Swatch Group AG Bearer chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share 141.24
Dividend & YieldN/A£ (N/A)
Beta 0.9
Market capitalization 123.71M
Operating cash flow 1.07B
ESG Scores 16.7

Company description

The Swatch Group AG designs, manufactures, and sells finished watches, jewelry, and watch movements and components worldwide. It operates through Watches & Jewelry and Electronic Systems segments. The Watches & Jewelry segment designs, produces, and commercializes watches and jewelry. The Electronic Systems segment is involved in the design, production, and commercialization of electronic components, as well as sports timing activities. It is also involved in the provision of assembly, research and development, administration, watch case polishing, logistics and distribution, and customer services; and hard material products, microelectronics, watch cases and crowns, miniature low-frequency quartz crystals, thin wires, miniature batteries, watch dials and bracelets, watch hands, sports timing technology and equipment, precision parts, and assembly electronic components. In addition, the company engages in retail, communication, real estate project and property management, finance, reinsurance, and art center businesses. It offers its watch and jewelry products primarily under the Breguet, Harry Winston, Blancpain, Glashütte Original, Jaquet Droz, Léon Hatot, Omega, Longines, Rado, Union Glashütte, Tissot, Balmain, Certina, Mido, Hamilton, Calvin Klein, Swatch, and Flik Flak brands. The Swatch Group AG was founded in 1983 and is headquartered in Biel/Bienne, Switzerland.

Sector: - Industry:

Financial Ratios
Quick Ratio2.7
Working Capital0.09
Return On Equity0.07
Debt To Equity0
Fixed Asset Ratio0.01
Fixed Interest Cover204.4

Financial data

Financial Statements

Cashflow Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Change To Liabilities 57M -91M -12M 27M
Total Cashflows From Investing Activities -651M -344M -126M -727M
Net Borrowings 144M -151M 20M -38M
Total Cash From Financing Activities -659M -615M -251M -234M
Change To Operating Activities 16M 9M 22M 51M
Issuance Of Stock 1M 1M 24M 12M
Net Income 845M 730M -51M 765M
Change In Cash -389M 246M 392M 347M
Effect Of Exchange Rate -22M -19M -50M 10M
Total Cash From Operating Activities 943M 1.22B 819M 1.3B
Depreciation 442M 441M 424M 400M
Change To Account Receivables 147M 42M 124M -19M
Other Cashflows From Financing Activities -21M -18M -11M -15M
Change To Netincome 30M 32M -97M 56M
Capital Expenditures -437M -399M -208M -251M

Income Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Research Development
Income Before Tax 1.13B 1B 36M 1.01B
Net Income 845M 730M -51M 765M
Selling General Administrative 3.25B 3.27B 2.51B 2.74B
Gross Profit 6.88B 6.63B 4.25B 5.81B
Ebit 1.17B 1.02B 52M 1.02B
Operating Income 1.17B 1.02B 52M 1.02B
Interest Expense -5M -8M -3M -5M
Income Tax Expense 266M 256M 89M 237M
Total Revenue 8.47B 8.24B 5.59B 7.31B
Cost Of Revenue 1.59B 1.62B 1.35B 1.5B
Total Other Income ExpenseNet -34M -18M -16M -11M
Net Income From Continuing Ops 867M 748M -53M 774M
Net Income Applicable To Common Shares 845M 730M -51M 765M

Balance Sheet Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Total Liabilities 2.39B 2.2B 1.93B 2.07B
Total Stockholder Equity 11.19B 11.4B 10.9B 11.54B
Other Current Liabilities 293M 329M 303M 392M
Total Assets 13.66B 13.69B 12.9B 13.68B
Common Stock 125M 118M 118M 118M
Other Current Assets 54M 38M 27M 33M
Retained Earnings 14.85B 14.09B 13.75B 14.34B
Treasury Stock -3.79B -2.8B -2.97B -2.91B
Cash 944M 1.24B 1.58B 1.98B
Total Current Liabilities 1.55B 1.36B 1.21B 1.38B
Other Stockholder Equity -2.54B -2.6B -2.83B -2.78B
Property, Plant, and Equipment 3.05B 3.13B 2.88B 2.71B
Total Current Assets 9.46B 9.55B 9.24B 10.11B
Net Tangible Assets 11.08B 11.29B 10.8B 11.44B
Net Receivables 1.07B 988M 915M 863M
Accounts Payable 393M 313M 281M 313M


Insider Transactions

Here are the insider transactions of stock shares related to Swatch Group AG Bearer:

Filer Name Transaction Text Ownership Date Filer Relation Shares
NO DATA

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to Swatch Group AG Bearer. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on Swatch Group AG Bearer

Here is the result of two systematic investment strategies applied to Swatch Group AG Bearer. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on Swatch Group AG Bearer

The following chart shows the equity curve of the two systematic investment strategies applied to Swatch Group AG Bearer:

Swatch Group AG Bearer automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 0% on the backtest period.

