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Swiss Helvetia FundSWZ +0.50%34 3-Year FCF Growth Rate is 23.40% as of Dec. 2025, which is at its 10-year median of 23.40. GuruFocus rates SWZ with a GF Score™ of 34/100. The stock has 2 warning signs investors should review. Among 1,015 Asset Management companies, Swiss Helvetia Fund ranks better than 70.25% on this metric.
During the past 12 months, Swiss Helvetia Fund's average Free Cash Flow per Share Growth Rate was 78.40% per year.
During the past 3 years, the average Free Cash Flow per Share Growth Rate was 23.40% per year.
Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average Free Cash Flow per Share growth rate.
During the past 9 years, the highest 3-Year average Free Cash Flow per Share Growth Rate of Swiss Helvetia Fund was 23.40% per year. The lowest was 23.40% per year. And the median was 23.40% per year.
Swiss Helvetia Fund (NYSE:SWZ) 3-Year FCF Growth Rate Explanation
Free Cash Flow per Share is the amount of Free Cash Flow per outstanding share of the company's stock. Free Cash Flow is considered one of the most important parameters to measure a company's earnings power by value investors because it is not subject to estimates of Depreciation, Depletion and Amortization (DDA). However, when we look at the Free Cash Flow, we should look from a long term perspective, because any year's Free Cash Flow can be drastically affected by the spending on Property, Plant, & Equipment (PPE) of the business in that year. Over the long term, Free Cash Flow should give pretty good picture on the real earnings power of the company. It's used in the calculation of Forward Rate of Return (Yacktman) %.
Swiss Helvetia Fund 3-Year FCF Growth Rate Related Terms
SWZ vs PNI, SAMG, GDO: 3-Year FCF Growth Rate Comparison
For the Asset Management subindustry, Swiss Helvetia Fund's 3-Year FCF Growth Rate, along with its competitors' market caps and 3-Year FCF Growth Rate data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Swiss Helvetia Fund 3-Year FCF Growth Rate vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Swiss Helvetia Fund's 3-Year FCF Growth Rate distribution charts can be found below:
* The bar in red indicates where Swiss Helvetia Fund's 3-Year FCF Growth Rate falls into.
Swiss Helvetia Fund 3-Year FCF Growth Rate Calculation
This is the 3-year average growth rate of Free Cash Flow per Share. The growth rate is calculated using exponential compounding based on the latest four year annual data.
Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average Free Cash Flow per Share growth rate.
What does a 3-Year FCF Growth Rate of 23.40% mean?
Swiss Helvetia Fund (SWZ) has a 3-Year FCF Growth Rate of 23.40% as of Dec. 2025. 3-Year FCF Growth Rate is the 3-year average growth rate of Free Cash Flow per Share. View historical data for Swiss Helvetia Fund and its competitors. This is near median its historical median of 23.40. Over the past decade, Swiss Helvetia Fund's 3-Year FCF Growth Rate has ranged from 23.40 to 23.40. According to the industry distribution chart, Swiss Helvetia Fund ranks #302 out of 1015 companies in the Asset Management industry, placing it in the top 29.8%.
Is Swiss Helvetia Fund's 3-Year FCF Growth Rate too high?
Swiss Helvetia Fund's current 3-Year FCF Growth Rate of 23.40% is near median its 10-year median of 23.40. Over the past 10 years, this metric has ranged from a low of 23.40 to a high of 23.40. The Asset Management industry median 3-Year FCF Growth Rate is 5.60. Swiss Helvetia Fund's value of 23.40% is 317.9% above this industry median. Based on the distribution chart, Swiss Helvetia Fund ranks #302 out of 1015 companies in the Asset Management industry, which is above the industry midpoint. Overall, Swiss Helvetia Fund has a GF Score™ of 34/100, reflecting its overall financial health beyond just this single metric.
How does Swiss Helvetia Fund's 3-Year FCF Growth Rate compare to PNI and SAMG?
According to the Asset Management industry distribution chart, Swiss Helvetia Fund ranks #302 out of 1015 companies for 3-Year FCF Growth Rate. This puts Swiss Helvetia Fund in the upper half of its industry. The industry median 3-Year FCF Growth Rate is 5.60. Swiss Helvetia Fund's value of 23.40% is 317.9% above this benchmark. Historically, Swiss Helvetia Fund's own 3-Year FCF Growth Rate has ranged from 23.40 to 23.40 over the past decade. While the company's 10-year median is 23.40 vs. the industry median of 5.60, Swiss Helvetia Fund has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year FCF Growth Rate for an Asset Management company?
The median 3-Year FCF Growth Rate among Asset Management companies is 5.60, based on 1,015 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year FCF Growth Rate significantly above this median, while those in the bottom quartile fall well below. However, 3-Year FCF Growth Rate should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Swiss Helvetia Fund's current 3-Year FCF Growth Rate of 23.40% is 317.9% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year FCF Growth Rate mean?
A high 3-Year FCF Growth Rate can signal that a stock is expensive relative to its fundamentals. 3-Year FCF Growth Rate is the 3-year average growth rate of Free Cash Flow per Share. View historical data for Swiss Helvetia Fund and its competitors. For the Asset Management industry, the median 3-Year FCF Growth Rate is 5.60 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Swiss Helvetia Fund's current 3-Year FCF Growth Rate is 23.40%, which is near median its own 10-year median of 23.40. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Swiss Helvetia Fund stock overvalued right now?
Swiss Helvetia Fund (SWZ) has a current 3-Year FCF Growth Rate of 23.40%. The current 3-Year FCF Growth Rate is 23.40%, which is near median its 10-year median of 23.40 and 317.9% above the Asset Management industry median of 5.60. Swiss Helvetia Fund's overall GF Score™ is 34/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year FCF Growth Rate calculated?
3-Year FCF Growth Rate is calculated from a company's financial statements. For Swiss Helvetia Fund (SWZ), the current 3-Year FCF Growth Rate is 23.40% as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Swiss Helvetia Fund Inc is a non-diversified, closed-end investment company. Its investment objective is to seek long-term capital appreciation through investment in equity and equity-linked securities of Swiss companies. It actively manages investment solutions spanning public and private markets, wealth management, and Solutions.
34GF Score
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