Narrative Update • May 25

Over the last 7 days, the Building industry has risen 1.9%, driven by gains from BELIMO Holding of 10%. In the past year, the industry is down 12%. As for the next few years, earnings are expected to grow by 11% per annum.
Has the Swiss Building Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 05 Jun 2026 | CHF 32.7b | CHF 10.9b | CHF 983.6m | 23.4x | 33.2x | 3x |
| Sun, 03 May 2026 | CHF 31.1b | CHF 10.9b | CHF 975.0m | 24.2x | 31.9x | 2.9x |
| Tue, 31 Mar 2026 | CHF 30.3b | CHF 10.9b | CHF 975.1m | 24.3x | 31.1x | 2.8x |
| Thu, 26 Feb 2026 | CHF 36.9b | CHF 10.9b | CHF 961.0m | 35.9x | 38.4x | 3.4x |
| Sat, 24 Jan 2026 | CHF 36.5b | CHF 10.9b | CHF 960.3m | 33.3x | 38x | 3.3x |
| Mon, 22 Dec 2025 | CHF 35.9b | CHF 10.9b | CHF 960.4m | 34.5x | 37.4x | 3.3x |
| Wed, 19 Nov 2025 | CHF 34.3b | CHF 10.9b | CHF 960.3m | 33.6x | 35.7x | 3.1x |
| Fri, 17 Oct 2025 | CHF 35.9b | CHF 10.9b | CHF 954.8m | 34.3x | 37.5x | 3.3x |
| Sun, 14 Sep 2025 | CHF 36.5b | CHF 10.9b | CHF 954.9m | 33.8x | 38.2x | 3.4x |
| Tue, 12 Aug 2025 | CHF 39.4b | CHF 10.9b | CHF 958.9m | 48.9x | 41.1x | 3.6x |
| Thu, 10 Jul 2025 | CHF 37.2b | CHF 10.8b | CHF 942.5m | 44.1x | 39.5x | 3.4x |
| Sat, 07 Jun 2025 | CHF 37.8b | CHF 10.8b | CHF 942.5m | 44.2x | 40.1x | 3.5x |
| Mon, 05 May 2025 | CHF 34.8b | CHF 10.8b | CHF 945.6m | 42.7x | 36.8x | 3.2x |
| Wed, 02 Apr 2025 | CHF 31.1b | CHF 10.8b | CHF 945.6m | 41.8x | 32.9x | 2.9x |
| Fri, 28 Feb 2025 | CHF 31.7b | CHF 10.8b | CHF 982.3m | 35.4x | 32.3x | 2.9x |
| Sun, 26 Jan 2025 | CHF 31.6b | CHF 10.7b | CHF 979.2m | 26.5x | 32.3x | 3x |
| Tue, 24 Dec 2024 | CHF 30.2b | CHF 10.7b | CHF 978.9m | 25.4x | 30.8x | 2.8x |
| Thu, 21 Nov 2024 | CHF 30.0b | CHF 10.7b | CHF 978.8m | 24.9x | 30.7x | 2.8x |
| Sat, 19 Oct 2024 | CHF 31.0b | CHF 10.6b | CHF 976.5m | 28x | 31.8x | 2.9x |
| Mon, 16 Sep 2024 | CHF 31.1b | CHF 10.6b | CHF 976.5m | 28.1x | 31.9x | 2.9x |
| Wed, 14 Aug 2024 | CHF 29.5b | CHF 10.6b | CHF 931.4m | 26.2x | 31.7x | 2.8x |
| Fri, 12 Jul 2024 | CHF 29.9b | CHF 10.7b | CHF 956.6m | 20.9x | 31.3x | 2.8x |
| Sun, 09 Jun 2024 | CHF 29.4b | CHF 10.7b | CHF 956.3m | 21.9x | 30.7x | 2.7x |
| Tue, 07 May 2024 | CHF 28.4b | CHF 10.8b | CHF 1.0b | 25.2x | 28.1x | 2.6x |
| Thu, 04 Apr 2024 | CHF 29.0b | CHF 10.8b | CHF 1.0b | 27.1x | 28.7x | 2.7x |
| Sat, 02 Mar 2024 | CHF 28.4b | CHF 11.0b | CHF 1.1b | 33.2x | 26.6x | 2.6x |
| Mon, 29 Jan 2024 | CHF 27.6b | CHF 11.6b | CHF 1.1b | 32.1x | 26.1x | 2.4x |
| Wed, 27 Dec 2023 | CHF 29.7b | CHF 11.6b | CHF 1.1b | 34.1x | 28.1x | 2.6x |
| Fri, 24 Nov 2023 | CHF 26.9b | CHF 11.7b | CHF 1.1b | 32.2x | 25.4x | 2.3x |
| Sun, 22 Oct 2023 | CHF 24.0b | CHF 11.7b | CHF 1.1b | 29x | 22.8x | 2x |
| Tue, 19 Sep 2023 | CHF 26.6b | CHF 11.7b | CHF 1.1b | 32.3x | 25.3x | 2.3x |
| Thu, 17 Aug 2023 | CHF 27.3b | CHF 12.0b | CHF 1.1b | 26.4x | 24.4x | 2.3x |
| Sat, 15 Jul 2023 | CHF 27.9b | CHF 12.0b | CHF 1.1b | 27.4x | 25x | 2.3x |
| Mon, 12 Jun 2023 | CHF 27.7b | CHF 11.5b | CHF 1.1b | 31.6x | 25.6x | 2.4x |
25.6x
Which industries have driven the changes within the Swiss Industrials industry?
| CH Market | -0.94% | |
| Industrials | 1.76% | |
| Building | 3.61% | |
| Building Products | 3.61% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BEAN BELIMO Holding | CHF 885.00 | 10.1% +CHF 996.3m | 9.3% | PE59.9x | |
| GEBN Geberit | CHF 510.80 | 1.1% +CHF 191.2m | -20.0% | PE27.8x | |
| ZEHN Zehnder Group | CHF 66.20 | 3.3% +CHF 23.3m | 3.0% | PE17.3x | |
| MTG Meier Tobler Group | CHF 31.80 | 2.6% +CHF 8.6m | -19.3% | PE22.5x |