SWX/ZUGER (SWX/ZUGER)

SIX Swiss Exchange: SWX/ZUGER · CHF

CHF 11,400

+99.44 (+0.9%)· Recorded snapshot

Market cap	3.3B
Revenue (ttm)	329.6M
Net income (ttm)	131.5M
Shares out	287.6K
P/E (trailing)	24.7x
Dividend	CHF 230 (2.02%)
Volume	35
Beta	0.01

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 329.6M
Net income (ttm): 131.5M
P/E (trailing): 24.7x
Market cap: 3.3B

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/E24.7

P25 n/aP50 n/aP75 n/a

ROE8.3

P25 n/aP50 n/aP75 n/a

ROICn/a

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

S&P 500-2.1%

Nasdaq Composite-6.8%

Dow Jones Industrial Average+1.0%

Russell 2000-0.4%

All SWX/ZUGER indicators

Market & fundamental data

Available fields

188

Groups with data

Currency

CHF

Showing 188 of 188 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	2027-02-01
Employees	523
Employees change	2
Employees growth	0.38%
Exchange	SIX Swiss Exchange
Financial currency	CHF
Financial report date	2026-06-30
First seen	2026-05-10
Fiscal year end	December
Founded	1892
Industry	Banks - Regional
Is primary listing	Yes
ISIN number	CH0493891243
Last earnings date	2026-02-06
Last refreshed	2026-11-03
Market cap	CHF 3.3B
Next earnings date	2027-02-01
Price	CHF 11,400.00
Price currency	CHF
Sector	Financials
SIC code	6020
Stock price date	2026-11-03
Symbol	swx/ZUGER
Website	https://www.zugerkb.ch

Valuation

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

Metric	Value
Average P/E ratio (10Y)	22.43x
Average P/E ratio (3Y)	19.63x
Average P/E ratio (5Y)	21.02x
Earnings yield	4.05%
FCF yield	3.73%
Industry forward P/E	16.76x
Industry P/E	2.74x
P/B ratio	2x
P/E ratio	24.71x
P/FCF ratio	26.78x
P/S ratio	9.86x
Price / tangible book value	2.02x
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	13.73%
FCF margin	36.88%
Operating margin	45.97%
Pretax margin	46.26%
Profit margin	39.91%
Profit per employee	CHF 251,512
Profitable quarters	44
Profitable years	21
Revenue per employee	CHF 630,214
ROA	0.65%
ROA (5Y)	0.59%
ROE	8.27%
ROE (5Y)	7.44%
Tax / revenue	6.35%

Growth

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

Metric	Value
EPS growth quarters	1
EPS growth years	1
Net income growth	-1.35%
Net income growth (Q)	0.61%
Net income growth (QoQ)	18.63%
Net income growth 3Y	6.93%
Net income growth 5Y	11.94%
Net income growth quarters	1
Net income growth years	1
Revenue growth	0.19%
Revenue growth (Q)	0.64%
Revenue growth (QoQ)	5.37%
Revenue growth 10Y	5.5%
Revenue growth 3Y	5.65%
Revenue growth 5Y	7.8%
Revenue growth quarters	4
Revenue growth years	0

Financial statements

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

Metric	Value
Capital expenditures	CHF 15.7M
FCF per share	CHF 422.00
Free cash flow	CHF 121.4M
Gross profit	CHF 329.6M
Income taxes	CHF 20.9M
Net income	CHF 131.5M
Operating income	CHF 151.5M
Revenue	CHF 329.6M

Financial strength

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

Metric	Value
Debt / equity	3.28
Debt / FCF	43.8
Goodwill	CHF 12M
Net cash (debt)	CHF -856.6M
Net cash / market cap	-26.36%
Net debt / equity	0.53
Net debt / FCF	7.06
Piotroski F-Score	2
Property, plant and equipment	CHF 111.8M
Shareholders' equity	CHF 1.6B
Tangible book value	CHF 1.6B
Total assets	CHF 20.6B
Total cash	CHF 4.5B
Total debt	CHF 5.3B
Total liabilities	CHF 18.9B
WACC	1.63%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Working capital	CHF -9.9B

Dividends and buybacks

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

Metric	Value
Dividend growth	4.55%
Dividend growth (10Y)	2.77%
Dividend growth (3Y)	1.49%
Dividend growth (5Y)	0.89%
Dividend growth years	0
Dividend payment date	2026-05-15
Dividend payment years	35
Dividend payout frequency	Annual
Dividend per share	CHF 230.00
Dividend yield	2.02%
Ex-dividend date	2026-05-12
FCF payout ratio	54.5%
Last dividend	CHF 230.00
Shareholder yield	2.04%

