BKW Stock Analysis: BKW | SW

Utilities - Renewable | SW, Switzerland | Market Cap: 7.182m CHF | 12M Return: -23.4% | Charts, Fundamentals & Technical Analysis

Power Plants, Power Grid, Renewable Energy, Infrastructure
Total Rating 34
Safety 59
Buy Signal -0.94
Utilities - Renewable
Industry Rotation: -12.8
Market Cap: 8.76B
Avg Turnover: 7.04M
Risk 3d forecast
Volatility19.2%
VaR 5th Pctl3.34%
VaR vs Median5.90%
Reward TTM
Sharpe Ratio-1.21
Rel. Str. IBD9.2
Rel. Str. Peer Group15
Character TTM
Beta0.228
Beta Downside0.324
Hurst Exponent0.544
Drawdowns 3y
Max DD27.06%
CAGR/Max DD-0.11
CAGR/Mean DD-0.31

Warnings

Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.1% 0
Feb -1.5% 9
Mar +0.5% 16
Apr +0.7% 19
May +2.3% 15
Jun -3.4% 30
Jul +2.9% 25
Aug -0.2% 19
Sep +0.9% 5
Oct -1.0% 21
Nov -0.3% 8
Dec -1.1% 23

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: BKW BKW

BKW AG is a Swiss energy and infrastructure company that plans, builds, and operates infrastructure to produce and supply energy to businesses, households, and the public sector. It operates in Switzerland, Germany, Italy, France, and internationally. The company is classified under the Utilities sector with a focus on Renewable Electricity, reflecting its involvement in wind, solar, and other renewable energy activities alongside conventional power generation.

The business is organized into three segments. The Energy Solutions segment builds, operates, and maintains a portfolio of power plants, sells energy, trades in electricity, certificates, and raw materials, and offers wind, solar, and smart energy services. The Power Grid segment builds, operates, and maintains the companys distribution grid, a function typically subject to regulated tariff frameworks common among Swiss distribution system operators. The Infrastructure & Buildings segment provides engineering planning and consulting for energy, infrastructure, and environmental projects, integrated building technology solutions, construction and maintenance services for energy, telecommunications, transport, and water utility networks, and digital business models for renewable energy.

BKW AG was founded in 1898 and is headquartered in Bern, Switzerland. The company was formerly known as BKW FMB Energie AG and adopted its current name in December 2011.

Headlines to Watch Out For
  • Energy Solutions margins swing with European wholesale power prices
  • Power Grid regulated returns grow on Swiss distribution capex
  • Renewable wind and solar capacity additions shift revenue mix higher
Piotroski VR-10 (Strict) 5.5
Net Income: 356.8m TTM > 0 and > 6% of Revenue
FCF/TA: 0.02 > 0.02 and ΔFCF/TA -0.11 > 1.0
NWC/Revenue: 24.64% < 20% (prev 22.07%; Δ 2.57% < -1%)
CFO/TA 0.06 > 3% & CFO 681.2m > Net Income 356.8m
Net Debt (1.34b) to EBITDA (811.0m): 1.65 < 3
Current Ratio: 1.58 > 1.5 & < 3
Outstanding Shares: last quarter (52.8m) vs 12m ago -0.02% < -2%
Gross Margin: 31.29% > 18% (prev 53.34%; Δ -22.05% > 0.5%)
Asset Turnover: 36.58% > 50% (prev 39.63%; Δ -3.05% > 0%)
Interest Coverage Ratio: 9.70 > 6 (EBIT TTM 515.8m / Interest Expense TTM 53.2m)
Altman Z'' 3.37
A: 0.09 (Total Current Assets 2.85b - Total Current Liabilities 1.80b) / Total Assets 11.6b
B: 0.45 (Retained Earnings 5.28b / Total Assets 11.6b)
C: 0.04 (EBIT TTM 515.8m / Avg Total Assets 11.6b)
D: 0.95 (Book Value of Equity 5.47b / Total Liabilities 5.73b)
Altman-Z'' = 3.37 = A
Beneish M -2.33
DSRI: 1.12 (Receivables 1.50b/1.45b, Revenue 4.25b/4.59b)
GMI: 1.70 (GM 53.34% / 31.29%)
AQI: 1.04 (AQ_t 0.37 / AQ_t-1 0.36)
SGI: 0.92 (Revenue 4.25b / 4.59b)
TATA: -0.03 (NI 356.8m - CFO 681.2m) / TA 11.6b)
Beneish M = -2.33 (Cap -4..+1) = BBB
What is the price of BKW shares?

