Narrative Update • May 19

Over the last 7 days, the Machinery industry has remained flat, although notably Stadler Rail declined by 7.0%. As for the longer term, the industry has declined 9.4% in the last year. 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 |
|---|---|---|---|---|---|---|
| Fri, 22 May 2026 | CHF 70.4b | CHF 33.4b | CHF 2.2b | 23.6x | 31.8x | 2.1x |
| Sun, 19 Apr 2026 | CHF 73.8b | CHF 33.6b | CHF 2.2b | 25.8x | 33.3x | 2.2x |
| Tue, 17 Mar 2026 | CHF 69.2b | CHF 33.2b | CHF 2.1b | 24.8x | 32.3x | 2.1x |
| Thu, 12 Feb 2026 | CHF 77.5b | CHF 37.9b | CHF 2.4b | 27x | 31.9x | 2x |
| Sat, 10 Jan 2026 | CHF 76.7b | CHF 38.0b | CHF 2.4b | 30.5x | 31.6x | 2x |
| Mon, 08 Dec 2025 | CHF 72.1b | CHF 38.0b | CHF 2.4b | 29.1x | 29.7x | 1.9x |
| Wed, 05 Nov 2025 | CHF 69.0b | CHF 38.0b | CHF 2.4b | 24x | 28.3x | 1.8x |
| Fri, 03 Oct 2025 | CHF 73.5b | CHF 38.1b | CHF 2.5b | 20.7x | 30x | 1.9x |
| Sun, 31 Aug 2025 | CHF 71.8b | CHF 38.1b | CHF 2.5b | 22.3x | 29.3x | 1.9x |
| Tue, 29 Jul 2025 | CHF 73.6b | CHF 38.2b | CHF 2.5b | 20.7x | 29.1x | 1.9x |
| Thu, 26 Jun 2025 | CHF 66.1b | CHF 34.7b | CHF 2.3b | 19.4x | 29x | 1.9x |
| Sat, 24 May 2025 | CHF 66.7b | CHF 34.6b | CHF 2.3b | 20.4x | 29.4x | 1.9x |
| Mon, 21 Apr 2025 | CHF 60.6b | CHF 34.5b | CHF 2.2b | 17.9x | 27x | 1.8x |
| Wed, 19 Mar 2025 | CHF 69.1b | CHF 34.9b | CHF 2.3b | 20.6x | 29.6x | 2x |
| Fri, 14 Feb 2025 | CHF 67.6b | CHF 35.4b | CHF 2.4b | 20.5x | 27.9x | 1.9x |
| Sun, 12 Jan 2025 | CHF 63.4b | CHF 35.4b | CHF 2.5b | 19.2x | 25.7x | 1.8x |
| Tue, 10 Dec 2024 | CHF 65.0b | CHF 35.4b | CHF 2.5b | 19.7x | 26.4x | 1.8x |
| Thu, 07 Nov 2024 | CHF 64.5b | CHF 35.4b | CHF 2.5b | 20.1x | 26.2x | 1.8x |
| Sat, 05 Oct 2024 | CHF 67.6b | CHF 35.4b | CHF 2.4b | 21.2x | 27.7x | 1.9x |
| Mon, 02 Sep 2024 | CHF 67.4b | CHF 35.4b | CHF 2.4b | 22.7x | 27.6x | 1.9x |
| Wed, 31 Jul 2024 | CHF 66.9b | CHF 35.7b | CHF 2.5b | 20.5x | 26.5x | 1.9x |
| Fri, 28 Jun 2024 | CHF 67.8b | CHF 36.4b | CHF 2.6b | 18.4x | 26.1x | 1.9x |
| Sun, 26 May 2024 | CHF 70.8b | CHF 36.3b | CHF 2.6b | 20.8x | 27.3x | 2x |
| Tue, 23 Apr 2024 | CHF 65.7b | CHF 36.3b | CHF 2.6b | 19.3x | 25.3x | 1.8x |
| Thu, 21 Mar 2024 | CHF 67.0b | CHF 36.4b | CHF 2.6b | 20.3x | 26.1x | 1.8x |
| Sat, 17 Feb 2024 | CHF 69.3b | CHF 41.3b | CHF 2.8b | 16.8x | 24.4x | 1.7x |
| Mon, 15 Jan 2024 | CHF 65.3b | CHF 41.5b | CHF 2.9b | 15.8x | 22.8x | 1.6x |
| Wed, 13 Dec 2023 | CHF 64.5b | CHF 41.5b | CHF 2.9b | 15.3x | 22.5x | 1.6x |
| Fri, 10 Nov 2023 | CHF 60.7b | CHF 41.6b | CHF 2.9b | 15.2x | 21.2x | 1.5x |
| Sun, 08 Oct 2023 | CHF 59.3b | CHF 41.6b | CHF 2.8b | 15.4x | 21.2x | 1.4x |
| Tue, 05 Sep 2023 | CHF 63.3b | CHF 41.6b | CHF 2.8b | 16.8x | 22.6x | 1.5x |
| Thu, 03 Aug 2023 | CHF 65.4b | CHF 41.7b | CHF 2.8b | 17.4x | 23.5x | 1.6x |
| Sat, 01 Jul 2023 | CHF 67.8b | CHF 41.2b | CHF 2.5b | 23x | 26.7x | 1.6x |
| Mon, 29 May 2023 | CHF 66.7b | CHF 41.0b | CHF 2.5b | 23.6x | 26.4x | 1.6x |
26.4x
Which industries have driven the changes within the Swiss Industrials industry?
| CH Market | 1.44% | |
| Industrials | -0.73% | |
| Machinery | -0.83% | |
| Industrial Machinery | -0.62% | |
| Construction Machinery and Vehicles | -3.34% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VACN VAT Group | CHF 597.60 | 0.8% +CHF 149.8m | 92.6% | PE83.6x | |
| SFSN SFS Group | CHF 124.60 | 1.1% +CHF 54.4m | 7.8% | PE22.1x | |
| GF Georg Fischer | CHF 42.48 | 1.0% +CHF 36.1m | -33.7% | PE17.9x | |
| RIEN Rieter Holding | CHF 3.29 | 1.5% +CHF 6.8m | -95.8% | PS0.7x | |
| MIKN Mikron Holding | CHF 16.35 | 2.2% +CHF 5.8m | -0.9% | PE8.4x |