Sulzer AG

SWX:SUN 주식 리포트

시가총액: CHF 4.9b

Sulzer 향후 성장

Future 기준 점검 2/6

Sulzer (는) 각각 연간 10.2% 및 2.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 9.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 22.1% 로 예상됩니다.

핵심 정보

10.2%

이익 성장률

9.67%

EPS 성장률

Machinery 이익 성장13.5%
매출 성장률2.9%
향후 자기자본이익률22.05%
애널리스트 커버리지

Good

마지막 업데이트17 Apr 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • May 18

SUN: Dividend Visibility And Firmer Margins Will Support Future Upside

Analysts have kept Sulzer's price target steady at CHF220. They point to only small model adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions rather than a change in their overall view on the stock.
내러티브 업데이트 • May 02

SUN: Higher Margins And Dividend Outlook Will Support Future Upside

Analysts have raised their price target for Sulzer from CHF 200 to CHF 220, citing updated assumptions that combine a lower revenue growth outlook with expectations for higher profit margins and a slightly adjusted P/E multiple. What's in the News Sulzer AG announced an annual dividend of CHF 4.75 per share.
내러티브 업데이트 • Apr 18

SUN: Future Upside Will Stem From Dividend Support And Higher Earnings Multiple

Analysts now set their Sulzer price target at CHF 187.40, compared with the prior CHF 171.67. They cite updated assumptions for modestly lower revenue growth, slightly higher profit margins and a higher future P/E multiple.
내러티브 업데이트 • Apr 04

SUN: Stable Dividend And Unchanged Outlook Will Likely Keep Shares Overpriced

Analysts are keeping Sulzer's price target steady at CHF 130. Only minor tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions do not materially change their overall valuation view.
내러티브 업데이트 • Mar 21

SUN: Stable Dividend Outlook Will Likely Keep Shares Overpriced

Analysts are maintaining their CHF 130.00 price target for Sulzer, with only marginal adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions supporting this consistent view. What's in the News Sulzer AG declared an annual dividend of CHF 4.75 per share, with payment scheduled for April 21, 2026 (Key Developments).
내러티브 업데이트 • Mar 07

SUN: Dividend And Weaker Margin Outlook Will Likely Keep Shares Overpriced

Analysts have maintained their CHF 130.00 price target for Sulzer, based on updated views on revenue growth, profit margins, a slightly higher discount rate, and expectations for a higher future P/E multiple. What's in the News Sulzer AG announced an annual dividend of CHF 4.75 per share, with payment scheduled for April 21, 2026 (Key Developments).
내러티브 업데이트 • Feb 21

SUN: Minor Model Tweaks Will Likely Leave Shares Overpriced

Analysts have kept their CHF 130.00 price target for Sulzer unchanged, pointing to only marginal tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions rather than any shift in their overall view of the shares. Valuation Changes Fair Value: CHF 130.00 remains unchanged, signalling no revision to the headline valuation level.
내러티브 업데이트 • Feb 06

SUN: Small Model Adjustments Will Likely Keep Shares Overpriced

Analysts have kept their price target for Sulzer steady at €130.00, citing only modest parameter updates to the discount rate, revenue growth, profit margin and future P/E assumptions rather than any major change in their overall outlook. Valuation Changes Fair Value: The fair value estimate remains unchanged at €130.00 per share, indicating no adjustment to the central valuation level.
분석 기사 • Jan 31

Investors Will Want Sulzer's (VTX:SUN) Growth In ROCE To Persist

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
내러티브 업데이트 • Jan 23

SUN: Minor Model Tweaks Will Likely Keep Shares Overpriced

Analysts have maintained their price target for Sulzer at €130.00. They cited only minor model adjustments to the discount rate, revenue growth, profit margin and expected future P/E as reasons for reaffirming their view rather than changing it.
분석 기사 • Jan 10

Why Sulzer Ltd (VTX:SUN) Could Be Worth Watching

While Sulzer Ltd ( VTX:SUN ) might not have the largest market cap around , it led the SWX gainers with a relatively...
내러티브 업데이트 • Jan 09

SUN: Higher Margin Assumptions Will Likely Leave Shares Overpriced

Analysts now set their fair value estimate for Sulzer at €130, up from €89, citing updated assumptions on revenue growth, profit margins and future P/E as the key drivers of the higher target. Valuation Changes Fair value estimate raised from €89.0 to €130.0, reflecting a higher assessed worth for Sulzer shares in the updated model.
분석 기사 • Dec 26

An Intrinsic Calculation For Sulzer Ltd (VTX:SUN) Suggests It's 47% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Sulzer fair value estimate is CHF276 Sulzer's CHF146 share...
내러티브 업데이트 • Dec 25

SUN: Long-Term Upside Will Emerge As Tariff Headwinds Ease

Analysts have modestly raised their price target on Sulzer to CHF 171.67 per share, reflecting slightly lower discount rate assumptions and stable expectations for revenue growth, margins, and future valuation multiples. Valuation Changes Fair Value: unchanged at CHF 171.67 per share, indicating no revision to the intrinsic value estimate.
내러티브 업데이트 • Dec 11

SUN: Long-Term Upside Will Emerge As Tariff Headwinds Ease

Analysts have trimmed their price target on Sulzer to CHF 173 from CHF 189, citing reduced estimates driven by softer demand from industrial and oil and gas customers amid tariff uncertainties and global conflicts. Analyst Commentary Analysts acknowledge that despite the reduced price target, Sulzer maintains a constructive investment case, with valuation and earnings expectations recalibrated to reflect a more challenging demand backdrop.
분석 기사 • Dec 10

Earnings Tell The Story For Sulzer Ltd (VTX:SUN)

