Financials / Asset ManagementUpdated 2026-05-10 22:07 UTC

SWX/PGHN stock hub

SWX/PGHN 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

22.7B

SIX Swiss Exchange

Market data

Live price

Current market quote for this ticker.

Current price

SWX/PGHN

In the news

Latest news · SWX/PGHN

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/E17.8

P25 12P50 14.9P75 17.6

Trailing P/E18.2

P25 13.8P50 16.8P75 21

ROE54.8

P25 5.1P50 7.5P75 13.7

ROIC29.2

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/PGHN 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

247

Groups with data

Currency

CHF

Showing 247 of 247 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	2,027
Employees Change	252%
Employees Change Percent	14.2
Enterprise value	CHF 24.9B
Exchange	SIX Swiss Exchange
Financial currency	CHF
First seen	2026-05-10
Industry	Asset Management
Isin	CH0024608827
Last refreshed	2026-05-10
Market cap	CHF 22.7B
Price	CHF 882
Price currency	CHF
Rev Per Employee	1,260,384.81x
Sector	Financials
Sic	6282
Symbol	swx/PGHN
Website	https://www.partnersgroup.com/en

Valuation

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

Metric	Value
Earnings Yield	5.54%
EV Earnings	19.75x
EV/EBIT	16.16x
EV/EBITDA	15.66x
EV/FCF	16.53x
EV/Sales	9.75x
FCF yield	6.62%
Forward P/E	17.83x
P/B ratio	10.4x
P/E ratio	18.2x
P/S ratio	8.9x
PE Ratio10 Y	25.89x
PE Ratio3 Y	25.4x
PE Ratio5 Y	27.47x
PEG ratio	1.91x

Profitability

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

Metric	Value
EBIT Margin	60.33%
EBITDA Margin	61.57%
FCF margin	58.97%
Gross margin	68.07%
Gross Profit	CHF 1.7B
Gross Profit Growth	9.51%
Gross Profit Growth Q	18.9%
Gross Profit Growth3 Y	10.46%
Gross Profit Growth5 Y	5.21%
Net Income	CHF 1.3B
Net Income Growth	11.79%
Net Income Growth Q	10.13%
Net Income Growth Quarters	3%
Net Income Growth Years	2%
Net Income Growth3 Y	9.5%
Net Income Growth5 Y	2.92%
Pretax Margin	59.93%
Profit Margin	49.35%
Profit Per Employee	CHF 621,954
Profitable Years	22
ROA	15.96
Roa5y	17.15
ROCE	38.14
ROE	54.8
Roe5y	47.44
ROIC	29.21
Roic5y	36.45

Growth

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

Metric	Value
Cagr10y	11.82%
Cagr15y	14.5%
Cagr1y	-14.64%
Cagr20y	15.82%
Cagr3y	4.72%
Cagr5y	-4.89%
Div CAGR10	15.92%
Div CAGR3	7.53%
Div CAGR5	10.84%
EPS Growth	12.47
EPS Growth Q	10.99
EPS Growth Quarters	3
EPS Growth Years	2
EPS Growth3 Y	9.69
EPS Growth5 Y	2.47
FCF Growth	83.81%
FCF Growth Q	350.22%
FCF Growth3 Y	31.18%
FCF Growth5 Y	6.83%
OCF Growth	62.22%
OCF Growth Q	250.45%
OCF Growth10 Y	2.76%
OCF Growth3 Y	25.5%
OCF Growth5 Y	5.36%
Revenue Growth	20.4x
Revenue Growth Q	20.13x
Revenue Growth Quarters	3x
Revenue Growth Years	3x
Revenue Growth3 Y	11.27x
Revenue Growth5 Y	4.64x

Financial strength

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

Metric	Value
Asset Turnover	CHF 0.42
Assets	CHF 6.4B
Cash	CHF 328.8M
Current Assets	CHF 3.9B
Current Liabilities	CHF 2.3B
Debt	CHF 2.5B
Debt EBITDA	CHF 1.56
Debt Equity	CHF 1.14
Debt FCF	CHF 1.65
Equity	CHF 2.2B
Interest Coverage	34.4
Liabilities	CHF 4.2B
Long Term Assets	CHF 2.5B
Long Term Liabilities	CHF 1.9B
Net Cash	CHF -2.2B
Net Cash By Market Cap	CHF -9.49
Net Debt EBITDA	CHF 1.37
Net Debt Equity	CHF 0.99
Net Debt FCF	CHF 1.43
Tangible Book Value	CHF 1.9B
Tangible Book Value Per Share	CHF 72.47
WACC	8.67

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	1.67
Net Working Capital	CHF 2.3B
Quick ratio	0.62
Working Capital	CHF 1.6B
Working Capital Turnover	CHF 1.37

Dividends and buybacks

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

Metric	Value
Buyback Yield	0.6%
Dividend Growth	9.52%
Dividend Growth Years	16%
Dividend per share	CHF 46
Dividend Years	20
Dividend Yield	5.22%
Ex Div Date	2026-05-22
Last Dividend	CHF 46
Payout Frequency	Annual
Payout Ratio	86.61%

