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Swire Pacific Limited (19) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Swire Pacific Limited

19Market cap $15BPrice $12.9

Country🇭🇰Hong Kong

SectorIndustrials

IndustryConglomerates

Runs a sprawling empire spanning property, aviation, beverages, and marine services across Hong Kong and China. Co-owns Cathay Pacific and bottles Coca-Cola for over half a billion people, proving old-school conglomerates can still dominate multiple industries at once.

In Bastion Portfolios?

52W Return+61%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)-0%3

Revenue Forecast

Rev CAGR (1y)+8%5

Rev CAGR (3y)+5%4

Rev CAGR (5y)+6%5

Earnings Forecast

EPS Growth Y+1+394%10

EPS Growth Y+2+3%4

EPS Growth Y+3+4%5

Quality

Margins

EBIT Margin12%5

Net Income Margin9%5

Free Cash Flow Margin12%6

Debt

Net Debt/EBITDA4.62

Efficiency

ROE3%2

ROA2%4

Earnings Stability55

GEAR+AVERAGE64

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)99

P/E Ratio (Forward 3y)98

P/BV0.510

EV Multiples

EV/EBITDA Fwd106

EV/EBIT Fwd137

Yield

Free Cash Flow Yield9.1%9

Dividend Yieldna–

Momentum

Short term

1 month return-5%5

3 month return+23%10

YTD return+69%10

Mid term

Price vs 52wHigh94%9

1 year return+66%10

Long term

3 year return+119%8

5 year return+205%9

Risk Shield

Price Risk

Beta0.48

Volatility23%9

Free Cash Flow

Free Cash Flow Margin12%6

Free Cash Flow Yield9.1%9

Quality

ROCE3%2

Earnings Stability55

Net Debt/EBITDA4.62

02Growth

Is it actually growing, and how fast?

19Swire Pacific

Revenue FY25$11.6B

GROWTH RATING↗

AVERAGE39 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-0%3

Revenue, next 1Y+8%5

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+394%10

EPS growth, FY27E+3%4

EPS growth, FY28E+4%5

GROWTH ASSESSMENT

STRENGTHS

After shrinking over the last 3 years, revenue is set to grow 5%/yr from here.

Earnings are set to grow in step with sales (EPS about 4%/yr vs revenue 5%/yr).

WATCH

A mid-pack grower, ahead of 39% of companies worldwide.

Revenue is set to grow 5%/yr over the next 3 years, in line with the market.5/10

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

Revenue held flat over the last 3 years, behind 70% of companies worldwide.3/10

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

19Swire Pacific

Total return Current114%

Price return Current35.4%

MOMENTUM RATING↗

VERY STRONG93 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return+23%10

YTD return+69%10

MID & LONG-TERM▾SCORE

% of 52-week high94%9

1-year return+66%10

3-year return+119%8

5-year return+205%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +119% over three years and +205% over five, ahead of 80% of the market.

It's up 66% over the past year, now 6% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+23%) and so far this year (+69%).

WATCH

Returns sit at the market level over the past month (-5%).

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Swire Pacific Limited. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

19Swire Pacific

Revenue FY25$11.6B

GROWTH RATING↗

AVERAGE39 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-0%3

Revenue, next 1Y+8%5

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+394%10

EPS growth, FY27E+3%4

EPS growth, FY28E+4%5

GROWTH ASSESSMENT

STRENGTHS

After shrinking over the last 3 years, revenue is set to grow 5%/yr from here.

Earnings are set to grow in step with sales (EPS about 4%/yr vs revenue 5%/yr).

WATCH

A mid-pack grower, ahead of 39% of companies worldwide.

Revenue is set to grow 5%/yr over the next 3 years, in line with the market.5/10

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

Revenue held flat over the last 3 years, behind 70% of companies worldwide.3/10

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

19Swire Pacific

Total return Current114%

Price return Current35.4%

MOMENTUM RATING↗

VERY STRONG93 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return+23%10

YTD return+69%10

MID & LONG-TERM▾SCORE

% of 52-week high94%9

1-year return+66%10

3-year return+119%8

5-year return+205%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +119% over three years and +205% over five, ahead of 80% of the market.

It's up 66% over the past year, now 6% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+23%) and so far this year (+69%).

WATCH

Returns sit at the market level over the past month (-5%).

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Swire Pacific Limited. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community