Narrative Update • Jul 02

In the last week, the Machinery industry is up 2.6%, with VAT Group up 3.6%. Overall in the last year, the industry is flat. 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 |
|---|---|---|---|---|---|---|
| Mon, 06 Jul 2026 | CHF 75.5b | CHF 33.4b | CHF 2.2b | 23.9x | 33.8x | 2.3x |
| Wed, 03 Jun 2026 | CHF 72.4b | CHF 33.4b | CHF 2.2b | 24.8x | 32.6x | 2.2x |
| Fri, 01 May 2026 | CHF 71.7b | CHF 33.4b | CHF 2.2b | 25.1x | 32.3x | 2.1x |
| Sun, 29 Mar 2026 | CHF 66.6b | CHF 33.6b | CHF 2.2b | 22.3x | 30.1x | 2x |
| Tue, 24 Feb 2026 | CHF 78.9b | CHF 37.9b | CHF 2.5b | 27.2x | 31.6x | 2.1x |
| Thu, 22 Jan 2026 | CHF 78.0b | CHF 37.9b | CHF 2.4b | 28.1x | 32.1x | 2.1x |
| Sat, 20 Dec 2025 | CHF 72.6b | CHF 38.0b | CHF 2.4b | 28.9x | 29.9x | 1.9x |
| Mon, 17 Nov 2025 | CHF 68.5b | CHF 37.9b | CHF 2.4b | 29.2x | 28.2x | 1.8x |
| Wed, 15 Oct 2025 | CHF 72.0b | CHF 38.1b | CHF 2.4b | 20.1x | 29.4x | 1.9x |
| Fri, 12 Sep 2025 | CHF 73.8b | CHF 38.1b | CHF 2.5b | 21.1x | 30.1x | 1.9x |
| Sun, 10 Aug 2025 | CHF 73.6b | CHF 38.1b | CHF 2.5b | 22.8x | 29.8x | 1.9x |
| Tue, 08 Jul 2025 | CHF 67.4b | CHF 34.7b | CHF 2.3b | 19.6x | 29.6x | 1.9x |
| Thu, 05 Jun 2025 | CHF 68.1b | CHF 34.6b | CHF 2.3b | 21.5x | 30x | 2x |
| Sat, 03 May 2025 | CHF 65.5b | CHF 34.6b | CHF 2.3b | 19.6x | 28.8x | 1.9x |
| Mon, 31 Mar 2025 | CHF 65.6b | CHF 34.6b | CHF 2.3b | 21.3x | 29.1x | 1.9x |
| Wed, 26 Feb 2025 | CHF 66.4b | CHF 35.3b | CHF 2.5b | 20.1x | 26.3x | 1.9x |
| Fri, 24 Jan 2025 | CHF 65.1b | CHF 35.4b | CHF 2.5b | 20.5x | 26.4x | 1.8x |
| Sun, 22 Dec 2024 | CHF 62.8b | CHF 35.4b | CHF 2.5b | 19.5x | 25.5x | 1.8x |
| Tue, 19 Nov 2024 | CHF 63.5b | CHF 35.4b | CHF 2.5b | 19.1x | 25.7x | 1.8x |
| Thu, 17 Oct 2024 | CHF 65.7b | CHF 35.4b | CHF 2.4b | 20.7x | 26.9x | 1.9x |
| Sat, 14 Sep 2024 | CHF 66.3b | CHF 35.4b | CHF 2.4b | 20.8x | 27.1x | 1.9x |
| Mon, 12 Aug 2024 | CHF 64.5b | CHF 35.5b | CHF 2.5b | 19.1x | 25.9x | 1.8x |
| Wed, 10 Jul 2024 | CHF 68.5b | CHF 36.4b | CHF 2.6b | 19.2x | 26.4x | 1.9x |
| Fri, 07 Jun 2024 | CHF 69.4b | CHF 36.3b | CHF 2.6b | 19.8x | 26.8x | 1.9x |
| Sun, 05 May 2024 | CHF 66.9b | CHF 36.3b | CHF 2.6b | 19.7x | 25.8x | 1.8x |
| Tue, 02 Apr 2024 | CHF 67.3b | CHF 36.4b | CHF 2.6b | 21.8x | 26.2x | 1.9x |
| Thu, 29 Feb 2024 | CHF 71.0b | CHF 41.0b | CHF 2.9b | 18.1x | 24.6x | 1.7x |
| Sat, 27 Jan 2024 | CHF 65.8b | CHF 41.5b | CHF 2.9b | 15.6x | 23x | 1.6x |
| Mon, 25 Dec 2023 | CHF 66.5b | CHF 41.5b | CHF 2.9b | 16x | 23.2x | 1.6x |
| Wed, 22 Nov 2023 | CHF 62.3b | CHF 41.5b | CHF 2.9b | 15.6x | 21.7x | 1.5x |
| Fri, 20 Oct 2023 | CHF 57.8b | CHF 41.6b | CHF 2.8b | 14.5x | 20.6x | 1.4x |
| Sun, 17 Sep 2023 | CHF 61.1b | CHF 41.6b | CHF 2.8b | 16.5x | 21.8x | 1.5x |
| Tue, 15 Aug 2023 | CHF 64.2b | CHF 41.7b | CHF 2.8b | 17.7x | 23.2x | 1.5x |
| Thu, 13 Jul 2023 | CHF 66.0b | CHF 40.6b | CHF 2.5b | 23.4x | 26.3x | 1.6x |
26.3x
Which industries have driven the changes within the Swiss Industrials industry?
| CH Market | 1.38% | |
| Industrials | 2.63% | |
| Machinery | 2.59% | |
| Construction Machinery and Vehicles | 3.66% | |
| Industrial Machinery | 2.50% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SCHN Schindler Holding | CHF 261.50 | 1.8% +CHF 480.5m | -8.6% | PE27.4x | |
| GF Georg Fischer | CHF 44.60 | 7.2% +CHF 245.9m | -28.8% | PE18.7x | |
| VACN VAT Group | CHF 692.80 | 1.2% +CHF 245.7m | 108.5% | PE96.9x | |
| SRAIL Stadler Rail | CHF 25.00 | 7.9% +CHF 182.0m | 29.0% | PE28.4x | |
| KARN Kardex Holding | CHF 248.00 | 9.5% +CHF 165.9m | -12.7% | PE50x |