Performance and technicals

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

Metric	Value
10Y price change	128.65%
10Y return CAGR	11.92%
10Y total return	208.39%
150-day SMA	CHF 10,732.67
15Y price change	127%
15Y return CAGR	9.05%
15Y total return	266.52%
1D price change	0.88%
1M price change	1.79%
1M total return	1.79%
1W price change	0.89%
1W total return	0.89%
1Y price change	29.27%
1Y return CAGR	32.06%
1Y total return	32.03%
20-day SMA	CHF 11,322.50
200-day SMA	CHF 10,518.90
20Y price change	213.97%
20Y return CAGR	9.42%
20Y total return	505.55%
3M price change	8.61%
3M total return	8.61%
3Y price change	43.31%
3Y return CAGR	15.53%
3Y total return	54.2%
50-day SMA	CHF 10,967.00
50-day SMA vs 200-day SMA	50over200
52-week high	CHF 11,700.00
52-week high date	2026-04-27
52-week low	CHF 8,660.00
52-week low date	2025-11-20
5Y price change	73.55%
5Y return CAGR	14.64%
5Y total return	97.95%
6M price change	-2.16%
6M total return	-0.07%
All-time high	CHF 11,700.00
All-time high date	2026-04-24
All-time low	CHF 1,000.00
All-time low date	1992-08-12
Average true range (ATR)	CHF 172.23
Average volume	52.2
Beta (1Y)	-0.06
Beta (2Y)	0.04
Beta (5Y)	0.01
Change from 52-week high	-2.56%
Change from 52-week low	31.64%
Change from all-time high	-2.99%
Change from all-time low	1,035%
Change from open	1.33%
Day's gap	-0.44%
Dollar volume	CHF 399,000
High price	CHF 11,400.00
Low price	CHF 11,250.00
Monthly RSI	71.25
Open price	CHF 11,250.00
Position in 52-week range	100%
Previous close	CHF 11,300.00
Price vs 150-day SMA	5.75%
Price vs 20-day SMA	0.24%
Price vs 200-day SMA	7.9%
Price vs 50-day SMA	3.49%
Relative volume	0.67
RSI	57.71
Sharpe ratio	1.44
Sharpe ratio (3Y)	0.86
Sharpe ratio (5Y)	0.74
Sortino ratio	2.49
Sortino ratio (3Y)	1.73
Sortino ratio (5Y)	1.53
Volume	35
Weekly RSI	65.99
YTD price change	28.39%
YTD total return	31.14%

Ownership and float

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

Metric	Value
Float	143.8K
Shares held by institutions	3.3%
Shares outstanding	287.6K

Deeper analysis on SWX/ZUGER

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.

→

Scorecard

Six-factor overlay and 9-category weighted scorecard.

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Recommendation

Final action, action steps, opportunity, and biggest risk.

→

Perspectives

Growth, value, and income investor reads.

→

Frequently asked questions

About this SWX/ZUGER report

Is a complete SWX/ZUGER research report available?

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

Market cap

3.3B

Revenue (ttm)

329.6M

Net income (ttm)

131.5M

Shares out

287.6K

P/E (trailing)

24.7x

Dividend

CHF 230 (2.02%)

Volume

Beta

0.01

Metric

Value

Amount currency

CHF

Country

Switzerland

Country code

Earnings date

2027-02-01

Employees

523

Employees change

Employees growth

0.38%

Exchange

SIX Swiss Exchange

Financial currency

CHF

Financial report date

2026-06-30

First seen

2026-05-10

Fiscal year end

December

Founded

1892

Industry

Banks - Regional

Is primary listing

Yes

ISIN number

CH0493891243

Last earnings date

2026-02-06

Last refreshed

2026-11-03

Market cap

CHF 3.3B

Next earnings date

2027-02-01

Price

CHF 11,400.00

Price currency

CHF

Sector

Financials

SIC code

6020

Stock price date

2026-11-03

Symbol

swx/ZUGER

Website

https://www.zugerkb.ch

Metric

Value

Average P/E ratio (10Y)

22.43x

Average P/E ratio (3Y)

19.63x

Average P/E ratio (5Y)

21.02x

Earnings yield

4.05%

FCF yield

3.73%

Industry forward P/E

16.76x

Industry P/E

2.74x

P/B ratio

P/E ratio

24.71x

P/FCF ratio

26.78x

P/S ratio

9.86x

Price / tangible book value

2.02x

Sector forward P/E

13.56x

Sector P/E

9.45x

Metric

Value

Effective tax rate

13.73%

FCF margin

36.88%

Operating margin

45.97%

Pretax margin

46.26%

Profit margin

39.91%

Profit per employee

CHF 251,512

Profitable quarters

Profitable years

Revenue per employee

CHF 630,214

ROA

0.65%

ROA (5Y)

0.59%

ROE

8.27%

ROE (5Y)

7.44%

Tax / revenue

6.35%

Metric

Value

EPS growth quarters

EPS growth years

Net income growth

-1.35%

Net income growth (Q)

0.61%

Net income growth (QoQ)

