Narrative Update • Aug 19

The Machinery industry is up 1.9% in the last week, with Stadler Rail up 23%. Overall in the last year, the industry is flat. Looking forward, earnings are forecast to grow by 15% annually.
Has the Swiss Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 01 Sep 2026 | CHF 73.2b | CHF 34.1b | CHF 2.3b | 22.5x | 32.3x | 2.1x |
| Thu, 30 Jul 2026 | CHF 70.5b | CHF 33.5b | CHF 2.2b | 20.3x | 31.5x | 2.1x |
| Sat, 27 Jun 2026 | CHF 73.2b | CHF 33.4b | CHF 2.2b | 23.8x | 32.8x | 2.2x |
| Mon, 25 May 2026 | CHF 71.2b | CHF 33.4b | CHF 2.2b | 24.1x | 32.1x | 2.1x |
| Wed, 22 Apr 2026 | CHF 72.2b | CHF 33.6b | CHF 2.2b | 25.5x | 32.6x | 2.2x |
| Fri, 20 Mar 2026 | CHF 68.2b | CHF 33.2b | CHF 2.2b | 24.6x | 31.6x | 2.1x |
| Sun, 15 Feb 2026 | CHF 79.0b | CHF 37.9b | CHF 2.6b | 27.5x | 30.9x | 2.1x |
| Tue, 13 Jan 2026 | CHF 76.4b | CHF 37.9b | CHF 2.4b | 30.3x | 31.4x | 2x |
| Thu, 11 Dec 2025 | CHF 71.7b | CHF 38.0b | CHF 2.4b | 28.9x | 29.5x | 1.9x |
| Sat, 08 Nov 2025 | CHF 68.0b | CHF 38.0b | CHF 2.4b | 23.1x | 27.8x | 1.8x |
| Mon, 06 Oct 2025 | CHF 73.3b | CHF 38.1b | CHF 2.5b | 20.7x | 29.9x | 1.9x |
| Wed, 03 Sep 2025 | CHF 70.3b | CHF 38.1b | CHF 2.5b | 21.7x | 28.7x | 1.8x |
| Fri, 01 Aug 2025 | CHF 73.4b | CHF 38.3b | CHF 2.5b | 20.7x | 28.9x | 1.9x |
| Sun, 29 Jun 2025 | CHF 67.8b | CHF 34.7b | CHF 2.3b | 19.6x | 29.7x | 2x |
| Tue, 27 May 2025 | CHF 67.8b | CHF 34.6b | CHF 2.3b | 20.8x | 29.8x | 2x |
| Thu, 24 Apr 2025 | CHF 61.1b | CHF 34.5b | CHF 2.2b | 18.2x | 27.2x | 1.8x |
| Sat, 22 Mar 2025 | CHF 68.2b | CHF 34.6b | CHF 2.3b | 21.3x | 30.3x | 2x |
| Mon, 17 Feb 2025 | CHF 67.3b | CHF 35.3b | CHF 2.4b | 20.5x | 27.5x | 1.9x |
| Wed, 15 Jan 2025 | CHF 62.1b | CHF 35.4b | CHF 2.5b | 18.8x | 25.2x | 1.8x |
| Fri, 13 Dec 2024 | CHF 64.6b | CHF 35.4b | CHF 2.5b | 19.5x | 26.2x | 1.8x |
| Sun, 10 Nov 2024 | CHF 65.5b | CHF 35.4b | CHF 2.5b | 19.5x | 26.5x | 1.8x |
| Tue, 08 Oct 2024 | CHF 67.7b | CHF 35.4b | CHF 2.4b | 21.2x | 27.7x | 1.9x |
| Thu, 05 Sep 2024 | CHF 65.7b | CHF 35.4b | CHF 2.4b | 21.3x | 26.9x | 1.9x |
| Sat, 03 Aug 2024 | CHF 64.3b | CHF 35.8b | CHF 2.5b | 19.8x | 25.5x | 1.8x |
| Mon, 01 Jul 2024 | CHF 67.8b | CHF 36.4b | CHF 2.6b | 18.5x | 26.1x | 1.9x |
| Wed, 29 May 2024 | CHF 70.1b | CHF 36.3b | CHF 2.6b | 20.9x | 27x | 1.9x |
| Fri, 26 Apr 2024 | CHF 65.5b | CHF 36.3b | CHF 2.6b | 19.1x | 25.3x | 1.8x |
| Sun, 24 Mar 2024 | CHF 67.8b | CHF 36.4b | CHF 2.6b | 20.5x | 26.4x | 1.9x |
| Tue, 20 Feb 2024 | CHF 69.2b | CHF 41.2b | CHF 2.9b | 16.7x | 24x | 1.7x |
| Thu, 18 Jan 2024 | CHF 63.3b | CHF 41.5b | CHF 2.9b | 15x | 22.1x | 1.5x |
| Sat, 16 Dec 2023 | CHF 66.7b | CHF 41.5b | CHF 2.9b | 15.9x | 23.3x | 1.6x |
| Mon, 13 Nov 2023 | CHF 60.3b | CHF 41.6b | CHF 2.9b | 15.1x | 21x | 1.5x |
| Wed, 11 Oct 2023 | CHF 60.0b | CHF 41.6b | CHF 2.8b | 15.6x | 21.4x | 1.4x |
| Fri, 08 Sep 2023 | CHF 62.5b | CHF 41.6b | CHF 2.8b | 16.7x | 22.3x | 1.5x |
22.3x
Which industries have driven the changes within the Swiss Industrials industry?
| CH Market | -0.89% | |
| Industrials | 0.57% | |
| Machinery | 1.91% | |
| Construction Machinery and Vehicles | 11.19% | |
| Industrial Machinery | 1.14% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SRAIL Stadler Rail | CHF 29.84 | 23.4% +CHF 566.0m | 39.8% | PE28.3x | |
| SUN Sulzer | CHF 160.60 | 3.4% +CHF 179.4m | 8.1% | PE17.9x | |
| SFSN SFS Group | CHF 134.80 | 3.2% +CHF 163.3m | 22.5% | PE20.4x | |
| SCHN Schindler Holding | CHF 257.00 | 0.6% +CHF 160.2m | -9.3% | PE26.7x | |
| KARN Kardex Holding | CHF 258.50 | 5.5% +CHF 104.2m | -20.8% | PE75.9x |