BELIMO Holding (BEAN) Resumen de Acciones
BELIMO Holding AG, junto con sus filiales, se dedica al desarrollo, producción y venta de actuadores de compuertas, válvulas de control, sensores y contadores para sistemas de calefacción, ventilación y aire acondicionado (HVAC) en Europa, Oriente Medio, África, América y Asia-Pacífico. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 1/6 |
| Crecimiento futuro | 4/6 |
| Rendimiento pasado | 5/6 |
| Salud financiera | 5/6 |
| Dividendos | 3/6 |
Recompensas
Análisis de riesgos
BEAN Community Fair Values
Create NarrativeSee what 16 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de BELIMO Holding AG
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | CHF 840.00 |
| Máximo en las últimas 52 semanas | CHF 969.50 |
| Mínimo de 52 semanas | CHF 608.50 |
| Beta | 1.13 |
| Cambio en 1 mes | -7.49% |
| Variación en 3 meses | 17.81% |
| Cambio de 1 año | -11.90% |
| Variación en 3 años | 80.03% |
| Variación en 5 años | 81.23% |
| Variación desde la OPV | 7,268.42% |
Noticias y actualizaciones recientes
Artículo de análisis • Jul 28
We Think You Should Be Aware Of Some Concerning Factors In BELIMO Holding's (VTX:BEAN) Earnings
The recent earnings posted by BELIMO Holding AG ( VTX:BEAN ) were solid, but the stock didn't move as much as we...Artículo de análisis • Jul 23
The BELIMO Holding AG (VTX:BEAN) Half-Yearly Results Are Out And Analysts Have Published New Forecasts
Last week saw the newest half-yearly earnings release from BELIMO Holding AG ( VTX:BEAN ), an important milestone in...
Actualización de narrativa • Jul 22
BEAN: Data Center Cooling Momentum Will Support Rich P E In Coming Years
The analyst price target for BELIMO Holding has been raised to CHF 989.10 from CHF 964.78, with analysts pointing to recent upgrades, higher price targets across several firms, and supportive commentary on demand drivers and margin risks. Analyst Commentary Recent research on BELIMO Holding clusters around a constructive view on the company, with several firms lifting price targets and turning more positive on the stock.
Actualización de narrativa • Jul 08
BEAN: Data Center Cooling Exposure Will Support Premium Future P E
The analyst fair value estimate for BELIMO Holding has been revised from CHF 1,060 to CHF 1,120, reflecting updated assumptions on growth, profitability and valuation after mixed Street views that include recent target increases and one downgrade on richer pricing. Analyst Commentary Recent Street research on BELIMO Holding points to a generally constructive tone, with several bullish analysts adjusting price targets higher and upgrading their views.Recent updates
Artículo de análisis • Jul 28
We Think You Should Be Aware Of Some Concerning Factors In BELIMO Holding's (VTX:BEAN) Earnings
The recent earnings posted by BELIMO Holding AG ( VTX:BEAN ) were solid, but the stock didn't move as much as we...Artículo de análisis • Jul 23
The BELIMO Holding AG (VTX:BEAN) Half-Yearly Results Are Out And Analysts Have Published New Forecasts
Last week saw the newest half-yearly earnings release from BELIMO Holding AG ( VTX:BEAN ), an important milestone in...Actualización de narrativa • Jul 22
BEAN: Data Center Cooling Momentum Will Support Rich P E In Coming Years
The analyst price target for BELIMO Holding has been raised to CHF 989.10 from CHF 964.78, with analysts pointing to recent upgrades, higher price targets across several firms, and supportive commentary on demand drivers and margin risks. Analyst Commentary Recent research on BELIMO Holding clusters around a constructive view on the company, with several firms lifting price targets and turning more positive on the stock.Actualización de narrativa • Jul 08
BEAN: Data Center Cooling Exposure Will Support Premium Future P E
The analyst fair value estimate for BELIMO Holding has been revised from CHF 1,060 to CHF 1,120, reflecting updated assumptions on growth, profitability and valuation after mixed Street views that include recent target increases and one downgrade on richer pricing. Analyst Commentary Recent Street research on BELIMO Holding points to a generally constructive tone, with several bullish analysts adjusting price targets higher and upgrading their views.Actualización de narrativa • Jun 24
BEAN: Data Center Cooling Upside Will Face Rich P E Risk
Analysts have lifted their fair value estimate for BELIMO Holding to CHF 964.78 from CHF 880.86 as updated P/E and growth assumptions align with a series of higher price targets from recent research, even as some now flag valuation as close to prior peaks. Analyst Commentary Recent research on BELIMO Holding reflects a mix of optimism about long term growth drivers and caution around how fully the current valuation may already capture those expectations.Artículo de análisis • Jun 19
BELIMO Holding (SWX:BEAN) Stock Could Be 10% Overvalued After Morgan Stanley Upgrade
Belimo Holding (SWX:BEAN) moved sharply higher after Morgan Stanley upgraded the stock, citing robust anticipated growth in the company’s data center cooling operations linked to expanding AI infrastructure demand. See our latest analysis for BELIMO Holding. At a share price of CHF965.5, BELIMO Holding has seen strong recent momentum, with a 30 day share price return of 27.54% and a 90 day return of 54.85%. The 1 year total shareholder return of 23.37% and 5 year total shareholder return of...
