SWZ (Swiss Helvetia Fund) Valuation Rank


SWZ Swiss Helvetia Fund Inc SWZ
37 GF Score
Price $5.90
! 2 Warning Signs
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What is Swiss Helvetia Fund Valuation Rank?

The Valuation Rank measures the current valuation of a business relative to other companies in the same industry and its own historical valuation. The companies are split in equal numbers and then ranked from 1 to 10, with 10 as the most undervalued and 1 as the most overvalued.

  1. Three factors:
    • Absolute valuation (medpsvalue) relative to current stock price, rank among all companies
    • Historical valuation over the past 10 years. Rank pe, ps, pocf, ev2ebit over their own historical values
    • Industry relative valuation
  2. Companies without enough data is not ranked
  3. Companies with negative earnings are ranked lower

These three factors are used to calculate the value score for every eligible company, with values from 1 to 10. The final ranked companies are split in equal numbers and ranked from 1 to 10, with 10 as the most undervalued, and 1 as the most overvalued. The numbers of companies in each rank are the same.

Swiss Helvetia Fund Valuation Rank Related Terms

SWZ
37GF Score
Swiss Helvetia Fund Inc SWZ
Valuation Rank is just one metric. See GF Score™, valuation, warning signs, and more.
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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.
37GF Score

Get the complete analysis for SWZ

Valuation Rank is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$5.90
Price