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LEM Holding SAInforme acción SWX:LEHN

Capitalización bursátil CHF 466.2m
Precio de las acciones
CHF 448.00
CHF 355.4
26.1% sobrevalorado descuento intrínseco
1Y-45.7%
7D31.3%
1D
Valor de la cartera
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LEM Holding SA

Informe acción SWX:LEHN

Capitalización de mercado: CHF 466.2m

LEM Holding (LEHN) Resumen de Acciones

LEM Holding SA, junto con sus filiales, ofrece soluciones para la medición de parámetros eléctricos en China, Japón, Corea del Sur, India, Sudeste Asiático, Europa, Oriente Medio, África, NAFTA y Latinoamérica. Saber más

Análisis fundamental de LEHN
Puntuación del snowflake
Valoración3/6
Crecimiento futuro4/6
Rendimiento pasado4/6
Salud financiera4/6
Dividendos0/6

LEHN Community Fair Values

Create Narrative

See what 12 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de LEM Holding SA

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del LEM Holding
Precios históricos de las acciones
Precio actual de la acciónCHF 409.50
Máximo en las últimas 52 semanasCHF 915.00
Mínimo de 52 semanasCHF 254.50
Beta0.86
Cambio en 1 mes30.00%
Variación en 3 meses31.25%
Cambio de 1 año-45.69%
Variación en 3 años-79.32%
Variación en 5 años-78.83%
Variación desde la OPV437.05%

Noticias y actualizaciones recientes

Actualización de narrativa Apr 27

LEHN: Raised 2026 Guidance And Efficiency Gains Will Support Medium Term Upside

Analysts have reduced their price target on LEM Holding from CHF 379 to about CHF 355, citing updated assumptions for slower revenue growth, a lower profit margin outlook, and a higher future P/E multiple in their revised models. What's in the News LEM Holding SA raised earnings guidance for the year 2026, updating its outlook for the business and profitability (Key Developments).

Recent updates

Actualización de narrativa Apr 27

LEHN: Raised 2026 Guidance And Efficiency Gains Will Support Medium Term Upside

Analysts have reduced their price target on LEM Holding from CHF 379 to about CHF 355, citing updated assumptions for slower revenue growth, a lower profit margin outlook, and a higher future P/E multiple in their revised models. What's in the News LEM Holding SA raised earnings guidance for the year 2026, updating its outlook for the business and profitability (Key Developments).
Actualización de narrativa Apr 13

LEHN: Raised 2026 Guidance And Efficiency Gains Will Support Further Upside

Analysts have kept their fair value estimate for LEM Holding steady at CHF 379. This reflects only very small tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions, rather than a change in their overall view of the shares.
Actualización de narrativa Mar 30

LEHN: Higher 2026 Margin Guidance And Efficiency Gains Will Support Upside

Analysts have kept their fair value estimate for LEM Holding steady at CHF 379, citing only very small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their overall view. What's in the News LEM Holding SA updated its earnings outlook for 2025/26, raising guidance for the year 2026 (Key Developments).
Actualización de narrativa Mar 15

LEHN: Higher Margin Guidance And Efficiency Focus Will Support Future Upside

Analysts have kept their LEM Holding price target steady at CHF379, citing only slight adjustments to assumptions for the discount rate, profit margin, and future P/E that do not materially change their view of fair value. What's in the News LEM Holding SA raised earnings guidance for the year 2026, signalling updated internal expectations for the upcoming period (Key Developments).
Nueva narrativa Mar 01

Electrification Megatrend Will Face Pricing Pressure And Margin Strain For Years

Catalysts About LEM Holding LEM Holding supplies sensors that measure current, voltage and energy, supporting applications in automation, automotive, traction, renewable energy and power distribution. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Mar 01

LEHN: Higher Margin Outlook And Raised Guidance Will Support Future Upside

Analysts have reiterated their CHF 379.00 price target on LEM Holding, citing updated assumptions that combine a lower revenue growth outlook with a higher profit margin profile and a slightly adjusted discount rate and future P/E, leaving the overall valuation view unchanged. What's in the News LEM Holding raised its earnings guidance for the 2025/26 financial year, updating expectations after the first half of 2025/26.
Nueva narrativa Feb 15

Electrification And Rail Infrastructure Will Support Strong Long Term Upside Potential

Catalysts About LEM Holding LEM Holding supplies sensors that measure current, voltage and energy to support electrification and energy efficiency applications across industries. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Feb 15

LEHN: Raised Earnings Guidance And Efficiency Gains Will Support Future Upside

Analysts have reset their price target for LEM Holding to CHF 379 from CHF 765. This reflects updated assumptions for slightly higher discount rates, more moderate revenue growth, lower profit margins and a reduced future P/E multiple.
Artículo de análisis Nov 13

Earnings Update: LEM Holding SA (VTX:LEHN) Just Reported And Analysts Are Trimming Their Forecasts

It's been a mediocre week for LEM Holding SA ( VTX:LEHN ) shareholders, with the stock dropping 18% to CHF357 in the...
Artículo de análisis Nov 05