There wouldn't be many who think Sulzer Ltd's ( VTX:SUN ) price-to-earnings (or "P/E") ratio of 17.5x is worth a...
내러티브 업데이트 • Nov 27

SUN: Long-Term Value Will Prevail Despite Softer Industrial Demand

Analysts have lowered their price target for Sulzer from CHF 189 to CHF 173, citing softer industrial and oil and gas demand due to ongoing tariff uncertainties and global conflicts. Analyst Commentary Analysts have shared their perspectives on Sulzer in light of the revised price target.
내러티브 업데이트 • Nov 12

SUN: Diversified Sectors Will Drive Resilience Amid Tariff Uncertainty

Analysts have slightly lowered their price target for Sulzer to CHF 173 from CHF 189. They cite softer demand because of ongoing tariff uncertainties and global conflicts.
분석 기사 • Nov 09

Does Sulzer (VTX:SUN) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
내러티브 업데이트 • Oct 29

Long-Term Recovery Expected If Tariff Pressures And Demand Headwinds Ease

Analysts have slightly reduced their price target for Sulzer from CHF 189 to CHF 173. They cite expectations of softer demand in its key industrial and oil and gas segments due to tariff uncertainties and global conflicts.
내러티브 업데이트 • Oct 15

Decarbonization And Water Trends Will Shape Environmental Futures

The analyst price target for Sulzer has been adjusted downward by CHF 4.17 to CHF 171.67. This reflects tempered expectations due to softer industrial demand and ongoing global uncertainties according to analysts.
분석 기사 • Oct 14

Sulzer (VTX:SUN) Might Have The Makings Of A Multi-Bagger

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
내러티브 업데이트 • Sep 26

Decarbonization And Water Trends Will Shape Environmental Futures

Sulzer’s analyst price target was revised upward despite a slight dip in consensus revenue growth forecasts, as the stock’s future P/E multiple climbed, indicating increased market confidence and resulting in a new target of CHF175.83. What's in the News Sulzer's Bioflux technology has been selected for a scalable 15KTA Sustainable Aviation Fuel (SAF) pilot plant in Sarawak, targeting regional SAF demand.
분석 기사 • Aug 12

Cautious Investors Not Rewarding Sulzer Ltd's (VTX:SUN) Performance Completely

There wouldn't be many who think Sulzer Ltd's ( VTX:SUN ) price-to-earnings (or "P/E") ratio of 19.5x is worth a...
분석 기사 • Jul 20

Is There Now An Opportunity In Sulzer Ltd (VTX:SUN)?

While Sulzer Ltd ( VTX:SUN ) might not have the largest market cap around , it saw a double-digit share price rise of...
분석 기사 • Jun 23

An Intrinsic Calculation For Sulzer Ltd (VTX:SUN) Suggests It's 46% Undervalued

Key Insights Sulzer's estimated fair value is CHF275 based on 2 Stage Free Cash Flow to Equity Sulzer is estimated to...
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새로운 내러티브 • Mar 02

Focus On Essential Industries And Operational Efficiencies Will Drive Future Success

Strategic expansion in growing essential industries and innovation hubs boosts order intake and sales growth, enhancing future revenues and earnings.

이익 및 매출 성장 예측

SWX:SUN - 애널리스트 향후 추정치 및 과거 재무 데이터 (CHF Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20283,8353963925334
12/31/20273,7173623334695
12/31/20263,6123213164366
12/31/20253,555293211303N/A
9/30/20253,565283214304N/A
6/30/20253,575273218306N/A
3/31/20253,553267225315N/A
12/31/20243,531262231324N/A
9/30/20243,455252239325N/A
6/30/20243,379242247327N/A
3/31/20243,331235272345N/A
12/31/20233,282229297362N/A
9/30/20233,273205267331N/A
6/30/20233,265181238300N/A
3/31/20233,222105144210N/A
12/31/20223,1802949119N/A
9/30/20223,1792942117N/A
6/30/20223,1773034114N/A
3/31/20223,16684156239N/A
12/31/20213,155138279365N/A
6/30/20212,864113442531N/A
3/31/20212,91690378475N/A
12/31/20202,96868314419N/A
9/30/20203,43694256369N/A
6/30/20203,553104248368N/A
3/31/20203,641129226344N/A
12/31/20193,729154205320N/A
9/30/20193,638137N/A310N/A
6/30/20193,547121N/A301N/A
3/31/20193,456117N/A281N/A
12/31/20183,365114N/A261N/A
9/30/20183,288109N/A219N/A
6/30/20183,212104N/A177N/A
3/31/20183,13094N/A180N/A
12/31/20173,04983N/A184N/A
9/30/20172,98764N/A210N/A
6/30/20172,92446N/A236N/A
3/31/20172,90152N/A250N/A
12/31/20162,87759N/A263N/A
9/30/20162,91878N/A229N/A
6/30/20162,95998N/A195N/A
3/31/20162,96586N/A209N/A
12/31/20152,97174N/A223N/A
9/30/20153,042-62N/A229N/A
6/30/20153,114-197N/A236N/A

애널리스트 향후 성장 전망

수입 대 저축률: SUN 의 연간 예상 수익 증가율(10.2%)이 saving rate(0.6%)보다 높습니다.

수익 vs 시장: SUN 의 연간 수익(10.2%)이 Swiss 시장(10.9%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: SUN 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: SUN 의 수익(연간 2.9%)이 Swiss 시장(연간 4.9%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: SUN 의 수익(연간 2.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: SUN의 자본 수익률은 3년 후 22.1%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 05:34
종가2026/05/22 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

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분석가 소스

Sulzer AG는 19명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Zana MamelliBaader Helvea Equity Research
Allan SmylieBarclays
Martin WuermliBerenberg