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Swisscom AG (SCMN) Fair Value & Analysis

Communication Services · CH · Market cap CHF 32.7B · ISIN CH0008742519

What is Swisscom AG really worth?

SA Swisscom AG SCMN · SW
PriceCHF 633.50
Fair ValueCHF 463.92
Upside−26.8%
Quality58/100

A solid business, but trading 37% above our fair value of CHF 463.92.

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Strengths

Moderate debt · generates free cash flow

Risks

!Expensive Growth (revenue 5y +6.3 %/yr)
!Thin margins · 8.3% net margin
!Mixed vs. peers (6/15)
!Moderate moat 50/100

For context

·4.10% dividend yield
Evidence: High Range CHF 310.45 – CHF 633.97

Fair value as of: Sep 2, 2026

From 24 valuation models · updated 2 days ago

Share price +2.8% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • Solid but not exceptional quality (58/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (CHF 310.45 to CHF 633.97) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

CHF 699.32 CHF 380.80 Fair Value CHF 463.92 Jun 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 2, 2026.

How to read this chart

60‑month range CHF 380.80 – CHF 699.32 · fair‑value band CHF 310.45 – CHF 633.97 · the CHF 633.50 price screens above the CHF 463.92 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 2, 2026.

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Analysis

Swisscom AG (SCMN) currently trades at CHF 633.50, while our model-based Fair Value estimate is CHF 463.92, implying the stock looks roughly 36.6% overvalued today. The Quality Score stands at 58/100 (solid quality), in the Communication Services sector. Bull case: the DCF Models group reads highest at a median of CHF 417.46 per share, and 3 of the 24 models we run sit above the CHF 633.50 price. Bear case: the Earnings-Based group reads lowest at CHF 139.86, and 21 of the 24 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Swisscom AG generated revenue of CHF 14.9B at a net margin of 8.3%. Revenue declined 4.1% year over year. It earns a return on equity of 10.4%. Net debt stands at CHF 3.5B. Fundamentals as of Sep 2, 2026

Our scenario range runs from CHF 310.45 (bear case) to CHF 633.97 (bull case); at CHF 633.50, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 9% below its 52-week high and 21% above its 52-week low, currently above its 200-day average. For context, the median of 10 Communication Services peers we cover trades at 30% fair-value upside, at −27%, SCMN screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
FCF DCF CHF 371.97 CHF 575.46 CHF 985.26 78
Growth DCF CHF 395.68 CHF 595.19 CHF 962.54 77
Residual Income CHF 211.46 CHF 235.22 CHF 336.18 76
All 24 models by family
DCF Models
FCF DCF CHF 371.97 CHF 575.46 CHF 985.26 78
Owner Earnings CHF 360.17 CHF 559.52 CHF 961.00 74
5Y Revenue Exit CHF 204.54 CHF 352.68 CHF 576.35 71
5Y EBITDA Exit CHF 625.87 CHF 1,068 CHF 1,672 74
5Y P/E Exit CHF 227.36 CHF 391.41 CHF 596.39 69
10Y Revenue Exit CHF 255.27 CHF 392.05 CHF 542.48 67
10Y EBITDA Exit CHF 522.72 CHF 861.28 CHF 1,246 68
10Y P/E Exit CHF 278.42 CHF 417.46 CHF 555.33 64
Earnings-Based
Graham-Dodd CHF 166.84 CHF 267.25 CHF 322.04 67
EPV CHF 89.97 CHF 139.86 CHF 183.51 72
Dividend Discount
Gordon GGM CHF 202.06 CHF 242.89 CHF 287.57 69
DDM Multi-Stage CHF 202.06 CHF 268.22 CHF 351.23 67
Multiples
P/E Multiple CHF 404.84 CHF 539.79 CHF 674.73 63
P/S Multiple CHF 312.83 CHF 417.11 CHF 521.38 58
P/B Multiple CHF 312.83 CHF 417.11 CHF 521.38 55
EV/EBIT CHF 236.59 CHF 385.24 CHF 533.88 64
EV/EBITDA CHF 938.21 CHF 1,321 CHF 1,703 67
EV/Revenue CHF 128.83 CHF 273.75 CHF 418.68 51
Asset-Based
NCAV (Graham) CHF 118.13 CHF 158.30 CHF 236.27 54
Growth DCF
Growth DCF CHF 395.68 CHF 595.19 CHF 962.54 77
Rev-Margin DCF CHF 204.54 CHF 365.89 CHF 574.86 71
Economic Profit
Residual Income CHF 211.46 CHF 235.22 CHF 336.18 76
ROIC Compounder CHF 89.97 CHF 139.86 CHF 183.51 71
Growth Earnings
Growth-Adj P/E CHF 285.38 CHF 407.69 CHF 529.99 67