LEM Holding SA's (VTX:LEHN) Popularity With Investors Is Clear

With a median price-to-sales (or "P/S") ratio of close to 1.7x in the Electronic industry in Switzerland, you could be...
Actualización de narrativa Nov 03

LEHN: Fit For Growth Program And R&D Investments Will Strengthen Future Competitiveness

Narrative Update on LEM Holding Analysts have maintained their fair value estimate for LEM Holding at CHF 765.00. This reflects stable expectations and minimal recent shifts in key financial assumptions.
Actualización de narrativa Oct 20

Fit For Growth Program And R&D Investments Will Strengthen Future Competitiveness

Analysts have lowered their price target for LEM Holding from CHF 851.67 to CHF 765.00. They cited slightly reduced expectations for revenue growth and profit margins as key factors behind the adjustment.
Artículo de análisis Oct 01

Returns On Capital Signal Tricky Times Ahead For LEM Holding (VTX:LEHN)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Artículo de análisis Sep 02

We Think LEM Holding (VTX:LEHN) Is Taking Some Risk With Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Aug 06

LEM Holding SA's (VTX:LEHN) Popularity With Investors Under Threat As Stock Sinks 26%

SWX:LEHN 1 Year Share Price vs Fair Value Explore LEM Holding's Fair Values from the Community and select yours LEM...
Artículo de análisis Aug 01

LEM Holding SA (VTX:LEHN) Just Reported Earnings, And Analysts Cut Their Target Price

One of the biggest stories of last week was how LEM Holding SA ( VTX:LEHN ) shares plunged 25% in the week since its...
Artículo de análisis Jun 20

We Think LEM Holding SA's (VTX:LEHN) CEO Compensation Package Needs To Be Put Under A Microscope

Key Insights LEM Holding to hold its Annual General Meeting on 26th of June Total pay for CEO Frank Rehfeld includes...
Artículo de análisis Jun 02

LEM Holding's (VTX:LEHN) Conservative Accounting Might Explain Soft Earnings

Shareholders appeared unconcerned with LEM Holding SA's ( VTX:LEHN ) lackluster earnings report last week. Our analysis...
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Nueva narrativa Mar 19

Fit For Growth Program And R&D Investments Will Strengthen Future Competitiveness

Strategic expansion and R&D investments aim to improve competitiveness, revenue, and cost efficiency, enhancing margins and profitability.
Artículo de análisis Nov 16

LEM Holding SA (VTX:LEHN) Analysts Just Slashed This Year's Estimates

The latest analyst coverage could presage a bad day for LEM Holding SA ( VTX:LEHN ), with the analysts making...
Artículo de análisis Nov 14

LEM Holding SA (VTX:LEHN) Consensus Forecasts Have Become A Little Darker Since Its Latest Report

One of the biggest stories of last week was how LEM Holding SA ( VTX:LEHN ) shares plunged 24% in the week since its...
Artículo de análisis Nov 13

Risks Still Elevated At These Prices As LEM Holding SA (VTX:LEHN) Shares Dive 34%

LEM Holding SA ( VTX:LEHN ) shareholders that were waiting for something to happen have been dealt a blow with a 34...
Artículo de análisis Aug 01

News Flash: 4 Analysts Think LEM Holding SA (VTX:LEHN) Earnings Are Under Threat

The latest analyst coverage could presage a bad day for LEM Holding SA ( VTX:LEHN ), with the analysts making...
Artículo de análisis Jul 31

LEM Holding SA Just Missed Revenue By 21%: Here's What Analysts Think Will Happen Next

It's been a mediocre week for LEM Holding SA ( VTX:LEHN ) shareholders, with the stock dropping 14% to CHF1,228 in the...
Artículo de análisis Jul 15

Estimating The Intrinsic Value Of LEM Holding SA (VTX:LEHN)

Key Insights The projected fair value for LEM Holding is CHF1,689 based on 2 Stage Free Cash Flow to Equity LEM...
Artículo de análisis Jun 21

Shareholders May Be A Bit More Conservative With LEM Holding SA's (VTX:LEHN) CEO Compensation For Now

Key Insights LEM Holding's Annual General Meeting to take place on 27th of June CEO Frank Rehfeld's total compensation...
Artículo de análisis Jun 02

Analysts Just Slashed Their LEM Holding SA (VTX:LEHN) EPS Numbers

Today is shaping up negative for LEM Holding SA ( VTX:LEHN ) shareholders, with the analysts delivering a substantial...
Artículo de análisis Jun 01

Earnings Miss: LEM Holding SA Missed EPS By 5.5% And Analysts Are Revising Their Forecasts

LEM Holding SA ( VTX:LEHN ) missed earnings with its latest annual results, disappointing overly-optimistic...
Artículo de análisis Apr 13

Estimating The Fair Value Of LEM Holding SA (VTX:LEHN)

Key Insights The projected fair value for LEM Holding is CHF1,813 based on 2 Stage Free Cash Flow to Equity With...
Artículo de análisis Mar 13

Is LEM Holding (VTX:LEHN) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Jan 19

At CHF2,005, Is It Time To Put LEM Holding SA (VTX:LEHN) On Your Watch List?

