Swiss Helvetia FundSWZ -0.67%37 Net Margin % is 40.21% as of Dec. 2025, which is 58% below its 10-year median of 95.56. GuruFocus rates SWZ with a GF Score™ of 37/100. The stock has 2 warning signs investors should review. Among 1,576 Asset Management companies, Swiss Helvetia Fund ranks better than 56.41% on this metric.
The historical rank and industry rank for Swiss Helvetia Fund's Net Margin % or its related term are showing as below:
SWZ'
s Net Margin % Range Over the Past 10 Years
Min: 92.29 Med: 95.56 Max: 144.05
Current: 92.29
SWZ's Net Margin % is ranked better than 56.41% of 1576
companies
in the Asset Management industry
Industry Median: 84.895
vs SWZ: 92.29
Swiss Helvetia Fund (NYSE:SWZ) Net Margin % Explanation
Although Net Income and Earnings-per-Share (EPS) are the most widely used parameter in measuring a company's profitability and valuation, it is the least reliable. The reason is that reported earnings can be manipulated easily by adjusting any numbers such as Depreciation, Depletion and Amotorization and non-recurring items.
But the long term trend of the net margin is a good indicator of the competitiveness and health of the business.
Swiss Helvetia Fund Net Margin % Related Terms
Swiss Helvetia Fund Net Margin % Historical Data
* Premium members only.
The historical data trend for Swiss Helvetia Fund's Net Margin % 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.
For the Asset Management subindustry, Swiss Helvetia Fund's Net Margin %, along with its competitors' market caps and Net Margin % 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 Net Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Swiss Helvetia Fund's Net Margin % distribution charts can be found below:
* The bar in red indicates where Swiss Helvetia Fund's Net Margin % falls into.
* 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 (SWZ) has a Net Margin % of 40.21% as of Dec. 2025. Net margin is the ratio of total net income to net sales. View historical data on Swiss Helvetia Fund and its competitors. This is 58% below median its historical median of 95.56. Over the past decade, Swiss Helvetia Fund's Net Margin % has ranged from 92.29 to 144.05. According to the industry distribution chart, Swiss Helvetia Fund ranks #687 out of 1576 companies in the Asset Management industry, placing it in the top 43.6%.
Is Swiss Helvetia Fund's Net Margin % too high?
Swiss Helvetia Fund's current Net Margin % of 40.21% is 58% below median its 10-year median of 95.56. Over the past 10 years, this metric has ranged from a low of 92.29 to a high of 144.05. The Asset Management industry median Net Margin % is 84.90. Swiss Helvetia Fund's value of 40.21% is 52.6% below this industry median. Based on the distribution chart, Swiss Helvetia Fund ranks #687 out of 1576 companies in the Asset Management industry, which is above the industry midpoint. Overall, Swiss Helvetia Fund has a GF Score™ of 37/100, reflecting its overall financial health beyond just this single metric.
How does Swiss Helvetia Fund's Net Margin % compare to PNI and GLV?
According to the Asset Management industry distribution chart, Swiss Helvetia Fund ranks #687 out of 1576 companies for Net Margin %. This puts Swiss Helvetia Fund in the upper half of its industry. The industry median Net Margin % is 84.90. Swiss Helvetia Fund's value of 40.21% is 52.6% below this benchmark. Historically, Swiss Helvetia Fund's own Net Margin % has ranged from 92.29 to 144.05 over the past decade. While the company's 10-year median is 95.56 vs. the industry median of 84.90, Swiss Helvetia Fund has consistently been below 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 Net Margin % for an Asset Management company?
The median Net Margin % among Asset Management companies is 84.90, based on 1,576 companies in the industry. Companies in the top quartile (top 25%) have a Net Margin % significantly above this median, while those in the bottom quartile fall well below. However, Net Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Swiss Helvetia Fund's current Net Margin % of 40.21% is 52.6% below 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 Net Margin % mean?
A high Net Margin % can signal that a stock is expensive relative to its fundamentals. Net margin is the ratio of total net income to net sales. View historical data on Swiss Helvetia Fund and its competitors. For the Asset Management industry, the median Net Margin % is 84.90 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Swiss Helvetia Fund's current Net Margin % is 40.21%, which is 58% below median its own 10-year median of 95.56. 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 Net Margin % of 40.21%. The current Net Margin % is 40.21%, which is 58% below median its 10-year median of 95.56 and 52.6% below the Asset Management industry median of 84.90. Swiss Helvetia Fund's overall GF Score™ is 37/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Net Margin % calculated?
Net Margin % is calculated from a company's financial statements. For Swiss Helvetia Fund (SWZ), the current Net Margin % is 40.21% 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.
37GF Score
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