Added to YB: 2025-07-15
Pitch date: 2025-07-11
SWGAY [bullish]
The Swatch Group AG
+45.86%
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 in Switzerland, rest of Europe, Greater China, rest of Asia, America, Oceania, and Africa.
Market Cap
CHF 9.5B
Pitch Price
CHF 134.10
Price Target
N/A
Dividend
2.44%
EV/EBITDA
14.91
P/E
3.2K
EV/Sales
1.34
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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