SWX/DWS (SWX/DWS)

SIX Swiss Exchange: SWX/DWS · CHF

CHF 60.0

+0.00 (0.0%)· Recorded snapshot

Market cap	12B
Revenue (ttm)	4.5B
Net income (ttm)	972.1M
EPS (ttm)	CHF 4.69
P/E (trailing)	12.8x
P/E (forward)	11.9x
Dividend	CHF 2.75 (4.59%)

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 4.5B
Net income (ttm): 972.1M
EPS (ttm): CHF 4.69
P/E (trailing): 12.8x
P/E (forward): 11.9x
Market cap: 12B

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/E11.9

P25 n/aP50 n/aP75 n/a

Trailing P/E12.8

P25 n/aP50 n/aP75 n/a

ROE14

P25 n/aP50 n/aP75 n/a

ROIC25.3

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All SWX/DWS indicators

Market & fundamental data

Available fields

213

Groups with data

Currency

EUR

Showing 213 of 213 available metrics for this ticker.

Profile and market data

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

Metric	Value
Amount currency	CHF
Country	Germany
Country code	CH
Earnings date	2026-10-28
Employees	4,879
Employees change	157
Employees growth	3.32%
Enterprise value	CHF 8.9B
Exchange	SIX Swiss Exchange
Financial currency	EUR
Financial report date	2026-09-30
First seen	2026-07-12
Fiscal year end	December
Industry	Asset Management
Is primary listing	No
ISIN number	DE000DWS1007
Last earnings date	2026-10-28
Last refreshed	2026-11-03
Market cap	CHF 12B
Next earnings date	2027-01-29
Price	CHF 60.00
Price currency	CHF
Sector	Financials
SIC code	6200
Stock price date	2026-11-02
Symbol	swx/DWS
Website	https://www.dws.com

Valuation

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

Metric	Value
Average P/E ratio (10Y)	11.55x
Average P/E ratio (3Y)	12.84x
Average P/E ratio (5Y)	11.38x
Earnings yield	7.82%
EV/Earnings	9.13x
EV/EBIT	6.71x
EV/EBITDA	6.59x
EV/FCF	13.16x
EV/Sales	2.05x
FCF / EV yield	7.6%
FCF yield	5.64%
Forward P/E	11.94x
Graham number	62.56539
Graham upside	4.28%
Industry forward P/E	14.04x
Industry P/E	15.01x
Lynch fair value	CHF 41.17
Lynch upside	-31.38%
P/B ratio	1.68x
P/E ratio	12.78x
P/FCF ratio	17.74x
P/OCF ratio	17.57x
P/S ratio	2.68x
Price / tangible book value	3.24x
Price/EBITDA ratio	8.74x
Sector forward P/E	13.48x
Sector P/E	9.41x

Profitability

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

Metric	Value
EBIT margin	30.56%
EBITDA margin	30.64%
Effective tax rate	27.76%
FCF margin	15.42%
Gross margin	49.75%
Operating margin	30.56%
Pretax margin	30.16%
Profit margin	21.75%
Profit per employee	CHF 206,216
Profitable quarters	23
Profitable years	11
Revenue per employee	CHF 948,272
ROA	7.77%
ROA (5Y)	5.89%
ROCE	17.99%
ROE	14.03%
ROE (5Y)	9.36%
ROIC	25.25%
ROIC (5Y)	17.91%
Tax / revenue	8.37%

Growth

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

Metric	Value
EPS growth	27.31%
EPS growth (Q)	4.55%
EPS growth (QoQ)	-2.95%
EPS growth quarters	1
EPS growth years	2
FCF growth	4.24%
FCF growth 3Y	19.54%
FCF growth 5Y	7.34%
Gross profit growth	11.6%
Gross profit growth (Q)	3.35%
Gross profit growth 3Y	9.35%
Gross profit growth 5Y	5.82%
Net income growth	26.98%
Net income growth (Q)	5.02%
Net income growth (QoQ)	-2.95%
Net income growth 3Y	24.16%
Net income growth 5Y	8.45%
Net income growth quarters	2
Net income growth years	2
OCF growth	5.08%
OCF growth 3Y	19.55%
OCF growth 5Y	7.09%
Operating income growth	13.99%
Operating income growth (Q)	1.88%
Operating income growth 3Y	16.54%
Operating income growth 5Y	7.99%
Revenue growth	8.21%
Revenue growth (Q)	3.98%
Revenue growth (QoQ)	-50.13%
Revenue growth 3Y	6.47%
Revenue growth 5Y	5.35%
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 -6.4M
Depreciation and amortization	CHF 3.2M
EBIT	CHF 1.4B
EBITDA	CHF 1.4B
EPS	CHF 4.69
Financing cash flow	CHF -584.1M
Free cash flow	CHF 674.6M
Gross profit	CHF 2.2B
Income taxes	CHF 374.2M
Investing cash flow	CHF -160.9M
Net borrowing	CHF -35.7M
Net cash flow	CHF -58.5M
Net income	CHF 972.1M
Operating income	CHF 1.4B
Revenue	CHF 4.5B

