Financials / Banks - DiversifiedUpdated 2026-05-10 22:07 UTC

SWX/EFGN stock hub

SWX/EFGN has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

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Fair value midpoint

n/a

Fair value pending

Upside to midpoint

n/a

Based on latest report

Confidence

n/a

Data quality and model convergence

Market cap

SIX Swiss Exchange

Market data

Live price

Current market quote for this ticker.

Current price

SWX/EFGN

In the news

Latest news · SWX/EFGN

Recent company headlines from major financial publishers.

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Fetching the latest headlines.

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Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E13.5

P25 12P50 14.9P75 17.6

Trailing P/E17.3

P25 13.8P50 16.8P75 21

ROE13.7

P25 5.1P50 7.5P75 13.7

ROICn/a

P25 3.3P50 7.6P75 14.9

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All SWX/EFGN market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

192

Groups with data

Currency

CHF

Showing 192 of 192 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Country	Switzerland
Country code	CH
Employees	3,225
Employees Change	111%
Employees Change Percent	3.56
Exchange	SIX Swiss Exchange
Financial currency	CHF
First seen	2026-05-10
Industry	Banks - Diversified
Isin	CH0022268228
Last refreshed	2026-05-10
Market cap	CHF 5B
Price	CHF 16.92
Price currency	CHF
Rev Per Employee	514,201.55x
Sector	Financials
Sic	6211
Symbol	swx/EFGN
Website	https://www.efginternational.com

Valuation

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

Metric	Value
Earnings Yield	6.1%
FCF yield	-56.69%
Forward P/E	13.47x
P/B ratio	2.11x
P/E ratio	17.27x
P/S ratio	3.04x
PE Ratio10 Y	12.91x
PE Ratio3 Y	13.65x
PE Ratio5 Y	13.07x
PEG ratio	0.98x

Profitability

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

Metric	Value
Gross Profit	CHF 1.7B
Net Income	CHF 307.8M
Net Income Growth	1.12%
Net Income Growth Q	-34.51%
Net Income Growth Years	3%
Net Income Growth3 Y	0.83%
Net Income Growth5 Y	6.07%
Pretax Margin	23.8%
Profit Margin	19.61%
Profit Per Employee	CHF 95,442
Profitable Years	8
ROA	0.81
Roa5y	0.67
ROE	13.65
Roe5y	12.34

Growth

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

Metric	Value
Cagr10y	16.15%
Cagr15y	5.69%
Cagr1y	37.23%
Cagr20y	-1.01%
Cagr3y	31.72%
Cagr5y	22.93%
Div CAGR10	10.03%
Div CAGR3	13.04%
Div CAGR5	7.63%
EPS Growth	3.16
EPS Growth Q	-35.11
EPS Growth Years	3
EPS Growth3 Y	0.67
EPS Growth5 Y	6.1
Revenue Growth	10.79x
Revenue Growth Q	14.75x
Revenue Growth Quarters	3x
Revenue Growth Years	2x
Revenue Growth3 Y	4.71x
Revenue Growth5 Y	3.67x

Financial strength

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

Metric	Value
Assets	CHF 39.4B
Cash	CHF 4.4B
Debt	CHF 2.8B
Debt FCF	CHF -0.96
Equity	CHF 2.4B
Liabilities	CHF 37B
Net Cash	CHF 1.6B
Net Cash By Market Cap	CHF 31.88
Net Cash Growth	-12.41%
Net Debt Equity	CHF -0.67
Tangible Book Value	CHF 2.1B
Tangible Book Value Per Share	CHF 6.88
WACC	3.11

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Working Capital	CHF -23.6B

Dividends and buybacks

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

Metric	Value
Buyback Yield	0.49%
Dividend Growth	8.33%
Dividend Growth Years	4%
Dividend per share	CHF 0.65
Dividend Years	20
Dividend Yield	3.84%
Ex Div Date	2026-03-26
Last Dividend	CHF 0.65
Payout Frequency	Annual
Payout Ratio	61.32%

