View ValuationSwatch Group 향후 성장Future 기준 점검 3/6Swatch Group (는) 각각 연간 35.3% 및 3.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 34.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 3.2% 로 예상됩니다.핵심 정보35.3%이익 성장률34.36%EPS 성장률Luxury 이익 성장0%매출 성장률3.7%향후 자기자본이익률3.18%애널리스트 커버리지Good마지막 업데이트15 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesBoard Change • May 16No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. No experienced directors. 6 highly experienced directors. No independent directors (7 non-independent directors). Member of Executive Group Management Board & Director Marc Hayek was the last director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.공시 • Apr 09The Swatch Group AG, Annual General Meeting, May 12, 2026The Swatch Group AG, Annual General Meeting, May 12, 2026, at 10:00 W. Europe Standard Time.공시 • Jan 31The Swatch Group AG announces Annual dividend, payable on May 19, 2026The Swatch Group AG announced Annual dividend of CHF 4.5000 per share payable on May 19, 2026, ex-date on May 15, 2026 and record date on May 18, 2026.공시 • Apr 16The Swatch Group AG, Annual General Meeting, May 21, 2025The Swatch Group AG, Annual General Meeting, May 21, 2025, at 10:00 W. Europe Standard Time.공시 • Feb 01+ 1 more updateThe Swatch Group AG to Report First Half, 2025 Results on Jul 31, 2025The Swatch Group AG announced that they will report first half, 2025 results on Jul 31, 2025Board Change • Sep 16No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 1 experienced director. 6 highly experienced directors. No independent directors (7 non-independent directors). Member of Executive Group Management Board & Director Marc Hayek was the last director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.공시 • Jan 24The Swatch Group AG to Report First Half, 2024 Results on Jul 31, 2024The Swatch Group AG announced that they will report first half, 2024 results on Jul 31, 2024공시 • Jan 23The Swatch Group AG to Report Fiscal Year 2023 Results on Mar 21, 2024The Swatch Group AG announced that they will report fiscal year 2023 results on Mar 21, 2024공시 • Oct 24The Swatch Group AG, Annual General Meeting, May 08, 2024The Swatch Group AG, Annual General Meeting, May 08, 2024.Reported Earnings • Mar 20Full year 2022 earnings released: EPS: CHF15.57 (vs CHF14.78 in FY 2021)Full year 2022 results: EPS: CHF15.57 (up from CHF14.78 in FY 2021). Revenue: CHF7.50b (up 2.5% from FY 2021). Net income: CHF807.0m (up 5.5% from FY 2021). Profit margin: 11% (in line with FY 2021). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Luxury industry in South America. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jan 25Full year 2022 earnings released: EPS: CHF3.11 (vs CHF14.78 in FY 2021)Full year 2022 results: EPS: CHF3.11. Revenue: CHF7.74b (up 5.9% from FY 2021). Net income: CHF807.0m (up 5.5% from FY 2021). Profit margin: 10% (in line with FY 2021). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Luxury industry in South America.공시 • Jan 24+ 1 more updateThe Swatch Group AG to Report Fiscal Year 2022 Results on Mar 16, 2023The Swatch Group AG announced that they will report fiscal year 2022 results on Mar 16, 2023Board Change • Nov 17No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Chairman of Tissot Board & Member of Executive Group Management Board Francois Thiebaud was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Jul 18First half 2022 earnings releasedFirst half 2022 results: Revenue: CHF3.61b (up 6.5% from 1H 2021). Net income: CHF311.0m (up 17% from 1H 2021). Profit margin: 8.6% (up from 7.9% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.2%, compared to a 20% growth forecast for the industry in Mexico.Board Change • Jul 18No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Chairman of Tissot Board & Member of Executive Group Management Board Francois Thiebaud was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • May 30No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Chairman of Tissot Board & Member of Executive Group Management Board Francois Thiebaud was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Mar 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Chairman of Tissot Board & Member of Executive Group Management Board Francois Thiebaud was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Nov 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to Mex$6,553, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 21x in the Luxury industry in South America. Total returns to shareholders of 10% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$8,374 per share.Board Change • Nov 23No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Chairman of Tissot Board & Member of Executive Group Management Board Francois Thiebaud was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Sep 14No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Chairman of Tissot Board & Member of Executive Group Management Board Francois Thiebaud was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Aug 25Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to Mex$5,879, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 30x in the Luxury industry in South America. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$8,182 per share.Reported Earnings • Mar 20Full year 2020 earnings released: CHF0.99 loss per share (vs CHF14.18 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: CHF5.60b (down 32% from FY 2019). Net loss: CHF51.0m (down 107% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.이익 및 매출 성장 예측BMV:UHR N - 애널리스트 향후 추정치 및 과거 재무 데이터 (CHF Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20286,9773872496601312/31/20276,7233675026751812/31/20266,4122595279711812/31/20256,280358507N/A9/30/20256,31532-9465N/A6/30/20256,34960-76423N/A3/31/20256,542127-145378N/A12/31/20246,735193-214333N/A9/30/20247,025356-236379N/A6/30/20247,314519-259424N/A3/31/20247,601694-214520N/A12/31/20237,888869-169615N/A9/30/20237,897926-28667N/A6/30/20237,906982113718N/A3/31/20237,703895226721N/A12/31/20227,499807339724N/A9/30/20227,516808533895N/A6/30/20227,5338097261,066N/A3/31/20227,4237878651,182N/A12/31/20217,3137651,0041,298N/A9/30/20217,0526421,0581,304N/A6/30/20216,7905191,1111,310N/A3/31/20216,1932348501,065N/A12/31/20205,595-51589819N/A9/30/20205,979-14556848N/A6/30/20206,36223523876N/A3/31/20207,3033776511,050N/A12/31/20198,2437307781,224N/A9/30/20198,265761N/A1,060N/A6/30/20198,287791N/A896N/A3/31/20198,381818N/A920N/A12/31/20188,475845N/A943N/A9/30/20188,506884N/A1,097N/A6/30/20188,536922N/A1,250N/A3/31/20188,263828N/A1,257N/A12/31/20177,989733N/A1,264N/A9/30/20177,773663N/A1,165N/A6/30/20177,556592N/A1,066N/A3/31/20177,555583N/A1,038N/A12/31/20167,553574N/A1,010N/A9/30/20167,764694N/A987N/A6/30/20167,975814N/A964N/A3/31/20168,213952N/A1,184N/A12/31/20158,4511,089N/A1,404N/A9/30/20158,6251,170N/A1,530N/A6/30/20158,7991,251N/A1,656N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: UHR N 의 연간 예상 수익 증가율(35.3%)이 saving rate(9%)보다 높습니다.