Narrative Update • Aug 05

The Building industry is up 5.0% in the last week, with Geberit up 6.3%. In the past year, the industry is down 11%. 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, 07 Aug 2026 | CHF 35.0b | CHF 11.0b | CHF 1.0b | 26.5x | 34.7x | 3.2x |
| Sun, 05 Jul 2026 | CHF 34.2b | CHF 10.9b | CHF 983.7m | 24.9x | 34.7x | 3.1x |
| Tue, 02 Jun 2026 | CHF 32.1b | CHF 10.9b | CHF 983.3m | 23x | 32.6x | 2.9x |
| Thu, 30 Apr 2026 | CHF 31.0b | CHF 10.9b | CHF 975.4m | 24.4x | 31.8x | 2.8x |
| Sat, 28 Mar 2026 | CHF 30.2b | CHF 10.9b | CHF 975.2m | 24.2x | 31x | 2.8x |
| Mon, 23 Feb 2026 | CHF 38.7b | CHF 10.9b | CHF 960.1m | 36.2x | 40.3x | 3.6x |
| Wed, 21 Jan 2026 | CHF 36.3b | CHF 10.9b | CHF 960.3m | 33.6x | 37.8x | 3.3x |
| Fri, 19 Dec 2025 | CHF 35.9b | CHF 10.9b | CHF 960.4m | 34.7x | 37.4x | 3.3x |
| Sun, 16 Nov 2025 | CHF 35.8b | CHF 10.9b | CHF 960.2m | 35.1x | 37.3x | 3.3x |
| Tue, 14 Oct 2025 | CHF 35.4b | CHF 10.9b | CHF 954.9m | 33.8x | 37.1x | 3.3x |
| Thu, 11 Sep 2025 | CHF 36.5b | CHF 10.9b | CHF 954.9m | 33.7x | 38.2x | 3.4x |
| Sat, 09 Aug 2025 | CHF 39.7b | CHF 10.9b | CHF 958.8m | 48.6x | 41.4x | 3.7x |
| Mon, 07 Jul 2025 | CHF 36.8b | CHF 10.8b | CHF 942.5m | 42.8x | 39x | 3.4x |
| Wed, 04 Jun 2025 | CHF 37.0b | CHF 10.8b | CHF 942.5m | 43.2x | 39.3x | 3.4x |
| Fri, 02 May 2025 | CHF 33.4b | CHF 10.8b | CHF 945.6m | 41.9x | 35.3x | 3.1x |
| Sun, 30 Mar 2025 | CHF 31.4b | CHF 10.8b | CHF 945.6m | 42.7x | 33.2x | 2.9x |
| Tue, 25 Feb 2025 | CHF 31.5b | CHF 10.7b | CHF 979.0m | 27.7x | 32.2x | 3x |
| Thu, 23 Jan 2025 | CHF 31.2b | CHF 10.7b | CHF 979.1m | 26x | 31.9x | 2.9x |
| Sat, 21 Dec 2024 | CHF 30.2b | CHF 10.7b | CHF 978.8m | 25.4x | 30.8x | 2.8x |
| Mon, 18 Nov 2024 | CHF 30.5b | CHF 10.7b | CHF 978.9m | 25.4x | 31.1x | 2.9x |
| Wed, 16 Oct 2024 | CHF 30.9b | CHF 10.6b | CHF 976.5m | 27.8x | 31.6x | 2.9x |
| Fri, 13 Sep 2024 | CHF 30.9b | CHF 10.6b | CHF 976.6m | 27.8x | 31.6x | 2.9x |
| Sun, 11 Aug 2024 | CHF 29.6b | CHF 10.6b | CHF 931.2m | 26.2x | 31.8x | 2.8x |
| Tue, 09 Jul 2024 | CHF 29.3b | CHF 10.7b | CHF 956.5m | 20.8x | 30.7x | 2.7x |
| Thu, 06 Jun 2024 | CHF 29.5b | CHF 10.7b | CHF 956.5m | 22.7x | 30.9x | 2.7x |
| Sat, 04 May 2024 | CHF 28.1b | CHF 10.8b | CHF 1.0b | 24.8x | 27.8x | 2.6x |
| Mon, 01 Apr 2024 | CHF 29.4b | CHF 10.8b | CHF 1.0b | 27.6x | 29.1x | 2.7x |
| Wed, 28 Feb 2024 | CHF 28.4b | CHF 11.6b | CHF 1.1b | 33.3x | 26.8x | 2.4x |
| Fri, 26 Jan 2024 | CHF 27.3b | CHF 11.6b | CHF 1.1b | 31.6x | 25.8x | 2.3x |
| Sun, 24 Dec 2023 | CHF 29.7b | CHF 11.6b | CHF 1.1b | 34.1x | 28.1x | 2.6x |
| Tue, 21 Nov 2023 | CHF 26.9b | CHF 11.7b | CHF 1.1b | 32.4x | 25.4x | 2.3x |
| Thu, 19 Oct 2023 | CHF 24.6b | CHF 11.7b | CHF 1.1b | 29.5x | 23.4x | 2.1x |
| Sat, 16 Sep 2023 | CHF 26.5b | CHF 11.7b | CHF 1.1b | 32.1x | 25.2x | 2.3x |
| Mon, 14 Aug 2023 | CHF 27.6b | CHF 12.0b | CHF 1.1b | 26.9x | 24.7x | 2.3x |
24.7x
Which industries have driven the changes within the Swiss Industrials industry?
| CH Market | 1.06% | |
| Industrials | 3.47% | |
| Building | 4.97% | |
| Building Products | 4.97% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GEBN Geberit | CHF 563.40 | 6.3% +CHF 1.1b | -12.6% | PE30.6x | |
| BEAN BELIMO Holding | CHF 859.00 | 2.8% +CHF 282.9m | -7.5% | PE51.5x | |
| DOKA dormakaba Holding | CHF 61.40 | 6.6% +CHF 158.0m | -21.7% | PE29x | |
| FORN Forbo Holding | CHF 931.00 | 5.7% +CHF 71.7m | 22.0% | PE20.1x | |
| ZEHN Zehnder Group | CHF 71.20 | 2.6% +CHF 20.0m | -2.7% | PE18.1x |