Siegfried Holding AG

SWX:SFZN Rapport sur les actions

Capitalisation boursière : CHF 3.2b

Siegfried Holding Croissance future

Future contrôle des critères 2/6

Siegfried Holding devrait augmenter ses bénéfices et son chiffre d'affaires de 10% et de 7.5% par an respectivement. Le BPA devrait croître de de 10.1% par an. Le rendement des capitaux propres devrait être 14.3% dans 3 ans.

Informations clés

10.0%

Taux de croissance des bénéfices

10.13%

Taux de croissance du BPA

Life Sciences croissance des bénéfices19.2%
Taux de croissance des recettes7.5%
Rendement futur des capitaux propres14.28%
Couverture par les analystes

Good

Dernière mise à jour10 Jul 2026

Mises à jour récentes de la croissance future

Article d’analyse Aug 24

Earnings Miss: Siegfried Holding AG Missed EPS By 6.6% And Analysts Are Revising Their Forecasts

As you might know, Siegfried Holding AG ( VTX:SFZN ) recently reported its half-year numbers. Siegfried Holding beat...
Article d’analyse Feb 21

Siegfried Holding AG (VTX:SFZN) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Siegfried Holding AG ( VTX:SFZN ) shareholders are probably feeling a little disappointed, since its shares fell 8.0...
Article d’analyse Feb 23

Earnings Miss: Siegfried Holding AG Missed EPS By 18% And Analysts Are Revising Their Forecasts

Shareholders might have noticed that Siegfried Holding AG ( VTX:SFZN ) filed its full-year result this time last week...

Recent updates

Mise à jour du récit Jul 13

SFZN: New Minden Capacity And 2026 Outlook Will Support Future Upside

The analyst price target for Siegfried Holding has been revised lower, reflecting a fair value move from about CHF 103.91 to CHF 99.18. Analysts cite muted organic growth expectations for 2026 and some pressure on profit margins, even as revenue growth assumptions edge higher.
Mise à jour du récit Jun 29

SFZN: Fair Value Reset Will Highlight 2026 Execution And Growth Uncertainty

The analyst fair value estimate for Siegfried Holding has been reduced from CHF 85 to CHF 75, as analysts factor in a lower future P/E assumption and adopt a more cautious view on growth around 2026. This aligns with recent Street research that points to a more balanced risk and reward profile at current levels.
Article d’analyse Jun 19

Siegfried Holding (SWX:SFZN) Stock Could Be 35.5% Undervalued After New API Facility Opens

Siegfried Holding (SWX:SFZN) has opened a new large scale API manufacturing facility in Minden, Germany, adding 100 m³ of reactor capacity and expanding its role as a global CDMO for small molecule drug substances. See our latest analysis for Siegfried Holding. Despite Siegfried Holding’s new API facility pointing to expanded capacity and customer demand, recent momentum has been weak, with the share price down 16.82% over 30 days and the 1 year total shareholder return down 28.36%,...
Mise à jour du récit Jun 15

SFZN: Raised 2026 Sales Guidance Will Support Future Rerating Potential

Analysts have reduced the fair value estimate for Siegfried Holding from CHF 136.00 to CHF 126.00, citing updated assumptions on discount rates, revenue growth, profit margins and the future P/E multiple that align with recent Street research, including a CHF 4 price target adjustment. What's in the News Siegfried AG raised its earnings guidance for 2026, now expecting high single digit % growth in group net sales in local currencies, compared with its previous outlook for low single digit % growth.
Mise à jour du récit Jun 01

SFZN: Steady 2026 Guidance And Refined Views Will Support Future Upside

Analysts have modestly raised their average price target on Siegfried Holding by CHF 4 to reflect updated views on valuation, with one firm lifting its target by CHF 4 while another recently adjusted its target down to CHF 96, keeping expectations broadly in line with prior assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see room for upside in the share price, reflected in the CHF 4 upward adjustment.
Mise à jour du récit May 17

SFZN: Lowered Expectations And 2026 Guidance Shift Will Support Future Upside Potential

Narrative Update: Siegfried Holding Analysts have adjusted their average price target for Siegfried Holding to CHF 103.91, a change of roughly CHF 0.69. This reflects updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions informed by the recent mix of higher and lower CHF targets from the Street.
Mise à jour du récit Apr 24

SFZN: Fair Value Reset Will Put Greater Emphasis On Execution Risks

Analysts now see fair value for Siegfried Holding at CHF 85.00, down from CHF 90.00. This aligns with recent price target cuts, such as the move from CHF 108 to CHF 96, and reflects updated assumptions on growth, profitability and discount rates.
Mise à jour du récit Apr 10