Actualización de narrativa • Jun 09
BEAN: Elevated Data Center Hopes Will Likely Restrain Future Share Returns
Analysts have raised their fair value estimate for BELIMO Holding from CHF 510.26 to CHF 579.80, citing higher assumed revenue growth, slightly stronger profit margins, and a higher future P/E multiple that is in line with recent upgrades and positive views on the company’s role in data center liquid cooling. Analyst Commentary Recent research coverage has been broadly constructive on BELIMO Holding, with price targets such as CHF 1,070 and CHF 1,000 reflecting confidence in the company’s positioning and its exposure to data center liquid cooling.Actualización de narrativa • May 25
BEAN: Data Center Cooling Upside Will Support Premium Future P E
Analysts kept the fair value for BELIMO Holding steady at CHF 1,060, with only modest tweaks to growth and margin assumptions. Recent Street research highlights both the perceived quality of its data center liquid cooling opportunity and some caution around tariff driven earnings pressure.Artículo de análisis • May 14
Does BELIMO Holding (VTX:BEAN) Deserve A Spot On Your Watchlist?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Actualización de narrativa • Apr 21
BEAN: Higher Tariffs Look Set To Constrain Margins And Future Returns
The Analyst Price Target for BELIMO Holding has been adjusted by analysts to CHF 510.26 from CHF 531.51. This reflects updated assumptions around discount rates, revenue growth, margins and P/E multiples, alongside mixed Street research where some firms lowered targets on tariff and margin considerations while others raised them based on continued demand expectations.Actualización de narrativa • Apr 07
BEAN: Unique DC Opportunity Will Drive Future Upside Despite Higher Tariffs
Analysts have trimmed the blended fair value estimate for BELIMO Holding from CHF 909.25 to about CHF 880.86, reflecting modestly softer growth and margin assumptions, alongside adjusted price targets that balance a still constructive demand view with higher expected tariff burdens. Analyst Commentary Recent Street research points to a mixed but generally constructive view on BELIMO Holding, with price targets clustered around but not fully aligned with the trimmed blended fair value estimate.Actualización de narrativa • Mar 24
BEAN: Tariff Headwinds And Margin Reset Will Support Premium Future P E
Analysts now set the fair value estimate for BELIMO Holding at CHF 1,060, around CHF 10 lower than before, as they balance a slightly reduced profit margin outlook and tariff related caution with firmer assumptions on revenue growth and future P/E multiples. Analyst Commentary Recent Street research shows a split but generally constructive stance on BELIMO Holding, with several bullish analysts still framing the current share price as attractive relative to their revised fair value views.Actualización de narrativa • Mar 08
BEAN: Higher Tariffs And Softer Margins Will Likely Pressure Future Returns
Narrative Update The analyst price target on BELIMO Holding has been reduced by CHF 35 to reflect slightly lower fair value estimates and modestly softer assumptions for revenue growth, profit margins and future P/E. Analysts are balancing cautious updates to earnings forecasts with mixed recent target moves across the Street.Actualización de narrativa • Feb 22
BEAN: Updated Margins And Discount Rate Will Support Premium Future P E
Analysts have raised their price targets on BELIMO Holding by CHF 20 and CHF 29 respectively, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E as the basis for their revised views. Analyst Commentary Recent research points to a more constructive stance on BELIMO Holding, with bullish analysts adjusting their models to reflect revised assumptions for discount rates, revenue, margins, and future P/E levels.Actualización de narrativa • Feb 07
BEAN: Higher Price Expectations And Profitability Assumptions Will Shape Future Performance
Analysts have lifted their price targets on BELIMO Holding by about CHF 56 overall, reflecting updated assumptions for a fair value of CHF 909.25, a discount rate of 5.23%, revenue growth of 13.46%, a profit margin of 19.57% and a future P/E of 43.10x. Analyst Commentary Bullish Takeaways Bullish analysts lifting their price targets suggest they see the updated fair value of CHF 909.25 as supported by the current valuation framework, including the 5.23% discount rate and 43.10x future P/E.Actualización de narrativa • Jan 24
