Real Estate / Real Estate - DiversifiedUpdated 2026-05-10 22:07 UTC

SWX/ZUGN stock hub

SWX/ZUGN 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

1.2B

SIX Swiss Exchange

Market data

Live price

Current market quote for this ticker.

Current price

SWX/ZUGN

In the news

Latest news · SWX/ZUGN

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/E25.7

P25 21.8P50 25.3P75 29.3

Trailing P/E13.7

P25 11.9P50 13.7P75 15.6

ROE8

P25 7.2P50 8P75 10.4

ROIC2.8

P25 2.5P50 2.7P75 3.1

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All SWX/ZUGN 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

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
Country	Switzerland
Country code	CH
Employees	121.5
Employees Change	-8.5%
Employees Change Percent	-6.54
Enterprise value	CHF 1.8B
Exchange	SIX Swiss Exchange
Financial currency	CHF
First seen	2026-05-10
Industry	Real Estate - Diversified
Isin	CH0148052126
Last refreshed	2026-05-10
Market cap	CHF 1.2B
Price	CHF 2,290
Price currency	CHF
Rev Per Employee	747,852.46x
Sector	Real Estate
Sic	6510
Symbol	swx/ZUGN
Website	https://www.zugestates.ch

Valuation

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

Metric	Value
Earnings Yield	7.29%
EV Earnings	21.3x
EV/EBIT	32.79x
EV/EBITDA	31.22x
EV/FCF	38.99x
EV/Sales	19.88x
FCF yield	3.98%
Forward P/E	25.65x
P/B ratio	1.07x
P/E ratio	13.71x
P/S ratio	12.8x
PE Ratio10 Y	21.64x
PE Ratio3 Y	14.36x
PE Ratio5 Y	20.51x

Profitability

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

Metric	Value
EBIT Margin	60.63%
EBITDA Margin	63.69%
FCF margin	50.99%
Gross margin	88.19%
Gross Profit	CHF 80.5M
Net Income	CHF 85.2M
Net Income Growth	45.06%
Net Income Growth Q	-30.54%
Net Income Growth Years	2%
Net Income Growth3 Y	19.09%
Net Income Growth5 Y	43.86%
Pretax Margin	106.3%
Profit Margin	93.35%
Profit Per Employee	CHF 698,156
Profitable Years	15
ROA	1.85
Roa5y	1.73
ROCE	3.06
ROE	8.04
Roe5y	5.68
ROIC	2.78
Roic5y	2.65

Growth

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

Metric	Value
Cagr10y	5.74%
Cagr1y	10.79%
Cagr3y	12.07%
Cagr5y	5.52%
Div CAGR10	9.1%
Div CAGR3	6.12%
Div CAGR5	2.18%
EPS Growth	45.06
EPS Growth Q	-30.54
EPS Growth Years	2
EPS Growth3 Y	19.09
EPS Growth5 Y	43.86
OCF Growth	2.51%
OCF Growth Q	-0.26%
OCF Growth10 Y	-4.69%
OCF Growth3 Y	4.33%
OCF Growth5 Y	2.55%
Revenue Growth	2.75x
Revenue Growth Q	1.8x
Revenue Growth Quarters	9x
Revenue Growth Years	4x
Revenue Growth3 Y	2.4x
Revenue Growth5 Y	1.6x

Financial strength

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

Metric	Value
Asset Turnover	CHF 0.05
Assets	CHF 1.9B
Cash	CHF 14.1M
Debt	CHF 660.3M
Debt EBITDA	CHF 11.36
Debt Equity	CHF 0.61
Debt FCF	CHF 14.19
Equity	CHF 1.1B
Interest Coverage	5.32
Liabilities	CHF 817.4M
Net Cash	CHF -646.2M
Net Cash By Market Cap	CHF -55.33
Net Debt EBITDA	CHF 11.12
Net Debt Equity	CHF 0.59
Net Debt FCF	CHF 13.89
Tangible Book Value	CHF 1.1B
Tangible Book Value Per Share	CHF 2,137
WACC	4.61

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	0.22
Inventory Turnover	73.78
Net Working Capital	CHF -12.5M
Quick ratio	0.16
Working Capital	CHF -77.2M

Dividends and buybacks

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

Metric	Value
Dividend Growth	4.26%
Dividend Growth Years	3%
Dividend per share	CHF 49
Dividend Years	14
Dividend Yield	2.14%
Ex Div Date	2026-04-10
Last Dividend	CHF 49
Payout Frequency	Annual
Payout Ratio	28.14%

