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

SWX/ZURN stock hub

SWX/ZURN 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

80.7B

SIX Swiss Exchange

Market data

Live price

Current market quote for this ticker.

Current price

SWX/ZURN

In the news

Latest news · SWX/ZURN

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/E14.5

P25 12P50 14.9P75 17.6

Trailing P/E14.4

P25 13.8P50 16.8P75 21

ROE25.2

P25 5.1P50 7.5P75 13.7

ROIC15.7

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/ZURN 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

230

Groups with data

Currency

USD

Showing 230 of 230 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	63,000
Employees Change	3,000%
Employees Change Percent	5
Enterprise value	CHF 90.7B
Exchange	SIX Swiss Exchange
Financial currency	USD
First seen	2026-05-10
Industry	Insurance - Diversified
Isin	CH0011075394
Last refreshed	2026-05-10
Market cap	CHF 80.7B
Price	CHF 540
Price currency	CHF
Rev Per Employee	919,859.76x
Sector	Financials
Sic	6351
Symbol	swx/ZURN
Website	https://www.zurich.com

Valuation

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

Metric	Value
Earnings Yield	6.68%
EV Earnings	16.82x
EV/EBIT	10.88x
EV/EBITDA	10.45x
EV/FCF	21.08x
EV/Sales	1.56x
FCF yield	5.33%
Forward P/E	14.49x
P/B ratio	3.37x
P/E ratio	14.44x
P/S ratio	1.39x
PE Ratio10 Y	15.28x
PE Ratio3 Y	16.13x
PE Ratio5 Y	16.27x
PEG ratio	3.93x

Profitability

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

Metric	Value
EBIT Margin	14.38%
EBITDA Margin	14.73%
FCF margin	7.42%
Gross margin	23.82%
Gross Profit	CHF 13.8B
Net Income	CHF 5.4B
Net Income Growth	16.93%
Net Income Growth Q	33.9%
Net Income Growth Quarters	3%
Net Income Growth Years	3%
Net Income Growth3 Y	11.64%
Net Income Growth5 Y	10.58%
Pretax Margin	13.74%
Profit Margin	9.3%
Profit Per Employee	CHF 85,563
Profitable Years	23
ROA	1.72
Roa5y	1.32
ROCE	2.67
ROE	25.22
Roe5y	18.6
ROIC	15.73
Roic5y	12.61

Growth

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

Metric	Value
Cagr10y	16.29%
Cagr15y	12.2%
Cagr1y	-3.84%
Cagr20y	9.1%
Cagr3y	13.97%
Cagr5y	12.83%
Div CAGR10	5.84%
Div CAGR3	7.72%
Div CAGR5	8.45%
EPS Growth	17.56
EPS Growth Q	33.76
EPS Growth Quarters	3
EPS Growth Years	3
EPS Growth3 Y	12.04
EPS Growth5 Y	11.23
FCF Growth	-25.02%
FCF Growth Q	-37.69%
FCF Growth3 Y	-10.2%
FCF Growth5 Y	-1.88%
OCF Growth	-22.36%
OCF Growth Q	-32.49%
OCF Growth10 Y	0.35%
OCF Growth3 Y	-9.21%
OCF Growth5 Y	-1.67%
Revenue Growth	6.35x
Revenue Growth Q	9.55x
Revenue Growth Quarters	1x
Revenue Growth Years	3x
Revenue Growth3 Y	3.46x
Revenue Growth5 Y	3.46x

Financial strength

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

Metric	Value
Asset Turnover	CHF 0.19
Assets	CHF 322.9B
Cash	CHF 28.6B
Debt	CHF 14.1B
Debt EBITDA	CHF 1.62
Debt Equity	CHF 0.59
Debt FCF	CHF 3.27
Equity	CHF 23.9B
Interest Coverage	22.84
Liabilities	CHF 299B
Net Cash	CHF -8.6B
Net Cash By Market Cap	CHF -10.7
Net Debt EBITDA	CHF 1.01
Net Debt Equity	CHF 0.36
Net Debt FCF	CHF 2.01
Tangible Book Value	CHF 12.7B
Tangible Book Value Per Share	CHF 89.56
WACC	5.42

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	5.09
Net Working Capital	CHF 41.8B
Quick ratio	3.02
Working Capital	CHF 43.8B

Dividends and buybacks

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

Metric	Value
Buyback Yield	0.54%
Dividend Growth	7.14%
Dividend Growth Years	4%
Dividend per share	CHF 28
Dividend Years	26
Dividend Yield	5.18%
Ex Div Date	2026-04-10
Last Dividend	CHF 30
Payout Frequency	Annual
Payout Ratio	68.62%