SFZN: Lower Street Expectations Will Support Future Upside Potential

Analysts now see Siegfried's fair value aligning with a lower Street view, with a key price target reset to CHF 96 from CHF 108 as they highlight more balanced expectations following the recent downgrade. Analyst Commentary Recent Street commentary around Siegfried reflects a more cautious stance, with price targets reset and ratings adjusted to align expectations more closely with current execution and valuation risks.
Mise à jour du récit Mar 27

SFZN: Reset Expectations And Recent Downgrade Will Support Future Upside Potential

Analysts have trimmed their price target for Siegfried Holding by CHF 3.60 to CHF 104.60, reflecting updated assumptions for fair value, discount rate and earnings profile following recent research. This includes a reduced CHF 96 target from RBC Capital and a downgrade in their rating.
Mise à jour du récit Mar 10

SFZN: Modest Downgrade Will Still Support Future Upside Potential

Analysts have trimmed their price target for Siegfried Holding from CHF110.67 to CHF108.20, reflecting updated assumptions for discount rates, revenue growth, margins and future P/E following recent research, including a downgrade at RBC Capital. Analyst Commentary Bullish Takeaways Bullish analysts see the revised target price as still supportive of Siegfried Holding's current valuation, even after factoring in updated assumptions for discount rates and future P/E.
Mise à jour du récit Feb 24

SFZN: Margin Resilience And Efficiency Focus Will Support Future Rerating

Analysts have trimmed their price target for Siegfried Holding to CHF 136, reflecting slightly softer revenue growth assumptions, a modestly higher discount rate, and a lower future P/E multiple, partly offset by expectations for a higher profit margin. Analyst Commentary Recent research has become more cautious on Siegfried Holding, with at least one major broker shifting to a less constructive stance and trimming assumptions around growth and valuation multiples.
Article d’analyse Feb 12

When Should You Buy Siegfried Holding AG (VTX:SFZN)?

While Siegfried Holding AG ( VTX:SFZN ) might not have the largest market cap around , it led the SWX gainers with a...
Mise à jour du récit Feb 10

SFZN: New CFO Appointment And Steady Outlook Will Support Future Repricing

Analysts have maintained their fair value estimate for Siegfried Holding at CHF 136.00. They explain that only modest adjustments to assumptions around the discount rate, revenue growth, profit margin and future P/E do not justify changing the overall price target.
Article d’analyse Jan 28

Siegfried Holding AG's (VTX:SFZN) Shares Climb 35% But Its Business Is Yet to Catch Up

Siegfried Holding AG ( VTX:SFZN ) shares have had a really impressive month, gaining 35% after a shaky period...
Mise à jour du récit Jan 26

SFZN: Leadership Transition To New CFO Will Support Future Repricing

Narrative Update on Siegfried Holding Analysts have kept their price target for Siegfried Holding steady at CHF 136.00, citing updated assumptions around a higher discount rate and revenue growth outlook, along with slightly lower profit margin expectations and a modestly higher future P/E multiple. What's in the News Siegfried Holding appointed Tania Micki as Chief Financial Officer, effective July 1, 2026.
Mise à jour du récit Jan 10

SFZN: Incoming CFO Appointment Will Support Future Margin Expansion Potential

Analysts have trimmed their price target on Siegfried Holding to reflect slightly lower revenue growth assumptions and a marginally higher discount rate, partly offset by expectations for a modestly higher profit margin and a slightly lower future P/E multiple. What's in the News Siegfried Holding appointed Tania Micki as Chief Financial Officer, effective July 1, 2026, succeeding Reto Suter, who has held the role since 2017 (Key Developments).
Mise à jour du récit Dec 26

SFZN: Incoming CFO Appointment Will Support Future Margin Expansion And Upside Potential

Analysts have modestly adjusted their price target on Siegfried Holding to CHF 90.00, reflecting slightly higher long term revenue growth and profit margin assumptions that are only partly offset by a marginally lower future valuation multiple. What's in the News Siegfried appoints Tania Micki as Chief Financial Officer, effective July 1, 2026, succeeding long serving CFO Reto Suter who has been in the role since 2017 (Key Developments).
Mise à jour du récit Dec 12

SFZN: Incoming CFO Appointment Will Support Improved Profitability Prospects

Analysts have modestly revised their price target on Siegfried Holding higher to CHF 90.00 from CHF 90.00, reflecting slightly stronger expectations for revenue growth and profitability despite a mildly higher discount rate and a marginally lower future price to earnings multiple. What's in the News Siegfried Holding appointed Tania Micki as incoming Chief Financial Officer, effective July 1, 2026, succeeding long serving CFO Reto Suter, who has held the role since 2017 (company announcement).
Article d’analyse Nov 26

