Narrative Update • Jul 09

The Machinery is pretty flat in the last 7 days, but Georg Fischer has stood out, gaining 19%. Unfortunately though, the industry is down 4.8% over the past 12 months. 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 |
|---|---|---|---|---|---|---|
| Sun, 19 Jul 2026 | CHF 74.2b | CHF 33.4b | CHF 2.2b | 24.9x | 33.3x | 2.2x |
| Tue, 16 Jun 2026 | CHF 73.1b | CHF 33.4b | CHF 2.2b | 24.6x | 32.9x | 2.2x |
| Thu, 14 May 2026 | CHF 71.1b | CHF 33.4b | CHF 2.2b | 25.3x | 32x | 2.1x |
| Sat, 11 Apr 2026 | CHF 71.5b | CHF 33.6b | CHF 2.2b | 24x | 32.3x | 2.1x |
| Mon, 09 Mar 2026 | CHF 70.7b | CHF 33.2b | CHF 2.2b | 24.8x | 32.5x | 2.1x |
| Wed, 04 Feb 2026 | CHF 78.5b | CHF 37.9b | CHF 2.4b | 26.2x | 32.3x | 2.1x |
| Fri, 02 Jan 2026 | CHF 73.5b | CHF 38.0b | CHF 2.4b | 29.1x | 30.2x | 1.9x |
| Sun, 30 Nov 2025 | CHF 70.6b | CHF 38.0b | CHF 2.4b | 29.3x | 29x | 1.9x |
| Tue, 28 Oct 2025 | CHF 71.4b | CHF 38.0b | CHF 2.5b | 19.5x | 29x | 1.9x |
| Thu, 25 Sep 2025 | CHF 73.0b | CHF 38.1b | CHF 2.5b | 20.4x | 29.8x | 1.9x |
| Sat, 23 Aug 2025 | CHF 73.9b | CHF 38.0b | CHF 2.5b | 22.8x | 30x | 1.9x |
| Mon, 21 Jul 2025 | CHF 69.3b | CHF 34.7b | CHF 2.3b | 20.8x | 30.5x | 2x |
| Wed, 18 Jun 2025 | CHF 67.6b | CHF 34.7b | CHF 2.3b | 20.4x | 29.6x | 1.9x |
| Fri, 16 May 2025 | CHF 68.1b | CHF 34.6b | CHF 2.3b | 21x | 30x | 2x |
| Sun, 13 Apr 2025 | CHF 59.4b | CHF 34.5b | CHF 2.2b | 17.6x | 26.4x | 1.7x |
| Tue, 11 Mar 2025 | CHF 68.5b | CHF 35.2b | CHF 2.4b | 19.7x | 28.4x | 1.9x |
| Thu, 06 Feb 2025 | CHF 64.6b | CHF 35.4b | CHF 2.5b | 19.6x | 26.2x | 1.8x |
| Sat, 04 Jan 2025 | CHF 63.5b | CHF 35.4b | CHF 2.5b | 19.4x | 25.8x | 1.8x |
| Mon, 02 Dec 2024 | CHF 64.5b | CHF 35.4b | CHF 2.5b | 19.7x | 26.2x | 1.8x |
| Wed, 30 Oct 2024 | CHF 66.4b | CHF 35.4b | CHF 2.5b | 20.6x | 26.9x | 1.9x |
| Fri, 27 Sep 2024 | CHF 68.9b | CHF 35.4b | CHF 2.4b | 21.6x | 28.2x | 1.9x |
| Sun, 25 Aug 2024 | CHF 66.9b | CHF 35.4b | CHF 2.4b | 21.9x | 27.3x | 1.9x |
| Tue, 23 Jul 2024 | CHF 67.4b | CHF 35.9b | CHF 2.6b | 20.7x | 26.3x | 1.9x |
| Thu, 20 Jun 2024 | CHF 68.2b | CHF 36.3b | CHF 2.6b | 18.9x | 26.2x | 1.9x |
| Sat, 18 May 2024 | CHF 69.0b | CHF 36.3b | CHF 2.6b | 20.6x | 26.6x | 1.9x |
| Mon, 15 Apr 2024 | CHF 66.6b | CHF 36.4b | CHF 2.6b | 21.6x | 25.9x | 1.8x |
| Wed, 13 Mar 2024 | CHF 72.9b | CHF 40.6b | CHF 2.8b | 20.6x | 25.9x | 1.8x |
| Fri, 09 Feb 2024 | CHF 66.6b | CHF 41.3b | CHF 2.8b | 16.4x | 23.5x | 1.6x |
| Sun, 07 Jan 2024 | CHF 64.4b | CHF 41.5b | CHF 2.9b | 15.6x | 22.5x | 1.6x |
| Tue, 05 Dec 2023 | CHF 62.7b | CHF 41.5b | CHF 2.9b | 15.3x | 21.9x | 1.5x |
| Thu, 02 Nov 2023 | CHF 56.8b | CHF 41.5b | CHF 2.9b | 13.9x | 19.9x | 1.4x |
| Sat, 30 Sep 2023 | CHF 60.4b | CHF 41.6b | CHF 2.8b | 15.9x | 21.5x | 1.4x |
| Mon, 28 Aug 2023 | CHF 62.1b | CHF 41.8b | CHF 2.8b | 16.6x | 22.3x | 1.5x |
| Wed, 26 Jul 2023 | CHF 66.5b | CHF 41.4b | CHF 2.6b | 19.7x | 25.4x | 1.6x |
25.4x
Which industries have driven the changes within the Swiss Industrials industry?
| CH Market | 0.64% | |
| Industrials | -2.07% | |
| Machinery | 0.85% | |
| Construction Machinery and Vehicles | 2.19% | |
| Industrial Machinery | 0.75% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GF Georg Fischer | CHF 52.25 | 19.2% +CHF 690.9m | -16.7% | PE22x | |
| SCHN Schindler Holding | CHF 261.00 | 2.2% +CHF 587.3m | -9.1% | PE27.3x | |
| OERL OC Oerlikon | CHF 4.79 | 9.4% +CHF 133.8m | 23.5% | PS1x | |
| SFSN SFS Group | CHF 140.00 | 2.0% +CHF 108.9m | 26.1% | PE24.9x | |
| SUN Sulzer | CHF 143.00 | 2.1% +CHF 101.2m | -4.2% | PE16.5x |