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The 5-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past five years. As of today (2026-07-29), Schweiter Technologies AG's 5-Year Sortino Ratio is -1.07.
Schweiter Technologies AG (XSWX:SWTQ) 5-Year Sortino Ratio Explanation
The 5-Year Sortino Ratio inidicates the risk-adjusted return of an investment over the past five year. It is calculated as the annualized result of the average five-year monthly excess returns divided by the standard deviation of negative returns in the five-year period. 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.
Differnt from the Sharpe Ratio that penalizes both upside and downside volatility equally, the Sortino Ratio penalizes only those returns falling below a user-specified target or required rate of return. The expected returns here is set to the risk-free rate as well.
Schweiter Technologies AG 5-Year Sortino Ratio Related Terms
XSWX:SWTQ vs TT, JCI, CARR: 5-Year Sortino Ratio Comparison
For the Building Products & Equipment subindustry, Schweiter Technologies AG's 5-Year Sortino Ratio, along with its competitors' market caps and 5-Year Sortino 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.
Schweiter Technologies AG 5-Year Sortino Ratio vs Construction Industry
For the Construction industry and Industrials sector, Schweiter Technologies AG's 5-Year Sortino Ratio distribution charts can be found below:
* The bar in red indicates where Schweiter Technologies AG's 5-Year Sortino Ratio falls into.
Schweiter Technologies AG 5-Year Sortino Ratio Calculation
The 5-Year Sortino Ratio measures the risk-adjusted return of an investment asset or portfolio in the last five year, focusing specifically on downside risk rather than total risk. A stock / portfolio's 5-Year Sortino Ratio can be calculated by dividing the difference between the five-year average monthly returns of the investment and the risk-free rate, by the standard deviation of the downside risks over the past five year.
A downside risk is a potential loss from the asset or investment. The Downside risk here is measured by the downside deviation, which is the standard deviation of negative returns.
Schweiter Technologies AG (XSWX:SWTQ) has a 5-Year Sortino Ratio of -1.07 as of Jul. 29, 2026. 5-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past five years. View historical data for Schweiter Technologies AG and its competitors.
Is Schweiter Technologies AG's 5-Year Sortino Ratio too high?
Schweiter Technologies AG's current 5-Year Sortino Ratio is -1.07. Overall, Schweiter Technologies AG has a GF Score™ of 65/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Schweiter Technologies AG's 5-Year Sortino Ratio compare to TT and JCI?
Schweiter Technologies AG's 5-Year Sortino Ratio of -1.07 can be compared against companies in the Construction industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Sortino Ratio for a Construction company?
A good 5-Year Sortino Ratio depends on the Construction industry context. However, 5-Year Sortino 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 5-Year Sortino Ratio mean?
A high 5-Year Sortino Ratio can signal that a stock is expensive relative to its fundamentals. 5-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past five years. View historical data for Schweiter Technologies AG and its competitors. Schweiter Technologies AG's current 5-Year Sortino Ratio is -1.07. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Schweiter Technologies AG stock overvalued right now?
Based on GuruFocus' analysis, Schweiter Technologies AG (XSWX:SWTQ) is currently considered Fairly Valued. The stock's GF Value™ is CHF325.54, compared to a current price of CHF349.00 — trading 7.2% above its estimated fair value. The current 5-Year Sortino Ratio is -1.07. Schweiter Technologies AG's overall GF Score™ is 65/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Sortino Ratio calculated?
5-Year Sortino Ratio is calculated from a company's financial statements. For Schweiter Technologies AG (XSWX:SWTQ), the current 5-Year Sortino Ratio is -1.07 as of Jul. 29, 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 Schweiter Technologies AG (XSWX:SWTQ) Overvalued in 2026?
Based on GuruFocus' analysis, Schweiter Technologies AG stock appears to be overvalued.
The current stock price of CHF349.00 is trading 7.2% above its estimated GF Value™ of CHF325.54.
GuruFocus considers Schweiter Technologies AG to be Fairly Valued.
Key valuation signals for XSWX:SWTQ:
5-Year Sortino Ratio: -1.07
GF Value™: CHF325.54 vs. price of CHF349.00 (7.2% above fair value)
No single metric tells the full story. See the XSWX:SWTQ stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Schweiter Technologies AG focuses on composite material solutions through its division, 3A Composites. Its activities include the development, production and distribution of high-quality composites, synthetic sheets, foamboards and core materials based on balsa wood and PET foam, used in lightweight applications such as visual communication (display), architecture, wind energy, industry, railway and bus construction, and shipbuilding. The Company operates through the 3A Composites segment, which develops and commercializes composites and lightweight boards and includes brands such as ALUCOBOND, AIREX, BALTEK and DIBOND. It generates maximum revenue from Europe, followed by the Americas, Asia-Pacific and Africa.
65GF Score
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