BEAN: Rising Confidence In Premium P E Will Support Long Term Thesis
Analysts have lifted their fair value estimate for BELIMO Holding from CHF 1,000 to CHF 1,070, citing updated assumptions on revenue growth, profit margins and future P/E that align with recent price target increases from major research houses. Analyst Commentary Recent research updates signal a more constructive stance on BELIMO Holding, with higher fair value and price targets reflecting revised assumptions on revenue, margins and future P/E.Actualización de narrativa • Jan 09
BEAN: Tariff Cost Pressures Will Test But Not Break Long Term Thesis
Analysts have trimmed their fair value estimate for BELIMO Holding from CHF 1,100 to CHF 1,000 as they factor in a slightly higher discount rate, more moderate revenue growth assumptions, and tariff related pressure on material costs and gross profits, even while assuming a higher profit margin and a lower future P/E multiple. Analyst Commentary Some bullish analysts remain constructive on BELIMO Holding even as they trim their fair value assumptions.Actualización de narrativa • Dec 14
BEAN: Tariff-Driven Cost Pressures Will Likely Erode Future Profit Margins
The analyst price target for BELIMO Holding has been reduced from approximately CHF 1,052 to about CHF 989, as analysts factor in steady demand but increased pressure on material costs and gross margins from tariffs. Analyst Commentary Bearish analysts have trimmed their expectations for BELIMO Holding, reflecting mounting concerns that rising input costs and tariff related headwinds could weigh more heavily on profitability than previously anticipated.Artículo de análisis • Dec 07
We Think BELIMO Holding (VTX:BEAN) Can Manage Its Debt With Ease
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Actualización de narrativa • Nov 28
BEAN: Cost Pressures And Gross Margins Will Influence Performance Amid Steady Demand
Analysts have revised BELIMO Holding's target price downward; the Street consensus has shifted from CHF 1,052 to CHF 989, citing continued pressure on material costs and industry profit margins, even with stable demand trends. Analyst Commentary Recent analyst reports on BELIMO Holding offer a range of perspectives regarding the company's prospects amid shifting industry conditions.Actualización de narrativa • Nov 14
BEAN: Cost Pressures And Margins Will Shape Performance Despite Stable Demand
The analyst consensus price target for BELIMO Holding has been revised downward, decreasing by CHF 21 to CHF 852.86. Analysts cite ongoing cost pressures and a slightly lower profit margin outlook, despite stable underlying demand.Artículo de análisis • Nov 10
BELIMO Holding AG's (VTX:BEAN) Earnings Haven't Escaped The Attention Of Investors
BELIMO Holding AG's ( VTX:BEAN ) price-to-earnings (or "P/E") ratio of 56.6x might make it look like a strong sell...Actualización de narrativa • Oct 31
BEAN: Material Cost Pressures And Market Stabilization Will Influence Near-Term Performance
The consensus analyst price target for BELIMO Holding was revised downward by CHF 9. This adjustment reflects concerns about continued material cost pressures and stabilized demand, according to recent analyst commentary.Artículo de análisis • Oct 28
We Like BELIMO Holding's (VTX:BEAN) Returns And Here's How They're Trending
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Actualización de narrativa • Oct 17
Expanding Data Centers And EMEA Renovations Will Shape Future Markets
Analysts recently raised their price target for BELIMO Holding from CHF 788 to CHF 1,052, citing stronger operating leverage and resilience in key segments as primary drivers for their improved outlook. Analyst Commentary Recent research reports present a mix of optimism and caution regarding BELIMO Holding’s prospects.Artículo de análisis • Oct 09
Does BELIMO Holding (VTX:BEAN) Deserve A Spot On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Actualización de narrativa • Oct 03
Expanding Data Centers And EMEA Renovations Will Shape Future Markets
Analysts have raised their price target for BELIMO Holding from CHF 863.14 to CHF 883.29. This reflects expectations of stronger revenue growth and improved market conditions, despite some ongoing challenges.Artículo de análisis • Sep 27
Should You Think About Buying BELIMO Holding AG (VTX:BEAN) Now?