Siegfried Holding AG (VTX:SFZN) Not Lagging Market On Growth Or Pricing

There wouldn't be many who think Siegfried Holding AG's ( VTX:SFZN ) price-to-earnings (or "P/E") ratio of 20.5x is...
Article d’analyse Nov 10

Estimating The Intrinsic Value Of Siegfried Holding AG (VTX:SFZN)

Key Insights Siegfried Holding's estimated fair value is CHF73.83 based on 2 Stage Free Cash Flow to Equity Current...
Article d’analyse Oct 26

Does Siegfried Holding (VTX:SFZN) 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...
Mise à jour du récit Sep 10

Pharmaceutical Outsourcing And Supply Chain Resilience Will Drive Future Expansion

Siegfried Holding’s consensus analyst price target saw a marginal decrease to CHF110.67, as both revenue growth forecasts and discount rate assumptions remained effectively unchanged. What's in the News Siegfried Holding expects sales growth in the mid-single-digit percentage range in local currencies for 2025.
Article d’analyse Sep 10

Is Siegfried Holding (VTX:SFZN) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Article d’analyse Aug 24

Earnings Miss: Siegfried Holding AG Missed EPS By 6.6% And Analysts Are Revising Their Forecasts

As you might know, Siegfried Holding AG ( VTX:SFZN ) recently reported its half-year numbers. Siegfried Holding beat...
Article d’analyse Aug 04

Risks To Shareholder Returns Are Elevated At These Prices For Siegfried Holding AG (VTX:SFZN)

With a price-to-earnings (or "P/E") ratio of 25x Siegfried Holding AG ( VTX:SFZN ) may be sending bearish signals at...
Article d’analyse Jul 17

Do Siegfried Holding's (VTX:SFZN) Earnings Warrant Your Attention?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Article d’analyse Jun 14

A Look At The Fair Value Of Siegfried Holding AG (VTX:SFZN)

Key Insights The projected fair value for Siegfried Holding is CHF91.19 based on 2 Stage Free Cash Flow to Equity...
Article d’analyse Apr 29

Does Siegfried Holding (VTX:SFZN) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Article d’analyse Apr 11

Should You Be Adding Siegfried Holding (VTX:SFZN) To Your Watchlist Today?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Article d’analyse Mar 11

A Look At The Fair Value Of Siegfried Holding AG (VTX:SFZN)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Siegfried Holding fair value estimate is CHF878 Siegfried...
Article d’analyse Feb 21

Siegfried Holding AG (VTX:SFZN) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Siegfried Holding AG ( VTX:SFZN ) shareholders are probably feeling a little disappointed, since its shares fell 8.0...
Article d’analyse Feb 19

Earnings Tell The Story For Siegfried Holding AG (VTX:SFZN)

When close to half the companies in Switzerland have price-to-earnings ratios (or "P/E's") below 21x, you may consider...
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Nouveau récit Feb 09

EVOLVE Plus Strategy Under New CEO Marcel Will Focus On M&A And High-Potential Investments

Strategic acquisitions and manufacturing enhancements are set to drive revenue growth and profitability through market expansion and improved services.
Article d’analyse Nov 09

Siegfried Holding AG's (VTX:SFZN) Price In Tune With Earnings

When close to half the companies in Switzerland have price-to-earnings ratios (or "P/E's") below 19x, you may consider...
Article d’analyse Sep 12

Is Siegfried Holding (VTX:SFZN) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Article d’analyse Aug 04

A Look At The Intrinsic Value Of Siegfried Holding AG (VTX:SFZN)

Key Insights The projected fair value for Siegfried Holding is CHF976 based on 2 Stage Free Cash Flow to Equity Current...
Article d’analyse Jun 17

Siegfried Holding AG (VTX:SFZN) Not Flying Under The Radar

When close to half the companies in Switzerland have price-to-earnings ratios (or "P/E's") below 21x, you may consider...
Article d’analyse Apr 12

Siegfried Holding AG's (VTX:SFZN) CEO Compensation Looks Acceptable To Us And Here's Why

Key Insights Siegfried Holding will host its Annual General Meeting on 18th of April Total pay for CEO Wolfgang Wienand...
Article d’analyse Mar 15

Does Siegfried Holding (VTX:SFZN) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Article d’analyse Feb 23

Earnings Miss: Siegfried Holding AG Missed EPS By 18% And Analysts Are Revising Their Forecasts

Shareholders might have noticed that Siegfried Holding AG ( VTX:SFZN ) filed its full-year result this time last week...
Article d’analyse Jan 27

Siegfried Holding AG's (VTX:SFZN) Business Is Yet to Catch Up With Its Share Price

With a price-to-earnings (or "P/E") ratio of 24.8x Siegfried Holding AG ( VTX:SFZN ) may be sending bearish signals at...
Article d’analyse Jan 07

Is Siegfried Holding AG (VTX:SFZN) Worth CHF840 Based On Its Intrinsic Value?

