Narrative Update • Aug 01

In the last week, the Machinery industry is flat overall, with VAT Group standing out by going down 7.5%. As for the longer term, the industry has declined 6.3% in the last year. As for the next few years, earnings are expected to grow by 15% per annum.
Has the Swiss Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 04 Aug 2026 | CHF 71.4b | CHF 33.5b | CHF 2.2b | 20.2x | 32.9x | 2.1x |
| Thu, 02 Jul 2026 | CHF 74.4b | CHF 33.4b | CHF 2.2b | 23.9x | 33.4x | 2.2x |
| Sat, 30 May 2026 | CHF 72.3b | CHF 33.4b | CHF 2.2b | 25.4x | 32.6x | 2.2x |
| Mon, 27 Apr 2026 | CHF 72.2b | CHF 33.4b | CHF 2.2b | 24.6x | 32.5x | 2.2x |
| Wed, 25 Mar 2026 | CHF 68.4b | CHF 33.6b | CHF 2.2b | 22.2x | 31x | 2x |
| Fri, 20 Feb 2026 | CHF 79.1b | CHF 37.9b | CHF 2.5b | 27.7x | 31.7x | 2.1x |
| Sun, 18 Jan 2026 | CHF 79.4b | CHF 38.0b | CHF 2.4b | 30.2x | 32.6x | 2.1x |
| Tue, 16 Dec 2025 | CHF 73.2b | CHF 38.0b | CHF 2.4b | 28.7x | 30.1x | 1.9x |
| Thu, 13 Nov 2025 | CHF 69.6b | CHF 38.0b | CHF 2.4b | 23.9x | 28.5x | 1.8x |
| Sat, 11 Oct 2025 | CHF 72.2b | CHF 38.1b | CHF 2.4b | 20.2x | 29.5x | 1.9x |
| Mon, 08 Sep 2025 | CHF 72.5b | CHF 38.1b | CHF 2.5b | 22.1x | 29.6x | 1.9x |
| Wed, 06 Aug 2025 | CHF 72.6b | CHF 38.1b | CHF 2.5b | 20.3x | 28.7x | 1.9x |
| Fri, 04 Jul 2025 | CHF 67.7b | CHF 34.7b | CHF 2.3b | 19.9x | 29.7x | 2x |
| Sun, 01 Jun 2025 | CHF 67.1b | CHF 34.6b | CHF 2.3b | 20.9x | 29.6x | 1.9x |
| Tue, 29 Apr 2025 | CHF 62.6b | CHF 34.5b | CHF 2.2b | 18.7x | 27.8x | 1.8x |
| Thu, 27 Mar 2025 | CHF 68.2b | CHF 34.6b | CHF 2.3b | 21.7x | 30.3x | 2x |
| Sat, 22 Feb 2025 | CHF 67.6b | CHF 35.3b | CHF 2.5b | 20.5x | 26.8x | 1.9x |
| Mon, 20 Jan 2025 | CHF 64.0b | CHF 35.4b | CHF 2.5b | 19.8x | 25.9x | 1.8x |
| Wed, 18 Dec 2024 | CHF 64.4b | CHF 35.4b | CHF 2.5b | 19.4x | 26.1x | 1.8x |
| Fri, 15 Nov 2024 | CHF 64.6b | CHF 35.4b | CHF 2.5b | 19.3x | 26.2x | 1.8x |
| Sun, 13 Oct 2024 | CHF 67.5b | CHF 35.4b | CHF 2.4b | 20.5x | 27.6x | 1.9x |
| Tue, 10 Sep 2024 | CHF 65.3b | CHF 35.4b | CHF 2.4b | 21.3x | 26.7x | 1.8x |
| Thu, 08 Aug 2024 | CHF 64.8b | CHF 35.5b | CHF 2.5b | 19.1x | 26.1x | 1.8x |
| Sat, 06 Jul 2024 | CHF 69.0b | CHF 36.4b | CHF 2.6b | 19.1x | 26.5x | 1.9x |
| Mon, 03 Jun 2024 | CHF 69.0b | CHF 36.3b | CHF 2.6b | 20.4x | 26.6x | 1.9x |
| Wed, 01 May 2024 | CHF 66.6b | CHF 36.3b | CHF 2.6b | 19.4x | 25.7x | 1.8x |
| Fri, 29 Mar 2024 | CHF 67.3b | CHF 36.4b | CHF 2.6b | 21.8x | 26.2x | 1.9x |
| Sun, 25 Feb 2024 | CHF 71.1b | CHF 41.0b | CHF 2.9b | 18.7x | 24.6x | 1.7x |
| Tue, 23 Jan 2024 | CHF 64.2b | CHF 41.5b | CHF 2.9b | 15.3x | 22.4x | 1.5x |
| Thu, 21 Dec 2023 | CHF 66.3b | CHF 41.5b | CHF 2.9b | 15.8x | 23.1x | 1.6x |
| Sat, 18 Nov 2023 | CHF 62.6b | CHF 41.6b | CHF 2.9b | 15.7x | 21.8x | 1.5x |
| Mon, 16 Oct 2023 | CHF 59.3b | CHF 41.6b | CHF 2.8b | 15x | 21.2x | 1.4x |
| Wed, 13 Sep 2023 | CHF 61.3b | CHF 41.6b | CHF 2.8b | 16.4x | 21.8x | 1.5x |
| Fri, 11 Aug 2023 | CHF 65.0b | CHF 41.7b | CHF 2.8b | 17.7x | 23.5x | 1.6x |
23.5x
Which industries have driven the changes within the Swiss Industrials industry?
| CH Market | -0.92% | |
| Industrials | 1.68% | |
| Machinery | -0.54% | |
| Industrial Machinery | -0.23% | |
| Construction Machinery and Vehicles | -4.00% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VACN VAT Group | CHF 607.40 | 0.6% +CHF 107.9m | 114.6% | PE87.7x | |
| SRAIL Stadler Rail | CHF 24.94 | 2.7% +CHF 66.0m | 19.0% | PE28.3x | |
| GF Georg Fischer | CHF 52.85 | 0.6% +CHF 24.6m | -16.1% | PS1.4x | |
| KARN Kardex Holding | CHF 244.50 | 1.2% +CHF 23.2m | -24.3% | PE72.3x | |
| KOMN Komax Holding | CHF 54.30 | 6.9% +CHF 17.9m | -49.0% | PS0.5x |