SWX/EFGN (SWX/EFGN)

SIX Swiss Exchange: SWX/EFGN · CHF

CHF 16.6

+0.44 (+2.7%)· Recorded snapshot

Market cap	5.1B
Revenue (ttm)	1.7B
Net income (ttm)	271.1M
EPS (ttm)	CHF 0.86
Shares out	306.9M
P/E (trailing)	19.2x
P/E (forward)	12.4x
Dividend	CHF 0.65 (3.92%)
Volume	329,398
Beta	0.12

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 1.7B
Net income (ttm): 271.1M
EPS (ttm): CHF 0.86
P/E (trailing): 19.2x
P/E (forward): 12.4x
Market cap: 5.1B

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/E12.4

P25 n/aP50 n/aP75 n/a

Trailing P/E19.2

P25 n/aP50 n/aP75 n/a

ROE12.3

P25 n/aP50 n/aP75 n/a

ROICn/a

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All SWX/EFGN indicators

Market & fundamental data

Available fields

210

Groups with data

Currency

CHF

Showing 210 of 210 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	2027-02-17
Employees	3,299
Employees change	74
Employees growth	2.29%
Exchange	SIX Swiss Exchange
Financial currency	CHF
Financial report date	2026-06-30
First seen	2026-05-10
Fiscal year end	December
Founded	1995
Industry	Banks - Diversified
Is primary listing	Yes
ISIN number	CH0022268228
Last earnings date	2026-07-22
Last refreshed	2026-11-03
Market cap	CHF 5.1B
Next earnings date	2027-02-17
Price	CHF 16.60
Price currency	CHF
Sector	Financials
SIC code	6211
Stock price date	2026-11-03
Symbol	swx/EFGN
Website	https://www.efginternational.com

Valuation

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

Metric	Value
Average P/E ratio (10Y)	15.13x
Average P/E ratio (3Y)	13.83x
Average P/E ratio (5Y)	13.3x
Earnings yield	5.2%
FCF yield	23.35%
Forward P/E	12.44x
Graham number	12.2399
Graham upside	-24.26%
Lynch fair value	CHF 7.55
Lynch upside	-53.26%
P/B ratio	2.09x
P/E ratio	19.24x
P/FCF ratio	4.28x
P/OCF ratio	4.24x
P/S ratio	2.89x
PEG ratio	0.78x
Price / tangible book value	2.44x
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	18.59%
FCF margin	67.5%
Operating margin	30.06%
Pretax margin	20.69%
Profit margin	16.82%
Profit per employee	CHF 82,176
Profitable quarters	17
Profitable years	8
Revenue per employee	CHF 520,006
ROA	0.72%
ROA (5Y)	0.67%
ROE	12.3%
ROE (5Y)	12.34%
Tax / revenue	3.85%

Growth

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

Metric	Value
EPS growth	-24.66%
EPS growth (Q)	-17.39%
EPS growth (QoQ)	90.73%
EPS growth 10Y	16.62%
EPS growth 3Y	5.78%
EPS growth 5Y	8.68%
EPS growth years	3
Net income growth	-24.05%
Net income growth (Q)	-16.55%
Net income growth (QoQ)	84.17%
Net income growth 3Y	5.76%
Net income growth 5Y	8.75%
Net income growth quarters	1
Net income growth years	3
Revenue growth	10.88%
Revenue growth (Q)	7.21%
Revenue growth (QoQ)	-1.56%
Revenue growth 10Y	9.62%
Revenue growth 3Y	7.39%
Revenue growth 5Y	7.5%
Revenue growth quarters	4
Revenue growth years	2

Financial statements

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

Metric	Value
Capital expenditures	CHF -10.6M
EPS	CHF 0.86
FCF per share	CHF 3.77
Financing cash flow	CHF 1.4B
Free cash flow	CHF 1.2B
Gross profit	CHF 1.7B
Income taxes	CHF 66M
Investing cash flow	CHF 378.3M
Net borrowing	CHF 424.9M
Net cash flow	CHF 2.9B
Net income	CHF 271.1M
Operating income	CHF 515.6M
Revenue	CHF 1.7B

