Narrative Update • Aug 19

The Machinery industry is up 3.7% in the last week, with Stadler Rail up 34%. Overall in the last year, the industry is flat. 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 |
|---|---|---|---|---|---|---|
| Sat, 29 Aug 2026 | CHF 73.4b | CHF 34.1b | CHF 2.3b | 22.5x | 32.4x | 2.2x |
| Mon, 27 Jul 2026 | CHF 71.2b | CHF 33.6b | CHF 2.2b | 19.4x | 32x | 2.1x |
| Wed, 24 Jun 2026 | CHF 73.3b | CHF 33.4b | CHF 2.2b | 25.2x | 33x | 2.2x |
| Fri, 22 May 2026 | CHF 70.4b | CHF 33.4b | CHF 2.2b | 23.6x | 31.8x | 2.1x |
| Sun, 19 Apr 2026 | CHF 73.8b | CHF 33.6b | CHF 2.2b | 25.8x | 33.3x | 2.2x |
| Tue, 17 Mar 2026 | CHF 69.2b | CHF 33.2b | CHF 2.1b | 24.8x | 32.3x | 2.1x |
| Thu, 12 Feb 2026 | CHF 77.5b | CHF 37.9b | CHF 2.4b | 27x | 31.9x | 2x |
| Sat, 10 Jan 2026 | CHF 76.7b | CHF 38.0b | CHF 2.4b | 30.5x | 31.6x | 2x |
| Mon, 08 Dec 2025 | CHF 72.1b | CHF 38.0b | CHF 2.4b | 29.1x | 29.7x | 1.9x |
| Wed, 05 Nov 2025 | CHF 69.0b | CHF 38.0b | CHF 2.4b | 24x | 28.3x | 1.8x |
| Fri, 03 Oct 2025 | CHF 73.5b | CHF 38.1b | CHF 2.5b | 20.7x | 30x | 1.9x |
| Sun, 31 Aug 2025 | CHF 71.8b | CHF 38.1b | CHF 2.5b | 22.3x | 29.3x | 1.9x |
| Tue, 29 Jul 2025 | CHF 73.6b | CHF 38.2b | CHF 2.5b | 20.7x | 29.1x | 1.9x |
| Thu, 26 Jun 2025 | CHF 66.1b | CHF 34.7b | CHF 2.3b | 19.4x | 29x | 1.9x |
| Sat, 24 May 2025 | CHF 66.7b | CHF 34.6b | CHF 2.3b | 20.4x | 29.4x | 1.9x |
| Mon, 21 Apr 2025 | CHF 60.6b | CHF 34.5b | CHF 2.2b | 17.9x | 27x | 1.8x |
| Wed, 19 Mar 2025 | CHF 69.1b | CHF 34.9b | CHF 2.3b | 20.6x | 29.6x | 2x |
| Fri, 14 Feb 2025 | CHF 67.6b | CHF 35.4b | CHF 2.4b | 20.5x | 27.9x | 1.9x |
| Sun, 12 Jan 2025 | CHF 63.4b | CHF 35.4b | CHF 2.5b | 19.2x | 25.7x | 1.8x |
| Tue, 10 Dec 2024 | CHF 65.0b | CHF 35.4b | CHF 2.5b | 19.7x | 26.4x | 1.8x |
| Thu, 07 Nov 2024 | CHF 64.5b | CHF 35.4b | CHF 2.5b | 20.1x | 26.2x | 1.8x |
| Sat, 05 Oct 2024 | CHF 67.6b | CHF 35.4b | CHF 2.4b | 21.2x | 27.7x | 1.9x |
| Mon, 02 Sep 2024 | CHF 67.4b | CHF 35.4b | CHF 2.4b | 22.7x | 27.6x | 1.9x |
| Wed, 31 Jul 2024 | CHF 66.9b | CHF 35.7b | CHF 2.5b | 20.5x | 26.5x | 1.9x |
| Fri, 28 Jun 2024 | CHF 67.8b | CHF 36.4b | CHF 2.6b | 18.4x | 26.1x | 1.9x |
| Sun, 26 May 2024 | CHF 70.8b | CHF 36.3b | CHF 2.6b | 20.8x | 27.3x | 2x |
| Tue, 23 Apr 2024 | CHF 65.7b | CHF 36.3b | CHF 2.6b | 19.3x | 25.3x | 1.8x |
| Thu, 21 Mar 2024 | CHF 67.0b | CHF 36.4b | CHF 2.6b | 20.3x | 26.1x | 1.8x |
| Sat, 17 Feb 2024 | CHF 69.3b | CHF 41.3b | CHF 2.8b | 16.8x | 24.4x | 1.7x |
| Mon, 15 Jan 2024 | CHF 65.3b | CHF 41.5b | CHF 2.9b | 15.8x | 22.8x | 1.6x |
| Wed, 13 Dec 2023 | CHF 64.5b | CHF 41.5b | CHF 2.9b | 15.3x | 22.5x | 1.6x |
| Fri, 10 Nov 2023 | CHF 60.7b | CHF 41.6b | CHF 2.9b | 15.2x | 21.2x | 1.5x |
| Sun, 08 Oct 2023 | CHF 59.3b | CHF 41.6b | CHF 2.8b | 15.4x | 21.2x | 1.4x |
| Tue, 05 Sep 2023 | CHF 63.3b | CHF 41.6b | CHF 2.8b | 16.8x | 22.6x | 1.5x |
22.6x
Which industries have driven the changes within the Swiss Industrials industry?
| CH Market | -0.16% | |
| Industrials | 0.74% | |
| Machinery | 2.72% | |
| Construction Machinery and Vehicles | 13.40% | |
| Industrial Machinery | 1.84% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SRAIL Stadler Rail | CHF 30.28 | 24.7% +CHF 600.0m | 42.3% | PE28.7x | |
| SUN Sulzer | CHF 160.10 | 6.2% +CHF 318.3m | 6.9% | PE17.9x | |
| SCHN Schindler Holding | CHF 257.50 | 1.0% +CHF 266.9m | -10.0% | PE26.8x | |
| SFSN SFS Group | CHF 133.60 | 3.9% +CHF 194.4m | 21.5% | PE20.3x | |
| GF Georg Fischer | CHF 55.95 | 4.3% +CHF 188.5m | -12.4% | PS1.5x |