SWX/MS (SWX/MS)

SIX Swiss Exchange: SWX/MS · CHF

CHF 153

+0.00 (0.0%)· Recorded snapshot

Market cap	238.1B
Revenue (ttm)	66.6B
Net income (ttm)	16.6B
EPS (ttm)	CHF 10.3
P/E (trailing)	14.8x
P/E (forward)	14.1x
Dividend	CHF 3.44 (2.25%)

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 66.6B
Net income (ttm): 16.6B
EPS (ttm): CHF 10.3
P/E (trailing): 14.8x
P/E (forward): 14.1x
Market cap: 238.1B

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/E14.1

P25 n/aP50 n/aP75 n/a

Trailing P/E14.8

P25 n/aP50 n/aP75 n/a

ROE18

P25 n/aP50 n/aP75 n/a

ROIC3.4

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All SWX/MS indicators

Market & fundamental data

Available fields

179

Groups with data

Currency

USD

Showing 179 of 179 available metrics for this ticker.

Profile and market data

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

Metric	Value
Amount currency	CHF
Country	United States
Country code	CH
Earnings date	2026-10-14
Employees	83,728
Employees change	1,728
Employees growth	2.11%
Exchange	SIX Swiss Exchange
Financial currency	USD
Financial report date	2026-09-30
First seen	2026-09-03
Fiscal year end	December
Founded	1924
Industry	Capital Markets
Is primary listing	No
ISIN number	US6174464486
Last earnings date	2026-10-14
Last refreshed	2026-11-03
Market cap	CHF 238.1B
Next earnings date	2027-01-14
Price	CHF 152.84
Price currency	CHF
Sector	Financials
SIC code	6211
Stock price date	2026-11-02
Symbol	swx/MS
Website	https://www.morganstanley.com

Valuation

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

Metric	Value
Average P/E ratio (10Y)	13.06x
Average P/E ratio (3Y)	16.08x
Average P/E ratio (5Y)	14.79x
Earnings yield	6.75%
FCF yield	-6.39%
Forward P/E	14.09x
Graham number	122.63421
Graham upside	-19.76%
Lynch fair value	CHF 72.98
Lynch upside	-52.25%
P/B ratio	2.43x
P/E ratio	14.81x
P/S ratio	3.58x
Price / tangible book value	3.41x
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	22.23%
Gross margin	87.31%
Operating margin	39.97%
Pretax margin	33.33%
Profit margin	25.63%
Profit per employee	CHF 199,518
Profitable quarters	46
Profitable years	32
Revenue per employee	CHF 802,112
ROA	1.35%
ROA (5Y)	1.09%
ROE	17.97%
ROE (5Y)	12.63%
ROIC	3.42%
ROIC (5Y)	3.27%
SBC / revenue	2.64%
Tax / revenue	7.41%

Growth

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

Metric	Value
EPS growth	29.33%
EPS growth (Q)	8.21%
EPS growth (QoQ)	-12.43%
EPS growth 10Y	17.62%
EPS growth 3Y	31.13%
EPS growth 5Y	9.99%
EPS growth quarters	10
EPS growth years	2
Net income growth	26.43%
Net income growth (Q)	6.49%
Net income growth (QoQ)	-12.6%
Net income growth 3Y	28.93%
Net income growth 5Y	6.87%
Net income growth quarters	10
Net income growth years	2
Operating income growth	26.71%
Operating income growth (Q)	13.68%
Operating income growth 3Y	24.79%
Operating income growth 5Y	6.75%
Revenue growth	16.43%
Revenue growth (Q)	10.79%
Revenue growth (QoQ)	-4.99%
Revenue growth 10Y	9.12%
Revenue growth 3Y	14.34%
Revenue growth 5Y	6.29%
Revenue growth quarters	13
Revenue growth years	3

Financial statements

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

Metric	Value
Capital expenditures	CHF -2.5B
EPS	CHF 10.32
Financing cash flow	CHF 87.2B
Free cash flow	CHF -15.2B
Free cash flow minus SBC	CHF -16.9B
Gross profit	CHF 58.1B
Income taxes	CHF 4.9B
Investing cash flow	CHF -31B
Net borrowing	CHF 52.2B
Net cash flow	CHF 41.7B
Net income	CHF 16.6B
Operating cash flow minus SBC	CHF -14.4B
Operating income	CHF 26.6B
Revenue	CHF 66.6B
Stock-based compensation	CHF 1.7B

Financial strength

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

Metric	Value
Book value per share	CHF 56.57
Debt / equity	5.17
Net cash (debt)	CHF 109.8B
Net cash / market cap	46.1%
Net cash growth	26.83%
Net debt / equity	-1.12
Piotroski F-Score	2
Shareholders' equity	CHF 98B
Tangible book value	CHF 69.8B
Tangible book value per share	CHF 44.37
Total cash	CHF 616.6B
Total debt	CHF 506.9B

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.05
Current ratio	2
Quick ratio	1.6
Working capital	CHF 600.8B

Dividends and buybacks

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

Metric	Value
Buyback yield / dilution	1.42%
Dividend growth	6.92%
Dividend growth (10Y)	17.32%
Dividend growth (3Y)	5.66%
Dividend growth (5Y)	12.42%
Dividend growth years	10
Dividend payment date	2026-11-13
Dividend payment years	12
Dividend payout frequency	Quarterly
Dividend per share	CHF 3.44
Dividend yield	2.25%
Ex-dividend date	2026-10-30
Last dividend	CHF 0.95
Payout ratio	33.3%
Shareholder yield	3.67%

Performance and technicals

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

Metric	Value
150-day SMA	CHF 163.45
1D price change	0%
1M price change	0.04%
1M total return	0.64%
1W price change	0.69%
1W total return	1.29%
20-day SMA	CHF 153.67
200-day SMA	CHF 155.84
3M price change	-10.22%
3M total return	-9.68%
50-day SMA	CHF 162.37
50-day SMA vs 200-day SMA	50over200
52-week high	CHF 184.34
52-week high date	2026-07-14
52-week low	CHF 121.86
52-week low date	2026-03-16
6M price change	3.13%
6M total return	4.33%
All-time high	CHF 184.34
All-time high date	2026-07-14
All-time low	CHF 121.86
All-time low date	2026-03-12
Average true range (ATR)	CHF 1.63
Average volume	0
Change from 52-week high	-17.09%
Change from 52-week low	25.42%
Change from all-time high	-17.09%
Change from all-time low	25.42%
Monthly RSI	0
Previous close	CHF 152.84
Price vs 150-day SMA	-6.49%
Price vs 20-day SMA	-0.54%
Price vs 200-day SMA	-1.92%
Price vs 50-day SMA	-5.87%
RSI	42.19
Sharpe ratio	0.5
Sortino ratio	0.94
Weekly RSI	43.27
YTD price change	7.89%
YTD total return	10.33%

Ownership and float

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

Metric	Value
Float	1.2B
Shares change (QoQ)	-0.19%
Shares change (YoY)	-1.42%
Shares held by insiders	0.14%
Shares held by institutions	63.05%
Short ratio	2.7 days

Deeper analysis on SWX/MS

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/MS report

Is a complete SWX/MS research report available?

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

SWX/MS (SWX/MS)

Price

Financial snapshot

Fair-value bridge

Latest news · SWX/MS

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All SWX/MS 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/MS

Frequently asked questions