Narrative Update • Jul 09

Over the last 7 days, the Machinery industry has remained flat, although notably Georg Fischer gained 19%. As for the longer term, the industry has declined 4.8% in the last year. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Mon, 20 Jul 2026 | CHF 74.2b | CHF 33.6b | CHF 2.2b | 24.9x | 33.9x | 2.2x |
| Wed, 17 Jun 2026 | CHF 73.5b | CHF 33.4b | CHF 2.2b | 24.5x | 33.1x | 2.2x |
| Fri, 15 May 2026 | CHF 71.1b | CHF 33.4b | CHF 2.2b | 25.3x | 32x | 2.1x |
| Sun, 12 Apr 2026 | CHF 71.5b | CHF 33.6b | CHF 2.2b | 24x | 32.3x | 2.1x |
| Tue, 10 Mar 2026 | CHF 69.6b | CHF 33.2b | CHF 2.2b | 24.3x | 31.9x | 2.1x |
| Thu, 05 Feb 2026 | CHF 79.2b | CHF 37.9b | CHF 2.4b | 25.6x | 32.6x | 2.1x |
| Sat, 03 Jan 2026 | CHF 73.5b | CHF 38.0b | CHF 2.4b | 29.1x | 30.2x | 1.9x |
| Mon, 01 Dec 2025 | CHF 70.6b | CHF 38.0b | CHF 2.4b | 29.3x | 29x | 1.9x |
| Wed, 29 Oct 2025 | CHF 70.6b | CHF 38.0b | CHF 2.5b | 19.3x | 28.7x | 1.9x |
| Fri, 26 Sep 2025 | CHF 72.4b | CHF 38.1b | CHF 2.5b | 20.2x | 29.5x | 1.9x |
| Sun, 24 Aug 2025 | CHF 73.9b | CHF 38.0b | CHF 2.5b | 22.8x | 30x | 1.9x |
| Tue, 22 Jul 2025 | CHF 69.3b | CHF 34.4b | CHF 2.3b | 19.4x | 30.6x | 2x |
| Thu, 19 Jun 2025 | CHF 67.3b | CHF 34.7b | CHF 2.3b | 20.4x | 29.5x | 1.9x |
| Sat, 17 May 2025 | CHF 68.1b | CHF 34.6b | CHF 2.3b | 20.9x | 30x | 2x |
| Mon, 14 Apr 2025 | CHF 59.4b | CHF 34.5b | CHF 2.2b | 17.6x | 26.4x | 1.7x |
| Wed, 12 Mar 2025 | CHF 66.7b | CHF 35.2b | CHF 2.4b | 19.7x | 27.7x | 1.9x |
| Fri, 07 Feb 2025 | CHF 65.3b | CHF 35.4b | CHF 2.5b | 19.7x | 26.5x | 1.8x |
| Sun, 05 Jan 2025 | CHF 63.5b | CHF 35.4b | CHF 2.5b | 19.4x | 25.8x | 1.8x |
| Tue, 03 Dec 2024 | CHF 64.4b | CHF 35.4b | CHF 2.5b | 19.9x | 26.1x | 1.8x |
| Thu, 31 Oct 2024 | CHF 65.7b | CHF 35.4b | CHF 2.5b | 20.4x | 26.7x | 1.9x |
| Sat, 28 Sep 2024 | CHF 69.0b | CHF 35.4b | CHF 2.4b | 22x | 28.3x | 1.9x |
| Mon, 26 Aug 2024 | CHF 66.9b | CHF 35.4b | CHF 2.4b | 21.9x | 27.3x | 1.9x |
| Wed, 24 Jul 2024 | CHF 67.5b | CHF 35.9b | CHF 2.6b | 20.7x | 26.3x | 1.9x |
| Fri, 21 Jun 2024 | CHF 68.9b | CHF 36.3b | CHF 2.6b | 19.1x | 26.5x | 1.9x |
| Sun, 19 May 2024 | CHF 69.0b | CHF 36.3b | CHF 2.6b | 20.6x | 26.6x | 1.9x |
| Tue, 16 Apr 2024 | CHF 67.3b | CHF 36.4b | CHF 2.6b | 21.3x | 26.2x | 1.8x |
| Thu, 14 Mar 2024 | CHF 73.2b | CHF 40.4b | CHF 2.8b | 20.7x | 25.7x | 1.8x |
| Sat, 10 Feb 2024 | CHF 66.6b | CHF 41.3b | CHF 2.8b | 16.3x | 23.4x | 1.6x |
| Mon, 08 Jan 2024 | CHF 64.4b | CHF 41.5b | CHF 2.9b | 15.6x | 22.5x | 1.6x |
| Wed, 06 Dec 2023 | CHF 63.1b | CHF 41.5b | CHF 2.9b | 15.5x | 22x | 1.5x |
| Fri, 03 Nov 2023 | CHF 58.4b | CHF 41.5b | CHF 2.9b | 14.5x | 20.4x | 1.4x |
| Sun, 01 Oct 2023 | CHF 60.4b | CHF 41.6b | CHF 2.8b | 15.9x | 21.5x | 1.4x |
| Tue, 29 Aug 2023 | CHF 62.7b | CHF 41.8b | CHF 2.8b | 16.8x | 22.5x | 1.5x |
| Thu, 27 Jul 2023 | CHF 65.7b | CHF 41.4b | CHF 2.6b | 19.3x | 25x | 1.6x |
25x
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% | PS1.4x | |
| 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 |