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Southwest Gas Holdings, Inc. (SWX) Stock Fundamental Analysis & AI Rating 2026

SWX NYSE Natural Gas Transmisison & Distribution DE CIK: 0001692115
Recently Updated • Analysis: Apr 17, 2026 • SEC Data: 2025-12-31
HOLD
72% Conf
Pending
Analysis scheduled

📊 SWX Key Takeaways

Revenue: $3.8B
Net Margin: 11.4%
Free Cash Flow: $-251.8M
Current Ratio: 1.28x
Debt/Equity: 0.87x
EPS: $6.08
AI Rating: HOLD with 72% confidence
Southwest Gas Holdings, Inc. (SWX) receives a HOLD rating with 72% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $3.8B, net profit margin of 11.4%, and return on equity (ROE) of 11.1%, Southwest Gas Holdings, Inc. demonstrates mixed fundamentals in the Energy sector. Below is our complete SWX stock analysis for 2026.

Is Southwest Gas Holdings, Inc. (SWX) a Good Investment?

Claude

Southwest Gas demonstrates stable profitability with solid margins (11.4% net) and strong interest coverage (6.6x), indicating sound operational fundamentals. However, persistent negative free cash flow (-$251.8M) driven by capital expenditures exceeding operating cash generation raises sustainability concerns about funding growth and shareholder returns without increased leverage or external financing.

Why Buy Southwest Gas Holdings, Inc. Stock? SWX Key Strengths

Claude
  • + Strong interest coverage ratio (6.6x) indicates low default risk and debt service capacity
  • + Healthy operating margins (12.3%) and net margins (11.4%) with profitability consistency
  • + Moderate leverage (0.87x debt-to-equity) provides financial flexibility for a capital-intensive utility
  • + Solid operating cash flow ($556.1M) demonstrates core business strength
  • + Strong EPS growth (120.3% YoY) from operational efficiency and likely share buybacks

SWX Stock Risks: Southwest Gas Holdings, Inc. Investment Risks

Claude
  • ! Critical negative free cash flow (-$251.8M) indicates capex ($807.9M) exceeds operating cash generation - unsustainable without external funding
  • ! Slow net income growth (1.1% YoY) suggests limited organic growth momentum
  • ! High capital intensity relative to cash generation creates refinancing risk and dependency on debt markets
  • ! Regulatory exposure as natural gas utility - subject to rate regulation and policy risks
  • ! Missing revenue growth data and revenue stability unclear amid energy transition pressures

Key Metrics to Watch

Claude
  • * Free cash flow trend and operating cash flow growth vs. capex spending trajectory
  • * Revenue growth and customer growth rates in natural gas distribution segment
  • * Debt levels and refinancing requirements given negative FCF coverage
  • * Regulatory rate decisions and capital expenditure approval rates
  • * Return on invested capital from major capex programs to validate investment efficiency

Southwest Gas Holdings, Inc. (SWX) Financial Metrics & Key Ratios

Revenue
$3.8B
Net Income
$439.8M
EPS (Diluted)
$6.08
Free Cash Flow
$-251.8M
Total Assets
$10.4B
Cash Position
$576.6M

💡 AI Analyst Insight

Southwest Gas Holdings, Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

SWX Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 12.3%
Net Margin 11.4%
ROE 11.1%
ROA 4.2%
FCF Margin -6.6%

SWX vs Energy Sector: How Southwest Gas Holdings, Inc. Compares

How Southwest Gas Holdings, Inc. compares to Energy sector averages

Net Margin
SWX 11.4%
vs
Sector Avg 12.0%
SWX Sector
ROE
SWX 11.1%
vs
Sector Avg 14.0%
SWX Sector
Current Ratio
SWX 1.3x
vs
Sector Avg 1.3x
SWX Sector
Debt/Equity
SWX 0.9x
vs
Sector Avg 0.6x
SWX Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Southwest Gas Holdings, Inc. Stock Overvalued? SWX Valuation Analysis 2026

Based on fundamental analysis, Southwest Gas Holdings, Inc. has mixed fundamental signals relative to the Energy sector in 2026.

