Narrative Update • May 18

The Machinery is pretty flat in the last 7 days, but Georg Fischer has stood out, gaining 6.1%. As for the longer term, the industry has declined 7.7% in the last year. Earnings are forecast to grow by 14% annually.
Has the Swiss Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 28 May 2026 | CHF 71.6b | CHF 33.4b | CHF 2.2b | 24.8x | 32.3x | 2.1x |
| Sat, 25 Apr 2026 | CHF 72.2b | CHF 33.4b | CHF 2.2b | 24.6x | 32.5x | 2.2x |
| Mon, 23 Mar 2026 | CHF 67.6b | CHF 33.2b | CHF 2.2b | 24.3x | 31.4x | 2x |
| Wed, 18 Feb 2026 | CHF 79.2b | CHF 37.9b | CHF 2.5b | 27.6x | 31.7x | 2.1x |
| Fri, 16 Jan 2026 | CHF 79.7b | CHF 38.0b | CHF 2.4b | 31.3x | 32.8x | 2.1x |
| Sun, 14 Dec 2025 | CHF 72.8b | CHF 38.0b | CHF 2.4b | 29.1x | 30x | 1.9x |
| Tue, 11 Nov 2025 | CHF 68.4b | CHF 38.0b | CHF 2.4b | 23.3x | 28x | 1.8x |
| Thu, 09 Oct 2025 | CHF 73.3b | CHF 38.1b | CHF 2.5b | 20.2x | 29.9x | 1.9x |
| Sat, 06 Sep 2025 | CHF 72.5b | CHF 38.1b | CHF 2.5b | 22.1x | 29.6x | 1.9x |
| Mon, 04 Aug 2025 | CHF 73.4b | CHF 38.1b | CHF 2.5b | 20.7x | 29x | 1.9x |
| Wed, 02 Jul 2025 | CHF 67.7b | CHF 34.7b | CHF 2.3b | 19.8x | 29.7x | 2x |
| Fri, 30 May 2025 | CHF 67.6b | CHF 34.6b | CHF 2.3b | 20.9x | 29.8x | 2x |
| Sun, 27 Apr 2025 | CHF 62.5b | CHF 34.6b | CHF 2.2b | 18.4x | 27.8x | 1.8x |
| Tue, 25 Mar 2025 | CHF 68.0b | CHF 34.6b | CHF 2.3b | 21.2x | 30.2x | 2x |
| Thu, 20 Feb 2025 | CHF 67.8b | CHF 35.3b | CHF 2.4b | 20.9x | 27.7x | 1.9x |
| Sat, 18 Jan 2025 | CHF 64.0b | CHF 35.4b | CHF 2.5b | 19.8x | 25.9x | 1.8x |
| Mon, 16 Dec 2024 | CHF 64.3b | CHF 35.4b | CHF 2.5b | 19.4x | 26.1x | 1.8x |
| Wed, 13 Nov 2024 | CHF 64.4b | CHF 35.4b | CHF 2.5b | 19.4x | 26.1x | 1.8x |
| Fri, 11 Oct 2024 | CHF 67.0b | CHF 35.4b | CHF 2.4b | 20.7x | 27.4x | 1.9x |
| Sun, 08 Sep 2024 | CHF 64.3b | CHF 35.4b | CHF 2.4b | 21.2x | 26.3x | 1.8x |
| Tue, 06 Aug 2024 | CHF 63.3b | CHF 35.8b | CHF 2.5b | 19.5x | 25.1x | 1.8x |
| Thu, 04 Jul 2024 | CHF 68.7b | CHF 36.4b | CHF 2.6b | 19.2x | 26.4x | 1.9x |
| Sat, 01 Jun 2024 | CHF 69.0b | CHF 36.3b | CHF 2.6b | 20.4x | 26.6x | 1.9x |
| Mon, 29 Apr 2024 | CHF 66.3b | CHF 36.3b | CHF 2.6b | 19.3x | 25.6x | 1.8x |
| Wed, 27 Mar 2024 | CHF 67.4b | CHF 36.4b | CHF 2.6b | 20.8x | 26.3x | 1.9x |
| Fri, 23 Feb 2024 | CHF 70.5b | CHF 41.0b | CHF 2.8b | 18.4x | 24.8x | 1.7x |
| Sun, 21 Jan 2024 | CHF 63.1b | CHF 41.5b | CHF 2.9b | 15x | 22x | 1.5x |
| Tue, 19 Dec 2023 | CHF 66.7b | CHF 41.5b | CHF 2.9b | 15.8x | 23.3x | 1.6x |
| Thu, 16 Nov 2023 | CHF 62.4b | CHF 41.6b | CHF 2.9b | 15.9x | 21.8x | 1.5x |
| Sat, 14 Oct 2023 | CHF 59.3b | CHF 41.6b | CHF 2.8b | 15x | 21.2x | 1.4x |
| Mon, 11 Sep 2023 | CHF 61.9b | CHF 41.6b | CHF 2.8b | 16.6x | 22.1x | 1.5x |
| Wed, 09 Aug 2023 | CHF 64.5b | CHF 41.7b | CHF 2.8b | 17.4x | 23.2x | 1.5x |
| Fri, 07 Jul 2023 | CHF 64.3b | CHF 40.6b | CHF 2.5b | 22.8x | 25.6x | 1.6x |
| Sun, 04 Jun 2023 | CHF 67.4b | CHF 41.0b | CHF 2.5b | 23.9x | 26.7x | 1.6x |
26.7x
Which industries have driven the changes within the Swiss Industrials industry?
| CH Market | 1.32% | |
| Industrials | 2.09% | |
| Machinery | 0.55% | |
| Industrial Machinery | 0.56% | |
| Construction Machinery and Vehicles | 0.38% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GF Georg Fischer | CHF 44.20 | 6.1% +CHF 208.2m | -31.7% | PE18.6x | |
| SUN Sulzer | CHF 149.50 | 1.6% +CHF 77.6m | -2.8% | PE17.2x | |
| OERL OC Oerlikon | CHF 3.78 | 6.0% +CHF 70.2m | -1.2% | PS0.8x | |
| KARN Kardex Holding | CHF 272.00 | 3.4% +CHF 69.4m | 10.8% | PE55.1x | |
| SFSN SFS Group | CHF 126.60 | 1.1% +CHF 54.4m | 7.7% | PE22.5x |