Narrative Update • Aug 20

The Machinery industry is up 1.9% in the last week, with Stadler Rail up 19%. The industry has been flat over the past 12 months despite the gain this week. As for the next few years, earnings are expected to grow by 15% per annum.
Has the Swiss Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 02 Sep 2026 | CHF 72.3b | CHF 34.1b | CHF 2.3b | 22.2x | 31.9x | 2.1x |
| Fri, 31 Jul 2026 | CHF 70.5b | CHF 33.5b | CHF 2.2b | 20.2x | 31.5x | 2.1x |
| Sun, 28 Jun 2026 | CHF 73.2b | CHF 33.4b | CHF 2.2b | 23.8x | 32.8x | 2.2x |
| Tue, 26 May 2026 | CHF 71.2b | CHF 33.4b | CHF 2.2b | 24.1x | 32.1x | 2.1x |
| Thu, 23 Apr 2026 | CHF 71.9b | CHF 33.6b | CHF 2.2b | 25.4x | 32.5x | 2.1x |
| Sat, 21 Mar 2026 | CHF 67.6b | CHF 33.2b | CHF 2.2b | 24.3x | 31.4x | 2x |
| Mon, 16 Feb 2026 | CHF 79.0b | CHF 37.9b | CHF 2.6b | 27.5x | 30.9x | 2.1x |
| Wed, 14 Jan 2026 | CHF 76.0b | CHF 38.0b | CHF 2.4b | 29.9x | 31.3x | 2x |
| Fri, 12 Dec 2025 | CHF 72.0b | CHF 38.0b | CHF 2.4b | 29x | 29.6x | 1.9x |
| Sun, 09 Nov 2025 | CHF 68.0b | CHF 38.0b | CHF 2.4b | 23.1x | 27.8x | 1.8x |
| Tue, 07 Oct 2025 | CHF 73.8b | CHF 38.1b | CHF 2.5b | 20.6x | 30.1x | 1.9x |
| Thu, 04 Sep 2025 | CHF 70.8b | CHF 38.1b | CHF 2.5b | 21.8x | 28.9x | 1.9x |
| Sat, 02 Aug 2025 | CHF 73.4b | CHF 38.1b | CHF 2.5b | 20.7x | 29x | 1.9x |
| Mon, 30 Jun 2025 | CHF 67.8b | CHF 34.7b | CHF 2.3b | 19.6x | 29.7x | 2x |
| Wed, 28 May 2025 | CHF 67.9b | CHF 34.6b | CHF 2.3b | 20.8x | 29.9x | 2x |
| Fri, 25 Apr 2025 | CHF 62.0b | CHF 34.6b | CHF 2.2b | 18.4x | 27.5x | 1.8x |
| Sun, 23 Mar 2025 | CHF 68.2b | CHF 34.6b | CHF 2.3b | 21.3x | 30.3x | 2x |
| Tue, 18 Feb 2025 | CHF 67.1b | CHF 35.3b | CHF 2.4b | 20.6x | 27.4x | 1.9x |
| Thu, 16 Jan 2025 | CHF 62.8b | CHF 35.4b | CHF 2.5b | 19.3x | 25.5x | 1.8x |
| Sat, 14 Dec 2024 | CHF 64.3b | CHF 35.4b | CHF 2.5b | 19.4x | 26.1x | 1.8x |
| Mon, 11 Nov 2024 | CHF 65.5b | CHF 35.4b | CHF 2.5b | 19.5x | 26.5x | 1.8x |
| Wed, 09 Oct 2024 | CHF 67.3b | CHF 35.4b | CHF 2.4b | 21.1x | 27.5x | 1.9x |
| Fri, 06 Sep 2024 | CHF 65.1b | CHF 35.4b | CHF 2.4b | 21.4x | 26.6x | 1.8x |
| Sun, 04 Aug 2024 | CHF 64.3b | CHF 35.8b | CHF 2.5b | 19.8x | 25.5x | 1.8x |
| Tue, 02 Jul 2024 | CHF 67.8b | CHF 36.4b | CHF 2.6b | 18.5x | 26.1x | 1.9x |
| Thu, 30 May 2024 | CHF 69.1b | CHF 36.3b | CHF 2.6b | 20.6x | 26.6x | 1.9x |
| Sat, 27 Apr 2024 | CHF 66.3b | CHF 36.3b | CHF 2.6b | 19.3x | 25.6x | 1.8x |
| Mon, 25 Mar 2024 | CHF 67.8b | CHF 36.4b | CHF 2.6b | 20.5x | 26.4x | 1.9x |
| Wed, 21 Feb 2024 | CHF 69.3b | CHF 41.2b | CHF 2.9b | 17.4x | 24x | 1.7x |
| Fri, 19 Jan 2024 | CHF 63.8b | CHF 41.5b | CHF 2.9b | 15.3x | 22.3x | 1.5x |
| Sun, 17 Dec 2023 | CHF 66.7b | CHF 41.5b | CHF 2.9b | 15.9x | 23.3x | 1.6x |
| Tue, 14 Nov 2023 | CHF 60.5b | CHF 41.6b | CHF 2.9b | 15.2x | 21.1x | 1.5x |
| Thu, 12 Oct 2023 | CHF 60.1b | CHF 41.6b | CHF 2.8b | 15.6x | 21.4x | 1.4x |
| Sat, 09 Sep 2023 | CHF 61.9b | CHF 41.6b | CHF 2.8b | 16.6x | 22.1x | 1.5x |
22.1x
Which industries have driven the changes within the Swiss Industrials industry?
| CH Market | -1.32% | |
| Industrials | -1.89% | |
| Machinery | -0.51% | |
| Construction Machinery and Vehicles | 8.89% | |
| Industrial Machinery | -1.29% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SRAIL Stadler Rail | CHF 29.18 | 19.0% +CHF 466.0m | 43.6% | PE27.7x | |
| SFSN SFS Group | CHF 134.20 | 1.5% +CHF 77.8m | 25.9% | PE20.3x | |
| OERL OC Oerlikon | CHF 5.21 | 2.8% +CHF 45.7m | 80.9% | PE60.7x | |
| SUN Sulzer | CHF 159.20 | 0.6% +CHF 30.5m | 9.2% | PE17.8x | |
| BUCN Bucher Industries | CHF 318.00 | 1.0% +CHF 29.7m | -14.5% | PE17.5x |