BKWZ Stock Overview

An international energy and infrastructure company, plans, builds, and operates infrastructure to produce and supply energy to businesses, households, and the public sector in Switzerland, Germany, Italy, France, and internationally. More details

BKWZ fundamental analysis
Snowflake Score
Valuation	2/6
Future Growth	1/6
Past Performance	2/6
Financial Health	5/6
Dividends	4/6

Rewards

Trading at 38.1% below our estimate of its fair value

Earnings are forecast to grow 4.15% per year

Risk Analysis

Profit margins (11.1%) are lower than last year (16%)

Dividend of 2.19% is not well covered by free cash flows

My Notes

Capture your thoughts, links and company narrative

BKW AG Competitors

SSE

LSE:SSE

UK£17.4b

Jersey Electricity

LSE:JEL

UK£131.8m

Severn Trent

LSE:SVT

UK£7.4b

Centrica

LSE:CNA

UK£7.0b

Price History & Performance

Summary of share price highs, lows and changes for BKW
Historical stock prices
Current Share Price	CHF 154.95
52 Week High	CHF 162.40
52 Week Low	CHF 122.50
Beta	0.23
1 Month Change	2.62%
3 Month Change	1.94%
1 Year Change	11.88%
3 Year Change	41.12%
5 Year Change	n/a
Change since IPO	391.13%

Recent updates

Shareholder Returns

	BKWZ	GB Electric Utilities	GB Market
7D	-1.4%	2.1%	1.0%
1Y	11.9%	5.9%	10.4%

Return vs Industry: BKWZ exceeded the UK Electric Utilities industry which returned 3.9% over the past year.

Return vs Market: BKWZ exceeded the UK Market which returned 9% over the past year.

Price Volatility

Is BKWZ's price volatile compared to industry and market?
BKWZ volatility
BKWZ Average Weekly Movement	2.6%
Electric Utilities Industry Average Movement	3.9%
Market Average Movement	4.8%
10% most volatile stocks in GB Market	11.0%
10% least volatile stocks in GB Market	2.7%

Stable Share Price: BKWZ has not had significant price volatility in the past 3 months compared to the UK market.

Volatility Over Time: BKWZ's weekly volatility (3%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
1898	12,083	Robert Itschner	www.bkw.ch

BKW AG, an international energy and infrastructure company, plans, builds, and operates infrastructure to produce and supply energy to businesses, households, and the public sector in Switzerland, Germany, Italy, France, and internationally. The company operates through three segments: Energy, Grid, and Services. The Energy segment builds, operates, and maintains its portfolio of power plants.

BKW AG Fundamentals Summary

How do BKW's earnings and revenue compare to its market cap?
BKWZ fundamental statistics
Market cap	CHF 8.13b
Earnings (TTM)	CHF 500.90m
Revenue (TTM)	CHF 4.51b

16.3x

P/E Ratio

1.8x

P/S Ratio

Is BKWZ overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BKWZ income statement (TTM)
Revenue	CHF 4.51b
Cost of Revenue	CHF 2.12b
Gross Profit	CHF 2.40b
Other Expenses	CHF 1.90b
Earnings	CHF 500.90m

Last Reported Earnings

Jun 30, 2024

Next Earnings Date

Mar 11, 2025

Earnings per share (EPS)	9.49
Gross Margin	53.08%
Net Profit Margin	11.10%
Debt/Equity Ratio	35.6%

How did BKWZ perform over the long term?

See historical performance and comparison

Dividends

2.2%

Current Dividend Yield

36%

Payout Ratio

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/30 12:31
End of Day Share Price	2025/01/30 00:00
Earnings	2024/06/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

BKW AG is covered by 10 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Gerhard Schwarz	Baader Helvea Equity Research
Marta Bruska	Baader Helvea Equity Research
Andreas von Arx	Baader Helvea Equity Research