SWX/OERL (SWX/OERL)

SIX Swiss Exchange: SWX/OERL · CHF

CHF 5.21

+0.06 (+1.2%)· Recorded snapshot

Market cap	1.7B
Revenue (ttm)	1.6B
Net income (ttm)	337M
EPS (ttm)	CHF 1.04
Shares out	326.4M
P/E (trailing)	5.0x
P/E (forward)	7.6x
Dividend	CHF 0.20 (3.84%)
Volume	440,537
Beta	1.02

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 1.6B
Net income (ttm): 337M
EPS (ttm): CHF 1.04
P/E (trailing): 5.0x
P/E (forward): 7.6x
Market cap: 1.7B

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/E7.6

P25 n/aP50 n/aP75 n/a

Trailing P/E5

P25 n/aP50 n/aP75 n/a

ROE3.3

P25 n/aP50 n/aP75 n/a

ROIC2.3

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All SWX/OERL indicators

Market & fundamental data

Available fields

257

Groups with data

Currency

CHF

Showing 257 of 257 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	2026-11-10
Employees	9,290
Employees change	-53
Employees growth	-0.57%
Enterprise value	CHF 2.5B
Exchange	SIX Swiss Exchange
Financial currency	CHF
Financial report date	2026-06-30
First seen	2026-05-10
Fiscal year end	December
Founded	1876
Industry	Specialty Industrial Machinery
Is primary listing	Yes
ISIN number	CH0000816824
Last earnings date	2026-08-06
Last refreshed	2026-11-03
Market cap	CHF 1.7B
Next earnings date	2026-11-10
Price	CHF 5.21
Price currency	CHF
Sector	Industrials
SIC code	3550
Stock price date	2026-11-03
Symbol	swx/OERL
Website	https://www.oerlikon.com

Valuation

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

Metric	Value
Average P/E ratio (10Y)	36.22x
Average P/E ratio (3Y)	34.13x
Average P/E ratio (5Y)	27.76x
Earnings yield	20.03%
EV/Earnings	7.24x
EV/EBIT	25.42x
EV/EBITDA	10.21x
EV/FCF	17.43x
EV/Sales	1.55x
FCF / EV yield	5.74%
FCF yield	8.33%
Forward P/E	7.58x
Graham number	9.24996
Graham upside	79.61%
Industry forward P/E	24.96x
Industry P/E	34.11x
Lynch fair value	CHF 26.09
Lynch upside	406.7%
P/(FCF - SBC) ratio	12.55x
P/(OCF - SBC) ratio	8.49x
P/B ratio	1.39x
P/E ratio	4.99x
P/FCF ratio	12.01x
P/OCF ratio	8.24x
P/S ratio	1.07x
PEG ratio	0.42x
Price/EBITDA ratio	8.24x
Sector forward P/E	23.12x
Sector P/E	30.41x

Profitability

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

Metric	Value
EBIT margin	6.11%
EBITDA margin	12.98%
Effective tax rate	52.7%
FCF margin	8.91%
Gross margin	30.85%
Operating margin	6.11%
Pretax margin	4.71%
Profit margin	21.44%
Profit per employee	CHF 36,276
Profitable quarters	2
Revenue per employee	CHF 169,214
ROA	1.81%
ROA (5Y)	1.62%
ROCE	3.94%
ROE	3.29%
ROE (5Y)	3.5%
ROIC	2.32%
ROIC (5Y)	3.51%
SBC / revenue	0.38%
Tax / revenue	2.48%

Growth

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

Metric	Value
EPS growth (QoQ)	2,626.3%
EPS growth 10Y	7.09%
EPS growth 3Y	63.71%
EPS growth 5Y	57.9%
EPS growth quarters	1
EPS growth years	0
FCF growth	72.84%
FCF growth 3Y	47.08%
FCF growth 5Y	-10.66%
Gross profit growth	5.43%
Gross profit growth (Q)	21.66%
Gross profit growth 3Y	-11.64%
Gross profit growth 5Y	-2.77%
Net income growth (QoQ)	2,608.33%
Net income growth 3Y	62.87%
Net income growth 5Y	57.29%
Net income growth quarters	1
Net income growth years	0
OCF growth	25.93%
OCF growth 10Y	-2.71%
OCF growth 3Y	16.51%
OCF growth 5Y	-8.03%
Operating income growth	166.67%
Operating income growth 3Y	-10.07%
Operating income growth 5Y	39.77%
Revenue growth	-1.13%
Revenue growth (Q)	0.51%
Revenue growth (QoQ)	1.02%
Revenue growth 10Y	-5.5%
Revenue growth 3Y	-18.59%
Revenue growth 5Y	-6.99%
Revenue growth quarters	1
Revenue growth years	0

Financial statements

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

Metric	Value
Capital expenditures	CHF -64M
Depreciation and amortization	CHF 108M
EBIT	CHF 96M
EBITDA	CHF 204M
EPS	CHF 1.04
FCF per share	CHF 0.43
Financing cash flow	CHF -809M
Free cash flow	CHF 140M
Free cash flow minus SBC	CHF 134M
Gross profit	CHF 485M
Income taxes	CHF 39M
Investing cash flow	CHF 625M
Net borrowing	CHF -489M
Net cash flow	CHF 12M
Net income	CHF 337M
Operating cash flow minus SBC	CHF 198M
Operating income	CHF 96M
Revenue	CHF 1.6B
Stock-based compensation	CHF 6M

