(SWX) Southwest Gas Holdings - Ratings and Ratios
Natural Gas, Distribution, Transportation, Infrastructure Services
SWX EPS (Earnings per Share)
SWX Revenue
Description: SWX Southwest Gas Holdings
Southwest Gas Holdings Inc (NYSE:SWX) is a utility company that distributes and transports natural gas to residential, commercial, and industrial customers across Arizona, Nevada, and California. The company operates through two main segments: Natural Gas Distribution and Utility Infrastructure Services, providing a range of services including installation, replacement, and maintenance of energy distribution systems.
From a financial perspective, Southwest Gas Holdings has a market capitalization of $5.755 billion, indicating a moderate size. Its price-to-earnings ratio is 24.67, which is slightly high, suggesting that investors are willing to pay a premium for the companys earnings. The forward P/E ratio is 18.32, indicating a potential decrease in earnings growth expectations. The return on equity (RoE) is 6.41%, which is relatively modest, indicating that the company generates a reasonable return on shareholders equity.
To further evaluate the companys performance, we can examine key performance indicators (KPIs) such as the dividend yield, payout ratio, and customer growth rate. Southwest Gas Holdings has a history of paying consistent dividends, with a current dividend yield of around 3-4%. The payout ratio is relatively stable, indicating a commitment to returning value to shareholders. Additionally, the companys customer base has been growing steadily, driven by increasing demand for natural gas in its service areas.
Other relevant KPIs for Southwest Gas Holdings include its rate base growth, which is driven by investments in infrastructure, and its operating margin, which reflects the companys ability to manage costs and maintain profitability. The companys utility infrastructure services segment also provides a diversified revenue stream, which can help mitigate risks associated with the natural gas distribution business.
SWX Stock Overview
| Market Cap in USD | 5,686m |
| Sub-Industry | Gas Utilities |
| IPO / Inception | 1987-12-30 |
SWX Stock Ratings
| Growth Rating | 35.4 |
| Fundamental | 46.7% |
| Dividend Rating | 58.1 |
| Rel. Strength | -4.80 |
| Analysts | 3.63 of 5 |
| Fair Price Momentum | 76.46 USD |
| Fair Price DCF | 16.74 USD |
SWX Dividends
| Dividend Yield 12m | 3.32% |
| Yield on Cost 5y | 4.26% |
| Annual Growth 5y | 1.92% |
| Payout Consistency | 96.7% |
| Payout Ratio | 67.8% |
SWX Growth Ratios
| Growth Correlation 3m | 94.7% |
| Growth Correlation 12m | 42.9% |
| Growth Correlation 5y | 54.4% |
| CAGR 5y | 5.90% |
| CAGR/Max DD 5y | 0.14 |
| Sharpe Ratio 12m | 0.24 |
| Alpha | -0.17 |
| Beta | 0.696 |
| Volatility | 22.65% |
| Current Volume | 564.6k |
| Average Volume 20d | 334.6k |
| Stop Loss | 75.1 (-3.1%) |
| Signal | 0.00 |
Piotroski VR‑10 (Strict, 0-10) 3.0
| Net Income (193.7m TTM) > 0 and > 6% of Revenue (6% = 286.0m TTM) |
| FCFTA 0.00 (>2.0%) and ΔFCFTA -3.80pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 0.22% (prev 11.99%; Δ -11.77pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.08 (>3.0%) and CFO 923.1m > Net Income 193.7m (YES >=105%, WARN >=100%) |
| Net Debt (4.33b) to EBITDA (1.04b) ratio: 4.16 <= 3.0 (WARN <= 3.5) |
| Current Ratio 1.01 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (72.1m) change vs 12m ago 0.10% (target <= -2.0% for YES) |
| Gross Margin 22.75% (prev 15.99%; Δ 6.76pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 39.39% (prev 44.22%; Δ -4.83pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 1.99 (EBITDA TTM 1.04b / Interest Expense TTM 295.6m) >= 6 (WARN >= 3) |
Altman Z'' 0.64
| (A) 0.00 = (Total Current Assets 1.43b - Total Current Liabilities 1.41b) / Total Assets 12.21b |
| (B) 0.06 = Retained Earnings (Balance) 769.7m / Total Assets 12.21b |
| (C) 0.05 = EBIT TTM 586.9m / Avg Total Assets 12.10b |
| (D) 0.10 = Book Value of Equity 802.0m / Total Liabilities 8.09b |
| Total Rating: 0.64 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 46.70
| 1. Piotroski 3.0pt = -2.0 |
| 2. FCF Yield 0.14% = 0.07 |
| 3. FCF Margin 0.30% = 0.07 |
| 4. Debt/Equity 1.27 = 1.74 |
| 5. Debt/Ebitda 4.50 = -2.50 |
| 6. ROIC - WACC 0.56% = 0.70 |
| 7. RoE 5.45% = 0.45 |
| 8. Rev. Trend -31.14% = -1.56 |
| 9. Rev. CAGR -0.15% = -0.03 |
| 10. EPS Trend data missing |
| 11. EPS CAGR -2.06% = -0.26 |
What is the price of SWX shares?
