SWZ SWZ
Company Profile ↓Company Overview
SWZ (SWZ) is a publicly traded company listed on with a market capitalization of $99.30M. The valuation, growth and price-trend signals below summarize what matters most to investors and traders evaluating the stock.
Why Investors Should Care
Generates a return on equity of 15.3%, reflecting efficient use of shareholder capital.
Maintains a net profit margin of 92.3%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $19.40M (-847.2% YoY); net profit $17.91M.
Growth & Price Performance
Stock Price Performance
| 1 Year: | -2.99% |
| 6 Months: | -3.78% |
| 3 Months: | -0.34% |
| 1 Month: | +0.17% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMABelow
- Price vs 200-DMABelow
- RSI (14)57.10 · Neutral
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Excellent profit margin of 92.3%.
- Generates positive free cash flow.
CONS
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Revenue | - | -26.23M | 19.95M | -2.60M | 19.40M |
| Cost of Revenue | - | - | - | - | - |
| Gross Profit | - | - | - | - | - |
| Operating Expenses | - | 1.16M | 1.12M | 1.14M | 1.49M |
| Operating Income | - | - | - | - | - |
| EBITDA | - | - | - | - | - |
| Interest Expense | - | 57.90K | 69.51K | 281 | - |
| Pretax Income | - | -27.40M | 18.83M | -3.74M | 17.91M |
| Tax Provision | - | - | - | - | - |
| Net Income | - | -27.40M | 18.83M | -3.74M | 17.91M |
| Diluted EPS | 1.63 | -2.08 | 1.43 | -0.29 | - |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Total Assets | - | 116.50M | 127.17M | 116.46M | 117.81M |
| Current Assets | - | - | - | - | - |
| Cash & Equivalents | - | 540.42K | 692.70K | 2.09M | 378.58K |
| Inventory | - | - | - | - | - |
| Receivables | - | 2.95K | 449 | 4.53K | 230.32K |
| Total Liabilities | - | 324.42K | 337.62K | 293.59K | 494.66K |
| Current Liabilities | - | - | - | - | - |
| Long Term Debt | - | - | - | - | - |
| Total Debt | - | - | - | - | - |
| Total Equity | - | 116.17M | 126.83M | 116.17M | 117.32M |
| Shares Outstanding | - | 13.20M | 12.99M | 12.99M | 16.97M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Operating Cash Flow | 8.07M | 8.33M | 8.32M | 15.05M |
| Investing Cash Flow | - | - | - | - |
| Financing Cash Flow | -8.34M | -8.18M | -6.92M | -16.76M |
| Capital Expenditure | - | - | - | - |
| Free Cash Flow | 8.07M | 8.33M | 8.32M | 15.05M |
| Net Change in Cash | -266.94K | 152.28K | 1.40M | -1.71M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - |
| Operating Margin % | - | - | - | - | - |
| Net Margin % | - | 104.4% | 94.4% | 144.1% | 92.3% |
| ROE % | - | -23.6% | 14.8% | -3.2% | 15.3% |
| ROCE % | - | - | - | - | - |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for SWZ
Swiss Helvetia Fund (the) Fund Price Forecast. Should You Buy SWZ? - StockInvest.us
<a href="https://news.google.com/rss/articles/CBMiR0FVX3lxTE92eUVKNkx6S0dpN2s2NGM2emVHRm1mNUdRcWl4WnNmMno1anJkY1lUM2pvemIyV3pvVzNDcWo2anJGMVZXb1FN?oc=5" target="_blank">Swiss Helvetia Fund (the) Fund Price Forecast. Should You Buy SWZ?</a>&…
Total return securities fund secretary buys $28,637 in shares By Investing.com - Investing.com Nigeria
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Understanding Momentum Shifts in (SWZ) - Stock Traders Daily
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Total Return Securities (NYSE:SWZ) Insider Phillip Goldstein Buys 5,000 Shares of Stock - MarketBeat
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No Thanks On SWZ Rights Offering (NYSE:SWZ) - Seeking Alpha
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Total return securities fund secretary buys $28,637 in shares - Investing.com
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SWZ — Frequently Asked Questions
What is the current share price of SWZ?
As of 2026-10-23 16:27 PDT, SWZ trades at $5.85 on NASDAQ/NYSE. Its 52-week range is $5.70 to $6.31.
What is the market capitalisation of SWZ?
SWZ has a market capitalisation of $99.30M on NASDAQ/NYSE.
What is the P/E ratio of SWZ?
SWZ trades at a trailing price-to-earnings (P/E) ratio of -20.17. Its price-to-book (P/B) ratio is 0.85.
What is the return on equity (ROE) of SWZ?
SWZ has a return on equity (ROE) of 15.27%.
Is SWZ a good stock to buy?
This page provides a data-driven analysis of SWZ, including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.