Narrative Update • Sep 10

Over the last 7 days, the Machinery industry has dropped 4.6%, driven by VAT Group declining 9.7%. However, the industry is down 7.5% over the past year. Earnings are forecast to grow by 15% annually.
Has the Swiss Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 16 Sep 2026 | CHF 69.9b | CHF 34.1b | CHF 2.3b | 20.6x | 30.8x | 2.1x |
| Fri, 14 Aug 2026 | CHF 73.2b | CHF 33.5b | CHF 2.3b | 21.7x | 32.5x | 2.2x |
| Sun, 12 Jul 2026 | CHF 73.6b | CHF 33.4b | CHF 2.2b | 24.4x | 33x | 2.2x |
| Tue, 09 Jun 2026 | CHF 71.7b | CHF 33.4b | CHF 2.2b | 23.7x | 32.2x | 2.1x |
| Thu, 07 May 2026 | CHF 73.6b | CHF 33.4b | CHF 2.2b | 25.9x | 33.2x | 2.2x |
| Sat, 04 Apr 2026 | CHF 67.5b | CHF 33.6b | CHF 2.2b | 22.8x | 30.6x | 2x |
| Mon, 02 Mar 2026 | CHF 75.0b | CHF 33.3b | CHF 2.2b | 26.8x | 34.2x | 2.3x |
| Wed, 28 Jan 2026 | CHF 79.1b | CHF 37.9b | CHF 2.4b | 28.6x | 32.6x | 2.1x |
| Fri, 26 Dec 2025 | CHF 73.2b | CHF 37.9b | CHF 2.4b | 29.3x | 30.1x | 1.9x |
| Sun, 23 Nov 2025 | CHF 67.5b | CHF 37.9b | CHF 2.4b | 27.9x | 27.8x | 1.8x |
| Tue, 21 Oct 2025 | CHF 71.6b | CHF 38.1b | CHF 2.4b | 19.7x | 29.3x | 1.9x |
| Thu, 18 Sep 2025 | CHF 72.6b | CHF 38.1b | CHF 2.5b | 20.5x | 29.6x | 1.9x |
| Sat, 16 Aug 2025 | CHF 73.1b | CHF 38.0b | CHF 2.5b | 22.5x | 29.7x | 1.9x |
| Mon, 14 Jul 2025 | CHF 68.7b | CHF 34.7b | CHF 2.3b | 19.8x | 30.2x | 2x |
| Wed, 11 Jun 2025 | CHF 69.1b | CHF 34.7b | CHF 2.3b | 20.6x | 30.3x | 2x |
| Fri, 09 May 2025 | CHF 65.7b | CHF 34.6b | CHF 2.3b | 19.9x | 28.9x | 1.9x |
| Sun, 06 Apr 2025 | CHF 59.5b | CHF 34.6b | CHF 2.2b | 17.8x | 26.4x | 1.7x |
| Tue, 04 Mar 2025 | CHF 67.5b | CHF 35.1b | CHF 2.4b | 19.9x | 28.1x | 1.9x |
| Thu, 30 Jan 2025 | CHF 64.7b | CHF 35.4b | CHF 2.5b | 20.7x | 26.3x | 1.8x |
| Sat, 28 Dec 2024 | CHF 63.5b | CHF 35.4b | CHF 2.5b | 19.5x | 25.8x | 1.8x |
| Mon, 25 Nov 2024 | CHF 63.5b | CHF 35.4b | CHF 2.5b | 19.3x | 25.8x | 1.8x |
| Wed, 23 Oct 2024 | CHF 66.4b | CHF 35.4b | CHF 2.5b | 21x | 27x | 1.9x |
| Fri, 20 Sep 2024 | CHF 67.4b | CHF 35.4b | CHF 2.4b | 21.7x | 27.6x | 1.9x |
| Sun, 18 Aug 2024 | CHF 65.8b | CHF 35.4b | CHF 2.4b | 21.4x | 26.9x | 1.9x |
| Tue, 16 Jul 2024 | CHF 69.3b | CHF 36.4b | CHF 2.6b | 19.3x | 26.6x | 1.9x |
| Thu, 13 Jun 2024 | CHF 69.0b | CHF 36.3b | CHF 2.6b | 19.6x | 26.5x | 1.9x |
| Sat, 11 May 2024 | CHF 68.9b | CHF 36.3b | CHF 2.6b | 20.6x | 26.6x | 1.9x |
| Mon, 08 Apr 2024 | CHF 67.6b | CHF 36.4b | CHF 2.6b | 22.1x | 26.3x | 1.9x |
| Wed, 06 Mar 2024 | CHF 70.6b | CHF 40.6b | CHF 2.8b | 19.6x | 25.1x | 1.7x |
| Fri, 02 Feb 2024 | CHF 65.9b | CHF 41.5b | CHF 2.9b | 15.8x | 23x | 1.6x |
| Sun, 31 Dec 2023 | CHF 66.6b | CHF 41.5b | CHF 2.9b | 16x | 23.2x | 1.6x |
| Tue, 28 Nov 2023 | CHF 62.3b | CHF 41.5b | CHF 2.9b | 15.3x | 21.7x | 1.5x |
| Thu, 26 Oct 2023 | CHF 56.6b | CHF 41.5b | CHF 2.9b | 14.2x | 19.8x | 1.4x |
| Sat, 23 Sep 2023 | CHF 60.4b | CHF 41.6b | CHF 2.8b | 15.8x | 21.5x | 1.5x |
21.5x
Which industries have driven the changes within the Swiss Industrials industry?
| CH Market | -1.91% | |
| Industrials | -4.36% | |
| Machinery | -4.85% | |
| Construction Machinery and Vehicles | -1.75% | |
| Industrial Machinery | -5.14% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SRAIL Stadler Rail | CHF 29.42 | 0.3% +CHF 10.0m | 40.1% | PE27.9x | |
| STRN Schlatter Industries | CHF 18.40 | 0.5% +CHF 110.5k | -14.0% | PS0.2x |