Performance and technicals

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

Metric	Value
10Y total return	205.64%
1Y total return	-14.63%
200-day SMA	980.4
3Y total return	14.85%
50-day SMA	857.4
50-day SMA vs 200-day SMA	50under200
5Y total return	-22.19%
All Time High	1,667
All Time High Change	-47.09%
All Time High Date	2021-11-05
All Time Low	50.45
All Time Low Change	1,648.27%
All Time Low Date	2009-03-09
ATR	26
Beta	0.95
Beta1y	0.78
Beta2y	1.12
Ch YTD	-10.22
High	883.8
High52	1,205
High52 Date	2025-05-15
High52ch	-26.8%
Low	875
Low52	776
Low52 Date	2026-03-23
Low52ch	13.66%
Ma50ch	2.87%
Price vs 200-day SMA	-10.03%
RSI	49.93
RSI Monthly	40.12
RSI Weekly	43.52
Sharpe ratio	-0.67x
Sortino ratio	-0.71
Total Return	5.81%
Tr YTD	-10.22
Tr15y	661.76%
Tr1m	4.08%
Tr1w	1.45%
Tr3m	-8.88%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Operating Income	CHF 1.5B
Operating Income Growth	10.05
Operating Income Growth Q	19.99
Operating Income Growth3 Y	10.13
Operating Income Growth5 Y	5.03
Operating margin	60.33

Ownership and float

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

Metric	Value
Float	21,292,842%
Net Borrowing	330,200,000
Shares Insiders	17.42%
Shares Institutions	28.11%
Shares Out	25,783,135
Shares Qo Q	-0.81%
Shares Yo Y	-0.6%

Other indicators

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

Metric	Value
Adjusted FCF	CHF 1.4B
Average Volume	102,872.7x
Bv Per Share	84.83
CAPEX	CHF -8.5M
Ch10y	124.1
Ch15y	382
Ch1m	4.08
Ch1w	1.45
Ch1y	-17.8
Ch20y	956.3
Ch3m	-8.88
Ch3y	2.44
Ch5y	-34.2
Ch6m	-6.43
Change	-0.2%
Change From Open	0.8
Close	883.8
Days Gap	-1
Depreciation Amortization	31,700,000
Dollar Volume	53,233,110
Earnings Date	2026-09-01
EBIT	CHF 1.5B
EBITDA	CHF 1.6B
EPS	CHF 48.45
F Score	6
FCF	CHF 1.5B
FCF EV Yield	6.05x
FCF Per Share	CHF 58.43
Financing CF	-1,068,800,000
Fiscal Year End	December
Founded	1,996
Goodwill	232,100,000
Graham Number	304.09868
Graham Upside	-65.52
Income Tax	CHF 270.4M
Investing CF	-390,600,000
Is Primary Listing	1
Last Earnings Date	2026-03-10
Last Report Date	2025-12-31
Lynch Fair Value	CHF 242
Lynch Upside	-72.53
Ma150	941.9
Ma150ch	-6.36%
Ma20	896.9
Ma20ch	-1.66%
Net CF	39,900,000
Next Earnings Date	2026-09-01
Open	875
P FCF Ratio	15.1
P OCF Ratio	15.01
Payment Date	2026-05-27
Position In Range	79.55
Ppne	505,600,000
Price Date	2026-05-08
Price EBITDA	CHF 14.46
Ptbv Ratio	12.17
Relative Volume	0.6x
Revenue	2,554,800,000x
SBC By Revenue	2.47x
Share Based Comp	63,200,000
Tax By Revenue	10.58x
Tax Rate	17.66%
Tr20y	1,787.31%
Tr6m	-6.43%
Volume	60,355
Z Score	6.48

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/PGHN dividend yield, growth & safety

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

Dividend yield

+5.2%

$46.0 annual per share

Payout ratio

+86.6%

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

5Y dividend CAGR

+10.8%

16 consecutive years of growth

Total shareholder yield

+5.8%

Next ex-dividend date: 2026-05-22

Performance

SWX/PGHN stock returns vs the market

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

Ownership

Who owns SWX/PGHN?

Insider, institutional, and short-interest positioning.

Institutional ownership

+28.1%

Share of float held by funds and institutions

Insider ownership

+17.4%

Stake held by company insiders. Higher generally signals alignment.

Short interest

n/a

Float sold short by bearish positioning

Y/Y dilution

-0.6%

Negative means the company is buying back shares.

Technical

SWX/PGHN momentum and risk profile

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

RSI (14)

49.9

Neutral momentum band

Price vs 200-day MA

-10.0%

50/200-day relationship not available

Beta (5Y)

0.95

Moves roughly with the market

Sharpe ratio

-0.67

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

Questions

About SWX/PGHN

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

What is the current swx/PGHN stock rating?

swx/PGHN 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/PGHN analysis?

The full report lives at /stocks/swx/PGHN/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/PGHN?

The latest report frames swx/PGHN 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/PGHN 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.