3 Growth Companies On SIX Swiss Exchange With Up To 51% ROE
editorial-team@simplywallst.com (Simply Wall St)
4 min read
The Switzerland market opened weak Friday morning and kept drifting lower as the day progressed, closing with a more than 1% loss. Investors are now looking ahead to the Swiss National Bank's monetary policy announcement next Thursday, where a rate cut is widely expected. In this context of market uncertainty, identifying growth companies with high insider ownership can be particularly valuable. These stocks often indicate strong confidence from those closest to the company and may offer promising opportunities for investors seeking stability amid fluctuating conditions.
Top 10 Growth Companies With High Insider Ownership In Switzerland
Overview: Partners Group Holding AG is a private equity firm specializing in direct, secondary, and primary investments across private equity, real estate, infrastructure, and debt with a market cap of CHF31.93 billion.
Operations: The company's revenue segments include CHF1.19 billion from private equity, CHF254.90 million from infrastructure, CHF218.90 million from private credit, and CHF190.90 million from real estate.
Insider Ownership: 17%
Return On Equity Forecast: 51% (2027 estimate)
Partners Group Holding shows promising growth prospects with earnings forecasted to increase by 14.47% per year and revenue expected to grow faster than the Swiss market at 15.5% annually. Despite a high level of debt, the company is trading slightly below its fair value estimate and maintains substantial insider ownership, which can align management's interests with shareholders'. Recent earnings reported a slight decline in net income to CHF 508 million for H1 2024, reflecting some challenges but not overshadowing its long-term potential.
Overview: Swissquote Group Holding Ltd offers a range of online financial services to retail, affluent, and professional institutional investors globally, with a market cap of CHF4.50 billion.
Operations: Swissquote Group Holding Ltd's revenue is primarily derived from Leveraged Forex, contributing CHF93.28 million, and Securities Trading, generating CHF488.98 million.
Insider Ownership: 11.4%
Return On Equity Forecast: 26% (2027 estimate)
Swissquote Group Holding has demonstrated solid growth with net income rising to CHF 144.56 million for H1 2024 from CHF 106.53 million a year ago, and basic earnings per share increasing to CHF 9.69 from CHF 7.15. Despite moderate forecasted annual profit growth of 13.1%, its revenue is expected to grow faster than the Swiss market at 11.6% per year, and it trades significantly below fair value estimates, indicating potential upside for investors aligned with substantial insider ownership.
Overview: Straumann Holding AG, with a market cap of CHF19.90 billion, provides tooth replacement and orthodontic solutions worldwide.
Operations: Straumann Holding AG generates revenue through various segments, including Sales NAM (CHF800.14 million), Operations (CHF1.26 billion), Sales APAC (CHF540.74 million), Sales EMEA (CHF1.20 billion), and Sales LATAM (CHF282.34 million).
Insider Ownership: 32.7%
Return On Equity Forecast: 23% (2027 estimate)
Straumann Holding's earnings are forecast to grow significantly at 21.8% annually, outpacing the Swiss market. Revenue growth is expected at 9.2% per year, also above market rates. Despite recent volatility, insider ownership remains strong with no substantial insider selling reported in the past three months. Recent updates include a positive outlook for low double-digit organic revenue growth and profitability between 27%-28%, alongside management changes aimed at strengthening leadership and operational efficiency.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.The analysis only considers stock directly held by insiders. It does not include indirectly owned stock through other vehicles such as corporate and/or trust entities. All forecast revenue and earnings growth rates quoted are in terms of annualised (per annum) growth rates over 1-3 years.
Companies discussed in this article include SWX:PGHN SWX:SQN and SWX:STMN.
