- ISIN
- US78501P2039
- CUSIP
- 78501P203
- Sector
- Financial Services
- Industry
- Asset Management
- IPO Date
- Sep 22, 1999
Highlights
- EPS (TTM)
- $1.87
- PE Ratio
- 8.51
- PEG Ratio
- 0.09
- Total Revenue (TTM)
- $45.13M
- Gross Profit (TTM)
- $43.01M
- EBITDA (TTM)
- $34.79M
- Year Range
- $13.91 - $17.90
- ROA (TTM)
- 8.34%
- ROE (TTM)
- 9.67%
Share Price Chart
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Performance
SWKH Performance Chart
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Returns By Period
SWK Holdings Corporation
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.25%
- YTD
- 11.16%
- 6M
- 11.43%
- 1Y
- 28.20%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
SWKH Monthly Returns History
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.74% | -6.17% | 3.59% | -6.53% | -7.56% | ||||||||
| 2025 | 2.46% | 4.62% | 2.29% | 29.12% | -0.57% | 5.21% | 1.02% | 0.13% | -2.41% | 11.27% | 4.88% | 1.30% | 72.83% |
| 2024 | -1.31% | -4.28% | 5.19% | -0.46% | -0.63% | -1.39% | 3.65% | -0.06% | -1.76% | -5.09% | -3.05% | -0.31% | -9.53% |
| 2023 | 6.92% | -0.58% | -4.75% | -1.85% | -3.31% | -1.24% | -3.58% | -2.42% | 0.00% | 2.48% | 1.12% | 7.41% | -0.62% |
| 2022 | -3.22% | -0.14% | -11.02% | 16.11% | -2.09% | -8.96% | 3.43% | -3.27% | -2.75% | 9.41% | 4.57% | -9.31% | -10.14% |
| 2021 | -5.42% | 1.03% | 5.75% | 7.87% | 2.58% | 9.07% | 1.31% | 11.36% | -8.23% | 4.46% | 0.74% | 2.67% | 36.41% |
Benchmark Metrics
SWK Holdings Corporation has an annualized alpha of 11.39%, beta of 0.23, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since June 02, 2009.
- This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (25.77%) than losses (1.72%) - typical of diversified or defensive assets.
- Beta of 0.23 may look defensive, but with R2 of 0.01 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- R2 of 0.01 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
- 11.39%
- Beta
- 0.23
- R²
- 0.01
- Upside Capture
- 25.77%
- Downside Capture
- 1.72%
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for SWK Holdings Corporation (SWKH) and compare them to S&P 500 Index.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
Dividends
Dividend History
SWK Holdings Corporation provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2025 |
|---|---|---|
| Dividend | $0.00 | $4.00 |
Dividend yield | 0.00% | 23.26% |
Monthly Dividends
The table displays the monthly dividend distributions for SWK Holdings Corporation. 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 | $0.00 | ||||||||
| 2025 | $4.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.00 |
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 SWK Holdings Corporation. 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 SWK Holdings Corporation was 55.70%, occurring on Mar 19, 2020. Recovery took 267 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -55.70%Mar 2020 | 4y 7mo | 1y 24d | 5y 8moAug 2015 - Apr 2021 |
2011 bear market2011 | -25.00%Dec 2011 | 1y 1mo | 1y 6mo | 2y 7moNov 2010 - Jun 2013 |
2024 bear market2024 | -23.97%Nov 2024 | 2y 10mo | 5mo 5d | 3y 3moDec 2021 - Apr 2025 |
Financial crisis2007–2009 | -23.16%Oct 2009 | 3mo 1d | 1mo 20d | 4mo 21dJul 2009 - Dec 2009 |
2014 correction2014 | -18.70%Apr 2014 | 8mo 4d | 4mo | 12mo 4dAug 2013 - Aug 2014 |
Drawdown Indicators
| SWKH | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -56.78% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.10% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | — | 0.00% | — |
Average DrawdownAverage peak-to-trough decline | — | -10.72% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.97% | — |
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 SWK Holdings Corporation 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 SWK Holdings Corporation is priced in the market compared to other companies in the Asset Management 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 SWKH, comparing it with other companies in the Asset Management industry. Currently, SWKH has a P/E ratio of 8.5. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for SWKH compared to other companies in the Asset Management industry. SWKH currently has a PEG ratio of 0.1. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for SWKH relative to other companies in the Asset Management industry. Currently, SWKH has a P/S ratio of 4.3. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
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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