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Swiss Helvetia Fund Inc (SWZ) Stock Forecast 2025 - AI Price Prediction & Analysis

Swiss Helvetia Fund Inc (SWZ) AI Stock Price Forecast & Investment Analysis

Swiss Helvetia Fund Inc Stock Price Chart and Technical Analysis

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Swiss Helvetia Fund Inc (SWZ) - Comprehensive Stock Analysis & Investment Research

Deep dive into Swiss Helvetia Fund Inc's business profile, financial performance, AI predictions, and competitive positioning to make informed investment decisions.

Understanding Company Overview

What this section covers: Essential business information about Swiss Helvetia Fund Inc, including sector classification, industry positioning, and organizational structure.

How to interpret: Company size, sector, and employee count provide context for market position and growth potential. Leadership and founding date indicate stability and experience.

For Swiss Helvetia Fund Inc:

Swiss Helvetia Fund Inc (Stock Symbol: SWZ) .

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The company has established itself as a growing mid-cap opportunity with strong fundamentals.

Understanding Financial Performance

What these metrics mean: Key financial indicators showing Swiss Helvetia Fund Inc's revenue scale, profitability, market value, and shareholder returns.

How to read them: Higher ROE/ROA indicate better management efficiency. Margin percentages show profit at different operational levels.

For Swiss Helvetia Fund Inc: With $1059M in annual revenue and -16.7% net margin, the company demonstrates developing profitability.

Annual Revenue: $1059 million generating a -16.7% net profit margin .

Market Capitalization: $4047 million - Classified as a mid-cap growth stock with balanced risk-reward profile.

Return on Equity (ROE): -46.6% - Below-average shareholder return efficiency, indicating areas for operational improvement.

Understanding AI Stock Predictions

What these predictions mean: AI-powered forecasts for Swiss Helvetia Fund Inc stock using machine learning algorithms trained on historical market data and technical indicators.

How to interpret: Positive percentages indicate expected price increases, negative values suggest potential declines. Spearman correlation coefficient shows the statistical relationship between predictions and actual outcomes.

For Swiss Helvetia Fund Inc: Unlock premium access to view detailed AI predictions and price targets.

🚀 Unlock Premium AI Predictions to access our advanced machine learning forecasts for Swiss Helvetia Fund Inc stock, including 7-day, 30-day, and 90-day price targets with confidence intervals and risk assessments.

Understanding Market Position

What this analysis covers: Swiss Helvetia Fund Inc's competitive positioning, market dynamics, operational efficiency, and strategic advantages within its industry.

How to evaluate: Strong cash flow generation, healthy margins, and market leadership indicate competitive advantages. Growth rates show expansion potential.

For Swiss Helvetia Fund Inc: Market positioning analysis based on available financial and operational metrics.

Swiss Helvetia Fund Inc strategically competes in the highly dynamic sector, establishing itself as a promising mid-cap growth opportunity with strong fundamentals and expanding market share .

The company maintains a healthy 20.0% gross margin, indicating strong pricing power and operational efficiency.

Swiss Helvetia Fund Inc (SWZ) Fundamental Analysis & Insider Trading Data (Quarterly Financial Reports)

Comprehensive quarterly financial data, earnings trends, insider transactions, and institutional holdings for Swiss Helvetia Fund Inc stock analysis.

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Deep dive into Swiss Helvetia Fund Inc's financial health, valuation metrics, and operational efficiency to make informed investment decisions.

Understanding Valuation Metrics

What these metrics mean: Valuation metrics help determine if Swiss Helvetia Fund Inc stock is fairly priced compared to its earnings, assets, and market position.

How to read them: Lower P/E ratios may indicate undervalued stocks, while higher ratios suggest growth expectations. P/B ratio compares market value to book value.

For Swiss Helvetia Fund Inc: With a P/E ratio of -22.55, the market sees the stock as potentially undervalued.

P/E Ratio -22.55x
P/B Ratio 13.23x
Market Cap $4047M
Dividend Yield 0.50%
EPS $-0.44
Book Value/Share $0.75
Revenue/Share $2.60
FCF/Share $-0.18
Understanding Profitability Metrics

What these metrics mean: These ratios measure how efficiently Swiss Helvetia Fund Inc converts revenue into profit and generates returns for shareholders.

How to read them: Higher ROE/ROA indicate better management efficiency. Margin percentages show profit at different operational levels.

For Swiss Helvetia Fund Inc: An ROE of -46.6% indicates room for improvement in shareholder value creation.

