Stock Analysis

Discover Partners Group Holding And Two More Growth Leaders With High Insider Stakes On SIX Swiss Exchange

SWX:PGHN
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The Swiss market recently displayed robust performance, with the benchmark SMI index closing strongly higher amid investor optimism about potential interest rate cuts by major central banks. Such a buoyant backdrop sets an intriguing stage for examining growth companies in Switzerland, particularly those with high insider ownership which can signal strong confidence in the company’s future from those who know it best.

Top 10 Growth Companies With High Insider Ownership In Switzerland

NameInsider OwnershipEarnings Growth
Stadler Rail (SWX:SRAIL)14.5%23.4%
VAT Group (SWX:VACN)10.2%21.2%
Straumann Holding (SWX:STMN)32.7%21%
Swissquote Group Holding (SWX:SQN)11.4%14.0%
INFICON Holding (SWX:IFCN)10.3%10%
Temenos (SWX:TEMN)17.4%14.7%
Sonova Holding (SWX:SOON)17.7%9.9%
Sensirion Holding (SWX:SENS)20.7%79.9%
SHL Telemedicine (SWX:SHLTN)17.9%96.2%
Arbonia (SWX:ARBN)28.8%100.1%

Click here to see the full list of 16 stocks from our Fast Growing SIX Swiss Exchange Companies With High Insider Ownership screener.

Below we spotlight a couple of our favorites from our exclusive screener.

Partners Group Holding (SWX:PGHN)

Simply Wall St Growth Rating: ★★★★☆☆

Overview: Partners Group Holding AG is a global private equity firm that focuses on direct, secondary, and primary investments in private equity, real estate, infrastructure, and debt, with a market capitalization of approximately CHF 29.98 billion.

Operations: The firm generates revenue from various segments, notably CHF 1.17 billion from private equity, CHF 379.20 million from infrastructure, CHF 211.30 million from private credit, and CHF 186.90 million from real estate.

Insider Ownership: 17.1%

Return On Equity Forecast: 51% (2026 estimate)

Partners Group Holding AG, a Swiss private equity firm, is actively involved in strategic financial activities and potential M&A, indicating a proactive management approach. Recently, they completed a CHF 300 million fixed-income offering and explored the sale of Formosa Solar with possible valuations up to US$400 million. Despite its high level of debt, PGHN's revenue is expected to outpace the Swiss market with an annual growth rate of 13.8%, and earnings are also set to grow at 13.7% annually. However, their dividend coverage by earnings and cash flows remains weak. The company's Return on Equity is projected to be very high at 51.1% in three years, reflecting efficient use of shareholder equity amidst these developments.

SWX:PGHN Earnings and Revenue Growth as at Jun 2024
SWX:PGHN Earnings and Revenue Growth as at Jun 2024

Straumann Holding (SWX:STMN)

Simply Wall St Growth Rating: ★★★★★☆

Overview: Straumann Holding AG specializes in providing tooth replacement and orthodontic solutions globally, with a market capitalization of approximately CHF 17.30 billion.

Operations: The company's revenue is generated from various regional sales: CHF 451.27 million in Asia Pacific, CHF 793.05 million in North America, CHF 265.82 million in Latin America, and CHF 1.17 billion in Europe, Middle East and Africa.

Insider Ownership: 32.7%

Return On Equity Forecast: 24% (2026 estimate)

Straumann Holding AG, a key player in the Swiss dental sector, is trading at 9% below its estimated fair value, signaling potential undervaluation. The company's earnings are expected to grow by 21% annually, outpacing the Swiss market's average of 8.3%. Despite a forecasted revenue growth rate of 9.6%, which exceeds the national average (4.4%), it falls short of more aggressive growth benchmarks. Straumann has recently been active in international conferences, enhancing its industry presence. However, its share price has shown high volatility recently and profit margins have declined from last year’s figures.

SWX:STMN Earnings and Revenue Growth as at Jun 2024
SWX:STMN Earnings and Revenue Growth as at Jun 2024

Temenos (SWX:TEMN)

Simply Wall St Growth Rating: ★★★★☆☆

Overview: Temenos AG is a global provider of integrated banking software systems, serving banks and financial institutions worldwide, with a market capitalization of approximately CHF 4.42 billion.

Operations: The company generates revenue from the development, marketing, and sales of integrated banking software systems globally.

Insider Ownership: 17.4%

Return On Equity Forecast: 26% (2027 estimate)

Temenos, a Swiss software company, has recently announced a share repurchase program valued at CHF 200 million, signaling confidence in its financial health and commitment to shareholder value. The company's earnings are projected to grow by 14.7% annually, outperforming the Swiss market average of 8.3%. Despite trading below its estimated fair value by 27.4%, Temenos faces challenges with high debt levels and highly volatile share prices over the past three months. Additionally, recent product enhancements and strategic client acquisitions reflect ongoing innovation and market expansion efforts.

SWX:TEMN Earnings and Revenue Growth as at Jun 2024
SWX:TEMN Earnings and Revenue Growth as at Jun 2024

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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.

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