Narrative Update • Aug 19

In the last week, the Machinery industry is up 3.7%, with Schindler Holding up 3.4%. Despite this gain, the industry's performance has been flat over the past year. Looking forward, earnings are forecast to grow by 15% annually.
Has the Swiss Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 28 Aug 2026 | CHF 73.6b | CHF 33.5b | CHF 2.3b | 22.2x | 32.7x | 2.2x |
| Sun, 26 Jul 2026 | CHF 71.2b | CHF 33.6b | CHF 2.2b | 19.4x | 32x | 2.1x |
| Tue, 23 Jun 2026 | CHF 75.0b | CHF 33.4b | CHF 2.2b | 25.3x | 33.7x | 2.2x |
| Thu, 21 May 2026 | CHF 71.3b | CHF 33.4b | CHF 2.2b | 24.2x | 32.2x | 2.1x |
| Sat, 18 Apr 2026 | CHF 73.8b | CHF 33.6b | CHF 2.2b | 25.8x | 33.4x | 2.2x |
| Mon, 16 Mar 2026 | CHF 69.2b | CHF 33.2b | CHF 2.1b | 24.8x | 32.3x | 2.1x |
| Wed, 11 Feb 2026 | CHF 80.6b | CHF 37.9b | CHF 2.4b | 27.1x | 33.2x | 2.1x |
| Fri, 09 Jan 2026 | CHF 76.4b | CHF 38.0b | CHF 2.4b | 30.1x | 31.4x | 2x |
| Sun, 07 Dec 2025 | CHF 72.1b | CHF 38.0b | CHF 2.4b | 29.1x | 29.7x | 1.9x |
| Tue, 04 Nov 2025 | CHF 70.1b | CHF 38.0b | CHF 2.5b | 19.1x | 28.5x | 1.8x |
| Thu, 02 Oct 2025 | CHF 71.9b | CHF 38.1b | CHF 2.5b | 20.5x | 29.3x | 1.9x |
| Sat, 30 Aug 2025 | CHF 71.8b | CHF 38.1b | CHF 2.5b | 22.3x | 29.3x | 1.9x |
| Mon, 28 Jul 2025 | CHF 73.6b | CHF 38.2b | CHF 2.5b | 20.6x | 29.1x | 1.9x |
| Wed, 25 Jun 2025 | CHF 66.2b | CHF 34.7b | CHF 2.3b | 19.4x | 29x | 1.9x |
| Fri, 23 May 2025 | CHF 67.4b | CHF 34.6b | CHF 2.3b | 20.8x | 29.7x | 1.9x |
| Sun, 20 Apr 2025 | CHF 60.6b | CHF 34.5b | CHF 2.2b | 17.9x | 27x | 1.8x |
| Tue, 18 Mar 2025 | CHF 68.8b | CHF 34.9b | CHF 2.3b | 20.5x | 29.4x | 2x |
| Thu, 13 Feb 2025 | CHF 66.4b | CHF 35.4b | CHF 2.4b | 20.4x | 27.4x | 1.9x |
| Sat, 11 Jan 2025 | CHF 63.4b | CHF 35.4b | CHF 2.5b | 19.2x | 25.7x | 1.8x |
| Mon, 09 Dec 2024 | CHF 65.0b | CHF 35.4b | CHF 2.5b | 19.6x | 26.4x | 1.8x |
| Wed, 06 Nov 2024 | CHF 65.0b | CHF 35.4b | CHF 2.5b | 20.3x | 26.4x | 1.8x |
| Fri, 04 Oct 2024 | CHF 67.9b | CHF 35.4b | CHF 2.4b | 20.9x | 27.8x | 1.9x |
| Sun, 01 Sep 2024 | CHF 67.4b | CHF 35.4b | CHF 2.4b | 22.7x | 27.6x | 1.9x |
| Tue, 30 Jul 2024 | CHF 66.4b | CHF 35.7b | CHF 2.5b | 20.3x | 26.3x | 1.9x |
| Thu, 27 Jun 2024 | CHF 66.9b | CHF 36.4b | CHF 2.6b | 18.6x | 25.8x | 1.8x |
| Sat, 25 May 2024 | CHF 70.8b | CHF 36.3b | CHF 2.6b | 20.8x | 27.3x | 2x |
| Mon, 22 Apr 2024 | CHF 65.7b | CHF 36.3b | CHF 2.6b | 19.3x | 25.3x | 1.8x |
| Wed, 20 Mar 2024 | CHF 72.8b | CHF 40.4b | CHF 2.8b | 20.7x | 25.6x | 1.8x |
| Fri, 16 Feb 2024 | CHF 68.7b | CHF 41.3b | CHF 2.8b | 16.4x | 24.2x | 1.7x |
| Sun, 14 Jan 2024 | CHF 65.3b | CHF 41.5b | CHF 2.9b | 15.8x | 22.8x | 1.6x |
| Tue, 12 Dec 2023 | CHF 64.3b | CHF 41.5b | CHF 2.9b | 15.2x | 22.4x | 1.5x |
| Thu, 09 Nov 2023 | CHF 59.5b | CHF 41.6b | CHF 2.9b | 15x | 20.8x | 1.4x |
| Sat, 07 Oct 2023 | CHF 59.3b | CHF 41.6b | CHF 2.8b | 15.4x | 21.2x | 1.4x |
| Mon, 04 Sep 2023 | CHF 63.2b | CHF 41.6b | CHF 2.8b | 16.9x | 22.5x | 1.5x |
22.5x
Which industries have driven the changes within the Swiss Industrials industry?
| CH Market | 1.01% | |
| Industrials | 1.14% | |
| Machinery | 3.65% | |
| Construction Machinery and Vehicles | 14.61% | |
| Industrial Machinery | 2.76% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SRAIL Stadler Rail | CHF 31.42 | 33.7% +CHF 792.0m | 45.7% | PE29.8x | |
| SCHN Schindler Holding | CHF 258.50 | 2.2% +CHF 587.3m | -10.6% | PE26.9x | |
| SUN Sulzer | CHF 159.50 | 7.7% +CHF 386.0m | 5.1% | PE17.8x | |
| GF Georg Fischer | CHF 55.40 | 6.6% +CHF 282.7m | -14.2% | PS1.5x | |
| SFSN SFS Group | CHF 134.00 | 3.4% +CHF 171.1m | 20.9% | PE20.3x |