Return on Equity
11.1%
Sector avg: 14%
Net Profit Margin
11.4%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.87x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Southwest Gas Holdings, Inc. Balance Sheet: SWX Debt, Cash & Liquidity

Current Ratio
1.28x
Quick Ratio
1.28x
Debt/Equity
0.87x
Debt/Assets
0.0%
Interest Coverage
6.62x
Long-term Debt
$3.4B

SWX Revenue & Earnings Growth: 5-Year Financial Trend

SWX 5-year financial data: Year 2018: Revenue $1.3B, Net Income N/A, EPS N/A. Year 2019: Revenue $1.4B, Net Income N/A, EPS N/A. Year 2020: Revenue $1.4B, Net Income N/A, EPS N/A. Year 2021: Revenue $1.5B, Net Income $213.9M, EPS $3.94.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Southwest Gas Holdings, Inc.'s revenue has grown significantly by 15% over the 5-year period, indicating strong business expansion. The most recent EPS of $2.13 reflects profitable operations.

SWX Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-6.6%
Free cash flow / Revenue

SWX Quarterly Earnings & Performance

Quarterly financial performance data for Southwest Gas Holdings, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2024 $1.1B $289.0K $0.00
Q2 2024 $1.2B $18.3M $0.25
Q1 2024 $1.6B $45.9M $0.67
Q3 2023 $1.1B $3.2M $0.04
Q2 2023 $1.1B -$6.6M $-0.10
Q1 2023 $1.3B $45.9M $0.67
Q3 2022 $888.7M -$11.6M $-0.18
Q2 2022 $821.4M -$6.6M $-0.10

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Southwest Gas Holdings, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$556.1M
Cash generated from operations
Capital Expenditures
$807.9M
Investment in assets
Dividends Paid
$178.5M
Returned to shareholders

SWX SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Southwest Gas Holdings, Inc. (CIK: 0001692115)

📋 Recent SEC Filings

Date Form Document Action
Mar 23, 2026 DEF 14A swx-20260323.htm View →
Mar 3, 2026 4 xslF345X05/wk-form4_1772582559.xml View →
Mar 3, 2026 4 xslF345X05/wk-form4_1772582554.xml View →
Mar 3, 2026 4 xslF345X05/wk-form4_1772582550.xml View →
Mar 3, 2026 4 xslF345X05/wk-form4_1772582545.xml View →

Frequently Asked Questions about SWX

What is the AI rating for SWX?

Southwest Gas Holdings, Inc. (SWX) has an AI rating of HOLD with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SWX's key strengths?

Claude: Strong interest coverage ratio (6.6x) indicates low default risk and debt service capacity. Healthy operating margins (12.3%) and net margins (11.4%) with profitability consistency.

What are the risks of investing in SWX?

Claude: Critical negative free cash flow (-$251.8M) indicates capex ($807.9M) exceeds operating cash generation - unsustainable without external funding. Slow net income growth (1.1% YoY) suggests limited organic growth momentum.

What is SWX's revenue and growth?

Southwest Gas Holdings, Inc. reported revenue of $3.8B.

Does SWX pay dividends?

Southwest Gas Holdings, Inc. pays dividends, with $178.5M distributed to shareholders in the trailing twelve months.

Where can I find SWX SEC filings?

Official SEC filings for Southwest Gas Holdings, Inc. (CIK: 0001692115) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SWX's EPS?

Southwest Gas Holdings, Inc. has a diluted EPS of $6.08.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is SWX a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Southwest Gas Holdings, Inc. has a HOLD rating with 72% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is SWX stock overvalued or undervalued?

Valuation metrics for SWX: ROE of 11.1% (sector avg: 14%), net margin of 11.4% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy SWX stock in 2026?

Our dual AI analysis gives Southwest Gas Holdings, Inc. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is SWX's free cash flow?

Southwest Gas Holdings, Inc.'s operating cash flow is $556.1M, with capital expenditures of $807.9M. FCF margin is -6.6%.

How does SWX compare to other Energy stocks?

Vs Energy sector averages: Net margin 11.4% (avg: 12%), ROE 11.1% (avg: 14%), current ratio 1.28 (avg: 1.3).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 17, 2026 | Data as of: 2025-12-31 | Powered by Claude AI