SWX/JPM (SWX/JPM)

SIX Swiss Exchange: SWX/JPM · CHF

CHF 280

+0.00 (0.0%)· Recorded snapshot

Market cap	741B
Revenue (ttm)	159.1B
Net income (ttm)	53.8B
EPS (ttm)	CHF 19.5
P/E (trailing)	14.4x
P/E (forward)	13.6x
Dividend	CHF 4.97 (1.77%)

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 159.1B
Net income (ttm): 53.8B
EPS (ttm): CHF 19.5
P/E (trailing): 14.4x
P/E (forward): 13.6x
Market cap: 741B

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/E13.6

P25 n/aP50 n/aP75 n/a

Trailing P/E14.4

P25 n/aP50 n/aP75 n/a

ROE18

P25 n/aP50 n/aP75 n/a

ROICn/a

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All SWX/JPM indicators

Market & fundamental data

Available fields

180

Groups with data

Currency

USD

Showing 180 of 180 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	CHF
Country	United States
Country code	CH
Earnings date	2026-10-13
Employees	322,964
Employees change	4,811
Employees growth	1.51%
Exchange	SIX Swiss Exchange
Financial currency	USD
Financial report date	2026-09-30
First seen	2026-09-15
Fiscal year end	December
Founded	1799
Industry	Banks - Diversified
Is primary listing	No
ISIN number	US46625H1005
Last earnings date	2026-10-13
Last refreshed	2026-11-03
Market cap	CHF 741B
Next earnings date	2027-01-14
Price	CHF 280.20
Price currency	CHF
Sector	Financials
SIC code	6020
Stock price date	2026-11-02
Symbol	swx/JPM
Website	https://www.jpmorganchase.com

Valuation

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

Metric	Value
Average P/E ratio (10Y)	12.01x
Average P/E ratio (3Y)	12.95x
Average P/E ratio (5Y)	11.56x
Earnings yield	6.95%
Forward P/E	13.61x
Graham number	231.97857
Graham upside	-17.21%
Lynch fair value	CHF 121.65
Lynch upside	-56.58%
P/B ratio	2.39x
P/E ratio	14.39x
P/S ratio	4.66x
Price / tangible book value	3x
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	22.64%
Operating margin	44.56%
Pretax margin	44.72%
Profit margin	34.59%
Profit per employee	CHF 166,698
Profitable quarters	51
Profitable years	35
Revenue per employee	CHF 492,737
ROA	1.37%
ROA (5Y)	1.31%
ROE	18.01%
ROE (5Y)	15.84%
Tax / revenue	10.12%

Growth

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

Metric	Value
EPS growth	17.97%
EPS growth (Q)	9.86%
EPS growth (QoQ)	-27.66%
EPS growth 10Y	15.17%
EPS growth 3Y	12.43%
EPS growth 5Y	8.54%
EPS growth quarters	2
EPS growth years	3
Net income growth	13.7%
Net income growth (Q)	6.34%
Net income growth (QoQ)	-28.03%
Net income growth 3Y	9.25%
Net income growth 5Y	5.98%
Net income growth quarters	2
Net income growth years	0
Revenue growth	14.06%
Revenue growth (Q)	10.24%
Revenue growth (QoQ)	-13.5%
Revenue growth 10Y	7.93%
Revenue growth 3Y	10.23%
Revenue growth 5Y	7.71%
Revenue growth quarters	4
Revenue growth years	10

Financial statements

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

Metric	Value
EPS	CHF 19.48
Financing cash flow	CHF 203B
Gross profit	CHF 159.1B
Income taxes	CHF 16.1B
Investing cash flow	CHF -152B
Net borrowing	CHF 122B
Net cash flow	CHF -90.4B
Net income	CHF 53.8B
Operating income	CHF 70.9B
Revenue	CHF 159.1B

Financial strength

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

Metric	Value
Book value per share	CHF 110.38
Debt / equity	3.56
Goodwill	CHF 43.1B
Net cash (debt)	CHF 463.2B
Net cash / market cap	62.52%
Net cash growth	111.15%
Net debt / equity	-1.49
Piotroski F-Score	2
Property, plant and equipment	CHF 31.6B
Shareholders' equity	CHF 310.7B
Tangible book value	CHF 247.2B
Tangible book value per share	CHF 93.07
Total assets	CHF 4.2T
Total cash	CHF 1.6T
Total debt	CHF 1.1T
Total liabilities	CHF 3.9T

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Working capital	CHF -1.5T

Dividends and buybacks

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

Metric	Value
Buyback yield / dilution	3.48%
Dividend growth	6.98%
Dividend growth (10Y)	10.69%
Dividend growth (3Y)	10.35%
Dividend growth (5Y)	7.88%
Dividend growth years	2
Dividend payment date	2026-10-31
Dividend payment years	12
Dividend payout frequency	Quarterly
Dividend per share	CHF 4.97
Dividend yield	1.77%
Ex-dividend date	2026-10-06
Last dividend	CHF 1.37
Payout ratio	25.49%
Shareholder yield	5.25%

Performance and technicals

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

Metric	Value
10Y price change	306.09%
10Y return CAGR	18.67%
10Y total return	453.89%
150-day SMA	CHF 266.95
1D price change	0%
1M price change	-0.05%
1M total return	0.45%
1W price change	1.78%
1W total return	1.78%
20-day SMA	CHF 277.68
200-day SMA	CHF 258.66
3M price change	-2.79%
3M total return	-2.31%
3Y price change	159.78%
3Y return CAGR	42.12%
3Y total return	187.1%
50-day SMA	CHF 282.03
50-day SMA vs 200-day SMA	50over200
52-week high	CHF 294.85
52-week high date	2026-08-17
52-week low	CHF 222.58
52-week low date	2026-03-12
5Y price change	159.78%
5Y return CAGR	25.22%
5Y total return	207.8%
6M price change	14.27%
6M total return	15.36%
All-time high	CHF 294.85
All-time high date	2026-08-12
All-time low	CHF 47.78
All-time low date	2015-01-21
Average true range (ATR)	CHF 1.82
Average volume	0.7
Change from 52-week high	-4.97%
Change from 52-week low	25.89%
Change from all-time high	-4.97%
Change from all-time low	486.44%
Monthly RSI	80.63
Previous close	CHF 280.20
Price vs 150-day SMA	4.96%
Price vs 20-day SMA	0.91%
Price vs 200-day SMA	8.33%
Price vs 50-day SMA	-0.65%
Relative volume	20
RSI	52.03
Sharpe ratio	1.07
Sharpe ratio (3Y)	0.61
Sharpe ratio (5Y)	0.47
Sortino ratio	14.23
Sortino ratio (3Y)	8.57
Sortino ratio (5Y)	6.96
Weekly RSI	60.39
YTD price change	9.43%
YTD total return	11.55%

Ownership and float

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

Metric	Value
Float	2.6B
Shares change (QoQ)	-0.42%
Shares change (YoY)	-3.48%
Shares held by insiders	0.36%
Shares held by institutions	74.99%
Short ratio	3.7 days

Deeper analysis on SWX/JPM

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.

→

Frequently asked questions

About this SWX/JPM report

Is a complete SWX/JPM research report available?

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

SWX/JPM (SWX/JPM)

Price

Financial snapshot

Fair-value bridge

Latest news · SWX/JPM

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All SWX/JPM 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/JPM

Frequently asked questions