Narrative Update • Jun 16

Over the last 7 days, the Infrastructure industry has remained flat. As for the the longer term, the industry is up 14% over the past 12 months. As for the next few years, earnings are expected to grow by 1.2% per annum.
Has the Swiss Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 27 Jun 2026 | CHF 7.8b | CHF 1.4b | CHF 346.5m | 22.5x | 22.5x | 5.7x |
| Mon, 25 May 2026 | CHF 7.0b | CHF 1.4b | CHF 346.5m | 20.1x | 20.1x | 5.1x |
| Wed, 22 Apr 2026 | CHF 7.2b | CHF 1.4b | CHF 346.5m | 20.8x | 20.8x | 5.3x |
| Fri, 20 Mar 2026 | CHF 7.5b | CHF 1.4b | CHF 346.5m | 21.6x | 21.6x | 5.5x |
| Sun, 15 Feb 2026 | CHF 7.7b | CHF 1.3b | CHF 336.2m | 22.9x | 22.9x | 5.8x |
| Tue, 13 Jan 2026 | CHF 7.8b | CHF 1.3b | CHF 336.2m | 23.3x | 23.3x | 5.9x |
| Thu, 11 Dec 2025 | CHF 7.4b | CHF 1.3b | CHF 336.2m | 22x | 22x | 5.5x |
| Sat, 08 Nov 2025 | CHF 7.3b | CHF 1.3b | CHF 336.2m | 21.6x | 21.6x | 5.4x |
| Mon, 06 Oct 2025 | CHF 7.4b | CHF 1.3b | CHF 336.2m | 21.9x | 21.9x | 5.5x |
| Wed, 03 Sep 2025 | CHF 7.4b | CHF 1.3b | CHF 336.2m | 22.1x | 22.1x | 5.6x |
| Fri, 01 Aug 2025 | CHF 7.1b | CHF 1.3b | CHF 326.7m | 21.6x | 21.6x | 5.3x |
| Sun, 29 Jun 2025 | CHF 6.9b | CHF 1.3b | CHF 326.7m | 21.1x | 21.1x | 5.2x |
| Tue, 27 May 2025 | CHF 7.0b | CHF 1.3b | CHF 326.7m | 21.5x | 21.5x | 5.3x |
| Thu, 24 Apr 2025 | CHF 6.3b | CHF 1.3b | CHF 326.7m | 19.3x | 19.3x | 4.8x |
| Sat, 22 Mar 2025 | CHF 6.6b | CHF 1.3b | CHF 326.7m | 20.1x | 20.1x | 5x |
| Mon, 17 Feb 2025 | CHF 7.0b | CHF 1.3b | CHF 317.9m | 22x | 22x | 5.4x |
| Wed, 15 Jan 2025 | CHF 6.6b | CHF 1.3b | CHF 317.9m | 20.7x | 20.7x | 5.1x |
| Fri, 13 Dec 2024 | CHF 6.8b | CHF 1.3b | CHF 317.9m | 21.5x | 21.5x | 5.3x |
| Sun, 10 Nov 2024 | CHF 6.1b | CHF 1.3b | CHF 317.9m | 19.2x | 19.2x | 4.7x |
| Tue, 08 Oct 2024 | CHF 6.1b | CHF 1.3b | CHF 317.9m | 19.2x | 19.2x | 4.7x |
| Thu, 05 Sep 2024 | CHF 6.0b | CHF 1.3b | CHF 317.9m | 18.9x | 18.9x | 4.6x |
| Sat, 03 Aug 2024 | CHF 6.0b | CHF 1.2b | CHF 304.2m | 19.7x | 19.7x | 4.8x |
| Mon, 01 Jul 2024 | CHF 6.1b | CHF 1.2b | CHF 304.2m | 20.1x | 20.1x | 4.9x |
| Wed, 29 May 2024 | CHF 5.8b | CHF 1.2b | CHF 304.2m | 19x | 19x | 4.7x |
| Fri, 26 Apr 2024 | CHF 5.7b | CHF 1.2b | CHF 304.2m | 18.9x | 18.9x | 4.6x |
| Sun, 24 Mar 2024 | CHF 6.2b | CHF 1.2b | CHF 304.2m | 20.2x | 20.2x | 5x |
| Tue, 20 Feb 2024 | CHF 5.6b | CHF 1.1b | CHF 289.7m | 19.3x | 19.3x | 4.9x |
| Thu, 18 Jan 2024 | CHF 5.3b | CHF 1.1b | CHF 289.7m | 18.4x | 18.4x | 4.7x |
| Sat, 16 Dec 2023 | CHF 5.6b | CHF 1.1b | CHF 289.7m | 19.2x | 19.2x | 4.9x |
| Mon, 13 Nov 2023 | CHF 5.5b | CHF 1.1b | CHF 289.7m | 18.9x | 18.9x | 4.8x |
| Wed, 11 Oct 2023 | CHF 5.2b | CHF 1.1b | CHF 289.7m | 18x | 18x | 4.6x |
| Fri, 08 Sep 2023 | CHF 5.5b | CHF 1.1b | CHF 289.7m | 19.1x | 19.1x | 4.8x |
| Sun, 06 Aug 2023 | CHF 5.6b | CHF 1.0b | CHF 207.0m | 27.1x | 27.1x | 5.5x |
| Tue, 04 Jul 2023 | CHF 5.7b | CHF 1.0b | CHF 207.0m | 27.4x | 27.4x | 5.5x |
27.4x
Which industries have driven the changes within the Swiss Industrials industry?
| CH Market | 2.22% | |
| Industrials | -1.53% | |
| Infrastructure | 2.34% | |
| Airport Services | 2.34% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FHZN Flughafen Zürich | CHF 253.80 | 2.3% +CHF 178.0m | 12.8% | PE22.5x |