SWZ (Swiss Helvetia Fund) Debt-to-Equity: 0.00 (As of Dec. 2025)


SWZ Swiss Helvetia Fund Inc SWZ
32 GF Score
Price $5.92
! 2 Warning Signs
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What is Swiss Helvetia Fund Debt-to-Equity?

Swiss Helvetia Fund SWZ 32 Debt-to-Equity is 0.00 as of Dec. 2025. GuruFocus rates SWZ with a GF Score™ of 32/100. The stock has 2 warning signs investors should review. Among 962 Asset Management companies, Swiss Helvetia Fund ranks worse than 103950% on this metric.

Swiss Helvetia Fund's Short-Term Debt & Capital Lease Obligation for the quarter that ended in Dec. 2025 was $0.00 Mil. Swiss Helvetia Fund's Long-Term Debt & Capital Lease Obligation for the quarter that ended in Dec. 2025 was $0.00 Mil. Swiss Helvetia Fund's Total Stockholders Equity for the quarter that ended in Dec. 2025 was $117.32 Mil. Swiss Helvetia Fund's debt to equity for the quarter that ended in Dec. 2025 was 0.00.

A high debt to equity ratio generally means that a company has been aggressive in financing its growth with debt. This can result in volatile earnings as a result of the additional interest expense.

The historical rank and industry rank for Swiss Helvetia Fund's Debt-to-Equity or its related term are showing as below:

SWZ's Debt-to-Equity is not ranked *
in the Asset Management industry.
Industry Median: 0.21
* Ranked among companies with meaningful Debt-to-Equity only.

Swiss Helvetia Fund  (NYSE:SWZ) Debt-to-Equity Explanation

In the calculation of Debt to Equity, we use the total of Short-Term Debt & Capital Lease Obligation and Long-Term Debt & Capital Lease Obligation divided by Total Stockholders Equity. In some calculations, Total Liabilities is used to for calculation.

Be Aware

Because a company can increase its ROE % by having more financial leverage, it is important to watch the leverage ratio when investing in high ROE % companies.

Swiss Helvetia Fund Debt-to-Equity Related Terms

Swiss Helvetia Fund Debt-to-Equity Historical Data

* Premium members only.

The historical data trend for Swiss Helvetia Fund's Debt-to-Equity can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Swiss Helvetia Fund Debt-to-Equity Chart

Swiss Helvetia Fund Annual Data
Trend Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Debt-to-Equity
Get a 7-Day Free Trial Premium Member Only 0.00 0.00 0.00 0.00 0.00

Swiss Helvetia Fund Semi-Annual Data
Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Debt-to-Equity Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.00 0.00 0.00 0.00 0.00

SWZ vs GECC, GEG, OCCI: Debt-to-Equity Comparison

For the Asset Management subindustry, Swiss Helvetia Fund's Debt-to-Equity, along with its competitors' market caps and Debt-to-Equity 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 Debt-to-Equity vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Swiss Helvetia Fund's Debt-to-Equity distribution charts can be found below:

* The bar in red indicates where Swiss Helvetia Fund's Debt-to-Equity falls into.


SWZ
32GF Score
Swiss Helvetia Fund Inc SWZ
Debt-to-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
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Swiss Helvetia Fund Debt-to-Equity Calculation

Debt to Equity measures the financial leverage a company has.

Swiss Helvetia Fund's Debt to Equity Ratio for the fiscal year that ended in Dec. 2025 is calculated as

Debt to Equity=Total Debt / Total Stockholders Equity
=(Short-Term Debt & Capital Lease Obligation + Long-Term Debt & Capital Lease Obligation) / Total Stockholders Equity
=(0 + 0) / 117.316
=0.00

Swiss Helvetia Fund's Debt to Equity Ratio for the quarter that ended in Dec. 2025 is calculated as

Debt to Equity=Total Debt / Total Stockholders Equity
=(Short-Term Debt & Capital Lease Obligation + Long-Term Debt & Capital Lease Obligation) / Total Stockholders Equity
=(0 + 0) / 117.316
=0.00

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Debt-to-Equity →
What does a Debt-to-Equity of 0.00 mean?
Swiss Helvetia Fund (SWZ) has a Debt-to-Equity of 0.00 as of Dec. 2025. Debt-to-Equity ratio represents the ratio of total debt to total company equity. View historical data on Swiss Helvetia Fund and its competitors. According to the industry distribution chart, Swiss Helvetia Fund ranks #999999 out of 962 companies in the Asset Management industry.
Is Swiss Helvetia Fund's Debt-to-Equity too high?
Swiss Helvetia Fund's current Debt-to-Equity is 0.00. Based on the distribution chart, Swiss Helvetia Fund ranks #999999 out of 962 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Swiss Helvetia Fund has a GF Score™ of 32/100, reflecting its overall financial health beyond just this single metric.
How does Swiss Helvetia Fund's Debt-to-Equity compare to GECC and GEG?
According to the Asset Management industry distribution chart, Swiss Helvetia Fund ranks #999999 out of 962 companies for Debt-to-Equity. This places Swiss Helvetia Fund in the lower half of its industry. The industry median Debt-to-Equity is 0.21. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Debt-to-Equity for an Asset Management company?
The median Debt-to-Equity among Asset Management companies is 0.21, based on 962 companies in the industry. Companies in the top quartile (top 25%) have a Debt-to-Equity significantly above this median, while those in the bottom quartile fall well below. However, Debt-to-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Debt-to-Equity mean?
A high Debt-to-Equity can signal that a stock is expensive relative to its fundamentals. Debt-to-Equity ratio represents the ratio of total debt to total company equity. View historical data on Swiss Helvetia Fund and its competitors. For the Asset Management industry, the median Debt-to-Equity is 0.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Swiss Helvetia Fund's current Debt-to-Equity is 0.00. 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 Debt-to-Equity of 0.00. The current Debt-to-Equity is 0.00. Swiss Helvetia Fund's overall GF Score™ is 32/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Debt-to-Equity calculated?
Debt-to-Equity is calculated from a company's financial statements. For Swiss Helvetia Fund (SWZ), the current Debt-to-Equity is 0.00 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 Business Description

Address c/o Ultimus Fund Solutions, LLC, 225 Pictoria Avenue, Suite 450, Cincinnati, OH, USA, 45246
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.
32GF Score

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$5.92
Price