* The 5-Year Book Value Growth Rate is the 5-year average Book Value per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.
The historical rank and industry rank for Swiss Helvetia Fund's PEG Ratio or its related term are showing as below:
SWZ'
s PEG Ratio Range Over the Past 10 Years
Min: 2.21 Med: 2.32 Max: 2.4
Current: 2.35
During the past 7 years, Swiss Helvetia Fund's highest PEG Ratio was 2.40. The lowest was 2.21. And the median was 2.32.
SWZ's PEG Ratio is ranked worse than 54.71% of 435
companies
in the Asset Management industry
Industry Median: 1.94
vs SWZ: 2.35
Peter Lynch thinks a company with a P/E ratio equal to its growth rate is fairly valued.
Swiss Helvetia Fund PEG Ratio Historical Data
The historical data trend for Swiss Helvetia Fund's PEG Ratio can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Competitive Comparison of Swiss Helvetia Fund's PEG Ratio
For the Asset Management subindustry, Swiss Helvetia Fund's PEG Ratio, along with its competitors' market caps and PEG 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.
Swiss Helvetia Fund's PEG Ratio Distribution in the Asset Management Industry
For the Asset Management industry and Financial Services sector, Swiss Helvetia Fund's PEG Ratio distribution charts can be found below:
* The bar in red indicates where Swiss Helvetia Fund's PEG Ratio falls into.
Swiss Helvetia Fund PEG Ratio Calculation
PEG Ratio is defined as the PE Ratio without NRI divided by the growth ratio.
The ratio we use is the 5-Year Book Value growth rate.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
* Note: The 5-Year Book Value Growth Rate is the 5-year average Book Value per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.
Swiss Helvetia Fund (NYSE:SWZ) PEG Ratio Explanation
To compare stocks with different growth rates, Peter Lynch invented a ratio called PEG Ratio. PEG Ratio is defined as the P/E ratio divided by the growth ratio. He thinks a company with a P/E ratio equal to its growth rate is fairly valued. Still he said he would rather buy a company growing 20% a year with a P/E of 20, instead of a company growing 10% a year with a P/E of 10.
Swiss Helvetia Fund PEG Ratio Related Terms
Thank you for viewing the detailed overview of Swiss Helvetia Fund's PEG Ratio provided by GuruFocus.com. Please click on the following links to see related term pages.
Swiss Helvetia Fund (Swiss Helvetia Fund) Business Description
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. The group invests in various sectors such as pharmaceuticals, food and beverage, industrial goods and services, banks, personal and household goods, construction and materials, biotechnology, medical equipment, chemicals, technology, financial services, insurance, and retail.
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