Widest divergence: DCF Models (CHF 417.46) versus Earnings-Based (CHF 139.86). Highest evidence: FCF DCF (78).

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Key figures & financial health

P/E ratio 26.5
P/S ratio 2.24 P/E × margin
EPS (TTM) CHF 23.87 price ÷ EPS = P/E 26.5
Dividend yield 4.1% payout 109%
Net margin 8.4% FY2025
Return on equity 10.4% TTM
More key figures
Profitability
Return on assets (EBIT) 7.2% avg 5y
Operating margin 14.3% TTM
Growth
Revenue (TTM) CHF 14.9B TTM
Revenue growth (YoY) −4.1% 3y avg +10.8%
EPS growth (YoY) −9.6%
Balance sheet & cash flow
Free cash flow CHF 3.0B FY2025
Net debt CHF 3.5B FY2025 · ≈ 1.2 yrs of FCF

Figures from reported company fundamentals · as of Sep 2, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 58/100

Of which business quality 58 · Market factors (momentum, volatility) 62

Profitability 41
Margins and returns on capital today
Quality Growth 78
Are margins and returns improving?
Cashflow 77
Earnings quality: real cash, not paper profit
Fin. Strength 38
Balance sheet, leverage, solvency risk
Investment 39
Disciplined investing over empire-building
Low Volatility 99
Calm price path (market factor)
Momentum 42
Price trend over the last 3–12 months (market factor)
52W Momentum 55
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Swisscom AG provides telecommunication services in Switzerland, Italy, and internationally. It operates through Switzerland, Italy, and Other segments.

Full company description

Swisscom AG provides telecommunication services in Switzerland, Italy, and internationally. It operates through Switzerland, Italy, and Other segments. The company offers mobile communications, fixed network telephony, broadband, and TV to residential customers; telecommunications services and IT service solutions for corporate, public administration, and SME customers; business ICT infrastructure; range from individual products to end-to-end solutions to ICT infrastructure business; and makes network infrastructure to other telecommunications; and plans, operates, and maintains the network and IT infrastructure. It also provides network construction and maintenance, broadcasting services, and local search activities, as well as electronic signatures, digital certificates, and other trust services. In addition, the company offers integrated communication solutions, IT infrastructure, security, and cloud services to various workplace and other software solutions, IoT, and artificial intelligence; outsourcing services for financial and healthcare and public sectors; AI-supported services; and telecommunications provide a range of wholesale services for own use, refinement or resale based on copper, fibre-optic or mobile networks. Further, it provides broadband connections, leased lines, network connections, mobile virtual network operators, IP peering, co-location, and cable ducts; wholesale voice connections and roaming contracts; manages and markets digital booking platform; builds radio networks for broadcasting, security, and professional mobile radio networks; safety and security solutions; and ICT and network infrastructures for bandwidth, as well as road and tunnel construction. Additionally, the company provides FastwebAI Suite, a platform of generative artificial intelligence (AI) solutions designed for businesses and public authorities. Swisscom AG was incorporated in 1998 and is headquartered in Worblaufen, Switzerland.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Swisscom AG reported revenue of CHF 15.0B in FY2025 versus CHF 11.2B in FY2021, a compound +7.7%/yr. Reported net income was CHF 1.3B in FY2025, compounding −8.7%/yr from FY2021.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
CHF 15.0B
Latest YoY
+36.4%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+10.8%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+6.3%
Avg. revenue growth/yr (27Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+1.3%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
−1.2% (−5.3 + 4.1)
Revenue +7.7%/yr
FY21 CHF 11.2B
FY22 CHF 11.1B
FY23 CHF 11.1B
FY24 CHF 11.0B
FY25 CHF 15.0B
Net income −8.7%/yr
FY21 CHF 1.8B
FY22 CHF 1.6B
FY23 CHF 1.7B
FY24 CHF 1.5B
FY25 CHF 1.3B
Character of growth · EPS growth decomposed (2014-2025) −0.3 % p.a.
Revenue per share +0.7 %

