Despite a recent downturn in the Switzerland market, primarily influenced by a global IT outage impacting many sectors, investors continue to seek stable investment opportunities. High insider ownership in growth companies on the SIX Swiss Exchange can be particularly appealing during such turbulent times, as it often signals strong confidence from those who know the company best.
Name | Insider Ownership | Earnings Growth |
Stadler Rail (SWX:SRAIL) | 14.5% | 23.1% |
Straumann Holding (SWX:STMN) | 32.7% | 20.8% |
VAT Group (SWX:VACN) | 10.2% | 22.9% |
LEM Holding (SWX:LEHN) | 29.9% | 9.5% |
Swissquote Group Holding (SWX:SQN) | 11.4% | 13.7% |
Temenos (SWX:TEMN) | 17.4% | 14.7% |
Sonova Holding (SWX:SOON) | 17.7% | 9% |
SHL Telemedicine (SWX:SHLTN) | 17.9% | 96.2% |
Sensirion Holding (SWX:SENS) | 20.7% | 80% |
Arbonia (SWX:ARBN) | 28.8% | 100.1% |
Let's explore several standout options from the results in the screener.
Simply Wall St Growth Rating: ★★★★☆☆
Overview: Sensirion Holding AG operates globally, specializing in the development, production, sale, and servicing of sensor systems, modules, and components with a market capitalization of approximately CHF 1.26 billion.
Operations: The company generates CHF 233.17 million from its sensor-related products.
Insider Ownership: 20.7%
Earnings Growth Forecast: 80% p.a.
Sensirion Holding, amid a volatile market, is poised for significant growth with its revenue expected to increase by 13.3% annually, outpacing the Swiss market's 4.8%. Despite trading slightly below its fair value, the company is forecasted to become profitable within three years. However, its projected Return on Equity of 10.7% could be seen as modest. Recent developments include advancements in drug delivery technology and participation in key financial conferences, highlighting its active role in sector innovation.
Simply Wall St Growth Rating: ★★★★★☆
Overview: Stadler Rail AG is a global company based in Switzerland that manufactures and sells trains across regions including Europe, the Americas, and the CIS countries, with a market capitalization of approximately CHF 2.62 billion.
Operations: Stadler Rail's revenue is primarily generated from three segments: Rolling Stock, which contributes CHF 3.12 billion, Service & Components with CHF 767.55 million, and Signalling at CHF 102.99 million.
Insider Ownership: 14.5%
Earnings Growth Forecast: 23.1% p.a.
Stadler Rail has demonstrated robust growth with a 70.5% increase in earnings over the past year, outperforming many peers in Switzerland. Forecasted to grow its earnings by 23.1% annually, it surpasses the Swiss market's expected 8.2%. Although its dividend record is unstable, its Price-To-Earnings ratio at CHF21.1x is slightly below the market average of CHF21.3x, indicating potential value. However, insider trading data over the past three months is unavailable, which might concern some investors focused on governance and transparency.
Simply Wall St Growth Rating: ★★★★☆☆
Overview: Temenos AG is a global provider of integrated banking software systems to financial institutions, with a market capitalization of approximately CHF 4.79 billion.
Operations: The firm's revenue is derived from the sale and marketing of integrated banking software solutions to financial institutions globally.
Insider Ownership: 17.4%
Earnings Growth Forecast: 14.7% p.a.
Temenos, a Swiss-based growth company with significant insider ownership, is actively enhancing its market position through strategic initiatives. Recently, it announced the potential sale of its fund management unit for EUR 600 million, aiming to streamline operations and focus on core competencies. Additionally, Temenos has been chosen by Haventree Bank for a digital transformation project using its scalable SaaS solutions, demonstrating confidence in its technological capabilities. Despite these positive developments, the company's share price has been highly volatile over the past three months. Moreover, while earnings are forecasted to grow at 14.65% annually—above the Swiss market average—its financial position is burdened by high levels of debt.
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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