Performance and technicals

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

Metric	Value
10Y total return	74.68%
1Y total return	10.78%
200-day SMA	2,238.8
3Y total return	40.76%
50-day SMA	2,395.6
50-day SMA vs 200-day SMA	50over200
5Y total return	30.8%
All Time High	2,520
All Time High Change	-9.13%
All Time High Date	2026-03-06
All Time Low	1,111
All Time Low Change	106.12%
All Time Low Date	2013-06-24
ATR	42.96
Beta	0.4
Beta1y	0.06
Beta2y	0.1
Ch YTD	2.69
High	2,310
High52	2,520
High52 Date	2026-03-06
High52ch	-9.13%
Low	2,290
Low52	2,020
Low52 Date	2025-05-14
Low52ch	13.37%
Ma50ch	-4.41%
Price vs 200-day SMA	2.29%
RSI	37.27
RSI Monthly	61.93
RSI Weekly	49.77
Sharpe ratio	0.41x
Sortino ratio	0.95
Total Return	2.14%
Tr YTD	4.82
Tr1m	-2.6%
Tr1w	-2.14%
Tr3m	-3.41%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Operating Income	CHF 55.3M
Operating margin	60.63

Ownership and float

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

Metric	Value
Float	213,494%
Shares Insiders	26.95%
Shares Institutions	12.47%
Shares Out	510,000
Shares Qo Q	0%

Other indicators

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

Metric	Value
Adjusted FCF	CHF 46.5M
Average Volume	120.05x
Bv Per Share	2,137.3
CAPEX	CHF -485,000
Ch10y	43.48
Ch1m	-4.58
Ch1w	-2.14
Ch1y	8.53
Ch3m	-5.37
Ch3y	31.61
Ch5y	17.44
Ch6m	8.02
Change	-1.29%
Change From Open	-0.87
Close	2,320
Days Gap	-0.43
Depreciation Amortization	3,207,000
Dollar Volume	247,320
Earnings Date	2026-08-20
EBIT	CHF 55.3M
EBITDA	CHF 58.1M
EPS	CHF 167
F Score	4
FCF	CHF 46.5M
FCF EV Yield	2.56x
FCF Per Share	CHF 91.23
Financing CF	-21,978,000
Fiscal Year End	December
Founded	2,012
Graham Number	2833.96177
Graham Upside	23.75
Income Tax	CHF 11.8M
Investing CF	-27,916,000
Is Primary Listing	1
Last Earnings Date	2026-02-19
Last Report Date	2025-12-31
Lynch Fair Value	CHF 4,175
Lynch Upside	82.33
Ma150	2,273.7
Ma150ch	0.72%
Ma20	2,358
Ma20ch	-2.88%
Net CF	-2,883,000
Next Earnings Date	2026-08-20
Open	2,310
P FCF Ratio	25.1
P OCF Ratio	24.84
Payment Date	2026-04-14
Position In Range	0
Ppne	1,884,989,000
Price Date	2026-05-08
Price EBITDA	CHF 20.1
Ptbv Ratio	1.07
Relative Volume	0.89x
Revenue	91,238,000x
Tax By Revenue	12.95x
Tax Rate	12.18%
Tr6m	10.26%
Volume	108

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/ZUGN dividend yield, growth & safety

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

Dividend yield

+2.1%

$49.0 annual per share

Payout ratio

+28.1%

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

5Y dividend CAGR

+2.2%

3 consecutive years of growth

Total shareholder yield

+2.1%

Next ex-dividend date: 2026-04-10

Performance

SWX/ZUGN stock returns vs the market

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

Ownership

Who owns SWX/ZUGN?

Insider, institutional, and short-interest positioning.

Institutional ownership

+12.5%

Share of float held by funds and institutions

Insider ownership

+26.9%

Stake held by company insiders. Higher generally signals alignment.

Short interest

n/a

Float sold short by bearish positioning

Y/Y dilution

n/a

Negative means the company is buying back shares.

Technical

SWX/ZUGN momentum and risk profile

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

RSI (14)

37.3

Neutral momentum band

Price vs 200-day MA

+2.3%

50/200-day relationship not available

Beta (5Y)

0.40

Less volatile than the market

Sharpe ratio

0.41

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

Questions

About SWX/ZUGN

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

What is the current swx/ZUGN stock rating?

swx/ZUGN 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/ZUGN analysis?

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

The latest report frames swx/ZUGN 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/ZUGN 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.