수익 vs 시장: UHR N 의 연간 수익(35.3%)이 MX 시장(9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: UHR N 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: UHR N 의 수익(연간 3.7%)이 MX 시장(연간 6.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: UHR N 의 수익(연간 3.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: UHR N의 자본 수익률은 3년 후 3.2%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-durables 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 14:45종가2026/05/15 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스The Swatch Group AG는 35명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Christian WeizBaader Helvea Equity ResearchMariano SzachtmanBanco SantanderCarole MadjoBarclays32명의 분석가 더 보기
Board Change • May 16No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. No experienced directors. 6 highly experienced directors. No independent directors (7 non-independent directors). Member of Executive Group Management Board & Director Marc Hayek was the last director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
공시 • Apr 09The Swatch Group AG, Annual General Meeting, May 12, 2026The Swatch Group AG, Annual General Meeting, May 12, 2026, at 10:00 W. Europe Standard Time.
공시 • Jan 31The Swatch Group AG announces Annual dividend, payable on May 19, 2026The Swatch Group AG announced Annual dividend of CHF 4.5000 per share payable on May 19, 2026, ex-date on May 15, 2026 and record date on May 18, 2026.
공시 • Apr 16The Swatch Group AG, Annual General Meeting, May 21, 2025The Swatch Group AG, Annual General Meeting, May 21, 2025, at 10:00 W. Europe Standard Time.
공시 • Feb 01+ 1 more updateThe Swatch Group AG to Report First Half, 2025 Results on Jul 31, 2025The Swatch Group AG announced that they will report first half, 2025 results on Jul 31, 2025
Board Change • Sep 16No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 1 experienced director. 6 highly experienced directors. No independent directors (7 non-independent directors). Member of Executive Group Management Board & Director Marc Hayek was the last director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
공시 • Jan 24The Swatch Group AG to Report First Half, 2024 Results on Jul 31, 2024The Swatch Group AG announced that they will report first half, 2024 results on Jul 31, 2024
공시 • Jan 23The Swatch Group AG to Report Fiscal Year 2023 Results on Mar 21, 2024The Swatch Group AG announced that they will report fiscal year 2023 results on Mar 21, 2024
공시 • Oct 24The Swatch Group AG, Annual General Meeting, May 08, 2024The Swatch Group AG, Annual General Meeting, May 08, 2024.
Reported Earnings • Mar 20Full year 2022 earnings released: EPS: CHF15.57 (vs CHF14.78 in FY 2021)Full year 2022 results: EPS: CHF15.57 (up from CHF14.78 in FY 2021). Revenue: CHF7.50b (up 2.5% from FY 2021). Net income: CHF807.0m (up 5.5% from FY 2021). Profit margin: 11% (in line with FY 2021). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Luxury industry in South America. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jan 25Full year 2022 earnings released: EPS: CHF3.11 (vs CHF14.78 in FY 2021)Full year 2022 results: EPS: CHF3.11. Revenue: CHF7.74b (up 5.9% from FY 2021). Net income: CHF807.0m (up 5.5% from FY 2021). Profit margin: 10% (in line with FY 2021). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Luxury industry in South America.
공시 • Jan 24+ 1 more updateThe Swatch Group AG to Report Fiscal Year 2022 Results on Mar 16, 2023The Swatch Group AG announced that they will report fiscal year 2022 results on Mar 16, 2023
Board Change • Nov 17No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Chairman of Tissot Board & Member of Executive Group Management Board Francois Thiebaud was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jul 18First half 2022 earnings releasedFirst half 2022 results: Revenue: CHF3.61b (up 6.5% from 1H 2021). Net income: CHF311.0m (up 17% from 1H 2021). Profit margin: 8.6% (up from 7.9% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.2%, compared to a 20% growth forecast for the industry in Mexico.
Board Change • Jul 18No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Chairman of Tissot Board & Member of Executive Group Management Board Francois Thiebaud was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • May 30No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Chairman of Tissot Board & Member of Executive Group Management Board Francois Thiebaud was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Mar 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Chairman of Tissot Board & Member of Executive Group Management Board Francois Thiebaud was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Nov 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to Mex$6,553, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 21x in the Luxury industry in South America. Total returns to shareholders of 10% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$8,374 per share.
Board Change • Nov 23No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Chairman of Tissot Board & Member of Executive Group Management Board Francois Thiebaud was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Sep 14No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Chairman of Tissot Board & Member of Executive Group Management Board Francois Thiebaud was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Aug 25Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to Mex$5,879, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 30x in the Luxury industry in South America. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$8,182 per share.
Reported Earnings • Mar 20Full year 2020 earnings released: CHF0.99 loss per share (vs CHF14.18 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: CHF5.60b (down 32% from FY 2019). Net loss: CHF51.0m (down 107% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.