Swiss Helvetia Fund Inc

Swiss Helvetia Fund Inc

SWZ - Insider Information

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Market Cap$75.51M
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Swiss Helvetia Fund IncSwiss Helvetia Fund Inc11.4-20%1.5-
$6.56

Current Fair Value

12.1% upside

Undervalued by 12.1% based on the discounted cash flow analysis.

Insider Trades

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Congress Trades

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Share Statistics

Market cap$75.51 Million
Enterprise Value$75.22 Million
Earnings per Share$1.37
Beta0.76
Outstanding Shares12,973,862

Return

Return on Equity20.00%ROE
Return on Assets19.95%
Return on Invested Capital20.23%

Valuation & Multiples

P/E Ratio11.44P/E Ratio
PEG-17.76PEG
Price to Sales1.46Price to Sales
Price to Book Ratio0.84Price to Book Ratio
Enterprise Value to Revenue1.25
Enterprise Value to EBIT3.85
Enterprise Value to Net Income3
Total Debt to Enterprise0
Debt to Equity0Debt to Equity

Revenue Sources

No data

Institutional Put/Call Ratio

Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.

Put/Call Ratio0.00000%
Total Calls-
Total Puts-

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %10.65%▼ 23.30%
Total Invested$7.88M▼ 75.61%
Investors Holding8▼ 35.00%

About Swiss Helvetia Fund Inc

Swiss Helvetia Fund Insider Information FAQ

Stockcircle tracks 2 top investors with a current 13F position in Swiss Helvetia Fund. Holdings come from the latest quarterly 13F filings filed with the SEC.

In the latest 13F quarter on Stockcircle, 1 top investor reduced or sold among tracked top investors. Changes are based on reported share counts in their quarterly filings, not day-to-day trading.

Stockcircle shows 26 open-market insider purchases for Swiss Helvetia Fund in the last six months from SEC Form 4 reports by executives, directors, and other insiders.

Form 4 insider trades are added as new filings are imported. Top investor 13F holdings refresh after each quarterly filing cycle. Politician trade disclosures are added when new reports are published on Stockcircle.