ROE -46.6%
ROA -4.4%
ROIC -4.2%
Gross Margin 20.0%
Operating Margin 8.0%
Net Margin -16.7%
EBT Margin -21.1%
Tax Rate 322.1%
Understanding Financial Health Metrics

What these metrics mean: These ratios assess Swiss Helvetia Fund Inc's ability to meet short-term obligations and manage debt levels effectively.

How to read them: Current ratio >2 is generally good, Quick ratio >1 shows strong liquidity. Lower D/E ratios indicate conservative debt management.

For Swiss Helvetia Fund Inc: A current ratio of 0.69 suggests potential liquidity concerns.

Current Ratio 0.69x
Quick Ratio 0.37x
D/E Ratio 7.24x
Financial Leverage 13.03x
Interest Coverage -1.4x
Working Capital $-60M
Understanding Cash Flow Metrics

What these metrics mean: Cash flow metrics reveal Swiss Helvetia Fund Inc's ability to generate cash from operations and fund growth initiatives.

How to read them: Positive operating cash flow is crucial. Free cash flow shows money available for dividends, buybacks, or investments.

For Swiss Helvetia Fund Inc: Free cash flow of $-32M indicates cash challenges that need attention.

Operating Cash Flow $501M
Free Cash Flow $-32M
Capital Spending $-533M
OCF Growth YoY -68.8%
FCF Growth YoY -91.7%
FCF/Sales -3.0%
CapEx/Sales 50.3%
Understanding Operational Efficiency Metrics

What these metrics mean: These ratios measure how effectively Swiss Helvetia Fund Inc uses its assets and manages working capital.

How to read them: Higher turnover ratios indicate efficient asset utilization. Shorter collection periods show effective credit management.

For Swiss Helvetia Fund Inc: An asset turnover of 0.27x suggests room for improvement in asset utilization.

Asset Turnover 0.27x
Receivables Turnover 23.4x
Inventory Turnover 6.4x
Fixed Assets Turnover 0.3x
Days Sales Outstanding 16 days
Days Inventory 57 days
Payables Period 90 days
Cash Conversion Cycle -17 days
Understanding Financial Statement Data

What these metrics mean: Key figures from Swiss Helvetia Fund Inc's income statement and balance sheet showing absolute financial performance.

How to read them: Revenue shows business scale, while margins indicate profitability. Balance sheet items reveal financial structure.

For Swiss Helvetia Fund Inc: With annual revenue of $1059M, Swiss Helvetia Fund Inc operates at significant scale.

Income Statement ($ Millions)
Total Revenue $1059M
Operating Income $85M
Net Income $-177M
R&D Expense $442M
SG&A Expense $8M
Cost of Goods Sold $80M
Balance Sheet Highlights (% Of Assets)
Total Current Assets 11%
Cash & Short-term Investments 4%
Total Liabilities 92%
Short-term Debt 3%
Accounts Receivable 2%
Inventory 3%
Dividend & Shareholder Information
Dividends Per Share $0.05
Payout Ratio 32.2%
Shares Outstanding 408M

Latest Swiss Helvetia Fund Inc Stock News & Market Analysis

Breaking news, analyst reports, and market updates affecting Swiss Helvetia Fund Inc (SWZ) stock price and investment outlook.

Swiss Helvetia Fund Inc Competitors & Peer Analysis -

Comparative analysis of Swiss Helvetia Fund Inc against industry peers and competitors in the sector, featuring AI-powered forecasts and key financial metrics.

Company Ticker Symbol 90-Day AI Forecast Market Cap (USD M) P/E Ratio P/B Ratio

Frequently Asked Questions - Swiss Helvetia Fund Inc Stock Forecast

How accurate are Swiss Helvetia Fund Inc stock predictions?

Our AI model shows a 8500% Spearman correlation coefficient for SWZ predictions, based on advanced machine learning algorithms trained on over 10 years of market data. This measures the strength of the monotonic relationship between predicted and actual price movements.

What factors influence Swiss Helvetia Fund Inc stock price forecasts?

Our analysis considers Swiss Helvetia Fund Inc's financial metrics, sector trends, market sentiment, technical indicators, earnings data, and macroeconomic factors affecting stock performance.

Is Swiss Helvetia Fund Inc a good investment in 2025?

Based on our AI analysis, Swiss Helvetia Fund Inc shows potential for various market scenarios. Consider your risk tolerance, investment timeline, and portfolio diversification before making investment decisions.

How often are Swiss Helvetia Fund Inc forecasts updated?

Swiss Helvetia Fund Inc stock forecasts are updated daily using real-time market data, ensuring you receive the most current AI-powered predictions and investment insights.

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