of which total revenue +0.7 % · buybacks/dilution +0.0 %

EBIT margin −1.4 %
Tax rate +0.3 %
Residual (interest, one-offs) +0.1 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

SCMN screens 37% overvalued. Compare with China Mobile Limited →

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Cite: Fair Value Calculator (2026). "Swisscom AG Fair Value". https://www.fairvalue-calculator.com/stock/SCMN

Earlier news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

Peer Group

Telecom Services · 248 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 58 · Above median
Fair Value upside −27% · Below median
Return on equity (TTM) 10% · Above median
Return on assets 3% · Above median
Net margin (TTM) 8% · Above median
Operating margin (TTM) 14% · Above median
Revenue growth −4% · Bottom 25%
Dividend yield (TTM) 4.1% · Above median
Debt / equity 0.91× · Higher than 75% of peers

Valuation Multiples vs Telecom Services median · lower = cheaper

P/E (TTM) 26.5× · Pricier than median
P/B 3.30× · Pricier than 75% of peers
P/S (TTM) 2.71× · Pricier than 75% of peers
P/FCF 13.4× · Pricier than 75% of peers
EV/EBITDA 12.1× · Pricier than 75% of peers
PEG 2.89× · Pricier than 75% of peers

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 28
FUTURE0 · sector 16
PAST42 · sector 28
HEALTH55 · sector 89
DIVIDEND82 · sector 76

VALUE 0: the price sits above our fair-value range.

Insider activity: 40/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Telecom Services stocks, each showing price versus our Fair Value estimate (as of Sep 2, 2026).

Stock Price Fair Value vs Fair Value
China Mobile Limited 600941 ¥96.11 ¥109.88 +14%
T-Mobile US, Inc TMUS $177.75 $172.67 −3%
Verizon Communications Inc VZ $49.43 $64.43 +30%
AT&T Inc T $26.01 $43.97 +69%
Bharti Airtel Limited BHARTIARTL ₹1,935 ₹941.48 −51%
Comcast Corporation CMCSA $26.41 $95.42 +261%
China Telecom Corporation 601728 ¥6.43 ¥8.36 +30%
América Móvil, S.A. AMX $23.50 $39.45 +68%
Singapore Telecommunications Limited Z77 4.29 SGD 3.03 SGD −29%
Telstra Group TLS A$4.80 A$3.31 −31%

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Frequently asked questions

Is Swisscom AG (SCMN) overvalued or undervalued?
As of Sep 2, 2026, our model estimates a fair value of CHF 463.92 versus a price of CHF 633.50, about −27% upside (overvalued).
What is the fair value of SCMN?
Our model-based fair value for Swisscom AG is CHF 463.92 (as of Sep 2, 2026), built from audited fundamentals. The current price: CHF 633.50.
What is the quality score of SCMN?
Swisscom AG has a Quality Score of 58/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Swisscom AG (SCMN)?
Swisscom AG reported trailing-twelve-month revenue of about CHF 14.9B (latest available figure, as of Sep 2, 2026).
What is the net profit margin of SCMN?
The net profit margin of Swisscom AG is about 8.3%, meaning it keeps roughly 8.3% of revenue as net income. Based on the latest reported figures.
Does Swisscom AG pay a dividend?
Swisscom AG currently shows a dividend yield of about 4.10% relative to its recent price (as of Sep 2, 2026).
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