18.63%

Net income growth 3Y

6.93%

Net income growth 5Y

11.94%

Net income growth quarters

Net income growth years

Revenue growth

0.19%

Revenue growth (Q)

0.64%

Revenue growth (QoQ)

5.37%

Revenue growth 10Y

5.5%

Revenue growth 3Y

5.65%

Revenue growth 5Y

7.8%

Revenue growth quarters

Revenue growth years

Metric

Value

Capital expenditures

CHF 15.7M

FCF per share

CHF 422.00

Free cash flow

CHF 121.4M

Gross profit

CHF 329.6M

Income taxes

CHF 20.9M

Net income

CHF 131.5M

Operating income

CHF 151.5M

Revenue

CHF 329.6M

Metric

Value

Debt / equity

3.28

Debt / FCF

43.8

Goodwill

CHF 12M

Net cash (debt)

CHF -856.6M

Net cash / market cap

-26.36%

Net debt / equity

0.53

Net debt / FCF

7.06

Piotroski F-Score

Property, plant and equipment

CHF 111.8M

Shareholders' equity

CHF 1.6B

Tangible book value

CHF 1.6B

Total assets

CHF 20.6B

Total cash

CHF 4.5B

Total debt

CHF 5.3B

Total liabilities

CHF 18.9B

WACC

1.63%

Metric

Value

Working capital

CHF -9.9B

Metric

Value

Dividend growth

4.55%

Dividend growth (10Y)

2.77%

Dividend growth (3Y)

1.49%

Dividend growth (5Y)

0.89%

Dividend growth years

Dividend payment date

2026-05-15

Dividend payment years

Dividend payout frequency

Annual

Dividend per share

CHF 230.00

Dividend yield

2.02%

Ex-dividend date

2026-05-12

FCF payout ratio

54.5%

Last dividend

CHF 230.00

Shareholder yield

2.04%

Metric

Value

10Y price change

128.65%

10Y return CAGR

11.92%

10Y total return

208.39%

150-day SMA

CHF 10,732.67

15Y price change

127%

15Y return CAGR

9.05%

15Y total return

266.52%

1D price change

0.88%

1M price change

1.79%

1M total return

1.79%

1W price change

0.89%

1W total return

0.89%

1Y price change

29.27%

1Y return CAGR

32.06%

1Y total return

32.03%

20-day SMA

CHF 11,322.50

200-day SMA

CHF 10,518.90

20Y price change

213.97%

20Y return CAGR

9.42%

20Y total return

505.55%

3M price change

8.61%

3M total return

8.61%

3Y price change

43.31%

3Y return CAGR

15.53%

3Y total return

54.2%

50-day SMA

CHF 10,967.00

50-day SMA vs 200-day SMA

50over200

52-week high

CHF 11,700.00

52-week high date

2026-04-27

52-week low

CHF 8,660.00

52-week low date

2025-11-20

5Y price change

73.55%

5Y return CAGR

14.64%

5Y total return

97.95%

6M price change

-2.16%

6M total return

-0.07%

All-time high

CHF 11,700.00

All-time high date

2026-04-24

All-time low

CHF 1,000.00

All-time low date

1992-08-12

Average true range (ATR)

CHF 172.23

Average volume

52.2

Beta (1Y)

-0.06

Beta (2Y)

0.04

Beta (5Y)

0.01

Change from 52-week high

-2.56%

Change from 52-week low

31.64%

Change from all-time high

-2.99%

Change from all-time low

1,035%

Change from open

1.33%

Day's gap

-0.44%

Dollar volume

CHF 399,000

High price

CHF 11,400.00

Low price

CHF 11,250.00

Monthly RSI

71.25

Open price

CHF 11,250.00

Position in 52-week range

100%

Previous close

CHF 11,300.00

Price vs 150-day SMA

5.75%

Price vs 20-day SMA

0.24%

Price vs 200-day SMA

7.9%

Price vs 50-day SMA

3.49%

Relative volume

0.67

RSI

57.71

Sharpe ratio

1.44

Sharpe ratio (3Y)

0.86

Sharpe ratio (5Y)

0.74

Sortino ratio

2.49

Sortino ratio (3Y)

1.73

Sortino ratio (5Y)

1.53

Volume

Weekly RSI

65.99

YTD price change

28.39%

YTD total return

31.14%

Metric

Value

Float

143.8K

Shares held by institutions

3.3%

Shares outstanding

287.6K

SWX/ZUGER (SWX/ZUGER)

Price

Financial snapshot

Fair-value bridge

Latest news · SWX/ZUGER

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All SWX/ZUGER 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/ZUGER

Frequently asked questions

SWX/ZUGER (SWX/ZUGER)

Price

Financial snapshot

Fair-value bridge

Latest news · SWX/ZUGER

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All SWX/ZUGER 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/ZUGER

Frequently asked questions