SWX/NBEN (SWX/NBEN)

SIX Swiss Exchange: SWX/NBEN · CHF

CHF 6.30

-0.05 (-0.8%)· Recorded snapshot

Market cap	57.5M
Revenue (ttm)	1.4M
Net income (ttm)	3.1M
EPS (ttm)	CHF 0.34
Shares out	9.1M
P/E (trailing)	18.3x
Dividend	CHF 0.30 (4.76%)
Volume	1,000
Beta	0.14

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 1.4M
Net income (ttm): 3.1M
EPS (ttm): CHF 0.34
P/E (trailing): 18.3x
Market cap: 57.5M

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/En/a

P25 n/aP50 n/aP75 n/a

Trailing P/E18.3

P25 n/aP50 n/aP75 n/a

ROE5.1

P25 n/aP50 n/aP75 n/a

ROIC1.7

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All SWX/NBEN indicators

Market & fundamental data

Available fields

216

Groups with data

Currency

CHF

Showing 216 of 216 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
Enterprise value	CHF 33.2M
Exchange	SIX Swiss Exchange
Financial currency	CHF
Financial report date	2026-06-30
First seen	2026-05-10
Fiscal year end	December
Industry	Asset Management
Is primary listing	Yes
ISIN number	CH0005059438
Last earnings date	2025-03-28
Last refreshed	2026-11-03
Last stock split date	2001-07-30
Last stock split type	Forward
Market cap	CHF 57.5M
Price	CHF 6.30
Price currency	CHF
Sector	Financials
SIC code	6799
Stock price date	2026-11-03
Symbol	swx/NBEN
Website	https://www.nebag.ch

Valuation

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

Metric	Value
Earnings yield	5.47%
EV/Earnings	10.57x
EV/EBIT	42.32x
EV/Sales	23.01x
Graham number	7.2698
Graham upside	15.39%
Industry forward P/E	14.13x
Industry P/E	15.1x
Lynch fair value	CHF 1.72
Lynch upside	-72.65%
P/B ratio	0.92x
P/E ratio	18.28x
P/OCF ratio	37.61x
P/S ratio	39.82x
Price / tangible book value	0.92x
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	54.39%
Effective tax rate	18.03%
Gross margin	100%
Operating margin	54.39%
Pretax margin	265.69%
Profit margin	217.77%
Profitable quarters	3
Profitable years	1
ROA	0.79%
ROA (5Y)	1.02%
ROCE	1.26%
ROE	5.07%
ROE (5Y)	-1.23%
ROIC	1.7%
ROIC (5Y)	2.22%
Tax / revenue	47.91%

Growth

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

Metric	Value
EPS growth (Q)	1,041.8%
EPS growth (QoQ)	1,679.41%
EPS growth 10Y	4.02%
EPS growth 5Y	-23.14%
EPS growth quarters	3
EPS growth years	1
Gross profit growth	12.78%
Gross profit growth (Q)	-4.81%
Gross profit growth 3Y	-14.53%
Gross profit growth 5Y	-0.84%
Net income growth (Q)	1,041.71%
Net income growth (QoQ)	1,680.36%
Net income growth 5Y	-23.14%
Net income growth quarters	3
Net income growth years	1
OCF growth (Q)	2,433.02%
OCF growth (QoQ)	223.96%
OCF growth 3Y	15.63%
Operating income growth	25.6%
Operating income growth (Q)	-12.68%
Operating income growth 3Y	-20.1%
Operating income growth 5Y	-0.13%
Revenue growth	12.78%
Revenue growth (Q)	-4.81%
Revenue growth (QoQ)	-18.7%
Revenue growth 10Y	-8.29%
Revenue growth 3Y	-14.53%
Revenue growth 5Y	-0.84%
Revenue growth quarters	2
Revenue growth years	1

Financial statements

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

Metric	Value
EBIT	CHF 785,304
EPS	CHF 0.34
Financing cash flow	CHF -2.7M
Gross profit	CHF 1.4M
Income taxes	CHF 691,848
Investing cash flow	CHF -5.3M
Net cash flow	CHF -6.4M
Net income	CHF 3.1M
Operating income	CHF 785,304
Revenue	CHF 1.4M

