Narrative Update • Jul 07

Over the last 7 days, the Machinery industry has dropped 3.3%, driven by a pullback from VAT Group of 8.2%. The industry has fallen 5.5% in the last year. Looking forward, earnings are forecast to grow by 13% annually.
Has the Swiss Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 09 Jul 2026 | CHF 72.1b | CHF 33.4b | CHF 2.2b | 23.4x | 32.3x | 2.2x |
| Sat, 06 Jun 2026 | CHF 71.8b | CHF 33.4b | CHF 2.2b | 24x | 32.3x | 2.2x |
| Mon, 04 May 2026 | CHF 71.7b | CHF 33.4b | CHF 2.2b | 25.1x | 32.3x | 2.1x |
| Wed, 01 Apr 2026 | CHF 66.9b | CHF 33.6b | CHF 2.2b | 22.4x | 30.3x | 2x |
| Fri, 27 Feb 2026 | CHF 75.0b | CHF 33.4b | CHF 2.2b | 26.6x | 34.1x | 2.2x |
| Sun, 25 Jan 2026 | CHF 79.0b | CHF 37.9b | CHF 2.4b | 29x | 32.5x | 2.1x |
| Tue, 23 Dec 2025 | CHF 73.1b | CHF 37.9b | CHF 2.4b | 29.2x | 30.1x | 1.9x |
| Thu, 20 Nov 2025 | CHF 67.2b | CHF 37.9b | CHF 2.4b | 28.2x | 27.6x | 1.8x |
| Sat, 18 Oct 2025 | CHF 71.4b | CHF 38.1b | CHF 2.4b | 19.6x | 29.2x | 1.9x |
| Mon, 15 Sep 2025 | CHF 74.5b | CHF 38.1b | CHF 2.5b | 21.1x | 30.4x | 2x |
| Wed, 13 Aug 2025 | CHF 73.7b | CHF 38.1b | CHF 2.5b | 22.9x | 29.9x | 1.9x |
| Fri, 11 Jul 2025 | CHF 69.0b | CHF 34.7b | CHF 2.3b | 19.9x | 30.3x | 2x |
| Sun, 08 Jun 2025 | CHF 68.7b | CHF 34.7b | CHF 2.3b | 20.3x | 30.1x | 2x |
| Tue, 06 May 2025 | CHF 65.4b | CHF 34.6b | CHF 2.3b | 19.4x | 28.8x | 1.9x |
| Thu, 03 Apr 2025 | CHF 64.9b | CHF 34.6b | CHF 2.3b | 20.8x | 28.8x | 1.9x |
| Sat, 01 Mar 2025 | CHF 66.9b | CHF 35.4b | CHF 2.5b | 20.2x | 26.3x | 1.9x |
| Mon, 27 Jan 2025 | CHF 65.1b | CHF 35.5b | CHF 2.5b | 20.7x | 26.4x | 1.8x |
| Wed, 25 Dec 2024 | CHF 62.9b | CHF 35.4b | CHF 2.5b | 19.3x | 25.5x | 1.8x |
| Fri, 22 Nov 2024 | CHF 62.8b | CHF 35.4b | CHF 2.5b | 19x | 25.5x | 1.8x |
| Sun, 20 Oct 2024 | CHF 67.4b | CHF 35.4b | CHF 2.5b | 21.2x | 27.4x | 1.9x |
| Tue, 17 Sep 2024 | CHF 65.7b | CHF 35.4b | CHF 2.4b | 20.5x | 26.9x | 1.9x |
| Thu, 15 Aug 2024 | CHF 65.2b | CHF 35.4b | CHF 2.4b | 21.2x | 26.6x | 1.8x |
| Sat, 13 Jul 2024 | CHF 69.8b | CHF 36.4b | CHF 2.6b | 19.5x | 26.9x | 1.9x |
| Mon, 10 Jun 2024 | CHF 69.2b | CHF 36.4b | CHF 2.6b | 19.6x | 26.6x | 1.9x |
| Wed, 08 May 2024 | CHF 67.6b | CHF 36.3b | CHF 2.6b | 20x | 26.1x | 1.9x |
| Fri, 05 Apr 2024 | CHF 67.4b | CHF 36.4b | CHF 2.6b | 22.3x | 26.2x | 1.9x |
| Sun, 03 Mar 2024 | CHF 71.4b | CHF 40.7b | CHF 2.9b | 19.7x | 25x | 1.8x |
| Tue, 30 Jan 2024 | CHF 65.9b | CHF 41.5b | CHF 2.9b | 15.6x | 23x | 1.6x |
| Thu, 28 Dec 2023 | CHF 66.6b | CHF 41.5b | CHF 2.9b | 16x | 23.2x | 1.6x |
| Sat, 25 Nov 2023 | CHF 62.8b | CHF 41.5b | CHF 2.9b | 15.5x | 21.9x | 1.5x |
| Mon, 23 Oct 2023 | CHF 56.6b | CHF 41.6b | CHF 2.8b | 14.4x | 20.2x | 1.4x |
| Wed, 20 Sep 2023 | CHF 60.4b | CHF 41.6b | CHF 2.8b | 16.2x | 21.6x | 1.5x |
| Fri, 18 Aug 2023 | CHF 62.3b | CHF 41.7b | CHF 2.8b | 17x | 22.5x | 1.5x |
| Sun, 16 Jul 2023 | CHF 66.8b | CHF 40.6b | CHF 2.5b | 23.4x | 26.6x | 1.6x |
26.6x
Which industries have driven the changes within the Swiss Industrials industry?
| CH Market | -0.027% | |
| Industrials | -3.64% | |
| Machinery | -3.28% | |
| Construction Machinery and Vehicles | 0.31% | |
| Industrial Machinery | -3.56% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SUN Sulzer | CHF 136.70 | 2.8% +CHF 124.8m | -4.3% | PE15.8x | |
| OERL OC Oerlikon | CHF 4.30 | 7.5% +CHF 97.9m | 12.8% | PS0.9x | |
| SRAIL Stadler Rail | CHF 23.76 | 1.4% +CHF 32.0m | 16.1% | PE27x | |
| GF Georg Fischer | CHF 43.36 | 0.7% +CHF 24.6m | -31.7% | PE18.2x | |
| KARN Kardex Holding | CHF 235.00 | 1.3% +CHF 23.1m | -17.4% | PE47.2x |