Narrative Update • Jun 03

Over the last 7 days, the Machinery industry has risen 1.7%, driven by gains in VAT Group and Schindler Holding of 3.2% and 2.0%, respectively. In the same time, Burckhardt Compression Holding was down 11%. In the past year, the industry is down 7.5%. As for the next few years, earnings are expected to grow by 13% per annum.
Has the Swiss Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 05 Jun 2026 | CHF 72.4b | CHF 33.4b | CHF 2.2b | 24.3x | 32.7x | 2.2x |
| Sun, 03 May 2026 | CHF 71.7b | CHF 33.4b | CHF 2.2b | 25.1x | 32.3x | 2.1x |
| Tue, 31 Mar 2026 | CHF 66.1b | CHF 33.6b | CHF 2.2b | 22.1x | 29.9x | 2x |
| Thu, 26 Feb 2026 | CHF 79.4b | CHF 37.1b | CHF 2.4b | 24.5x | 32.5x | 2.1x |
| Sat, 24 Jan 2026 | CHF 79.0b | CHF 37.9b | CHF 2.4b | 29x | 32.5x | 2.1x |
| Mon, 22 Dec 2025 | CHF 72.6b | CHF 38.0b | CHF 2.4b | 28.9x | 29.9x | 1.9x |
| Wed, 19 Nov 2025 | CHF 66.6b | CHF 37.9b | CHF 2.4b | 28.4x | 27.4x | 1.8x |
| Fri, 17 Oct 2025 | CHF 72.0b | CHF 38.1b | CHF 2.4b | 20x | 29.4x | 1.9x |
| Sun, 14 Sep 2025 | CHF 74.5b | CHF 38.1b | CHF 2.5b | 21.1x | 30.4x | 2x |
| Tue, 12 Aug 2025 | CHF 73.2b | CHF 38.1b | CHF 2.5b | 22.5x | 29.6x | 1.9x |
| Thu, 10 Jul 2025 | CHF 67.4b | CHF 34.7b | CHF 2.3b | 19.6x | 29.6x | 1.9x |
| Sat, 07 Jun 2025 | CHF 68.7b | CHF 34.7b | CHF 2.3b | 20.3x | 30.1x | 2x |
| Mon, 05 May 2025 | CHF 65.5b | CHF 34.6b | CHF 2.3b | 19.6x | 28.9x | 1.9x |
| Wed, 02 Apr 2025 | CHF 64.9b | CHF 34.6b | CHF 2.3b | 20.7x | 28.8x | 1.9x |
| Fri, 28 Feb 2025 | CHF 66.9b | CHF 35.3b | CHF 2.5b | 21.5x | 26.5x | 1.9x |
| Sun, 26 Jan 2025 | CHF 65.1b | CHF 35.5b | CHF 2.5b | 20.7x | 26.4x | 1.8x |
| Tue, 24 Dec 2024 | CHF 62.9b | CHF 35.4b | CHF 2.5b | 19.3x | 25.5x | 1.8x |
| Thu, 21 Nov 2024 | CHF 62.7b | CHF 35.4b | CHF 2.5b | 19x | 25.4x | 1.8x |
| Sat, 19 Oct 2024 | CHF 67.4b | CHF 35.4b | CHF 2.5b | 21.2x | 27.4x | 1.9x |
| Mon, 16 Sep 2024 | CHF 66.3b | CHF 35.4b | CHF 2.4b | 20.8x | 27.1x | 1.9x |
| Wed, 14 Aug 2024 | CHF 64.6b | CHF 35.5b | CHF 2.5b | 19.4x | 26x | 1.8x |
| Fri, 12 Jul 2024 | CHF 69.1b | CHF 36.4b | CHF 2.6b | 19.5x | 26.6x | 1.9x |
| Sun, 09 Jun 2024 | CHF 69.2b | CHF 36.3b | CHF 2.6b | 19.6x | 26.7x | 1.9x |
| Tue, 07 May 2024 | CHF 67.1b | CHF 36.3b | CHF 2.6b | 20.1x | 25.9x | 1.8x |
| Thu, 04 Apr 2024 | CHF 67.7b | CHF 36.4b | CHF 2.6b | 22.2x | 26.3x | 1.9x |
| Sat, 02 Mar 2024 | CHF 71.4b | CHF 40.9b | CHF 2.9b | 19.7x | 24.8x | 1.7x |
| Mon, 29 Jan 2024 | CHF 65.8b | CHF 41.5b | CHF 2.9b | 15.6x | 23x | 1.6x |
| Wed, 27 Dec 2023 | CHF 66.5b | CHF 41.5b | CHF 2.9b | 16x | 23.2x | 1.6x |
| Fri, 24 Nov 2023 | CHF 62.4b | CHF 41.5b | CHF 2.9b | 15.5x | 21.7x | 1.5x |
| Sun, 22 Oct 2023 | CHF 56.6b | CHF 41.6b | CHF 2.8b | 14.4x | 20.2x | 1.4x |
| Tue, 19 Sep 2023 | CHF 60.9b | CHF 41.6b | CHF 2.8b | 16.3x | 21.7x | 1.5x |
| Thu, 17 Aug 2023 | CHF 63.3b | CHF 41.7b | CHF 2.8b | 17.2x | 22.9x | 1.5x |
| Sat, 15 Jul 2023 | CHF 66.8b | CHF 40.6b | CHF 2.5b | 23.4x | 26.6x | 1.6x |
| Mon, 12 Jun 2023 | CHF 66.8b | CHF 41.1b | CHF 2.5b | 23.8x | 26.3x | 1.6x |
26.3x
Which industries have driven the changes within the Swiss Industrials industry?
| CH Market | -0.94% | |
| Industrials | 1.76% | |
| Machinery | 1.72% | |
| Industrial Machinery | 1.76% | |
| Construction Machinery and Vehicles | 1.29% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VACN VAT Group | CHF 619.40 | 3.2% +CHF 575.4m | 89.9% | PE86.6x | |
| SCHN Schindler Holding | CHF 255.50 | 2.0% +CHF 534.4m | -11.6% | PE26.8x | |
| SUN Sulzer | CHF 155.70 | 5.9% +CHF 293.5m | -2.1% | PE17.9x | |
| SFSN SFS Group | CHF 128.60 | 2.1% +CHF 101.1m | 9.5% | PE22.8x | |
| SRAIL Stadler Rail | CHF 22.62 | 2.0% +CHF 44.0m | 9.2% | PE25.7x |