As of July 29, 2026, the stock is trading at CHF 134.90 with a total of 45,406 shares traded. Over the past week, the price has changed by -1.75%, over one month by -0.88%, over three months by -13.76% and over the past year by -23.36%.

Current recommended Stop Loss: 131.70 (which is 2.4% or 1.4 ATR below the current price).

Is BKW a buy, sell or hold?

BKW has no consensus analysts rating.

BKW (BKW) - Fundamental Data Overview as of 26 July 2026
Market Cap USD = 8.76b (7.18b CHF * 1.2198 CHF.USD)
P/E Trailing = 20.1331
P/S = 1.6715
P/B = 1.3138
Revenue TTM = 4.25b CHF
EBIT TTM = 515.8m CHF
EBITDA TTM = 811.0m CHF
Long Term Debt = 1.36b CHF (from longTermDebt, last quarter)
Short Term Debt = 273.3m CHF (from shortTermDebt, last quarter)
Debt = 2.39b CHF (from shortLongTermDebtTotal, last quarter) + Leases 567.2m
Net Debt = 1.34b CHF (calculated: Debt 2.39b - CCE 1.05b)
Enterprise Value = 8.52b CHF (7.18b + Debt 2.39b - CCE 1.05b)
Interest Coverage Ratio = 9.70 (Ebit TTM 515.8m / Interest Expense TTM 53.2m)
EV/FCF = 30.32x (Enterprise Value 8.52b / FCF TTM 281.1m)
FCF Yield = 3.30% (FCF TTM 281.1m / Enterprise Value 8.52b)
FCF Margin = 6.61% (FCF TTM 281.1m / Revenue TTM 4.25b)
Net Margin = 8.39% (Net Income TTM 356.8m / Revenue TTM 4.25b)
Gross Margin = 31.29% ((Revenue TTM 4.25b - Cost of Revenue TTM 2.92b) / Revenue TTM)
Gross Margin QoQ = 12.39% (prev 49.94%)
Tobins Q-Ratio = 0.73 (Enterprise Value 8.52b / Total Assets 11.6b)
Interest Expense / Debt = 2.22% (Interest Expense 53.2m / Debt 2.39b)
Taxrate = 23.87% (121.6m / 509.5m)
NOPAT = 392.7m (EBIT 515.8m * (1 - 23.87%))
Current Ratio = 1.58 (Total Current Assets 2.85b / Total Current Liabilities 1.80b)
Debt / Equity = 0.44 (Debt 2.39b / totalStockholderEquity, last quarter 5.47b)
Debt / EBITDA = 1.65 (Net Debt 1.34b / EBITDA 811.0m)
Debt / FCF = 4.77 (Net Debt 1.34b / FCF TTM 281.1m)
Total Stockholder Equity = 5.18b (last 4 quarters mean from totalStockholderEquity)
RoA = 3.07% (Net Income 356.8m / Total Assets 11.6b)
RoE = 6.89% (Net Income TTM 356.8m / Total Stockholder Equity 5.18b)
RoCE = 7.89% (EBIT 515.8m / Capital Employed (Equity 5.18b + L.T.Debt 1.36b))
RoIC = 3.96% (NOPAT 392.7m / Invested Capital 9.91b)
WACC = 5.52% (E(7.18b)/V(9.57b) * Re(6.79%) + D(2.39b)/V(9.57b) * Rd(2.22%) * (1-Tc(0.24)))
Discount Rate = 6.79% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -28.75 | Cagr: 0.01%
[DCF] Terminal Value 74.86% ; FCFF base≈285.9m ; Y1≈277.2m ; Y5≈273.7m
[DCF] Fair Price = 55.88 (EV 4.29b - Net Debt 1.34b = Equity 2.95b / Shares 52.8m; r=8.35% [WACC [floored]]; 5y FCF grow -4.13% → 2.50% )
EPS Correlation: 40.48 | EPS CAGR: 23.67% | SUE: N/A | # QB: 0
Revenue Correlation: -67.46 | Revenue CAGR: -5.00% | SUE: -0.43 | # QB: 0
EPS current Year (2026-12-31): EPS=9.45 | Chg30d=-4.55% | Revisions=-25% | GrowthEPS=+54.6% | GrowthRev=+0.7%
EPS next Year (2027-12-31): EPS=7.89 | Chg30d=-4.21% | Revisions=-25% | GrowthEPS=-16.5% | GrowthRev=-3.5%
[Analyst] Revisions Ratio: -40% (up=0, down=2)