SWX/HBAN (SWX/HBAN)

SIX Swiss Exchange: SWX/HBAN · CHF

CHF 221

+1.80 (+0.8%)· Recorded snapshot

Market cap	21.9B
Revenue (ttm)	13.9B
Net income (ttm)	307.2M
EPS (ttm)	CHF 3.93
Shares out	99M
P/E (trailing)	56.3x
P/E (forward)	41.7x
Dividend	CHF 7.70 (3.48%)
Volume	25,586
Beta	0.29

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 13.9B
Net income (ttm): 307.2M
EPS (ttm): CHF 3.93
P/E (trailing): 56.3x
P/E (forward): 41.7x
Market cap: 21.9B

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/E41.7

P25 n/aP50 n/aP75 n/a

Trailing P/E56.3

P25 n/aP50 n/aP75 n/a

ROE3.9

P25 n/aP50 n/aP75 n/a

ROIC2.3

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All SWX/HBAN indicators

Market & fundamental data

Available fields

243

Groups with data

Currency

CHF

Showing 243 of 243 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	2027-03-17
Employees	20,597
Employees change	-2,299
Employees growth	-10.04%
Enterprise value	CHF 36.4B
Exchange	SIX Swiss Exchange
Financial currency	CHF
Financial report date	2026-06-30
First seen	2026-05-10
Fiscal year end	December
Founded	2017
Industry	Insurance - Diversified
Is primary listing	Yes
ISIN number	CH0466642201
Last earnings date	2026-09-17
Last refreshed	2026-11-03
Last stock split date	2019-05-13
Last stock split type	Forward
Market cap	CHF 21.9B
Next earnings date	2027-03-17
Price	CHF 221.40
Price currency	CHF
Sector	Financials
SIC code	6331
Stock price date	2026-11-03
Symbol	swx/HBAN
Website	https://www.helvetia-baloise.com

Valuation

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

Metric	Value
Average P/E ratio (10Y)	18.26x
Average P/E ratio (3Y)	27.8x
Average P/E ratio (5Y)	21.87x
Earnings yield	1.78%
EV/Earnings	117.86x
EV/EBIT	36.27x
EV/EBITDA	28.35x
EV/FCF	75.24x
EV/Sales	2.6x
FCF / EV yield	1.33%
FCF yield	2.21%
Forward P/E	41.69x
Graham number	104.55869
Graham upside	-52.39%
Lynch fair value	CHF 19.65
Lynch upside	-91.05%
P/(FCF - SBC) ratio	45.33x
P/(OCF - SBC) ratio	39.81x
P/B ratio	1.67x
P/E ratio	56.32x
P/FCF ratio	45.19x
P/OCF ratio	39.7x
P/S ratio	1.56x
PEG ratio	3.79x
Price / tangible book value	4.64x
Price/EBITDA ratio	17.31x
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	7.17%
EBITDA margin	9.02%
Effective tax rate	29.08%
FCF margin	3.46%
Gross margin	23.48%
Operating margin	7.17%
Pretax margin	3.44%
Profit margin	2.25%
Profit per employee	CHF 14,916
Profitable quarters	12
Profitable years	23
Revenue per employee	CHF 675,870
ROA	0.61%
ROA (5Y)	0.58%
ROCE	0.78%
ROE	3.93%
ROE (5Y)	8.18%
ROIC	2.3%
ROIC (5Y)	5.66%
SBC / revenue	0.01%
Tax / revenue	1%

Growth

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

Metric	Value
EPS growth	-61.51%
EPS growth (Q)	-88.52%
EPS growth (QoQ)	-85.52%
EPS growth 10Y	-4.83%
EPS growth 3Y	-24.9%
EPS growth 5Y	-13.2%
EPS growth years	2
FCF growth	-15.73%
FCF growth 3Y	18.02%
Net income growth	-42.54%
Net income growth (Q)	-77.67%
Net income growth (QoQ)	-71.25%
Net income growth 3Y	-14.44%
Net income growth 5Y	-9.63%
Net income growth years	2
OCF growth	-11.62%
OCF growth 3Y	15.02%
Revenue growth	46.48%
Revenue growth (Q)	73.02%
Revenue growth (QoQ)	58.21%
Revenue growth 10Y	4.29%
Revenue growth 3Y	16.55%
Revenue growth 5Y	2.58%
Revenue growth quarters	2
Revenue growth years	0

Financial statements

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

Metric	Value
Capital expenditures	CHF -66.5M
EBIT	CHF 998.2M
EBITDA	CHF 1.3B
EPS	CHF 3.93
FCF per share	CHF 4.86
Financing cash flow	CHF -380.6M
Free cash flow	CHF 481.2M
Free cash flow minus SBC	CHF 479.7M
Gross profit	CHF 3.3B
Income taxes	CHF 139.1M
Investing cash flow	CHF 2.6B
Net borrowing	CHF 346.6M
Net cash flow	CHF 2.8B
Net income	CHF 307.2M
Operating cash flow minus SBC	CHF 546.2M
Operating income	CHF 998.2M
Revenue	CHF 13.9B
Stock-based compensation	CHF 1.5M

