Swire Pacific Ltd Stock Fundamentals
| SWRBY Stock | USD 7.97 0.05 0.62% |
As of the 29th of January, Swire Pacific has the Semi Deviation of 1.16, coefficient of variation of 1267.92, and Risk Adjusted Performance of 0.0645. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Swire Pacific, as well as the relationship between them.
Swire Pacific's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Swire Pacific's valuation are provided below:Swire Pacific Ltd does not presently have any fundamental trend indicators for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Swire |
Swire Pacific 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Swire Pacific's pink sheet what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Swire Pacific.
| 10/31/2025 |
| 01/29/2026 |
If you would invest 0.00 in Swire Pacific on October 31, 2025 and sell it all today you would earn a total of 0.00 from holding Swire Pacific Ltd or generate 0.0% return on investment in Swire Pacific over 90 days. Swire Pacific is related to or competes with Citizen Watch, RHI Magnesita, Shanghai Industrial, Zhuzhou CRRC, and GS Yuasa. Swire Pacific Limited engages in property, aviation, beverages, marine, and trading and industrial businesses in Hong Ko... More
Swire Pacific Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Swire Pacific's pink sheet current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Swire Pacific Ltd upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 2.63 | |||
| Information Ratio | 0.043 | |||
| Maximum Drawdown | 14.71 | |||
| Value At Risk | (2.94) | |||
| Potential Upside | 4.8 |
Swire Pacific Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Swire Pacific's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Swire Pacific's standard deviation. In reality, there are many statistical measures that can use Swire Pacific historical prices to predict the future Swire Pacific's volatility.| Risk Adjusted Performance | 0.0645 | |||
| Jensen Alpha | 0.1767 | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | 0.0341 | |||
| Treynor Ratio | (0.45) |
Swire Pacific January 29, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0645 | |||
| Market Risk Adjusted Performance | (0.44) | |||
| Mean Deviation | 1.07 | |||
| Semi Deviation | 1.16 | |||
| Downside Deviation | 2.63 | |||
| Coefficient Of Variation | 1267.92 | |||
| Standard Deviation | 2.09 | |||
| Variance | 4.35 | |||
| Information Ratio | 0.043 | |||
| Jensen Alpha | 0.1767 | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | 0.0341 | |||
| Treynor Ratio | (0.45) | |||
| Maximum Drawdown | 14.71 | |||
| Value At Risk | (2.94) | |||
| Potential Upside | 4.8 | |||
| Downside Variance | 6.9 | |||
| Semi Variance | 1.34 | |||
| Expected Short fall | (3.38) | |||
| Skewness | 1.61 | |||
| Kurtosis | 6.84 |
Swire Pacific Backtested Returns
At this stage we consider Swire Pink Sheet to be somewhat reliable. Swire Pacific owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.0827, which indicates the firm had a 0.0827 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Swire Pacific Ltd, which you can use to evaluate the volatility of the company. Please validate Swire Pacific's Semi Deviation of 1.16, coefficient of variation of 1267.92, and Risk Adjusted Performance of 0.0645 to confirm if the risk estimate we provide is consistent with the expected return of 0.18%. Swire Pacific has a performance score of 6 on a scale of 0 to 100. The entity has a beta of -0.34, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Swire Pacific are expected to decrease at a much lower rate. During the bear market, Swire Pacific is likely to outperform the market. Swire Pacific right now has a risk of 2.19%. Please validate Swire Pacific maximum drawdown, as well as the relationship between the skewness and period momentum indicator , to decide if Swire Pacific will be following its existing price patterns.
Auto-correlation | -0.41 |
Modest reverse predictability
Swire Pacific Ltd has modest reverse predictability. Overlapping area represents the amount of predictability between Swire Pacific time series from 31st of October 2025 to 15th of December 2025 and 15th of December 2025 to 29th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Swire Pacific price movement. The serial correlation of -0.41 indicates that just about 41.0% of current Swire Pacific price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.41 | |
| Spearman Rank Test | 0.06 | |
| Residual Average | 0.0 | |
| Price Variance | 0.03 |
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
| Competition |
Based on the latest financial disclosure, Swire Pacific Ltd has a Return On Equity of 0.0294. This is 93.32% lower than that of the Industrials sector and 100.84% lower than that of the Conglomerates industry. The return on equity for all United States stocks is 109.48% lower than that of the firm.
Swire Pacific Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Swire Pacific's current stock value. Our valuation model uses many indicators to compare Swire Pacific value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Swire Pacific competition to find correlations between indicators driving Swire Pacific's intrinsic value. More Info.Swire Pacific Ltd is rated third in return on equity category among its peers. It is rated below average in return on asset category among its peers reporting about 0.55 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Swire Pacific Ltd is roughly 1.80 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Swire Pacific by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Swire Pacific's Pink Sheet. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.Swire Return On Equity Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Swire Pacific's direct or indirect competition against its Return On Equity to detect undervalued stocks with similar characteristics or determine the pink sheets which would be a good addition to a portfolio. Peer analysis of Swire Pacific could also be used in its relative valuation, which is a method of valuing Swire Pacific by comparing valuation metrics of similar companies.Swire Pacific is currently under evaluation in return on equity category among its peers.
Swire Fundamentals
| Return On Equity | 0.0294 | |||
| Return On Asset | 0.0163 | |||
| Profit Margin | 0.07 % | |||
| Operating Margin | 0.13 % | |||
| Current Valuation | 16.72 B | |||
| Shares Outstanding | 760.49 M | |||
| Price To Earning | 1.99 X | |||
| Price To Book | 0.14 X | |||
| Price To Sales | 0.12 X | |||
| Revenue | 90.8 B | |||
| Gross Profit | 35.28 B | |||
| EBITDA | 12.54 B | |||
| Net Income | 3.36 B | |||
| Cash And Equivalents | 13.6 B | |||
| Cash Per Share | 9.06 X | |||
| Total Debt | 44.27 B | |||
| Debt To Equity | 0.20 % | |||
| Current Ratio | 1.05 X | |||
| Book Value Per Share | 176.08 X | |||
| Cash Flow From Operations | 11.66 B | |||
| Earnings Per Share | 3.05 X | |||
| Price To Earnings To Growth | 0.14 X | |||
| Number Of Employees | 80 K | |||
| Beta | 0.76 | |||
| Market Capitalization | 11.13 B | |||
| Total Asset | 436.32 B | |||
| Retained Earnings | 221.06 B | |||
| Working Capital | (533 M) | |||
| Current Asset | 29.86 B | |||
| Current Liabilities | 30.4 B | |||
| Annual Yield | 0.05 % | |||
| Five Year Return | 4.93 % | |||
| Net Asset | 436.32 B | |||
| Last Dividend Paid | 2.75 |
About Swire Pacific Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Swire Pacific Ltd's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Swire Pacific using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Swire Pacific Ltd based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Swire Pacific Limited engages in property, aviation, beverages, marine, and trading and industrial businesses in Hong Kong, Mainland China, rest of Asia, the United States, and internationally. The company was founded in 1816 and is based in Central, Hong Kong. Swire Pacific operates under Conglomerates classification in the United States and is traded on OTC Exchange. It employs 80000 people.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Additional Tools for Swire Pink Sheet Analysis
When running Swire Pacific's price analysis, check to measure Swire Pacific's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Swire Pacific is operating at the current time. Most of Swire Pacific's value examination focuses on studying past and present price action to predict the probability of Swire Pacific's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Swire Pacific's price. Additionally, you may evaluate how the addition of Swire Pacific to your portfolios can decrease your overall portfolio volatility.