Swiss Helvetia Financial Statements From 2010 to 2024
| SWZ Fund | USD 7.90 0.02 0.25% |
Market Capitalization 93.1 M |
Check Swiss Helvetia financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Swiss Helvetia's main balance sheet or income statement drivers, such as , as well as many indicators such as . Swiss financial statements analysis is a perfect complement when working with Swiss Helvetia Valuation or Volatility modules.
Swiss |
Swiss Helvetia Closed Fund Price To Earning Analysis
Swiss Helvetia's Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Current Swiss Helvetia Price To Earning | 6.13 X |
Most of Swiss Helvetia's fundamental indicators, such as Price To Earning, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Swiss Helvetia Closed is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
| Competition |
Based on the latest financial disclosure, Swiss Helvetia Closed has a Price To Earning of 6.13 times. This is much higher than that of the Financial Services family and significantly higher than that of the Asset Management category. The price to earning for all United States funds is notably lower than that of the firm.
Swiss Helvetia Closed Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Swiss Helvetia's current stock value. Our valuation model uses many indicators to compare Swiss Helvetia value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Swiss Helvetia competition to find correlations between indicators driving Swiss Helvetia's intrinsic value. More Info.Swiss Helvetia Closed is rated below average in price to earning among similar funds. It is rated fifth largest fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Swiss Helvetia Closed is roughly 8.07 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Swiss Helvetia's earnings, one of the primary drivers of an investment's value.About Swiss Helvetia Financial Statements
Swiss Helvetia investors use historical fundamental indicators, such as Swiss Helvetia's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Swiss Helvetia. Please read more on our technical analysis and fundamental analysis pages.
The Swiss Helvetia Fund Inc. is a closed-ended equity mutual fund launched and managed by Schroder Investment Management North America Inc. The fund invests in public equity markets of Switzerland. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all market capitalizations. It employs fundamental analysis with a bottom-up stock picking approach, focusing on factors such as capital appreciation, income, economic and industry trends, quality of management, financial condition, business plan, industry and sector market position, dividend payout ratio, and corporate governance to create its portfolio. The fund benchmarks the performance of its portfolio against the SP 500 Index and MSCI EAFE Index. It was previously known as The Helvetia Fund, Inc. The Swiss Helvetia Fund Inc. was formed in October 24, 1986 and is domiciled in the United States.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Swiss Fund
Swiss Helvetia financial ratios help investors to determine whether Swiss Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Swiss with respect to the benefits of owning Swiss Helvetia security.
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