Added to YB: 2025-07-15
Pitch date: 2025-07-11
SWGAY [bullish]
The Swatch Group AG
+22.41%
current return
Author Info
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Company Info
The Swatch Group AG designs, manufactures, and sells finished watches, jewelry, and watch movements and components worldwide.
Market Cap
CHF 7.9B
Pitch Price
CHF 134.10
Price Target
N/A
Dividend
2.99%
EV/EBITDA
12.50
P/E
N/A
EV/Sales
1.08
Sector
Textiles, Apparel and Luxury Goods
Category
value
Swatch Group Summary
SWGAY: Swiss watchmaker w/ vertically integrated structure across 16 brands; trading at 0.58x P/B vs 1.2x historical avg. Strong financials: $9/share NCAV, $1.5B cash. 30% YoY sales decline in China hurt, but maintained capacity & marketing. Long-term play if Chinese demand rebounds in 1-2 years.
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