- ISIN
- US8701231065
- Sector
- Consumer Cyclical
- Industry
- Luxury Goods
Highlights
- Market Cap
- $11.56B
- Enterprise Value
- $10.74B
- EPS (TTM)
- CHF 0.07
- PE Ratio
- 134.71
- Total Revenue (TTM)
- CHF 12.76B
- Gross Profit (TTM)
- CHF 8.66B
- EBITDA (TTM)
- CHF 897.79M
- Year Range
- $8.25 - $13.97
- ROA (TTM)
- 0.52%
- ROE (TTM)
- 0.61%
- Avg. Volume (1M)
- 85K
- Avg. Volume Value (1M)
- $966.60K
Share Price Chart
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Performance
SWGAY Performance Chart
Swatch Group AG ADR (SWGAY) is up 7.7% since the beginning of the year. At $11 per share, SWGAY is trading 20.4% below its 52-week high of $14. Investors who bought $1,000 worth of SWGAY shares 5 years ago would now be looking at an investment worth $761.
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Returns By Period
Swatch Group AG ADR (SWGAY) has returned 7.68% so far this year and 30.40% over the past 12 months. Over the last ten years, SWGAY has returned 0.51% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
Swatch Group AG ADR
- 1D
- 1.18%
- 1M
- -7.95%
- 6M
- -3.23%
- YTD
- 7.68%
- 1Y
- 30.40%
- 3Y*
- -8.57%
- 5Y*
- -5.32%
- 10Y*
- 0.51%
- ALL TIME*
- 10.03%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
SWGAY Monthly Returns History
Based on dividend-adjusted daily data since Mar 22, 2010, SWGAY's average daily return is +0.10%, while the average monthly return is +2.13%. At this rate, an investment would double in approximately 2.7 years.
Historically, 52% of months were positive and 48% were negative. The best month was Jun 2010 with a return of +338.7%, while the worst month was Sep 2011 at -28.3%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 8 months.
On a daily basis, SWGAY closed higher 48% of trading days. The best single day was Jun 3, 2010 with a return of +343.6%, while the worst single day was Mar 16, 2020 at -14.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 11.27% | 7.83% | -13.10% | 4.72% | 21.94% | -11.13% | -9.00% | 7.68% | |||||
| 2025 | 1.99% | 4.39% | -11.35% | 0.12% | 0.61% | -3.47% | 9.54% | 1.98% | 4.27% | 10.96% | -3.45% | 4.87% | 20.07% |
| 2024 | -13.27% | 0.00% | -1.80% | -9.33% | 5.70% | -4.67% | 0.29% | 2.15% | 2.01% | -4.50% | -10.90% | -0.11% | -30.90% |
| 2023 | 26.99% | -4.04% | -0.88% | -0.76% | -10.61% | -2.01% | 9.04% | -12.06% | -8.93% | -0.04% | 2.47% | 3.83% | -2.48% |
| 2022 | -5.43% | 5.53% | -8.07% | -9.21% | 2.15% | -7.19% | 11.71% | -8.90% | -7.37% | -0.09% | 18.78% | 6.85% | -5.59% |
| 2021 | 6.03% | 3.68% | -4.02% | 6.49% | 21.11% | -5.97% | -3.03% | -15.69% | -6.99% | 5.21% | 6.99% | 4.77% | 14.76% |
Benchmark Metrics
Swatch Group AG ADR has an annualized alpha of 15.37%, beta of 0.94, and R2 of 0.03 versus S&P 500 Index. Calculated based on daily prices since March 22, 2010.
- This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (66.54%) than losses (65.19%) - typical of diversified or defensive assets.
- R2 of 0.03 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 15.37%
- Beta
- 0.94
- R²
- 0.03
- Upside Capture
- 66.54%
- Downside Capture
- 65.19%
Return for Risk
Risk / Return Rank
SWGAY ranks 68 for risk / return — above 68% of stocks peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Swatch Group AG ADR (SWGAY) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SWGAY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.64 | ||
| Sortino ratioReturn per unit of downside risk | -0.64 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.25 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.09 | 2.00 | -0.92 |
| Martin ratioReturn relative to average drawdown | 3.29 | 8.49 | -5.20 |
Dividends
Dividend History
Swatch Group AG ADR provided a 2.58% dividend yield over the last twelve months, with an annual payout of $0.29 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.29 | $0.26 | $0.36 | $0.33 | $0.28 | $0.19 | $0.16 | $0.23 | $0.23 | $0.20 | $0.22 | $0.23 |
Dividend yield | 2.58% | 2.49% | 3.94% | 2.44% | 1.94% | 1.27% | 1.19% | 1.64% | 1.57% | 0.97% | 1.41% | 1.32% |
Monthly Dividends
The table displays the monthly dividend distributions for Swatch Group AG ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.29 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 |
Dividend Yield & Payout
Dividend Yield
Swatch Group AG ADR has a dividend yield of 2.58%, which is quite average when compared to the overall market.
Payout Ratio
Swatch Group AG ADR has a payout ratio of 717.99%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Swatch Group AG ADR. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Swatch Group AG ADR was 73.66%, occurring on Mar 16, 2020. The portfolio has not yet recovered.
The current Swatch Group AG ADR drawdown is 58.03%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-73.66%Mar 2020 | 6y 2mo | — | 12y 7moDec 2013 - now | COVID crash2020 |
-41.52%Oct 2011 | 2mo 2d | 1y 3mo | 1y 5moAug 2011 - Jan 2013 | — |
-15.41%Jun 2013 | 1mo 4d | 1mo 12d | 2mo 16dMay 2013 - Aug 2013 | — |
-13.31%Jan 2011 | 17d | 2mo 29d | 3mo 16dJan 2011 - Apr 2011 | — |
-8.50%Sep 2010 | 1d | 1mo 10d | 1mo 11dSep 2010 - Nov 2010 | — |
Drawdown Indicators
| SWGAY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.66% | -56.78% | -16.88% |
Max Drawdown (1Y)Largest decline over 1 year | -26.50% | -9.10% | -17.40% |
Max Drawdown (3Y)Largest decline over 3 years | -50.98% | -18.90% | -32.08% |
Max Drawdown (5Y)Largest decline over 5 years | -57.33% | -25.43% | -31.90% |
Max Drawdown (10Y)Largest decline over 10 years | -67.01% | -33.92% | -33.09% |
Current DrawdownCurrent decline from peak | -58.03% | -1.58% | -56.45% |
Average DrawdownAverage peak-to-trough decline | -40.15% | -10.70% | -29.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.74% | 2.14% | +6.60% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Swatch Group AG ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Swatch Group AG ADR is priced in the market compared to other companies in the Luxury Goods industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for SWGAY, comparing it with other companies in the Luxury Goods industry. Currently, SWGAY has a P/E ratio of 134.7. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for SWGAY relative to other companies in the Luxury Goods industry. Currently, SWGAY has a P/S ratio of 0.7. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for SWGAY in comparison with other companies in the Luxury Goods industry. Currently, SWGAY has a P/B value of 0.8. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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