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Swiss Helvetia FundSWZ +0.30%34 PS Ratio is 4.05 as of Aug. 06, 2026, which is 14% below its 10-year median of 4.73. GuruFocus rates SWZ with a GF Score™ of 34/100. The stock has 2 warning signs investors should review. Among 1,415 Asset Management companies, Swiss Helvetia Fund ranks better than 69.47% on this metric.
The PS Ratio, or Price-to-Sales ratio, or Price/Sales, is a financial ratio used to compare a company's market price to its Revenue per Share. As of today, Swiss Helvetia Fund's share price is $5.938.
Swiss Helvetia Fund's Revenue per Share for the trailing twelve months (TTM) ended in Dec. 2025 was $1.47. Hence, Swiss Helvetia Fund's PS Ratio for today is 4.05.
Good Sign:
Swiss Helvetia Fund Inc stock PS Ratio (=4) is close to 5-year low of 3.86.
The historical rank and industry rank for Swiss Helvetia Fund's PS Ratio or its related term are showing as below:
SWZ'
s PS Ratio Range Over the Past 10 Years
Min: 2.59 Med: 4.73 Max: 7.2
Current: 4.05
During the past 9 years, Swiss Helvetia Fund's highest PS Ratio was 7.20. The lowest was 2.59. And the median was 4.73.
SWZ's PS Ratio is ranked better than 69.47% of 1415
companies
in the Asset Management industry
Industry Median: 7.22
vs SWZ: 4.05
During the past 9 years, Swiss Helvetia Fund's highest 3-Year average Revenue per Share Growth Rate was 2.80% per year. The lowest was -19.10% per year. And the median was -8.15% per year.
Swiss Helvetia Fund (NYSE:SWZ) PS Ratio Explanation
The PS Ratio is an excellent valuation indicator if you want to compare a stock with its historical valuation or with the stocks in the same industry. The PS Ratio works especially well when you want to compare the stock's current valuation with its historical valuation. The PS Ratio is a great valuation tool for evaluating cyclical businesses where the PE Ratio works poorly. It works the best when comparing the current valuation with the historical valuation because over time, a company's profit margin tends to revert to the mean.
When the PS Ratio is applied to the whole stock market, it can be used to evaluate the current market valuation and projected returns. In this case, the price is the total market cap of all stocks that are traded, and sales are the GDP of the country. This is how Warren Buffett estimates the broad market valuation and project future returns.
The PS Ratio does not tell you how cheap or expensive the stock is. It cannot be used to compare companies in different industries. It works better for companies within the same industry because these companies tend to have similar capital structures and profit margins. It works the best when comparing a company with itself in the past.
Swiss Helvetia Fund PS Ratio Related Terms
Swiss Helvetia Fund PS Ratio Historical Data
* Premium members only.
The historical data trend for Swiss Helvetia Fund's PS Ratio 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 PS Ratio, along with its competitors' market caps and PS Ratio 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 PS Ratio vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Swiss Helvetia Fund's PS Ratio distribution charts can be found below:
* The bar in red indicates where Swiss Helvetia Fund's PS Ratio falls into.
The PS Ratio, or Price-to-Sales ratio, or Price/Sales, is a financial ratio used to compare a company's market price to its Revenue per Share. It is a ratio widely used to value stocks and it was first used by Ken Fisher.
Swiss Helvetia Fund's Share Price of today is $5.938.
For company reported semi-annually, GuruFocus uses latest annual data as the TTM data. Swiss Helvetia Fund's Revenue per Share for the trailing twelve months (TTM) ended in Dec. 2025 was $1.47.
* 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.
It can also be calculated from the numbers for the whole company:
Swiss Helvetia Fund (SWZ) has a PS Ratio of 4.05 as of Aug. 06, 2026. Price-to-Sales ratio is the ratio of share price to a company's revenue per share. View historical data on Swiss Helvetia Fund and its competitors. This is 14% below median its historical median of 4.73. Over the past decade, Swiss Helvetia Fund's PS Ratio has ranged from 2.59 to 7.20. According to the industry distribution chart, Swiss Helvetia Fund ranks #432 out of 1415 companies in the Asset Management industry, placing it in the top 30.5%.
Is Swiss Helvetia Fund's PS Ratio too high?
Swiss Helvetia Fund's current PS Ratio of 4.05 is 14% below median its 10-year median of 4.73. Over the past 10 years, this metric has ranged from a low of 2.59 to a high of 7.20. The Asset Management industry median PS Ratio is 7.22. Swiss Helvetia Fund's value of 4.05 is 43.9% below this industry median. Based on the distribution chart, Swiss Helvetia Fund ranks #432 out of 1415 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 PS Ratio compare to PNI and SAMG?
According to the Asset Management industry distribution chart, Swiss Helvetia Fund ranks #432 out of 1415 companies for PS Ratio. This puts Swiss Helvetia Fund in the upper half of its industry. The industry median PS Ratio is 7.22. Swiss Helvetia Fund's value of 4.05 is 43.9% below this benchmark. Historically, Swiss Helvetia Fund's own PS Ratio has ranged from 2.59 to 7.20 over the past decade. While the company's 10-year median is 4.73 vs. the industry median of 7.22, 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 PS Ratio for an Asset Management company?
The median PS Ratio among Asset Management companies is 7.22, based on 1,415 companies in the industry. Companies in the top quartile (top 25%) have a PS Ratio significantly above this median, while those in the bottom quartile fall well below. However, PS Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Swiss Helvetia Fund's current PS Ratio of 4.05 is 43.9% 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 PS Ratio mean?
A high PS Ratio can signal that a stock is expensive relative to its fundamentals. Price-to-Sales ratio is the ratio of share price to a company's revenue per share. View historical data on Swiss Helvetia Fund and its competitors. For the Asset Management industry, the median PS Ratio is 7.22 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Swiss Helvetia Fund's current PS Ratio is 4.05, which is 14% below median its own 10-year median of 4.73. 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 PS Ratio of 4.05. The current PS Ratio is 4.05, which is 14% below median its 10-year median of 4.73 and 43.9% below the Asset Management industry median of 7.22. 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 PS Ratio calculated?
PS Ratio is calculated from a company's financial statements. For Swiss Helvetia Fund (SWZ), the current PS Ratio is 4.05 as of Aug. 06, 2026. 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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