SWRBY (Swire Pacific) 1-Year Sharpe Ratio: 1.32 (As of Jun. 30, 2026)


SWRBY Swire Pacific Ltd SWRBY
62 GF Score
Price $8.25
GF Value $2.83
Valuation Significantly Overvalued
! 6 Warning Signs
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What is Swire Pacific 1-Year Sharpe Ratio?

Swire Pacific SWRBY 62 1-Year Sharpe Ratio is 1.32 as of Jun. 30, 2026. GuruFocus rates SWRBY with a GF Score™ of 62/100 and a GF Value™ of $2.83 (Significantly Overvalued). The stock has 6 warning signs investors should review.

The 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past year. As of today (2026-06-30), Swire Pacific's 1-Year Sharpe Ratio is 1.32.

Swire Pacific  (OTCPK:SWRBY) 1-Year Sharpe Ratio Explanation

The 1-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past year. It is calculated as the annualized result of the average monthly excess return divided by its standard deviation over the past year. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.

The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.

Swire Pacific 1-Year Sharpe Ratio Related Terms

SWRBY vs HON, MMM: 1-Year Sharpe Ratio Comparison

For the Conglomerates subindustry, Swire Pacific's 1-Year Sharpe Ratio, along with its competitors' market caps and 1-Year Sharpe 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.

Swire Pacific 1-Year Sharpe Ratio vs Conglomerates Industry

For the Conglomerates industry and Industrials sector, Swire Pacific's 1-Year Sharpe Ratio distribution charts can be found below:

* The bar in red indicates where Swire Pacific's 1-Year Sharpe Ratio falls into.


SWRBY
62GF Score
Swire Pacific Ltd SWRBY
1-Year Sharpe Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Swire Pacific 1-Year Sharpe Ratio Calculation

The 1-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset. A stock / portfolio's 1-Year Sharpe Ratio can be calculated by dividing the difference between the one-year returns of the investment and the risk-free rate, by the standard deviation of the investment returns over one year.

Frequently Asked Questions Learn more about 1-Year Sharpe Ratio →
What does a 1-Year Sharpe Ratio of 1.32 mean?
Swire Pacific (SWRBY) has a 1-Year Sharpe Ratio of 1.32 as of Jun. 30, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Swire Pacific and its competitors.
Is Swire Pacific's 1-Year Sharpe Ratio too high?
Swire Pacific's current 1-Year Sharpe Ratio is 1.32. Overall, Swire Pacific has a GF Score™ of 62/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Swire Pacific's 1-Year Sharpe Ratio compare to HON and MMM?
Swire Pacific's 1-Year Sharpe Ratio of 1.32 can be compared against companies in the Conglomerates industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 1-Year Sharpe Ratio for a Conglomerates company?
A good 1-Year Sharpe Ratio depends on the Conglomerates industry context. However, 1-Year Sharpe Ratio 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 1-Year Sharpe Ratio mean?
A high 1-Year Sharpe Ratio can signal that a stock is expensive relative to its fundamentals. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Swire Pacific and its competitors. Swire Pacific's current 1-Year Sharpe Ratio is 1.32. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Swire Pacific stock overvalued right now?
Based on GuruFocus' analysis, Swire Pacific (SWRBY) is currently considered Significantly Overvalued. The stock's GF Value™ is $2.83, compared to a current price of $8.25 — trading 191.5% above its estimated fair value. The current 1-Year Sharpe Ratio is 1.32. Swire Pacific's overall GF Score™ is 62/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 1-Year Sharpe Ratio calculated?
1-Year Sharpe Ratio is calculated from a company's financial statements. For Swire Pacific (SWRBY), the current 1-Year Sharpe Ratio is 1.32 as of Jun. 30, 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.

Is Swire Pacific (SWRBY) Overvalued in 2026?

Based on GuruFocus' analysis, Swire Pacific stock appears to be overvalued. The current stock price of $8.25 is trading 191.5% above its estimated GF Value™ of $2.83. GuruFocus considers Swire Pacific to be Significantly Overvalued.

Key valuation signals for SWRBY:

  • 1-Year Sharpe Ratio: 1.32
  • GF Value™: $2.83 vs. price of $8.25 (191.5% above fair value)
  • GF Score™: 62/100 with 6 warning signs

No single metric tells the full story. See the SWRBY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Swire Pacific Business Description

Address 88 Queensway, GPO Box 1, 33rd Floor, One Pacific Place, Hong Kong, HKG
Swire Pacific is a Hong Kong-based conglomerate with interests in property, aviation, beverage, trading, and industrials. The property division, an 82% stake in Swire Properties, contributes more than half of the group's operating profit. The beverage division is one of two Coca-Cola bottlers in mainland China and also a bottler in Hong Kong, Taiwan, Thailand, Laos, Vietnam, and Cambodia. The aviation division consists of Haeco, an aircraft engineering company, and a 45% stake in Cathay Pacific. John Swire & Sons, the parent company, holds a 64% stake in Swire Pacific but has 71% of the voting rights through a dual-class share structure.
62GF Score

Get the complete analysis for SWRBY

1-Year Sharpe Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$8.25
Price
$2.83
GF Value