Today we're going to take a look at the well-established BELIMO Holding AG ( VTX:BEAN ). The company's stock received a...Actualización de narrativa • Sep 09
Expanding Data Centers And EMEA Renovations Will Shape Future Markets
Analysts have slightly lowered BELIMO Holding’s price target to CHF863.14, balancing optimism around data center performance, OEM channel recovery, and operating leverage against ongoing U.S. market risks and valuation concerns. Analyst Commentary Bullish analysts highlight Belimo's strong performance in data centers and confidence stemming from the accelerating Blackwell rollout.Artículo de análisis • Sep 01
Is BELIMO Holding (VTX:BEAN) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Artículo de análisis • Aug 05
BELIMO Holding AG's (VTX:BEAN) P/E Is On The Mark
BELIMO Holding AG's ( VTX:BEAN ) price-to-earnings (or "P/E") ratio of 67.6x might make it look like a strong sell...Nueva narrativa • Jul 27
Expanding Data Centers And EMEA Renovations Will Shape Future Markets
Rapid data center growth and focus on high-value retrofits position BELIMO for strong revenue upside and resilience to construction market swings.Rentabilidad de los accionistas
| BEAN | CH Building | Mercado CH | |
|---|---|---|---|
| 7D | -0.2% | 3.0% | 0.4% |
| 1Y | -11.9% | -13.7% | 17.4% |
Rentabilidad vs. Industria: BEAN superó a la industria Swiss Building, que obtuvo un rendimiento del -13.7% el año pasado.
Rentabilidad vs. Mercado: BEAN obtuvo unos resultados inferiores a los del mercado Swiss, que fueron del 17.4% el año pasado.
Volatilidad de los precios
| BEAN volatility | |
|---|---|
| BEAN Average Weekly Movement | 6.4% |
| Building Industry Average Movement | 4.2% |
| Market Average Movement | 4.1% |
| 10% most volatile stocks in CH Market | 7.8% |
| 10% least volatile stocks in CH Market | 2.2% |
Precio estable de las acciones: El precio de las acciones de BEAN ha sido volátil durante los últimos 3 meses en comparación con el mercado Swiss.
Volatilidad a lo largo del tiempo: La volatilidad semanal de BEAN(6%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de Swiss.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1975 | 2,881 | Lars van der Haegen | www.belimo.com |
BELIMO Holding AG, junto con sus filiales, se dedica al desarrollo, producción y venta de actuadores de compuerta, válvulas de control, sensores y contadores para sistemas de calefacción, ventilación y aire acondicionado (HVAC) en Europa, Oriente Medio, África, América y Asia-Pacífico. Ofrece actuadores de compuertas HVAC, incluidos actuadores a prueba de fallos y no a prueba de fallos, actuadores de marcha rápida y lineales, actuadores para condiciones ambientales adversas, actuadores lineales, actuadores de compuertas cortafuegos y control de humos, volumen de aire variable, actuadores de válvulas y accesorios. La empresa también suministra diversas válvulas de control, como válvulas de energía, de control independiente de la presión, de zona, de control caracterizado, de bola, de mariposa, de globo, actuadores de válvulas y accesorios para válvulas.
Resumen de fundamentos de BELIMO Holding AG
| Estadísticas fundamentales de BEAN | |
|---|---|
| Capitalización bursátil | CHF 10.33b |
| Beneficios(TTM) | CHF 205.23m |
| Ingresos (TTM) | CHF 1.24b |
50.3x
Ratio precio-beneficio (PE)8.4x
Ratio precio-ventas (PS)¿Está BEAN sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de BEAN | |
|---|---|
| Ingresos | CHF 1.24b |
| Coste de los ingresos | CHF 494.40m |
| Beneficio bruto | CHF 741.31m |
| Otros gastos | CHF 536.08m |
| Beneficios | CHF 205.23m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
Mar 01, 2027
| Beneficios por acción (BPA) | 16.69 |
| Margen bruto | 59.99% |
| Margen de beneficio neto | 16.61% |
| Ratio deuda/patrimonio | 15.5% |
¿Cómo se ha desempeñado BEAN a largo plazo?
Ver rendimiento histórico y comparativaDividendos
1.2%
Rentabilidad actual por dividendo60%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/31 17:41 |
| Precio de las acciones al final del día | 2026/07/31 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
BELIMO Holding AG está cubierta por 21 analistas. 9 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Zana Mamelli | Baader Helvea Equity Research |
| Volker Bosse | Baader Helvea Equity Research |
| Marta Bruska | Baader Helvea Equity Research |