Performance and technicals

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

Metric	Value
10Y total return	352.02%
1Y total return	-3.84%
200-day SMA	565.9
3Y total return	48.05%
50-day SMA	550.6
50-day SMA vs 200-day SMA	50under200
5Y total return	82.82%
All Time High	1,000
All Time High Change	-45.96%
All Time High Date	2001-01-04
All Time Low	88
All Time Low Change	514.09%
All Time Low Date	2003-03-11
ATR	9.36
Beta	0.33
Beta1y	0.5
Beta2y	0.58
Ch YTD	-10.2
High	544.6
High52	606.8
High52 Date	2026-01-06
High52ch	-10.94%
Low	539
Low52	521
Low52 Date	2026-03-09
Low52ch	3.72%
Ma50ch	-1.86%
Price vs 200-day SMA	-4.51%
RSI	43.81
RSI Monthly	50.4
RSI Weekly	44.35
Sharpe ratio	-0.38x
Sortino ratio	-0.18
Total Return	5.72%
Tr YTD	-5.22
Tr15y	461.87%
Tr1m	0.64%
Tr1w	0%
Tr3m	-0.45%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Operating Income	CHF 8.3B
Operating margin	14.38

Ownership and float

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

Metric	Value
Float	149,104,162%
Net Borrowing	47,394,255
Shares Insiders	0.17%
Shares Institutions	26.22%
Shares Out	149,369,269
Shares Qo Q	0.54%
Shares Yo Y	-0.54%

Other indicators

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

Metric	Value
Adjusted FCF	CHF 4.3B
Average Volume	304,360.8x
Bv Per Share	158.9
CAPEX	CHF -380.6M
Ch10y	158.3
Ch15y	129.8
Ch1m	-4.66
Ch1w	0
Ch1y	-8.9
Ch20y	74.75
Ch3m	-5.69
Ch3y	25.85
Ch5y	40.11
Ch6m	-4.62
Change	-0.77%
Change From Open	0.15
Close	544.6
Days Gap	-0.92
Dollar Volume	127,521,435.1
Earnings Date	2026-05-13
EBIT	CHF 8.3B
EBITDA	CHF 8.5B
EPS	CHF 37.43
F Score	5
FCF	CHF 4.3B
FCF EV Yield	4.74x
FCF Per Share	CHF 28.79
Financing CF	-4,337,436,500
Fiscal Year End	December
Founded	1,872
Goodwill	4,333,078,035
Graham Number	360.59962
Graham Upside	-33.27
Income Tax	CHF 2.3B
Investing CF	-470,219,350
Is Primary Listing	1
Last Earnings Date	2026-02-19
Last Report Date	2025-12-31
Lynch Fair Value	CHF 382
Lynch Upside	-29.36
Ma150	564.2
Ma150ch	-4.22%
Ma20	548.9
Ma20ch	-1.55%
Net CF	312,422,300
Next Earnings Date	2026-05-13
Open	539.6
P FCF Ratio	18.77
P OCF Ratio	17.24
Payment Date	2026-04-14
Position In Range	25
Ppne	1,644,036,780
Price Date	2026-05-08
Price EBITDA	CHF 9.45
Ptbv Ratio	6.33
Relative Volume	0.79x
Revenue	57,951,164,850x
Tax By Revenue	3.89x
Tax Rate	28.28%
Tr20y	470.61%
Tr6m	0.67%
Volume	235,976

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/ZURN dividend yield, growth & safety

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

Dividend yield

+5.2%

$28.0 annual per share

Payout ratio

+68.6%

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

5Y dividend CAGR

+8.4%

4 consecutive years of growth

Total shareholder yield

+5.7%

Next ex-dividend date: 2026-04-10

Performance

SWX/ZURN stock returns vs the market

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

Ownership

Who owns SWX/ZURN?

Insider, institutional, and short-interest positioning.

Institutional ownership

+26.2%

Share of float held by funds and institutions

Insider ownership

+0.2%

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/ZURN momentum and risk profile

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

RSI (14)

43.8

Neutral momentum band

Price vs 200-day MA

-4.5%

50/200-day relationship not available

Beta (5Y)

0.33

Less volatile than the market

Sharpe ratio

-0.38

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

Questions

About SWX/ZURN

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

What is the current swx/ZURN stock rating?

swx/ZURN 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/ZURN analysis?

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

The latest report frames swx/ZURN 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/ZURN 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.