Key Insights The projected fair value for Siegfried Holding is CHF676 based on 2 Stage Free Cash Flow to Equity...
Article d’analyse Dec 02

Is Now The Time To Put Siegfried Holding (VTX:SFZN) On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Article d’analyse Nov 13

We Think Siegfried Holding (VTX:SFZN) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Article d’analyse Sep 28

A Look At The Intrinsic Value Of Siegfried Holding AG (VTX:SFZN)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Siegfried Holding fair value estimate is CHF793 Current share...
Article d’analyse Aug 16

Here's Why We Think Siegfried Holding (VTX:SFZN) Might Deserve Your Attention Today

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Article d’analyse May 13

With EPS Growth And More, Siegfried Holding (VTX:SFZN) Makes An Interesting Case

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Article d’analyse Apr 25

Is Siegfried Holding (VTX:SFZN) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Article d’analyse Jan 20

With EPS Growth And More, Siegfried Holding (VTX:SFZN) Makes An Interesting Case

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Article d’analyse Dec 28

Is Siegfried Holding (VTX:SFZN) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Article d’analyse Oct 13

Here's Why Siegfried Holding (VTX:SFZN) Has Caught The Eye Of Investors

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Article d’analyse Sep 25

Siegfried Holding (VTX:SFZN) Has A Pretty Healthy Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Article d’analyse Jun 24

Should You Be Adding Siegfried Holding (VTX:SFZN) To Your Watchlist Today?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Article d’analyse Apr 08

Siegfried Holding (VTX:SFZN) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

Prévisions de croissance des bénéfices et des revenus

SWX:SFZN - Estimations futures des analystes et données financières antérieures (CHF Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20281,66223012232410
12/31/20271,5492069828910
12/31/20261,412179-9726210
12/31/20251,328169-3228N/A
9/30/20251,311161-14214N/A
6/30/20251,294154-24199N/A
3/31/20251,294157-18184N/A
12/31/20241,295160-12169N/A
9/30/20241,28914549209N/A
6/30/20241,284129110249N/A
3/31/20241,27812191229N/A
12/31/20231,27111372209N/A
9/30/20231,26113149177N/A
6/30/20231,25014926145N/A
3/31/20231,24015326144N/A
12/31/20221,23015627142N/A
9/30/20221,2261437121N/A
6/30/20221,222129-1399N/A
3/31/20221,162112-3109N/A
12/31/20211,102966120N/A
9/30/20211,0138335143N/A
6/30/20219246963167N/A
3/31/20218846555141N/A
12/31/20208456146115N/A
9/30/2020836522692N/A
6/30/202082843669N/A
3/31/202083148567N/A
12/31/201983453466N/A
9/30/201982256N/A89N/A
6/30/201981158N/A112N/A
3/31/201980357N/A109N/A
12/31/201879456N/A106N/A
9/30/201878652N/A104N/A
6/30/201877949N/A101N/A
3/31/201876545N/A93N/A
12/31/201775041N/A85N/A
9/30/201773238N/A68N/A
6/30/201771336N/A52N/A
3/31/201771632N/A54N/A
12/31/201671828N/A57N/A
9/30/201667630N/A51N/A
6/30/201663333N/A45N/A
3/31/201655736N/A34N/A
12/31/201548139N/A23N/A
9/30/201541639N/A19N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de SFZN ( 10% par an) est supérieure au taux d'épargne ( 0.6% ).

Bénéfices vs marché: Les bénéfices de SFZN ( 10% par an) devraient croître plus lentement que le marché Swiss ( 10.9% par an).

Croissance élevée des bénéfices: Les bénéfices de SFZN devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de SFZN ( 7.5% par an) devrait croître plus rapidement que le marché Swiss ( 4.9% par an).

Croissance élevée des revenus: Le chiffre d'affaires de SFZN ( 7.5% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de SFZN devrait être faible dans 3 ans ( 14.3 %).


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/14 19:07
Cours de l'action en fin de journée2026/07/14 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Siegfried Holding AG est couverte par 15 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Justin Steven SmithBernstein
Patrick Andrew WoodBofA Global Research
Vineet AgrawalCitigroup Inc