total assets	CHF 1.3B
Total cash	CHF 1M
Total debt	CHF 631.4M
Total liabilities	CHF 711.3M
WACC	2.8%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.03
Current ratio	1.03
Net working capital	CHF 27.7M
Quick ratio	1.02
Working capital	CHF 1.6M

Dividends and buybacks

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

Metric	Value
Buyback yield / dilution	-8.95%
Dividend growth	0%
Dividend growth (10Y)	4.14%
Dividend growth (3Y)	2.94%
Dividend growth (5Y)	1.76%
Dividend growth years	1
Dividend payment date	2026-04-09
Dividend payment years	15
Dividend payout frequency	Annual
Dividend per share	CHF 0.60
Dividend yield	3.55%
Ex-dividend date	2026-04-07
Last dividend	CHF 0.60
Payout ratio	49.97%
Shareholder yield	-5.39%

Performance and technicals

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

Metric	Value
10Y price change	10.46%
10Y return CAGR	4.37%
10Y total return	53.32%
150-day SMA	CHF 17.16
15Y price change	32.55%
15Y return CAGR	5.23%
15Y total return	114.93%
1D price change	0.3%
1M price change	1.2%
1M total return	1.2%
1W price change	-0.59%
1W total return	-0.59%
1Y price change	-2.03%
1Y return CAGR	1.23%
1Y total return	1.23%
20-day SMA	CHF 16.92
200-day SMA	CHF 17.54
3M price change	-1.17%
3M total return	-1.17%
3Y price change	-0.29%
3Y return CAGR	3.36%
3Y total return	10.42%
50-day SMA	CHF 16.91
50-day SMA vs 200-day SMA	50under200
52-week high	CHF 19.20
52-week high date	2026-03-06
52-week low	CHF 16.55
52-week low date	2026-06-10
5Y price change	-14.65%
5Y return CAGR	0.1%
5Y total return	0.5%
6M price change	-6.11%
6M total return	-6.11%
All-time high	CHF 20.90
All-time high date	2021-04-26
All-time low	CHF 11.30
All-time low date	2013-02-01
Average true range (ATR)	CHF 0.20
Average volume	10K
Beta (1Y)	0.1
Beta (2Y)	0.08
Beta (5Y)	0.14
Change from 52-week high	-11.98%
Change from 52-week low	2.12%
Change from all-time high	-19.14%
Change from all-time low	49.56%
Change from open	0%
Day's gap	0.3%
Dollar volume	CHF 188,790
High price	CHF 16.90
Low price	CHF 16.85
Monthly RSI	45.66
Open price	CHF 16.90
Position in 52-week range	100%
Previous close	CHF 16.85
Price vs 150-day SMA	-1.51%
Price vs 20-day SMA	-0.11%
Price vs 200-day SMA	-3.64%
Price vs 50-day SMA	-0.03%
Relative volume	1.11
RSI	50.34
Sharpe ratio	-0.12
Sharpe ratio (3Y)	0.09
Sharpe ratio (5Y)	-0.17
Sortino ratio	0.32
Sortino ratio (3Y)	0.58
Sortino ratio (5Y)	0.13
Volume	11.2K
Weekly RSI	46.26
YTD price change	-3.7%
YTD total return	-0.5%

Ownership and float

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

Metric	Value
Float	34.2M
Shares change (QoQ)	9.12%
Shares change (YoY)	8.95%
Shares held by institutions	37.33%
Shares outstanding	34.2M

Deeper analysis on SWX/FREN

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.

→

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/FREN report

Is a complete SWX/FREN research report available?

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

SWX/FREN (SWX/FREN)

Price

Financial snapshot

Fair-value bridge

Latest news · SWX/FREN

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All SWX/FREN 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/FREN

Frequently asked questions