Narrative Update • Aug 19

In the last week, the Machinery industry is up 1.9%, with Schindler Holding up 3.6%. In the past year, the industry is down 3.0%. 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 |
|---|---|---|---|---|---|---|
| Thu, 27 Aug 2026 | CHF 72.7b | CHF 33.5b | CHF 2.3b | 22.1x | 32.3x | 2.2x |
| Sat, 25 Jul 2026 | CHF 71.2b | CHF 33.6b | CHF 2.2b | 19.8x | 32.1x | 2.1x |
| Mon, 22 Jun 2026 | CHF 74.4b | CHF 33.4b | CHF 2.2b | 24.9x | 33.5x | 2.2x |
| Wed, 20 May 2026 | CHF 70.2b | CHF 33.4b | CHF 2.2b | 24.2x | 31.7x | 2.1x |
| Fri, 17 Apr 2026 | CHF 72.1b | CHF 33.6b | CHF 2.2b | 25.7x | 32.6x | 2.1x |
| Sun, 15 Mar 2026 | CHF 69.2b | CHF 33.2b | CHF 2.1b | 24.8x | 32.3x | 2.1x |
| Tue, 10 Feb 2026 | CHF 80.3b | CHF 37.9b | CHF 2.4b | 26.9x | 33x | 2.1x |
| Thu, 08 Jan 2026 | CHF 77.0b | CHF 37.9b | CHF 2.4b | 29.8x | 31.7x | 2x |
| Sat, 06 Dec 2025 | CHF 72.1b | CHF 38.0b | CHF 2.4b | 29.1x | 29.7x | 1.9x |
| Mon, 03 Nov 2025 | CHF 70.6b | CHF 38.0b | CHF 2.5b | 19.2x | 28.7x | 1.9x |
| Wed, 01 Oct 2025 | CHF 71.8b | CHF 38.1b | CHF 2.5b | 20.4x | 29.3x | 1.9x |
| Fri, 29 Aug 2025 | CHF 72.7b | CHF 38.1b | CHF 2.5b | 22.5x | 29.6x | 1.9x |
| Sun, 27 Jul 2025 | CHF 73.6b | CHF 38.2b | CHF 2.5b | 20.6x | 29.1x | 1.9x |
| Tue, 24 Jun 2025 | CHF 66.2b | CHF 34.7b | CHF 2.3b | 19.8x | 29x | 1.9x |
| Thu, 22 May 2025 | CHF 68.4b | CHF 34.6b | CHF 2.3b | 20.8x | 30.1x | 2x |
| Sat, 19 Apr 2025 | CHF 60.6b | CHF 34.5b | CHF 2.2b | 17.9x | 27x | 1.8x |
| Mon, 17 Mar 2025 | CHF 68.3b | CHF 34.9b | CHF 2.3b | 20.6x | 29.2x | 2x |
| Wed, 12 Feb 2025 | CHF 66.0b | CHF 35.4b | CHF 2.4b | 20.4x | 27.2x | 1.9x |
| Fri, 10 Jan 2025 | CHF 63.6b | CHF 35.4b | CHF 2.5b | 19.2x | 25.8x | 1.8x |
| Sun, 08 Dec 2024 | CHF 65.0b | CHF 35.4b | CHF 2.5b | 19.6x | 26.4x | 1.8x |
| Tue, 05 Nov 2024 | CHF 65.1b | CHF 35.4b | CHF 2.5b | 20.3x | 26.4x | 1.8x |
| Thu, 03 Oct 2024 | CHF 68.4b | CHF 35.4b | CHF 2.4b | 21.4x | 28x | 1.9x |
| Sat, 31 Aug 2024 | CHF 67.4b | CHF 35.4b | CHF 2.4b | 22.7x | 27.6x | 1.9x |
| Mon, 29 Jul 2024 | CHF 66.5b | CHF 35.7b | CHF 2.5b | 20.5x | 26.3x | 1.9x |
| Wed, 26 Jun 2024 | CHF 67.3b | CHF 36.4b | CHF 2.6b | 18.8x | 25.9x | 1.8x |
| Fri, 24 May 2024 | CHF 70.9b | CHF 36.3b | CHF 2.6b | 21.3x | 27.3x | 2x |
| Sun, 21 Apr 2024 | CHF 65.7b | CHF 36.3b | CHF 2.6b | 19.3x | 25.3x | 1.8x |
| Tue, 19 Mar 2024 | CHF 72.5b | CHF 40.4b | CHF 2.8b | 20.5x | 25.5x | 1.8x |
| Thu, 15 Feb 2024 | CHF 68.1b | CHF 41.3b | CHF 2.8b | 16.4x | 24x | 1.6x |
| Sat, 13 Jan 2024 | CHF 65.3b | CHF 41.5b | CHF 2.9b | 15.8x | 22.8x | 1.6x |
| Mon, 11 Dec 2023 | CHF 64.2b | CHF 41.5b | CHF 2.9b | 15.4x | 22.4x | 1.5x |
| Wed, 08 Nov 2023 | CHF 59.1b | CHF 41.6b | CHF 2.9b | 14.8x | 20.6x | 1.4x |
| Fri, 06 Oct 2023 | CHF 59.3b | CHF 41.6b | CHF 2.8b | 15.4x | 21.2x | 1.4x |
| Sun, 03 Sep 2023 | CHF 63.2b | CHF 41.6b | CHF 2.8b | 16.9x | 22.5x | 1.5x |
22.5x
Which industries have driven the changes within the Swiss Industrials industry?
| CH Market | 1.24% | |
| Industrials | 0.91% | |
| Machinery | 1.95% | |
| Construction Machinery and Vehicles | 4.36% | |
| Industrial Machinery | 1.75% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SCHN Schindler Holding | CHF 258.00 | 3.4% +CHF 907.6m | -10.9% | PE26.8x | |
| SRAIL Stadler Rail | CHF 30.02 | 28.1% +CHF 658.0m | 43.9% | PE34.1x | |
| GF Georg Fischer | CHF 56.40 | 9.5% +CHF 401.6m | -10.5% | PS1.5x | |
| SUN Sulzer | CHF 159.40 | 7.0% +CHF 352.1m | 6.4% | PE17.8x | |
| KARN Kardex Holding | CHF 259.50 | 7.9% +CHF 146.6m | -20.8% | PE76.2x |