Performance and technicals

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

Metric	Value
10Y total return	346.88%
1Y total return	37.2%
200-day SMA	17.49
3Y total return	128.57%
50-day SMA	17.58
50-day SMA vs 200-day SMA	50over200
5Y total return	180.73%
All Time High	61
All Time High Change	-72.26%
All Time High Date	2007-06-04
All Time Low	3.18
All Time Low Change	432.08%
All Time Low Date	2016-07-06
ATR	0.39
Beta	0.1
Beta1y	0.62
Beta2y	0.87
Ch YTD	-11.23
High	17
High52	20.7
High52 Date	2026-01-16
High52ch	-18.26%
Low	16.7
Low52	12.78
Low52 Date	2025-05-08
Low52ch	32.39%
Ma50ch	-3.76%
Price vs 200-day SMA	-3.24%
RSI	44.46
RSI Monthly	59.92
RSI Weekly	45.23
Sharpe ratio	1.4x
Sortino ratio	2.46
Total Return	4.33%
Tr YTD	-7.86
Tr15y	129.43%
Tr1m	0.36%
Tr1w	2.8%
Tr3m	-9.38%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Operating Income	CHF 500.1M
Operating margin	30.16

Ownership and float

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

Metric	Value
Float	91,472,797%
Net Borrowing	424,900,000
Shares Insiders	4.12%
Shares Institutions	13.81%
Shares Out	298,255,351
Shares Qo Q	4.63%
Shares Yo Y	-0.49%

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Adjusted FCF	CHF -2.9B
Average Volume	368,426x
Bv Per Share	8
CAPEX	CHF -10.6M
Ch10y	191.2
Ch15y	34.82
Ch1m	0.36
Ch1w	2.8
Ch1y	32.19
Ch20y	-54.27
Ch3m	-12.69
Ch3y	101.4
Ch5y	123.5
Ch6m	4.83
Change	-0.24%
Change From Open	1.2
Close	16.96
Days Gap	-1.42
Dollar Volume	2,504,447.6
Earnings Date	2026-07-22
EPS	CHF 0.98
F Score	2
FCF	CHF -2.9B
FCF Per Share	CHF -9.59
Financing CF	1,503,300,000
Fiscal Year End	December
Founded	1,995
Goodwill	115,600,000
Graham Number	13.63898
Graham Upside	-19.39
Income Tax	CHF 69.3M
Investing CF	746,200,000
Is Primary Listing	1
Last Earnings Date	2026-02-18
Last Report Date	2025-12-31
Lynch Fair Value	CHF 6.27
Lynch Upside	-62.95
Ma150	17.98
Ma150ch	-5.87%
Ma20	17.22
Ma20ch	-1.72%
Net CF	-811,400,000
Next Earnings Date	2026-07-22
Open	16.72
Payment Date	2026-03-30
Position In Range	73.33
Ppne	342,800,000
Price Date	2026-05-08
Ptbv Ratio	2.46
Relative Volume	0.41x
Revenue	1,658,300,000x
Tax By Revenue	4.18x
Tax Rate	17.56%
Tr20y	-18.39%
Tr6m	8.81%
Volume	148,017

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

n/a

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

n/a

Business quality stays separate from stock attractiveness.

Forward P/E

n/a

Valuation uses the full report model stack, not a single multiple.

Next action

Research pending

Final action steps are kept in the recommendation tab.

Income

SWX/EFGN dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield

+3.8%

$0.65 annual per share

Payout ratio

+61.3%

Share of earnings returned as dividends. Below 60% is generally sustainable.

5Y dividend CAGR

+7.6%

4 consecutive years of growth

Total shareholder yield

+4.3%

Next ex-dividend date: 2026-03-26

Performance

SWX/EFGN stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns SWX/EFGN?

Insider, institutional, and short-interest positioning.

Institutional ownership

+13.8%

Share of float held by funds and institutions

Insider ownership

+4.1%

Stake held by company insiders. Higher generally signals alignment.

Short interest

n/a

Float sold short by bearish positioning

Y/Y dilution

-0.5%

Negative means the company is buying back shares.

Technical

SWX/EFGN momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

44.5

Neutral momentum band

Price vs 200-day MA

-3.2%

50/200-day relationship not available

Beta (5Y)

0.10

Less volatile than the market

Sharpe ratio

1.40

Risk-adjusted return — higher is better; >1.0 is solid.

Questions

About SWX/EFGN

Hub-level FAQ points readers to the deeper analysis pages.

What is the current swx/EFGN stock rating?

swx/EFGN is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full swx/EFGN analysis?

The full report lives at /stocks/swx/EFGN/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for swx/EFGN?

The latest report frames swx/EFGN around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the swx/EFGN page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.