Financial strength

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

Metric	Value
Book value per share	CHF 35.49
Debt / EBITDA	0.11
Debt / equity	0.02
Debt / FCF	0.23
Interest coverage	80.11
Net cash (debt)	CHF 3.2B
Net cash / market cap	26.83%
Net cash growth	14.42%
Net debt / EBITDA	-2.34
Net debt / equity	-0.45
Net debt / FCF	-4.76
Piotroski F-Score	6
Shareholders' equity	CHF 7.1B
Tangible book value	CHF 3.7B
Tangible book value per share	CHF 18.49
Total cash	CHF 3.4B
Total debt	CHF 154.4M

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.41
Current ratio	1.22
Quick ratio	1.09
Working capital	CHF 813.6M

Dividends and buybacks

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

Metric	Value
Buyback yield / dilution	0.26%
Dividend growth	33.35%
Dividend growth (3Y)	11.21%
Dividend growth (5Y)	-6.14%
Dividend growth years	0
Dividend payment date	2026-06-08
Dividend payment years	8
Dividend payout frequency	Annual
Dividend per share	CHF 2.75
Dividend yield	4.59%
Ex-dividend date	2026-06-04
Last dividend	CHF 2.75
Payout ratio	58.08%
Shareholder yield	4.85%

Performance and technicals

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

Metric	Value
150-day SMA	CHF 61.33
1D price change	0%
1M price change	-7.69%
1M total return	-7.69%
1Y price change	76.47%
1Y return CAGR	85.57%
1Y total return	85.49%
20-day SMA	CHF 61.75
200-day SMA	CHF 59.27
3M price change	-9.57%
3M total return	-9.57%
3Y price change	76.47%
3Y return CAGR	33.72%
3Y total return	139.13%
50-day SMA	CHF 66.39
50-day SMA vs 200-day SMA	50over200
52-week high	CHF 70.80
52-week high date	2026-09-14
52-week low	CHF 34.00
52-week low date	2025-11-25
5Y price change	76.47%
5Y return CAGR	22.04%
5Y total return	170.69%
6M price change	11.52%
6M total return	17.23%
All-time high	CHF 70.80
All-time high date	2026-09-10
All-time low	CHF 27.00
All-time low date	2018-09-17
Average true range (ATR)	CHF 0.23
Average volume	0
Change from 52-week high	-15.25%
Change from 52-week low	76.47%
Change from all-time high	-15.25%
Change from all-time low	122.22%
Monthly RSI	65.48
Previous close	CHF 60.00
Price vs 150-day SMA	-2.17%
Price vs 20-day SMA	-2.84%
Price vs 200-day SMA	1.22%
Price vs 50-day SMA	-9.62%
Relative volume	20
RSI	3.63
Sharpe ratio	1.45
Sharpe ratio (3Y)	0.98
Sharpe ratio (5Y)	0.79
Sortino ratio	7.56
Sortino ratio (3Y)	6.08
Sortino ratio (5Y)	5.33
Weekly RSI	44.33
YTD price change	17.65%
YTD total return	23.66%

Ownership and float

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

Metric	Value
Float	41M
Shares change (QoQ)	0%
Shares change (YoY)	-0.26%
Shares held by institutions	8.87%

Deeper analysis on SWX/DWS

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.

→

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/DWS report

Is a complete SWX/DWS research report available?

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

SWX/DWS (SWX/DWS)

Price

Financial snapshot

Fair-value bridge

Latest news · SWX/DWS

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All SWX/DWS 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/DWS

Frequently asked questions