Over the last 7 days, the Swiss market has risen by 1.4%, and over the past year, it has climbed 16%, with earnings expected to grow by 12% annually. In this favorable market environment, companies that exhibit strong growth potential and high insider ownership can be particularly appealing as they often signal confidence from those closest to the business.
Name | Insider Ownership | Earnings Growth |
LEM Holding (SWX:LEHN) | 29.9% | 20.5% |
Stadler Rail (SWX:SRAIL) | 14.5% | 24.1% |
VAT Group (SWX:VACN) | 10.2% | 22.6% |
Addex Therapeutics (SWX:ADXN) | 19% | 33.3% |
Straumann Holding (SWX:STMN) | 32.7% | 21.7% |
Swissquote Group Holding (SWX:SQN) | 11.4% | 12.6% |
Temenos (SWX:TEMN) | 21.8% | 14.4% |
Partners Group Holding (SWX:PGHN) | 17% | 14.2% |
Hocn (SWX:HOCN) | 14.6% | 122.2% |
Sensirion Holding (SWX:SENS) | 19.9% | 102.7% |
Let's review some notable picks from our screened stocks.
Simply Wall St Growth Rating: ★★★★☆☆
Overview: Partners Group Holding AG is a private equity firm that focuses on direct, secondary, and primary investments in private equity, real estate, infrastructure, and debt with a market cap of CHF33.51 billion.
Operations: The company's revenue segments include CHF1.19 billion from Private Equity, CHF254.90 million from Infrastructure, CHF218.90 million from Private Credit, and CHF190.90 million from Real Estate.
Insider Ownership: 17%
Earnings Growth Forecast: 14.2% p.a.
Partners Group Holding AG, a Swiss growth company with significant insider ownership, is involved in potential acquisitions like I-MED Radiology and Lighthouse Learnings. Despite a recent dip in net income to CHF 508 million for H1 2024, its earnings are forecasted to grow at 14.2% annually, outpacing the Swiss market. However, the company carries high debt levels and its dividend yield of 3.04% is not well covered by earnings or free cash flows.
Simply Wall St Growth Rating: ★★★★☆☆
Overview: Swissquote Group Holding Ltd offers a range of online financial services to retail, affluent, and professional institutional investors globally, with a market cap of CHF4.52 billion.
Operations: The company's revenue is primarily generated from Securities Trading, which accounts for CHF488.98 million, and Leveraged Forex, contributing CHF93.28 million.
Insider Ownership: 11.4%
Earnings Growth Forecast: 12.6% p.a.
Swissquote Group Holding's earnings for H1 2024 rose to CHF 144.56 million, with basic EPS increasing to CHF 9.69. The company is trading at a significant discount to its estimated fair value and forecasts suggest revenue growth of 11.1% annually, surpassing the Swiss market average of 4.2%. While insider activity data is limited, its projected earnings growth of 12.6% annually indicates potential for investors seeking exposure in Switzerland's growing financial sector.
Simply Wall St Growth Rating: ★★★★☆☆
Overview: Temenos AG develops, markets, and sells integrated banking software systems to banking and other financial institutions worldwide, with a market cap of CHF4.64 billion.
Operations: The company's revenue is derived from two main segments: Product, contributing $879.99 million, and Services, accounting for $132.98 million.
Insider Ownership: 21.8%
Earnings Growth Forecast: 14.4% p.a.
Temenos is trading at 25.6% below its estimated fair value, with earnings forecasted to grow 14.4% annually, outpacing the Swiss market's growth rate of 11.7%. Despite high debt levels, revenue growth is expected at 7.6% per year, above the market average of 4.2%. Recent executive changes include Barb Morgan as Chief Product and Technology Officer to drive innovation and global expansion through AI solutions, following a CHF 200 million share buyback completion in August.
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.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com