While LEM Holding SA ( VTX:LEHN ) might not have the largest market cap around , it saw a decent share price growth of...
Artículo de análisis Jan 04

Investor Optimism Abounds LEM Holding SA (VTX:LEHN) But Growth Is Lacking

When close to half the companies in Switzerland have price-to-earnings ratios (or "P/E's") below 18x, you may consider...
Artículo de análisis Dec 05

A Look At The Intrinsic Value Of LEM Holding SA (VTX:LEHN)

Key Insights LEM Holding's estimated fair value is CHF1,683 based on 2 Stage Free Cash Flow to Equity LEM Holding's...
Artículo de análisis Oct 25

LEM Holding (VTX:LEHN) Might Become A Compounding Machine

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Artículo de análisis Oct 10

Should You Think About Buying LEM Holding SA (VTX:LEHN) Now?

LEM Holding SA ( VTX:LEHN ), is not the largest company out there, but it received a lot of attention from a...
Artículo de análisis Sep 01

Calculating The Fair Value Of LEM Holding SA (VTX:LEHN)

Key Insights LEM Holding's estimated fair value is CHF1,786 based on 2 Stage Free Cash Flow to Equity With CHF1,992...
Artículo de análisis Jul 17

Here's What LEM Holding's (VTX:LEHN) Strong Returns On Capital Mean

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Artículo de análisis Jul 03

LEM Holding (VTX:LEHN) Is Increasing Its Dividend To CHF52.00

LEM Holding SA ( VTX:LEHN ) will increase its dividend from last year's comparable payment on the 6th of July to...
Artículo de análisis Jun 23

Here's Why LEM Holding (VTX:LEHN) Can Manage Its Debt Responsibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

Rentabilidad de los accionistas

LEHNCH ElectronicMercado CH
7D31.3%5.9%1.2%
1Y-45.7%11.3%8.1%

Rentabilidad vs. Industria: Los resultados de LEHN fueron inferiores a los de la industria Swiss Electronic, que obtuvo un rendimiento del 11.3% el año pasado.

Rentabilidad vs. Mercado: LEHN obtuvo unos resultados inferiores a los del mercado Swiss, que fueron del 8.1% el año pasado.

Volatilidad de los precios

Is LEHN's price volatile compared to industry and market?
LEHN volatility
LEHN Average Weekly Movement9.7%
Electronic Industry Average Movement6.5%
Market Average Movement4.5%
10% most volatile stocks in CH Market8.2%
10% least volatile stocks in CH Market2.4%

Precio estable de las acciones: El precio de las acciones de LEHN ha sido volátil durante los últimos 3 meses en comparación con el mercado Swiss.

Volatilidad a lo largo del tiempo: La volatilidad semanal de LEHN(10%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de Swiss.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19721,520Frank Rehfeldwww.lem.com

LEM Holding SA, junto con sus filiales, proporciona soluciones para la medición de parámetros eléctricos en China, Japón, Corea del Sur, India, Sudeste Asiático, Europa, Oriente Medio, África, NAFTA y Latinoamérica. La empresa ofrece sensores de corriente y tensión; contadores de energía; sensores de corriente integrados de las series GO,FHS y HMSR; y bobinas Rogowski. Sus productos se utilizan en diversas aplicaciones, como la gestión de baterías de automoción y el control de motores, cargadores de vehículos eléctricos, redes inteligentes, soldadura, automatización, accionamientos, alta precisión, fuentes de alimentación, energías renovables, tracción, orugas, convencionales y negocios de coches ecológicos, así como para convertidores CA/CC, sistemas de alimentación ininterrumpida para ordenadores, microturbinas y generación de energía eólica y solar.

Resumen de fundamentos de LEM Holding SA

¿Cómo se comparan los beneficios e ingresos de LEM Holding con su capitalización de mercado?
Estadísticas fundamentales de LEHN
Capitalización bursátilCHF 466.22m
Beneficios(TTM)CHF 9.90m
Ingresos (TTM)CHF 287.70m
47.1x
Ratio precio-beneficio (PE)
1.6x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de LEHN
IngresosCHF 287.70m
Coste de los ingresosCHF 172.60m
Beneficio brutoCHF 115.10m
Otros gastosCHF 105.20m
BeneficiosCHF 9.90m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)8.70
Margen bruto40.01%
Margen de beneficio neto3.44%
Ratio deuda/patrimonio102.5%

¿Cómo se ha desempeñado LEHN a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/26 19:13
Precio de las acciones al final del día2026/05/26 00:00
Beneficios2026/03/31
Ingresos anuales2026/03/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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

LEM Holding SA está cubierta por 7 analistas. 5 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.

AnalistaInstitución
Gerhard OrgonasBerenberg
Lucas GlemserBerenberg
Reto HuberResearch Partners AG