Total Return (SWZ) Fundamental Analysis: Revenue, Earnings & Valuation

1.32 / 10

Underperform

Fundamental measurement shows subpar quality (1.3/10). Constructive metrics: Fixed assets turnover ratio, despite concerns regarding Rate of return on total assets (%) and Annualized return on total assets (%). Final assessment: defensive.

Analysis Checks(1/7)

Current liabilities / Total liabilities (%)

Value52.15

Score1/3

Weight17.96%

1M Return1.49%

Basic earnings per share (YoY growth rate %)

Value1496.04

Score0/3

Weight6.67%

1M Return0.58%

Rate of return on total assets (%)

Value-10.08

Score1/3

Weight16.44%

1M Return1.42%

Fixed assets turnover ratio

Value1031.01

Score2/3

Weight14.59%

1M Return1.25%

Annualized return on total assets (%)

Value-20.16

Score1/3

Weight16.44%

1M Return1.42%

Diluted earnings per share (YoY growth rate %)

Value-14.08

Score0/3

Weight10.38%

1M Return0.91%

Current assets / Total assets (%)

Value47.90

Score1/3

Weight17.52%

1M Return1.44%

Is SWZ fundamentally strong?

SWZ scores 1.32/10 on fundamentals and holds a Premium valuation at present. Backed by its 16.57% ROE, 415.19% net margin, 6.34 P/E ratio, 0.85 P/B ratio, and 0.00% earnings growth, these metrics solidify its Underperform investment rating.