Over the past week, the price has changed by -1.14%, over one month by +1.47%, over three months by +9.46% and over the past year by +11.99%.
Is Southwest Gas Holdings a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of SWX is around 76.46 USD . This means that SWX is currently overvalued and has a potential downside of -1.33%.
Is SWX a buy, sell or hold?
- Strong Buy: 3
- Buy: 0
- Hold: 4
- Sell: 1
- Strong Sell: 0
What are the forecasts/targets for the SWX price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 79.6 | 2.7% |
| Analysts Target Price | 78.4 | 1.2% |
| ValueRay Target Price | 82.8 | 6.9% |
Last update: 2025-08-13 02:51
SWX Fundamental Data Overview
CCE Cash And Equivalents = 355.6m USD (Cash And Short Term Investments, last quarter)
P/E Trailing = 29.368
P/E Forward = 20.202
P/S = 1.1931
P/B = 1.5363
P/EG = 2.0214
Beta = 0.471
Revenue TTM = 4.77b USD
EBIT TTM = 586.9m USD
EBITDA TTM = 1.04b USD
Long Term Debt = 4.40b USD (from longTermDebt, last quarter)
Short Term Debt = 288.1m USD (from shortTermDebt, last quarter)
Debt = 4.68b USD (Calculated: Short Term 288.1m + Long Term 4.40b)
Net Debt = 4.33b USD (from netDebt column, last quarter)
Enterprise Value = 10.02b USD (5.69b + Debt 4.68b - CCE 355.6m)
Interest Coverage Ratio = 1.99 (Ebit TTM 586.9m / Interest Expense TTM 295.6m)
FCF Yield = 0.14% (FCF TTM 14.1m / Enterprise Value 10.02b)
FCF Margin = 0.30% (FCF TTM 14.1m / Revenue TTM 4.77b)
Net Margin = 4.06% (Net Income TTM 193.7m / Revenue TTM 4.77b)
Gross Margin = 22.75% ((Revenue TTM 4.77b - Cost of Revenue TTM 3.68b) / Revenue TTM)
Tobins Q-Ratio = 12.49 (Enterprise Value 10.02b / Book Value Of Equity 802.0m)
Interest Expense / Debt = 1.53% (Interest Expense 71.6m / Debt 4.68b)
Taxrate = 15.11% (from yearly Income Tax Expense: 36.5m / 241.3m)
NOPAT = 498.3m (EBIT 586.9m * (1 - 15.11%))
Current Ratio = 1.01 (Total Current Assets 1.43b / Total Current Liabilities 1.41b)
Debt / Equity = 1.27 (Debt 4.68b / last Quarter total Stockholder Equity 3.67b)
Debt / EBITDA = 4.50 (Net Debt 4.33b / EBITDA 1.04b)
Debt / FCF = 333.1 (Debt 4.68b / FCF TTM 14.1m)
Total Stockholder Equity = 3.55b (last 4 quarters mean)
RoA = 1.59% (Net Income 193.7m, Total Assets 12.21b )
RoE = 5.45% (Net Income TTM 193.7m / Total Stockholder Equity 3.55b)
RoCE = 7.38% (Ebit 586.9m / (Equity 3.55b + L.T.Debt 4.40b))
RoIC = 5.85% (NOPAT 498.3m / Invested Capital 8.52b)
WACC = 5.29% (E(5.69b)/V(10.37b) * Re(8.58%)) + (D(4.68b)/V(10.37b) * Rd(1.53%) * (1-Tc(0.15)))
Shares Correlation 5-Years: 90.0 | Cagr: 3.47%
Discount Rate = 8.58% (= CAPM, Blume Beta Adj.)
[DCF Debug] Terminal Value 69.22% ; FCFE base≈196.0m ; Y1≈135.2m ; Y5≈68.2m
Fair Price DCF = 16.74 (DCF Value 1.21b / Shares Outstanding 72.0m; 5y FCF grow -36.35% → 3.0% )
Revenue Correlation: -31.14 | Revenue CAGR: -0.15%
Revenue Growth Correlation: -69.82%
EPS Correlation: N/A | EPS CAGR: -2.06%
EPS Growth Correlation: 5.56%
Additional Sources for SWX Stock
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle