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Swiss (SMI) Industrials Sector Analysis

UpdatedNov 20, 2025
DataAggregated Company Financials
Companies47
  • 7D-2.1%
  • 3M-3.5%
  • 1Y3.7%
  • YTD4.1%

Over the last 7 days, the Industrials industry has dropped 1.6%, driven by ABB declining 3.2%. On the other hand Dätwyler Holding is actually up 8.0%. This takes the industry's 12 month performance to a gain of 5.8%. Earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

Has the Swiss Industrials Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 22 Nov 2025CHF 267.2bCHF 153.5bCHF 10.0b25.5x26.6x1.7x
Mon, 20 Oct 2025CHF 279.8bCHF 153.6bCHF 10.1b22x27.6x1.8x
Wed, 17 Sep 2025CHF 278.1bCHF 152.8bCHF 9.9b21.7x28.1x1.8x
Fri, 15 Aug 2025CHF 280.1bCHF 153.3bCHF 10.0b23x28.1x1.8x
Sun, 13 Jul 2025CHF 260.4bCHF 148.5bCHF 9.7b21.6x26.8x1.8x
Tue, 10 Jun 2025CHF 260.2bCHF 149.5bCHF 9.8b20.9x26.5x1.7x
Thu, 08 May 2025CHF 245.0bCHF 149.4bCHF 9.8b19.6x24.9x1.6x
Sat, 05 Apr 2025CHF 225.6bCHF 150.4bCHF 9.8b18.8x23x1.5x
Mon, 03 Mar 2025CHF 256.2bCHF 150.8bCHF 10.0b21.4x25.6x1.7x
Wed, 29 Jan 2025CHF 257.0bCHF 151.0bCHF 10.0b21.4x25.6x1.7x
Fri, 27 Dec 2024CHF 251.1bCHF 150.7bCHF 10.0b21x25.1x1.7x
Sun, 24 Nov 2024CHF 254.2bCHF 150.4bCHF 10.0b20.6x25.4x1.7x
Tue, 22 Oct 2024CHF 259.3bCHF 148.6bCHF 9.9b21.3x26.2x1.7x
Thu, 19 Sep 2024CHF 259.3bCHF 148.0bCHF 9.7b21x26.6x1.8x
Sat, 17 Aug 2024CHF 258.2bCHF 148.8bCHF 9.8b20.1x26.4x1.7x
Mon, 15 Jul 2024CHF 269.4bCHF 151.6bCHF 10.0b19.8x27x1.8x
Wed, 12 Jun 2024CHF 264.1bCHF 151.4bCHF 10.0b19.6x26.4x1.7x
Fri, 10 May 2024CHF 256.7bCHF 152.2bCHF 10.0b20.5x25.6x1.7x
Sun, 07 Apr 2024CHF 246.3bCHF 153.4bCHF 10.4b21x23.8x1.6x
Tue, 05 Mar 2024CHF 246.9bCHF 156.8bCHF 10.6b20x23.2x1.6x
Thu, 01 Feb 2024CHF 222.2bCHF 153.5bCHF 10.3b17.5x21.5x1.4x
Sat, 30 Dec 2023CHF 226.5bCHF 152.7bCHF 10.2b18.3x22.1x1.5x
Mon, 27 Nov 2023CHF 209.4bCHF 155.0bCHF 10.4b17.3x20.1x1.4x
Wed, 25 Oct 2023CHF 189.8bCHF 159.6bCHF 10.8b15.4x17.6x1.2x
Fri, 22 Sep 2023CHF 205.3bCHF 160.0bCHF 10.3b16.6x19.9x1.3x
Sun, 20 Aug 2023CHF 206.6bCHF 159.1bCHF 10.1b17.3x20.4x1.3x
Tue, 18 Jul 2023CHF 231.3bCHF 167.7bCHF 10.4b19.6x22.3x1.4x
Thu, 15 Jun 2023CHF 237.0bCHF 169.0bCHF 10.5b19.4x22.6x1.4x
Sat, 13 May 2023CHF 230.0bCHF 168.8bCHF 10.5b20.5x22x1.4x
Mon, 10 Apr 2023CHF 217.7bCHF 170.8bCHF 10.3b19.2x21.2x1.3x
Wed, 08 Mar 2023CHF 227.6bCHF 170.9bCHF 10.1b24.8x22.5x1.3x
Fri, 03 Feb 2023CHF 230.0bCHF 171.4bCHF 12.0b20.4x19.2x1.3x
Sun, 01 Jan 2023CHF 204.4bCHF 171.5bCHF 12.1b18.8x17x1.2x
Tue, 29 Nov 2022CHF 210.0bCHF 171.9bCHF 12.1b19.4x17.4x1.2x
Price to Earnings Ratio

17.4x


Total Market Cap: CHF 210.0bTotal Earnings: CHF 12.1bTotal Revenue: CHF 171.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Industrials Sector Price to Earnings3Y Average 23.8x202320242025
Current Industry PE
  • Investors are optimistic on the Swiss Industrials industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 26.6x which is higher than its 3-year average PE of 23.8x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have declined 6.0% per year over the last three years,
  • Revenues have also declined 3.7% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the Swiss Industrials sector?

CH Market-0.19%
Industrials-2.15%
Transportation2.45%
Trade Distributors0.74%
Airlines0%0
Commercial Services-0.43%
Construction-0.77%
Infrastructure-0.92%
Machinery-1.57%
Marine and Shipping-1.61%
Building-1.65%
Professional Services-1.94%
Electrical-3.09%
Aerospace & Defense-3.24%
Industry PE
  • Investors are most optimistic about the Aerospace & Defense industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 40.3% and investors are willing to pay a premium for that growth.
  • Investors are most pessimistic about the Commercial Services industry, which is trading below its 3-year average of 16.3x.
Forecasted Growth
  • Analysts are most optimistic on the Aerospace & Defense industry, expecting annual earnings growth of 40% over the next 5 years.
  • In contrast, the Commercial Services industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
DAE Dätwyler HoldingCHF 151.608.0%
+CHF 190.4m		12.0%PE84.8x
DKSH DKSH HoldingCHF 55.302.4%
+CHF 84.5m		-15.8%PE18.4x
JFN Jungfraubahn HoldingCHF 250.502.2%
+CHF 31.2m		49.5%PE18.1x
BYS BystronicCHF 242.502.8%
+CHF 13.4m		-22.2%PS0.8x
ZEHN Zehnder GroupCHF 68.001.6%
+CHF 12.2m		64.3%PE45x

Latest News

DKSH
CHF 55.30
DKSH Holding
7D
2.4%
1Y
-15.8%
SCHN
CHF 267.50
Schindler Holding
7D
-1.3%
1Y
7.6%
GAV
CHF 165.00
Carlo Gavazzi Holding
7D
4.8%
1Y
-19.1%
DAE
CHF 151.60
Dätwyler Holding
7D
8.0%
1Y
12.0%

DAE: Updated Fair Value Reflects Balanced Outlook Amid Rate Adjustments

Analysts have raised their fair value estimate for Dätwyler Holding from CHF 138 to CHF 144.25. They cite updated assumptions around revenue growth, profit margins, and discount rates as reasons for this change.
VACN
CHF 319.80
VAT Group
7D
-3.3%
1Y
-7.0%

VACN: Share Price Will Reflect Recovery Outlook And Consistent Profitability Forecasts

Analysts have modestly revised their price targets for VAT Group downward. Recent adjustments reflect a cautious outlook, as updated targets ranged from CHF 285 to CHF 340 based on tempered expectations for sector recovery and company performance.
ABBN
CHF 54.62
ABB
7D
-3.2%
1Y
8.9%
KNIN
CHF 152.85
Kuehne + Nagel International
7D
-1.6%
1Y
-27.0%

KNIN: Margin Pressures And Cost Focus Will Shape Near-Term Outlook

Kuehne + Nagel International's average analyst price target declined modestly from CHF 161.88 to CHF 158.94, as analysts cite persistent margin pressures and revised estimates in spite of ongoing cost management efforts. Analyst Commentary Recent street research on Kuehne & Nagel International highlights both encouraging signs and ongoing headwinds for the company as analysts adjust their price targets and recommendations in response to operational trends, strategic choices, and market dynamics.
ADEN
CHF 24.30
Adecco Group
7D
-3.6%
1Y
5.7%

Investors Can Find Comfort In Adecco Group's (VTX:ADEN) Earnings Quality

Nov 15
Investors Can Find Comfort In Adecco Group's (VTX:ADEN) Earnings Quality
BYS
CHF 242.50
Bystronic
7D
2.8%
1Y
-22.2%
BEAN
CHF 754.00
BELIMO Holding
7D
-3.8%
1Y
29.9%

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.
JFN
CHF 250.50
Jungfraubahn Holding
7D
2.2%
1Y
49.5%

Is There An Opportunity With Jungfraubahn Holding AG's (VTX:JFN) 49% Undervaluation?

Nov 14
Is There An Opportunity With Jungfraubahn Holding AG's (VTX:JFN) 49% Undervaluation?
ZEHN
CHF 68.00
Zehnder Group
7D
1.6%
1Y
64.3%
SUN
CHF 130.20
Sulzer
7D
-2.8%
1Y
1.9%

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.
BRKN
CHF 140.00
Burkhalter Holding
7D
0.4%
1Y
56.3%

What Burkhalter Holding AG's (VTX:BRKN) P/E Is Not Telling You

Nov 09
What Burkhalter Holding AG's (VTX:BRKN) P/E Is Not Telling You
SGSN
CHF 90.20
SGS
7D
-1.5%
1Y
4.0%
BVZN
CHF 1,090.00
BVZ Holding
7D
3.8%
1Y
24.6%