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Swire Pacific Ltd Class B SWRBF

Morningstar Rating
$1.21 −0.03 (2.42%)
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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

SWRBF is trading at a 22% discount.
Price
$1.24
Fair Value
$5.52
Uncertainty
High
1-Star Price
$1.41
5-Star Price
$9.18
Economic Moat
Sfylkk
Capital Allocation
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Trading Information

Previous Close Price
$1.24
Day Range
$1.211.21
52-Week Range
$1.121.27
Bid/Ask
$1.15 / $1.41
Market Cap
$4.56 Bil
Volume/Avg
17,000 / 17,000

Key Statistics

Price/Earnings (Normalized)
1.30
Price/Sales
0.72
Dividend Yield (Trailing)
6.75%
Dividend Yield (Forward)
6.75%
Total Yield
7.80%

Company Profile

Swire Pacific is a Hong Kong-based conglomerate with interests in property, aviation, beverage, trading, and industrials. The property division, an 82% stake in Swire Properties, contributes more than 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. As of end December 2023, John Swire & Sons, the parent company, holds a 60% stake in Swire Pacific but has 68% of the voting rights through a dual-class share structure.
Sector
Industrials
Industry
Conglomerates
Stock Style Box
Large Value
Total Number of Employees
78,000

Competitors

Valuation

Metric
SWRBF
01972
H78
Price/Earnings (Normalized)
1.3011.649.11
Price/Book Value
0.130.310.21
Price/Sales
0.726.103.64
Price/Cash Flow
5.8813.4315.87
Price/Earnings
SWRBF
01972
H78

Financial Strength

Metric
SWRBF
01972
H78
Quick Ratio
0.580.480.61
Current Ratio
0.971.031.70
Interest Coverage
14.527.92−1.16
Quick Ratio
SWRBF
01972
H78

Profitability

Metric
SWRBF
01972
H78
Return on Assets (Normalized)
1.63%2.11%1.87%
Return on Equity (Normalized)
2.78%2.54%2.39%
Return on Invested Capital (Normalized)
2.25%2.33%2.39%
Return on Assets
SWRBF
01972
H78
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