Swire Pacific Ltd ADR SWRBY

Morningstar Rating
$9.97 +1.05 (11.77%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

SWRBY is trading at a LOCK|S>#&q@ premium.
Price
$9.97
Fair Value
LOCK|.g#c?kZ
Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
—

Trading Information

Previous Close Price
$8.92
Day Range
$9.70–9.97
52-Week Range
$7.25–9.97
Bid/Ask
$8.95 / $10.02
Shares Outstanding
725.58M
Market Cap
$7.23B
Volume/Avg
343 / 498

Key Statistics

Price/Earnings (Normalized)
2.37
Price/Sales
0.23
Dividend Yield (Trailing)
5.11%
Dividend Yield (Forward)
5.11%
Dividend Payment Schedule
May, Oct
Total Yield
5.11%

Company Profile

Swire Pacific is a Hong Kong-based conglomerate with interests in property, aviation, beverage, trading, and industrials. The property division, with an 82% stake in Swire Properties, contributes over half of the group's operating profit. The beverage division is one of two Coca-Cola bottlers in mainland China and also a bottler in Hong Kong, Taiwan, Thailand, Laos, Vietnam, and Cambodia. The aviation division consists of Haeco, an aircraft engineering company, and a 45% stake in Cathay Pacific. John Swire & Sons, the parent company, holds a 64% stake in Swire Pacific but has 71% of the voting rights through a dual-class share structure.
Sector
Industrials
Industry
Conglomerates
Stock Style Box
Large Value
Total Number of Employees
92,000

Competitors

Valuation

Metric
SWRBY
00001
01972
Price/Earnings (Normalized)
2.3712.2143.43
Price/Book Value
0.210.450.50
Price/Sales
0.230.938.18
Price/Cash Flow
1.403.8417.50
Price/Earnings
SWRBY
00001
01972

Financial Strength

Metric
SWRBY
00001
01972
Quick Ratio
0.631.630.58
Current Ratio
1.032.241.19
Interest Coverage
5.605.854.90
Quick Ratio
SWRBY
00001
01972

Profitability

Metric
SWRBY
00001
01972
Return on Assets (Normalized)
2.50%2.05%2.11%
Return on Equity (Normalized)
4.59%4.17%2.77%
Return on Invested Capital (Normalized)
3.32%3.32%2.51%
Return on Assets
SWRBY
00001
01972

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