Narrative Update • Jul 01

Over the last 7 days, the Machinery industry has risen 1.6%, driven by gains from VAT Group of 1.2%. Despite this gain, the industry's performance has been flat over the past 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, 03 Jul 2026 | CHF 74.1b | CHF 33.4b | CHF 2.2b | 23.6x | 33.2x | 2.2x |
| Sun, 31 May 2026 | CHF 72.3b | CHF 33.4b | CHF 2.2b | 25.4x | 32.6x | 2.2x |
| Tue, 28 Apr 2026 | CHF 71.5b | CHF 33.4b | CHF 2.2b | 24.7x | 32.3x | 2.1x |
| Thu, 26 Mar 2026 | CHF 68.8b | CHF 33.6b | CHF 2.2b | 22.8x | 31.1x | 2.1x |
| Sat, 21 Feb 2026 | CHF 79.8b | CHF 37.9b | CHF 2.5b | 27.7x | 32x | 2.1x |
| Mon, 19 Jan 2026 | CHF 79.4b | CHF 38.0b | CHF 2.4b | 30.2x | 32.6x | 2.1x |
| Wed, 17 Dec 2025 | CHF 72.7b | CHF 38.0b | CHF 2.4b | 28.4x | 29.9x | 1.9x |
| Fri, 14 Nov 2025 | CHF 68.8b | CHF 37.9b | CHF 2.4b | 29.2x | 28.3x | 1.8x |
| Sun, 12 Oct 2025 | CHF 72.2b | CHF 38.1b | CHF 2.4b | 20.2x | 29.5x | 1.9x |
| Tue, 09 Sep 2025 | CHF 73.4b | CHF 38.1b | CHF 2.5b | 22.3x | 29.9x | 1.9x |
| Thu, 07 Aug 2025 | CHF 72.5b | CHF 38.1b | CHF 2.5b | 22.4x | 29.4x | 1.9x |
| Sat, 05 Jul 2025 | CHF 67.2b | CHF 34.7b | CHF 2.3b | 19.6x | 29.5x | 1.9x |
| Mon, 02 Jun 2025 | CHF 67.1b | CHF 34.6b | CHF 2.3b | 20.9x | 29.6x | 1.9x |
| Wed, 30 Apr 2025 | CHF 62.8b | CHF 34.5b | CHF 2.2b | 18.7x | 27.9x | 1.8x |
| Fri, 28 Mar 2025 | CHF 66.5b | CHF 34.6b | CHF 2.3b | 21.4x | 29.5x | 1.9x |
| Sun, 23 Feb 2025 | CHF 67.6b | CHF 35.3b | CHF 2.5b | 20.5x | 26.8x | 1.9x |
| Tue, 21 Jan 2025 | CHF 63.9b | CHF 35.4b | CHF 2.5b | 20.1x | 25.9x | 1.8x |
| Thu, 19 Dec 2024 | CHF 64.0b | CHF 35.4b | CHF 2.5b | 19.7x | 26x | 1.8x |
| Sat, 16 Nov 2024 | CHF 63.9b | CHF 35.4b | CHF 2.5b | 19.4x | 25.9x | 1.8x |
| Mon, 14 Oct 2024 | CHF 67.5b | CHF 35.4b | CHF 2.4b | 20.5x | 27.6x | 1.9x |
| Wed, 11 Sep 2024 | CHF 65.2b | CHF 35.4b | CHF 2.4b | 20.9x | 26.7x | 1.8x |
| Fri, 09 Aug 2024 | CHF 64.4b | CHF 35.5b | CHF 2.5b | 19x | 25.9x | 1.8x |
| Sun, 07 Jul 2024 | CHF 69.0b | CHF 36.4b | CHF 2.6b | 19.1x | 26.5x | 1.9x |
| Tue, 04 Jun 2024 | CHF 68.5b | CHF 36.3b | CHF 2.6b | 20.2x | 26.4x | 1.9x |
| Thu, 02 May 2024 | CHF 66.6b | CHF 36.3b | CHF 2.6b | 19.4x | 25.7x | 1.8x |
| Sat, 30 Mar 2024 | CHF 67.3b | CHF 36.4b | CHF 2.6b | 21.8x | 26.2x | 1.9x |
| Mon, 26 Feb 2024 | CHF 71.1b | CHF 41.0b | CHF 2.9b | 18.7x | 24.6x | 1.7x |
| Wed, 24 Jan 2024 | CHF 64.3b | CHF 41.5b | CHF 2.9b | 15.4x | 22.4x | 1.5x |
| Fri, 22 Dec 2023 | CHF 66.3b | CHF 41.5b | CHF 2.9b | 15.8x | 23.1x | 1.6x |
| Sun, 19 Nov 2023 | CHF 62.6b | CHF 41.5b | CHF 2.9b | 15.7x | 21.8x | 1.5x |
| Tue, 17 Oct 2023 | CHF 59.0b | CHF 41.6b | CHF 2.8b | 15x | 21x | 1.4x |
| Thu, 14 Sep 2023 | CHF 60.9b | CHF 41.6b | CHF 2.8b | 16.4x | 21.7x | 1.5x |
| Sat, 12 Aug 2023 | CHF 64.3b | CHF 41.7b | CHF 2.8b | 17.6x | 23.3x | 1.5x |
| Mon, 10 Jul 2023 | CHF 65.3b | CHF 40.6b | CHF 2.5b | 23.2x | 26x | 1.6x |
26x
Which industries have driven the changes within the Swiss Industrials industry?
| CH Market | 0.70% | |
| Industrials | -0.78% | |
| Machinery | -0.098% | |
| Construction Machinery and Vehicles | 0.94% | |
| Industrial Machinery | -0.18% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VACN VAT Group | CHF 689.60 | 1.2% +CHF 245.7m | 104.4% | PE96.4x | |
| SRAIL Stadler Rail | CHF 24.56 | 3.0% +CHF 72.0m | 25.4% | PE27.9x | |
| GF Georg Fischer | CHF 43.46 | 0.9% +CHF 31.1m | -31.4% | PE18.3x | |
| KOMN Komax Holding | CHF 46.60 | 11.8% +CHF 25.1m | -52.7% | PS0.4x | |
| KARN Kardex Holding | CHF 233.00 | 0.9% +CHF 15.4m | -16.6% | PE47x |