Narrative Update • May 05

Over the last 7 days, the Machinery industry has dropped 2.0%, driven by pullbacks in Schindler Holding and VAT Group of 2.1% and 3.1%, respectively. Overall the industry is down 9.3% in 12 months. 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 |
|---|---|---|---|---|---|---|
| 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 |
| Sat, 24 Jun 2023 | CHF 65.4b | CHF 41.2b | CHF 2.5b | 22.7x | 25.7x | 1.6x |
| Mon, 22 May 2023 | CHF 67.3b | CHF 41.0b | CHF 2.5b | 24.6x | 26.6x | 1.6x |
26.6x
Which industries have driven the changes within the Swiss Industrials industry?
| CH Market | 0.36% | |
| Industrials | -0.15% | |
| Machinery | -1.96% | |
| Construction Machinery and Vehicles | -0.88% | |
| Industrial Machinery | -2.05% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SFSN SFS Group | CHF 123.20 | 0.8% +CHF 38.9m | 4.4% | PE21.9x | |
| STGN StarragTornos Group | CHF 33.70 | 3.7% +CHF 6.6m | -5.9% | PE34.5x | |
| OERL OC Oerlikon | CHF 3.62 | 0.4% +CHF 4.9m | -5.9% | PS0.8x | |
| KLIN Klingelnberg | CHF 10.40 | 2.0% +CHF 1.8m | -17.5% | PS0.4x | |
| ADVN Adval Tech Holding | CHF 39.80 | 0.5% +CHF 146.0k | -27.6% | PS0.2x |