Financial strength

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

Metric	Value
Altman Z-Score	35.14
Book value per share	CHF 6.82
Debt / equity	0
Interest coverage	3,327.56
Long-term assets	CHF 37.9M
Long-term liabilities	CHF 0
Net cash (debt)	CHF 24.3M
Net cash / market cap	42.21%
Net cash growth	-7.69%
Net debt / equity	-0.39
Piotroski F-Score	4
Shareholders' equity	CHF 62.2M
Tangible book value	CHF 62.2M
Tangible book value per share	CHF 6.82
Total assets	CHF 63.2M
Total cash	CHF 24.3M
Total debt	CHF 0
Total liabilities	CHF 998,309
WACC	5.01%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.02
Current assets	CHF 25.3M
Current liabilities	CHF 998,309
Current ratio	25.34
Net working capital	CHF 29,165
Quick ratio	25.15
Working capital	CHF 24.3M
Working capital turnover	0.06

Dividends and buybacks

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

Metric	Value
Buyback yield / dilution	0.02%
Dividend growth	3.45%
Dividend growth (10Y)	-6.7%
Dividend growth (3Y)	-19.73%
Dividend growth (5Y)	-5.59%
Dividend growth years	0
Dividend payment date	2026-06-04
Dividend payment years	15
Dividend payout frequency	Annual
Dividend per share	CHF 0.30
Dividend yield	4.76%
Ex-dividend date	2026-06-02
Last dividend	CHF 0.30
Payout ratio	87.12%
Shareholder yield	4.79%

Performance and technicals

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

Metric	Value
10Y price change	-36.36%
10Y return CAGR	0.84%
10Y total return	8.7%
150-day SMA	CHF 6.26
15Y price change	-37.62%
15Y return CAGR	3.05%
15Y total return	57%
1D price change	-0.79%
1M price change	0.8%
1M total return	0.8%
1W price change	-2.33%
1W total return	-2.33%
1Y price change	5.88%
1Y return CAGR	11.14%
1Y total return	11.13%
20-day SMA	CHF 6.28
200-day SMA	CHF 6.18
20Y price change	-58%
20Y return CAGR	2.18%
20Y total return	53.88%
3M price change	1.61%
3M total return	1.61%
3Y price change	-17.11%
3Y return CAGR	-1.68%
3Y total return	-4.97%
50-day SMA	CHF 6.40
50-day SMA vs 200-day SMA	50over200
52-week high	CHF 6.60
52-week high date	2026-09-25
52-week low	CHF 5.65
52-week low date	2026-03-30
5Y price change	-31.52%
5Y return CAGR	-2.38%
5Y total return	-11.34%
6M price change	-1.56%
6M total return	3.32%
All-time high	CHF 18.25
All-time high date	2007-05-14
All-time low	CHF 5.65
All-time low date	2026-03-30
Average true range (ATR)	CHF 0.12
Average volume	5.9K
Beta (1Y)	0.35
Beta (2Y)	0.31
Beta (5Y)	0.14
Change from 52-week high	-4.55%
Change from 52-week low	11.5%
Change from all-time high	-65.48%
Change from all-time low	11.5%
Change from open	0%
Day's gap	-0.79%
Dollar volume	CHF 6,300
High price	CHF 6.30
Low price	CHF 6.30
Monthly RSI	44.93
Open price	CHF 6.30
Previous close	CHF 6.35
Price vs 150-day SMA	0.62%
Price vs 20-day SMA	0.4%
Price vs 200-day SMA	1.99%
Price vs 50-day SMA	-1.49%
Relative volume	0.17
RSI	48.79
Sharpe ratio	0.3
Sharpe ratio (3Y)	-0.22
Sharpe ratio (5Y)	-0.23
Sortino ratio	0.73
Sortino ratio (3Y)	-0.04
Sortino ratio (5Y)	-0.04
Volume	1K
Weekly RSI	50.81
YTD price change	5%
YTD total return	10.21%

Ownership and float

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

Metric	Value
Float	8.9M
Shares change (QoQ)	0.05%
Shares change (YoY)	-0.02%
Shares outstanding	9.1M

Deeper analysis on SWX/NBEN

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.

→

Risks

Kill scenarios, soft-pass flags, and downside catalysts.

→

Earnings

Next earnings setup and beat / inline / miss thresholds.

→

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.

→

Moat

Economic-profit evidence and competitive advantage risk.

→

Industry cycle

Sector phase, capital cycle, and secular tailwinds.

→

Frequently asked questions

About this SWX/NBEN report

Is a complete SWX/NBEN research report available?

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

SWX/NBEN (SWX/NBEN)

Price

Financial snapshot

Fair-value bridge

Latest news · SWX/NBEN

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All SWX/NBEN 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/NBEN

Frequently asked questions