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Swiss Helvetia FundSWZ -0.17%34 3-Year EPS without NRI Growth Rate is 0.00% as of Dec. 2025. GuruFocus rates SWZ with a GF Score™ of 34/100. The stock has 2 warning signs investors should review. Among 833 Asset Management companies, Swiss Helvetia Fund ranks worse than 120047.9% on this metric.
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 EPS without NRI growth rate.
During the past 9 years, the highest 3-Year average EPS without NRI Growth Rate of Swiss Helvetia Fund was 3.50% per year. The lowest was -20.20% per year. And the median was -8.35% per year.
Swiss Helvetia Fund (NYSE:SWZ) 3-Year EPS without NRI Growth Rate Explanation
EPS without NRI is the amount of earnings without non-recurring items per outstanding share of the company's stock.
Earnings Per Share (EPS) is the single most important variable used by Wall Street in determining the earnings power of a company. But investors need to be aware that Earnings per Share can be easily manipulated by adjusting depreciation and amortization rate or non-recurring items. That's why GuruFocus lists Earnings per share without Non-Recurring Items, which better reflects the company's underlying performance.
Swiss Helvetia Fund 3-Year EPS without NRI Growth Rate Related Terms
SWZ vs PNI, SAMG, GDO: 3-Year EPS without NRI Growth Rate Comparison
For the Asset Management subindustry, Swiss Helvetia Fund's 3-Year EPS without NRI Growth Rate, along with its competitors' market caps and 3-Year EPS without NRI 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 EPS without NRI Growth Rate vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Swiss Helvetia Fund's 3-Year EPS without NRI Growth Rate distribution charts can be found below:
* The bar in red indicates where Swiss Helvetia Fund's 3-Year EPS without NRI Growth Rate falls into.
Swiss Helvetia Fund 3-Year EPS without NRI Growth Rate Calculation
This is the 3-year average growth rate of EPS without NRI. 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 EPS without NRI growth rate.
What does a 3-Year EPS without NRI Growth Rate of 0.00% mean?
Swiss Helvetia Fund (SWZ) has a 3-Year EPS without NRI Growth Rate of 0.00% as of Dec. 2025. 3-Year EPS without NRI Growth Rate is the 3-year average growth rate of EPS without NRI. View historical data for Swiss Helvetia Fund and its competitors. According to the industry distribution chart, Swiss Helvetia Fund ranks #999999 out of 833 companies in the Asset Management industry.
Is Swiss Helvetia Fund's 3-Year EPS without NRI Growth Rate too high?
Swiss Helvetia Fund's current 3-Year EPS without NRI Growth Rate is 0.00%. Based on the distribution chart, Swiss Helvetia Fund ranks #999999 out of 833 companies in the Asset Management industry, which is in the bottom quartile relative to peers. 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 EPS without NRI Growth Rate compare to PNI and SAMG?
According to the Asset Management industry distribution chart, Swiss Helvetia Fund ranks #999999 out of 833 companies for 3-Year EPS without NRI Growth Rate. This places Swiss Helvetia Fund in the lower half of its industry. The industry median 3-Year EPS without NRI Growth Rate is 12.90. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year EPS without NRI Growth Rate for an Asset Management company?
The median 3-Year EPS without NRI Growth Rate among Asset Management companies is 12.90, based on 833 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year EPS without NRI Growth Rate significantly above this median, while those in the bottom quartile fall well below. However, 3-Year EPS without NRI Growth Rate 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 3-Year EPS without NRI Growth Rate mean?
A high 3-Year EPS without NRI Growth Rate can signal that a stock is expensive relative to its fundamentals. 3-Year EPS without NRI Growth Rate is the 3-year average growth rate of EPS without NRI. View historical data for Swiss Helvetia Fund and its competitors. For the Asset Management industry, the median 3-Year EPS without NRI Growth Rate is 12.90 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Swiss Helvetia Fund's current 3-Year EPS without NRI Growth Rate 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 3-Year EPS without NRI Growth Rate of 0.00%. The current 3-Year EPS without NRI Growth Rate is 0.00%. 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 EPS without NRI Growth Rate calculated?
3-Year EPS without NRI Growth Rate is calculated from a company's financial statements. For Swiss Helvetia Fund (SWZ), the current 3-Year EPS without NRI Growth Rate 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 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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