Financial strength

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

Metric	Value
Book value per share	CHF 123.61
Debt / EBITDA	13.91
Debt / equity	1.37
Debt / FCF	36.91
Interest coverage	8.2
Net cash (debt)	CHF -13.7B
Net cash / market cap	-63.1%
Net debt / EBITDA	10.92
Net debt / equity	1.06
Net debt / FCF	28.51
Piotroski F-Score	4
Property, plant and equipment	CHF 1.5B
Shareholders' equity	CHF 13B
Tangible book value	CHF 4.7B
Tangible book value per share	CHF 47.28
Total assets	CHF 146B
Total cash	CHF 44.5B
Total debt	CHF 17.8B
Total liabilities	CHF 133B
WACC	3.44%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.14
Current ratio	2.69
Net working capital	CHF 26.8B
Quick ratio	2.46
Working capital	CHF 30.8B

Dividends and buybacks

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

Metric	Value
Buyback yield / dilution	-47.93%
Dividend growth	14.93%
Dividend growth (10Y)	7.32%
Dividend growth (3Y)	9.28%
Dividend growth (5Y)	9.02%
Dividend growth years	4
Dividend payment date	2026-05-29
Dividend payment years	30
Dividend payout frequency	Annual
Dividend per share	CHF 7.70
Dividend yield	3.48%
Ex-dividend date	2026-05-27
FCF payout ratio	158.44%
Last dividend	CHF 7.70
Payout ratio	250.14%
Shareholder yield	-44.42%

Performance and technicals

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

Metric	Value
10Y price change	119.23%
10Y return CAGR	12.98%
10Y total return	238.66%
150-day SMA	CHF 211.99
15Y price change	262.33%
15Y return CAGR	13.73%
15Y total return	589.14%
1D price change	0.82%
1M price change	7.9%
1M total return	7.9%
1W price change	2.6%
1W total return	2.6%
1Y price change	12.06%
1Y return CAGR	16.24%
1Y total return	16.23%
20-day SMA	CHF 212.20
200-day SMA	CHF 207.91
20Y price change	185.05%
20Y return CAGR	9.9%
20Y total return	560%
3M price change	2.03%
3M total return	2.03%
3Y price change	77.1%
3Y return CAGR	26.09%
3Y total return	100.51%
50-day SMA	CHF 212.44
50-day SMA vs 200-day SMA	50over200
52-week high	CHF 226.60
52-week high date	2026-09-17
52-week low	CHF 183.40
52-week low date	2026-03-09
5Y price change	103.31%
5Y return CAGR	20.34%
5Y total return	152.35%
6M price change	3.36%
6M total return	7.22%
All-time high	CHF 226.60
All-time high date	2026-09-17
All-time low	CHF 22.00
All-time low date	2002-10-07
Average true range (ATR)	CHF 3.13
Average volume	95.9K
Beta (1Y)	0.43
Beta (2Y)	0.43
Beta (5Y)	0.29
Change from 52-week high	-2.29%
Change from 52-week low	20.72%
Change from all-time high	-2.38%
Change from all-time low	905.45%
Change from open	0.64%
Day's gap	0.18%
Dollar volume	CHF 5.7M
High price	CHF 221.60
Low price	CHF 219.20
Monthly RSI	65.93
Open price	CHF 220.00
Position in 52-week range	91.67%
Previous close	CHF 219.60
Price vs 150-day SMA	4.35%
Price vs 20-day SMA	4.24%
Price vs 200-day SMA	6.39%
Price vs 50-day SMA	4.12%
Relative volume	0.27
RSI	66.35
Sharpe ratio	0.63
Sharpe ratio (3Y)	1.23
Sharpe ratio (5Y)	0.85
Sortino ratio	1.22
Sortino ratio (3Y)	2.13
Sortino ratio (5Y)	1.48
Volume	25.6K
Weekly RSI	58.75
YTD price change	5.74%
YTD total return	9.68%

Ownership and float

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

Metric	Value
Float	76.4M
Shares change (QoQ)	98.59%
Shares change (YoY)	47.93%
Shares held by insiders	0.14%
Shares held by institutions	23.09%
Shares outstanding	99M

Deeper analysis on SWX/HBAN

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.

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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/HBAN report

Is a complete SWX/HBAN research report available?

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

SWX/HBAN (SWX/HBAN)

Price

Financial snapshot

Fair-value bridge

Latest news · SWX/HBAN

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All SWX/HBAN 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/HBAN

Frequently asked questions