Financial strength

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

Metric	Value
Book value per share	CHF 7.72
Debt / equity	1.55
Debt / FCF	3.17
Net cash (debt)	CHF 1.2B
Net cash / market cap	23.23%
Net cash growth	-37.2%
Net debt / equity	-0.49
Net debt / FCF	-1
Piotroski F-Score	4
Property, plant and equipment	CHF 311.7M
Shareholders' equity	CHF 2.4B
Tangible book value	CHF 2B
Tangible book value per share	CHF 6.63
Total assets	CHF 43.1B
Total cash	CHF 4.8B
Total debt	CHF 3.7B
Total liabilities	CHF 40.7B
WACC	2.83%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Working capital	CHF -24.2B

Dividends and buybacks

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

Metric	Value
Buyback yield / dilution	0.06%
Dividend growth	8.33%
Dividend growth (10Y)	10.03%
Dividend growth (3Y)	13.04%
Dividend growth (5Y)	7.63%
Dividend growth years	4
Dividend payment date	2026-03-30
Dividend payment years	20
Dividend payout frequency	Annual
Dividend per share	CHF 0.65
Dividend yield	3.92%
Ex-dividend date	2026-03-26
FCF payout ratio	17.23%
Last dividend	CHF 0.65
Payout ratio	73.87%
Shareholder yield	4.08%

Performance and technicals

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

Metric	Value
10Y price change	241.62%
10Y return CAGR	18.02%
10Y total return	424.21%
150-day SMA	CHF 16.52
15Y price change	141.23%
15Y return CAGR	9.87%
15Y total return	310.51%
1D price change	2.72%
1M price change	3.51%
1M total return	3.51%
1W price change	1.35%
1W total return	1.35%
1Y price change	-1.43%
1Y return CAGR	2.3%
1Y total return	2.3%
20-day SMA	CHF 16.00
200-day SMA	CHF 17.05
20Y price change	-61.27%
20Y return CAGR	-1.83%
20Y total return	-30.88%
3M price change	2.61%
3M total return	2.61%
3Y price change	56.84%
3Y return CAGR	21.18%
3Y total return	77.98%
50-day SMA	CHF 15.90
50-day SMA vs 200-day SMA	50under200
52-week high	CHF 20.70
52-week high date	2026-01-16
52-week low	CHF 15.04
52-week low date	2026-09-16
5Y price change	151.91%
5Y return CAGR	25.91%
5Y total return	216.4%
6M price change	-1.79%
6M total return	-1.79%
All-time high	CHF 61.00
All-time high date	2007-06-04
All-time low	CHF 3.18
All-time low date	2016-07-06
Average true range (ATR)	CHF 0.32
Average volume	238.5K
Beta (1Y)	0.59
Beta (2Y)	0.79
Beta (5Y)	0.12
Change from 52-week high	-19.81%
Change from 52-week low	10.37%
Change from all-time high	-72.95%
Change from all-time low	418.87%
Change from open	3.23%
Day's gap	-0.5%
Dollar volume	CHF 5.5M
High price	CHF 16.66
Low price	CHF 16.02
Monthly RSI	57.83
Open price	CHF 16.08
Position in 52-week range	90.63%
Previous close	CHF 16.16
Price vs 150-day SMA	-0.13%
Price vs 20-day SMA	3.14%
Price vs 200-day SMA	-3.2%
Price vs 50-day SMA	3.77%
Relative volume	1.38
RSI	61.24
Sharpe ratio	0.06
Sharpe ratio (3Y)	0.73
Sharpe ratio (5Y)	0.88
Sortino ratio	0.32
Sortino ratio (3Y)	1.27
Sortino ratio (5Y)	1.52
Volume	329.4K
Weekly RSI	50.91
YTD price change	-13.43%
YTD total return	-10.15%

Ownership and float

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

Metric	Value
Float	115.2M
Shares change (QoQ)	-4.38%
Shares change (YoY)	-0.06%
Shares held by insiders	3.32%
Shares held by institutions	14.63%
Shares outstanding	306.9M

Deeper analysis on SWX/EFGN

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.

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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.

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Frequently asked questions

About this SWX/EFGN report

Is a complete SWX/EFGN research report available?

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

SWX/EFGN (SWX/EFGN)

Price

Financial snapshot

Fair-value bridge

Latest news · SWX/EFGN

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All SWX/EFGN 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/EFGN

Frequently asked questions