Swiss Helvetia Fund, Inc. (The) (SWZ) has a current Price-to-Book (P/B) ratio of 0.65. Compared to its 3-year average P/B ratio of 0.73, the current P/B ratio is approximately -11.23% higher. Relative to its 5-year average P/B ratio of 0.73, the current P/B ratio is about -11.23% higher. Swiss Helvetia Fund, Inc. (The) (SWZ) has a Forward Free Cash Flow (FCF) yield of approximately 10.18%. Compared to its 3-year average FCF yield of 9.28%, the current FCF yield is approximately 9.70% lower. Relative to its 5-year average FCF yield of 9.28%, the current FCF yield is about 9.70% lower.

Performance Decomposition

AI Analysis

Market capitalization of SWZ increased by 0.00% over the past 1 year(s). The primary factor behind the change was an decrease in Unknown from 0.00 to 0.00.

The secondary factor is the Unknown, contributed 0.00% to the performance.

Overall, the performance of SWZ in the past 1 year(s) is driven by Unknown.

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Frequently Asked Questions

Is SWZ currently overvalued or undervalued?

What is Swiss Helvetia Fund, Inc. (The) (SWZ) fair value?

SWZ's fair value is calculated using relative valuation, based on historical P/E and P/S ranges and their premiums/discounts relative to a competitor average, adjusted by weights. The fair price of Swiss Helvetia Fund, Inc. (The) (SWZ) is between to according to relative valuation method.

How does SWZ's valuation metrics compare to the industry average?

The average P/S ratio for SWZ's competitors is 0.00, providing a benchmark for relative valuation. Swiss Helvetia Fund, Inc. (The) Corp (SWZ) exhibits a P/S ratio of --, which is 0% above the industry average. Given its robust revenue growth of 0%, this premium appears unsustainable.

What is the current P/B ratio for Swiss Helvetia Fund, Inc. (The) (SWZ) as of Mar 04 2026?

As of Mar 04 2026, Swiss Helvetia Fund, Inc. (The) (SWZ) has a P/B ratio of 0.65. This indicates that the market values SWZ at 0.65 times its book value.

What is the current FCF Yield for Swiss Helvetia Fund, Inc. (The) (SWZ) as of Mar 04 2026?

As of Mar 04 2026, Swiss Helvetia Fund, Inc. (The) (SWZ) has a FCF Yield of 10.18%. This means that for every dollar of Swiss Helvetia Fund, Inc. (The)'s market capitalization, the company generates 10.18 cents in free cash flow.

What is the current Forward P/E ratio for Swiss Helvetia Fund, Inc. (The) (SWZ) as of Mar 04 2026?

As of Mar 04 2026, Swiss Helvetia Fund, Inc. (The) (SWZ) has a Forward P/E ratio of 0.00. This means the market is willing to pay $0.00 for every dollar of Swiss Helvetia Fund, Inc. (The)'s expected earnings over the next 12 months.

What is the current Forward P/S ratio for Swiss Helvetia Fund, Inc. (The) (SWZ) as of Mar 04 2026?

As of Mar 04 2026, Swiss Helvetia Fund, Inc. (The) (SWZ) has a Forward P/S ratio of 0.00. This means the market is valuing SWZ at $0.00 for every dollar of expected revenue over the next 12 months.

SWZ Valuation