Professional
Added to YB: 2026-01-30
Pitch date: 2026-01-28
UHR.SW [neutral]
The Swatch Group AG
+22.18%
current return
Author Info
GreenWood Investors is a bottom-up, mostly long, concentrated and constructivist global investment firm focused on areas of pessimism, structural inefficiencies and low competition. Sign up for the newsletter.
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, Asia, America, Oceania, and Africa.
Market Cap
CHF 10.4B
Pitch Price
CHF 165.09
Price Target
N/A
Dividend
2.23%
EV/EBITDA
17.82
P/E
3.5K
EV/Sales
1.48
Sector
Textiles, Apparel and Luxury Goods
Category
value
GreenWood Investors Portfolio Holding: The Swatch Group AG
UHR.SW (holding update): Swiss watchmaker w/ anti-fragile balance sheet (real estate, gold, stabilized watch values) trading at attractive stock-to-book despite margins near zero. Activist pushing 6 governance proposals at AGM after mgmt dismissed outreach. Positioned for China recovery & US growth.
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