Narrative Update • May 05

The Machinery industry is up 3.7% in the last week, with VAT Group up 3.6%. Despite this gain, the industry's performance has been flat over the past year. Earnings are forecast to grow by 14% annually.
Has the Swiss Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 08 May 2026 | CHF 73.6b | CHF 33.4b | CHF 2.2b | 25.9x | 33.2x | 2.2x |
| Sun, 05 Apr 2026 | CHF 67.5b | CHF 33.6b | CHF 2.2b | 22.8x | 30.6x | 2x |
| Tue, 03 Mar 2026 | CHF 75.0b | CHF 33.3b | CHF 2.2b | 26.8x | 34.2x | 2.3x |
| Thu, 29 Jan 2026 | CHF 77.9b | CHF 37.9b | CHF 2.4b | 28.1x | 32.1x | 2.1x |
| Sat, 27 Dec 2025 | CHF 73.2b | CHF 37.9b | CHF 2.4b | 29.3x | 30.1x | 1.9x |
| Mon, 24 Nov 2025 | CHF 67.9b | CHF 37.9b | CHF 2.4b | 27.9x | 27.9x | 1.8x |
| Wed, 22 Oct 2025 | CHF 71.6b | CHF 38.1b | CHF 2.4b | 19.8x | 29.3x | 1.9x |
| Fri, 19 Sep 2025 | CHF 73.8b | CHF 38.1b | CHF 2.5b | 20.5x | 30.1x | 1.9x |
| Sun, 17 Aug 2025 | CHF 73.1b | CHF 38.0b | CHF 2.5b | 22.5x | 29.7x | 1.9x |
| Tue, 15 Jul 2025 | CHF 68.1b | CHF 34.7b | CHF 2.3b | 19.8x | 29.9x | 2x |
| Thu, 12 Jun 2025 | CHF 69.2b | CHF 34.7b | CHF 2.3b | 20.8x | 30.3x | 2x |
| Sat, 10 May 2025 | CHF 66.0b | CHF 34.6b | CHF 2.3b | 20x | 29.1x | 1.9x |
| Mon, 07 Apr 2025 | CHF 59.5b | CHF 34.6b | CHF 2.2b | 17.8x | 26.4x | 1.7x |
| Wed, 05 Mar 2025 | CHF 66.5b | CHF 35.1b | CHF 2.4b | 19x | 27.7x | 1.9x |
| Fri, 31 Jan 2025 | CHF 64.7b | CHF 35.4b | CHF 2.5b | 20.7x | 26.3x | 1.8x |
| Sun, 29 Dec 2024 | CHF 63.5b | CHF 35.4b | CHF 2.5b | 19.5x | 25.8x | 1.8x |
| Tue, 26 Nov 2024 | CHF 64.2b | CHF 35.4b | CHF 2.5b | 19.5x | 26.1x | 1.8x |
| Thu, 24 Oct 2024 | CHF 65.9b | CHF 35.4b | CHF 2.5b | 20.7x | 26.8x | 1.9x |
| Sat, 21 Sep 2024 | CHF 66.2b | CHF 35.4b | CHF 2.4b | 20.8x | 27.1x | 1.9x |
| Mon, 19 Aug 2024 | CHF 65.8b | CHF 35.4b | CHF 2.4b | 21.4x | 26.9x | 1.9x |
| Wed, 17 Jul 2024 | CHF 69.7b | CHF 36.4b | CHF 2.6b | 19.2x | 26.8x | 1.9x |
| Fri, 14 Jun 2024 | CHF 70.1b | CHF 36.3b | CHF 2.6b | 19x | 26.9x | 1.9x |
| Sun, 12 May 2024 | CHF 68.9b | CHF 36.3b | CHF 2.6b | 20.6x | 26.6x | 1.9x |
| Tue, 09 Apr 2024 | CHF 67.9b | CHF 36.4b | CHF 2.6b | 22.1x | 26.4x | 1.9x |
| Thu, 07 Mar 2024 | CHF 71.4b | CHF 40.6b | CHF 2.8b | 20x | 25.4x | 1.8x |
| Sat, 03 Feb 2024 | CHF 65.9b | CHF 41.5b | CHF 2.9b | 15.7x | 23x | 1.6x |
| Mon, 01 Jan 2024 | CHF 66.6b | CHF 41.5b | CHF 2.9b | 16x | 23.2x | 1.6x |
| Wed, 29 Nov 2023 | CHF 62.1b | CHF 41.5b | CHF 2.9b | 15.3x | 21.7x | 1.5x |
| Fri, 27 Oct 2023 | CHF 56.2b | CHF 41.5b | CHF 2.9b | 13.9x | 19.7x | 1.4x |
| Sun, 24 Sep 2023 | CHF 60.4b | CHF 41.6b | CHF 2.8b | 15.8x | 21.5x | 1.5x |
| Tue, 22 Aug 2023 | CHF 62.1b | CHF 41.8b | CHF 2.8b | 16.5x | 22.3x | 1.5x |
| Thu, 20 Jul 2023 | CHF 66.0b | CHF 41.0b | CHF 2.5b | 22.7x | 26.3x | 1.6x |
| Sat, 17 Jun 2023 | CHF 68.4b | CHF 41.1b | CHF 2.5b | 24.2x | 26.9x | 1.7x |
| Mon, 15 May 2023 | CHF 66.7b | CHF 41.0b | CHF 2.5b | 24.3x | 26.4x | 1.6x |
26.4x
Which industries have driven the changes within the Swiss Industrials industry?
| CH Market | 2.30% | |
| Industrials | 5.26% | |
| Machinery | 3.72% | |
| Construction Machinery and Vehicles | 4.62% | |
| Industrial Machinery | 3.65% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VACN VAT Group | CHF 604.00 | 3.6% +CHF 629.3m | 100.0% | PE84.5x | |
| DAE Dätwyler Holding | CHF 169.00 | 7.6% +CHF 204.0m | 44.2% | PE35.6x | |
| GF Georg Fischer | CHF 44.88 | 5.3% +CHF 183.6m | -26.2% | PE18.9x | |
| SFSN SFS Group | CHF 122.80 | 3.2% +CHF 147.7m | 9.4% | PE21.8x | |
| SUN Sulzer | CHF 152.60 | 2.8% +CHF 141.7m | 5.8% | PE17.6x |