Performance at glance

Performance

0 %

Latent gain

0.0 £

Invested capital

0.0 £

Annualized return

0.0 %
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Momentum strategy results on Swatch Group AG Bearer

This is the result of two momentum investment strategies applied to Swatch Group AG Bearer. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on Swatch Group AG Bearer

The following chart shows all the entries opened by the momentum investment system on Swatch Group AG Bearer:

Swatch Group AG Bearer momentum entries
  • The first momentum investment strategy would give 0.0% of return on Swatch Group AG Bearer. That represents 0.0£ of latent gain with 242.74£ of employed capital.
  • The second momentum investment strategy would give 0% of return on Swatch Group AG Bearer. That represents 0.0£ of latent gain with 0.0£ of employed capital.
Performance at glance (1Q Momentum)

Performance

0.0 %

Latent gain

0.0 £

Invested capital

242.74 £

Annualized return

-0.0 %
Performance at glance (2Q Momentum)

Performance

0 %

Latent gain

0.0 £

Invested capital

0.0 £

Annualized return

-0.0 %

Momentum equity curve on Swatch Group AG Bearer

The following chart shows the equity curve of the two momentum strategies applied to Swatch Group AG Bearer:

Swatch Group AG Bearer momentum equity

Note: the dividends potentially given by Swatch Group AG Bearer are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Swatch Group AG Bearer

The following chart shows the employed capital evolution of the two momentum strategies on Swatch Group AG Bearer since the beginning:

Swatch Group AG Bearer

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250£, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000£.


Buy the dip strategy result on Swatch Group AG Bearer

Buy the dip entry openings on Swatch Group AG Bearer

Swatch Group AG Bearer

The performance achieved by the robo-advisor on Swatch Group AG Bearer is 0%. That represents 0.0$ of latent gain with 0.0£ of employed capital. The following chart shows Swatch Group AG Bearer stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of Swatch Group AG Bearer, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

0 %

Latent gain

0.0 £

Invested capital

0.0 £

Annualized return

-0.0 %

Equity curve of the strategy applied to Swatch Group AG Bearer

The following chart shows the result of the investment strategy applied to Swatch Group AG Bearer:

Swatch Group AG Bearer

Note: the dividends potentially given by Swatch Group AG Bearer are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Swatch Group AG Bearer

The following chart shows the employed capital evolution since the beginning of the investment strategy on Swatch Group AG Bearer:

Swatch Group AG Bearer

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on Swatch Group AG Bearer

In this section, I will compare the three previous investment strategies applied to Swatch Group AG Bearer.

Equity curve comparison on Swatch Group AG Bearer

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

Swatch Group AG Bearer investment strategy comparison

Employed capital comparison on Swatch Group AG Bearer

Swatch Group AG Bearer investment comparison

Performance comparison on Swatch Group AG Bearer

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 0% 0.0£ 0.0£ 0.0%
Momentum 1 quarter 0.0% 0.0£ 242.74£ 0.0%
Momentum 2 quarters 0% 0.0£ 0.0£ -0.0%
Non-directional 0% 0.0£ 0.0£ -0.0%
Annualized return comparison

Automatic investment

0.0 %

Momentum 1Q

-0.0 %

Momentum 2Q

-0.0 %

Non-directional

-0.0 %

Correlated stocks

Here are the most positively and negatively correlated stocks with Swatch Group AG Bearer:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between Swatch Group AG Bearer and the other stocks. There may be false positives or some missing correlated stocks. If the price of Swatch Group AG Bearer does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name Swatch Group AG Bearer
Country Switzerland
City Biel/Bienne
Address Seevorstadt 6
Phone 41 32 343 68 11
Website www.swatchgroup.com
FullTime employees 31405
Industry
Sector
Exchange XLON
Ticker 0QJV.XLON
Market www.londonstockexchange.com

Swatch Group AG Bearer ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 0.7
Peer Environment Performance 1.3810526315789
Environment Percentile unknown
Palm Oil no
Nuclear no
Fur Leather no
GMO no
Coal no
Pesticides no
Animal Testing no

Social scores

Social ESG Factors Scores
Social Score 7.9
Peer Social Performance 6.5742105263158
Social Percentile unknown
Highest Controversy 2
Peer Highest Controversy Performance 1.8
Adult no
Gambling no
Alcoholic no
Tobacco no
Catholic no
Controversial Weapons no
Small Arms no
Military Contract no
Peer Count yes

Related Controversy: Social Supply Chain IncidentsBusiness Ethics Incidents


Governance scores

Governance ESG Factors Scores
Governance Score 8.1
Peer Governance Performance 5.6305263157895
Governance Percentile unknown

ESG at glance
Total ESG Scores: 16.7
Environment Score: 0.7
Social Score: 7.9
Governance Score: 8.1

ESG Performance: UNDER_PERF

Peer Group: Textiles & Apparel

Peer Esg Score Performance: 13.999

Rating Year: 2022

Rating Month: 8

Max Age: 86400

Percentile: 15