Narrative Update • Jun 23

Over the last 7 days, the Machinery industry has remained flat, although notably Stadler Rail gained 4.1%. In line with that, the industry has also been flat over the past 12 months. As for the next few years, earnings are expected to grow by 13% per annum.
Has the Swiss Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 25 Jun 2026 | CHF 73.3b | CHF 33.4b | CHF 2.2b | 25.4x | 33x | 2.2x |
| Sat, 23 May 2026 | CHF 71.2b | CHF 33.4b | CHF 2.2b | 24.1x | 32.1x | 2.1x |
| Mon, 20 Apr 2026 | CHF 73.8b | CHF 33.6b | CHF 2.2b | 25.8x | 33.3x | 2.2x |
| Wed, 18 Mar 2026 | CHF 69.5b | CHF 33.2b | CHF 2.1b | 23.5x | 32.4x | 2.1x |
| Fri, 13 Feb 2026 | CHF 77.7b | CHF 37.9b | CHF 2.4b | 27.3x | 32x | 2x |
| Sun, 11 Jan 2026 | CHF 76.7b | CHF 38.0b | CHF 2.4b | 30.5x | 31.6x | 2x |
| Tue, 09 Dec 2025 | CHF 72.3b | CHF 38.0b | CHF 2.4b | 29x | 29.8x | 1.9x |
| Thu, 06 Nov 2025 | CHF 69.4b | CHF 38.0b | CHF 2.4b | 24.2x | 28.4x | 1.8x |
| Sat, 04 Oct 2025 | CHF 73.3b | CHF 38.1b | CHF 2.5b | 20.7x | 29.9x | 1.9x |
| Mon, 01 Sep 2025 | CHF 71.8b | CHF 38.1b | CHF 2.5b | 22.3x | 29.3x | 1.9x |
| Wed, 30 Jul 2025 | CHF 73.9b | CHF 38.3b | CHF 2.5b | 20.8x | 29.1x | 1.9x |
| Fri, 27 Jun 2025 | CHF 66.6b | CHF 34.7b | CHF 2.3b | 19.3x | 29.2x | 1.9x |
| Sun, 25 May 2025 | CHF 66.7b | CHF 34.6b | CHF 2.3b | 20.4x | 29.4x | 1.9x |
| Tue, 22 Apr 2025 | CHF 60.6b | CHF 34.5b | CHF 2.2b | 17.9x | 27x | 1.8x |
| Thu, 20 Mar 2025 | CHF 69.1b | CHF 34.9b | CHF 2.3b | 20.6x | 29.5x | 2x |
| Sat, 15 Feb 2025 | CHF 67.3b | CHF 35.3b | CHF 2.4b | 20.5x | 27.5x | 1.9x |
| Mon, 13 Jan 2025 | CHF 63.4b | CHF 35.4b | CHF 2.5b | 19.2x | 25.7x | 1.8x |
| Wed, 11 Dec 2024 | CHF 64.6b | CHF 35.4b | CHF 2.5b | 19.5x | 26.2x | 1.8x |
| Fri, 08 Nov 2024 | CHF 65.7b | CHF 35.4b | CHF 2.5b | 20.4x | 26.6x | 1.9x |
| Sun, 06 Oct 2024 | CHF 67.6b | CHF 35.4b | CHF 2.4b | 21.2x | 27.7x | 1.9x |
| Tue, 03 Sep 2024 | CHF 67.8b | CHF 35.4b | CHF 2.4b | 22.3x | 27.7x | 1.9x |
| Thu, 01 Aug 2024 | CHF 67.8b | CHF 35.8b | CHF 2.5b | 20.8x | 26.9x | 1.9x |
| Sat, 29 Jun 2024 | CHF 67.8b | CHF 36.4b | CHF 2.6b | 18.5x | 26.1x | 1.9x |
| Mon, 27 May 2024 | CHF 70.8b | CHF 36.3b | CHF 2.6b | 20.8x | 27.3x | 2x |
| Wed, 24 Apr 2024 | CHF 66.1b | CHF 36.3b | CHF 2.6b | 19.2x | 25.5x | 1.8x |
| Fri, 22 Mar 2024 | CHF 68.3b | CHF 36.4b | CHF 2.6b | 20.2x | 26.6x | 1.9x |
| Sun, 18 Feb 2024 | CHF 69.3b | CHF 41.2b | CHF 2.9b | 16.8x | 24x | 1.7x |
| Tue, 16 Jan 2024 | CHF 64.5b | CHF 41.5b | CHF 2.9b | 15.5x | 22.5x | 1.6x |
| Thu, 14 Dec 2023 | CHF 64.6b | CHF 41.5b | CHF 2.9b | 15.2x | 22.5x | 1.6x |
| Sat, 11 Nov 2023 | CHF 60.3b | CHF 41.6b | CHF 2.9b | 15.1x | 21x | 1.5x |
| Mon, 09 Oct 2023 | CHF 59.3b | CHF 41.6b | CHF 2.8b | 15.4x | 21.2x | 1.4x |
| Wed, 06 Sep 2023 | CHF 63.0b | CHF 41.6b | CHF 2.8b | 16.8x | 22.5x | 1.5x |
| Fri, 04 Aug 2023 | CHF 64.5b | CHF 41.7b | CHF 2.8b | 17.4x | 23.2x | 1.5x |
| Sun, 02 Jul 2023 | CHF 67.8b | CHF 41.2b | CHF 2.5b | 23x | 26.7x | 1.6x |
26.7x
Which industries have driven the changes within the Swiss Industrials industry?
| CH Market | 1.84% | |
| Industrials | 0.70% | |
| Machinery | -0.86% | |
| Construction Machinery and Vehicles | 1.27% | |
| Industrial Machinery | -1.03% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SRAIL Stadler Rail | CHF 23.82 | 4.1% +CHF 94.0m | 24.5% | PE27.1x | |
| SFSN SFS Group | CHF 133.60 | 1.4% +CHF 70.0m | 22.1% | PE23.7x | |
| SCHN Schindler Holding | CHF 258.50 | 0.2% +CHF 53.4m | -7.0% | PE27.1x | |
| BCHN Burckhardt Compression Holding | CHF 491.50 | 0.7% +CHF 11.8m | -23.4% | PE15.1x | |
| OERL OC Oerlikon | CHF 3.95 | 0.9% +CHF 11.4m | 11.1% | PS0.8x |