Financial strength

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

Metric	Value
Altman Z-Score	1.62
Book value per share	CHF 3.64
Debt / EBITDA	4.41
Debt / equity	0.87
Debt / FCF	7.53
Interest coverage	3.69
Long-term assets	CHF 1.8B
Long-term liabilities	CHF 1.2B
Net cash (debt)	CHF -748M
Net cash / market cap	-44.5%
Net debt / EBITDA	3.67
Net debt / equity	0.62
Net debt / FCF	5.34
Piotroski F-Score	6
Property, plant and equipment	CHF 514M
Shareholders' equity	CHF 1.2B
Tangible book value	CHF -5M
Tangible book value per share	CHF -0.02
Total assets	CHF 2.9B
Total cash	CHF 306M
Total debt	CHF 1.1B
Total liabilities	CHF 1.7B
WACC	6.5%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.48
Current assets	CHF 1.1B
Current liabilities	CHF 495M
Current ratio	2.23
Inventory turnover	3.38
Net working capital	CHF 339M
Quick ratio	1.45
Working capital	CHF 611M
Working capital turnover	3.8

Dividends and buybacks

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

Metric	Value
Buyback yield / dilution	2.16%
Dividend growth	325%
Dividend growth (10Y)	10.98%
Dividend growth (3Y)	34.42%
Dividend growth (5Y)	19.42%
Dividend growth years	0
Dividend payment date	2026-03-30
Dividend payment years	15
Dividend payout frequency	Annual
Dividend per share	CHF 0.20
Dividend yield	3.84%
Ex-dividend date	2026-03-26
FCF payout ratio	198.19%
Last dividend	CHF 0.85
Payout ratio	84.87%
Shareholder yield	6.05%

Performance and technicals

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

Metric	Value
10Y price change	-40.14%
10Y return CAGR	2.55%
10Y total return	28.61%
150-day SMA	CHF 4.55
15Y price change	1.77%
15Y return CAGR	6.23%
15Y total return	147.6%
1D price change	1.17%
1M price change	-8.63%
1M total return	-8.63%
1W price change	-8.3%
1W total return	-8.3%
1Y price change	80.84%
1Y return CAGR	133.4%
1Y total return	133.26%
20-day SMA	CHF 5.62
200-day SMA	CHF 4.36
20Y price change	-98.91%
20Y return CAGR	-7.93%
20Y total return	-80.86%
3M price change	9.38%
3M total return	9.38%
3Y price change	41.11%
3Y return CAGR	26.21%
3Y total return	101.09%
50-day SMA	CHF 5.53
50-day SMA vs 200-day SMA	50over200
52-week high	CHF 5.99
52-week high date	2026-09-23
52-week low	CHF 2.72
52-week low date	2025-11-04
5Y price change	-44.79%
5Y return CAGR	-2.41%
5Y total return	-11.46%
6M price change	51.98%
6M total return	51.98%
All-time high	CHF 794.50
All-time high date	2007-03-27
All-time low	CHF 2.21
All-time low date	2025-04-07
Average true range (ATR)	CHF 0.20
Average volume	472K
Beta (1Y)	1.33
Beta (2Y)	1.12
Beta (5Y)	1.02
Change from 52-week high	-13.02%
Change from 52-week low	91.54%
Change from all-time high	-99.35%
Change from all-time low	134.84%
Change from open	3.17%
Day's gap	-1.94%
Dollar volume	CHF 2.3M
High price	CHF 5.25
Low price	CHF 5.02
Monthly RSI	58.3
Open price	CHF 5.05
Position in 52-week range	82.61%
Previous close	CHF 5.15
Price vs 150-day SMA	14.09%
Price vs 20-day SMA	-7.7%
Price vs 200-day SMA	19.01%
Price vs 50-day SMA	-6.1%
Relative volume	0.93
RSI	36.82
Sharpe ratio	2.31
Sharpe ratio (3Y)	0.75
Sharpe ratio (5Y)	-0.03
Sortino ratio	4.59
Sortino ratio (3Y)	1.4
Sortino ratio (5Y)	0.14
Volume	440.5K
Weekly RSI	56.29
YTD price change	60.48%
YTD total return	107.01%

Ownership and float

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

Metric	Value
Float	176.6M
Shares change (QoQ)	3.86%
Shares change (YoY)	-2.16%
Shares held by insiders	1.46%
Shares held by institutions	13.52%
Shares outstanding	326.4M

Deeper analysis on SWX/OERL

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.

→

Financials

Revenue, margins, cash flow, and balance-sheet context.

→

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/OERL report

Is a complete SWX/OERL research report available?

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

SWX/OERL (SWX/OERL)

Price

Financial snapshot

Fair-value bridge

Latest news · SWX/OERL

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All SWX/OERL 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/OERL

Frequently asked questions