Narrative Update • Jul 09

Over the last 7 days, the Machinery industry has dropped 2.5%, driven by a pullback from VAT Group of 4.1%. However, the industry is down 5.2% over the past year. As for the next few years, earnings are expected to grow by 14% per annum.
Has the Swiss Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 12 Jul 2026 | CHF 73.6b | CHF 33.4b | CHF 2.2b | 24.4x | 33x | 2.2x |
| Tue, 09 Jun 2026 | CHF 71.7b | CHF 33.4b | CHF 2.2b | 23.7x | 32.2x | 2.1x |
| Thu, 07 May 2026 | CHF 73.6b | CHF 33.4b | CHF 2.2b | 25.9x | 33.2x | 2.2x |
| Sat, 04 Apr 2026 | CHF 67.5b | CHF 33.6b | CHF 2.2b | 22.8x | 30.6x | 2x |
| Mon, 02 Mar 2026 | CHF 75.0b | CHF 33.3b | CHF 2.2b | 26.8x | 34.2x | 2.3x |
| Wed, 28 Jan 2026 | CHF 79.1b | CHF 37.9b | CHF 2.4b | 28.6x | 32.6x | 2.1x |
| Fri, 26 Dec 2025 | CHF 73.2b | CHF 37.9b | CHF 2.4b | 29.3x | 30.1x | 1.9x |
| Sun, 23 Nov 2025 | CHF 67.5b | CHF 37.9b | CHF 2.4b | 27.9x | 27.8x | 1.8x |
| Tue, 21 Oct 2025 | CHF 71.6b | CHF 38.1b | CHF 2.4b | 19.7x | 29.3x | 1.9x |
| Thu, 18 Sep 2025 | CHF 72.6b | CHF 38.1b | CHF 2.5b | 20.5x | 29.6x | 1.9x |
| Sat, 16 Aug 2025 | CHF 73.1b | CHF 38.0b | CHF 2.5b | 22.5x | 29.7x | 1.9x |
| Mon, 14 Jul 2025 | CHF 68.7b | CHF 34.7b | CHF 2.3b | 19.8x | 30.2x | 2x |
| Wed, 11 Jun 2025 | CHF 69.1b | CHF 34.7b | CHF 2.3b | 20.6x | 30.3x | 2x |
| Fri, 09 May 2025 | CHF 65.7b | CHF 34.6b | CHF 2.3b | 19.9x | 28.9x | 1.9x |
| Sun, 06 Apr 2025 | CHF 59.5b | CHF 34.6b | CHF 2.2b | 17.8x | 26.4x | 1.7x |
| Tue, 04 Mar 2025 | CHF 67.5b | CHF 35.1b | CHF 2.4b | 19.9x | 28.1x | 1.9x |
| Thu, 30 Jan 2025 | CHF 64.7b | CHF 35.4b | CHF 2.5b | 20.7x | 26.3x | 1.8x |
| Sat, 28 Dec 2024 | CHF 63.5b | CHF 35.4b | CHF 2.5b | 19.5x | 25.8x | 1.8x |
| Mon, 25 Nov 2024 | CHF 63.5b | CHF 35.4b | CHF 2.5b | 19.3x | 25.8x | 1.8x |
| Wed, 23 Oct 2024 | CHF 66.4b | CHF 35.4b | CHF 2.5b | 21x | 27x | 1.9x |
| Fri, 20 Sep 2024 | CHF 67.4b | CHF 35.4b | CHF 2.4b | 21.7x | 27.6x | 1.9x |
| Sun, 18 Aug 2024 | CHF 65.8b | CHF 35.4b | CHF 2.4b | 21.4x | 26.9x | 1.9x |
| Tue, 16 Jul 2024 | CHF 69.3b | CHF 36.4b | CHF 2.6b | 19.3x | 26.6x | 1.9x |
| Thu, 13 Jun 2024 | CHF 69.0b | CHF 36.3b | CHF 2.6b | 19.6x | 26.5x | 1.9x |
| Sat, 11 May 2024 | CHF 68.9b | CHF 36.3b | CHF 2.6b | 20.6x | 26.6x | 1.9x |
| Mon, 08 Apr 2024 | CHF 67.6b | CHF 36.4b | CHF 2.6b | 22.1x | 26.3x | 1.9x |
| Wed, 06 Mar 2024 | CHF 70.6b | CHF 40.6b | CHF 2.8b | 19.6x | 25.1x | 1.7x |
| Fri, 02 Feb 2024 | CHF 65.9b | CHF 41.5b | CHF 2.9b | 15.8x | 23x | 1.6x |
| Sun, 31 Dec 2023 | CHF 66.6b | CHF 41.5b | CHF 2.9b | 16x | 23.2x | 1.6x |
| Tue, 28 Nov 2023 | CHF 62.3b | CHF 41.5b | CHF 2.9b | 15.3x | 21.7x | 1.5x |
| Thu, 26 Oct 2023 | CHF 56.6b | CHF 41.5b | CHF 2.9b | 14.2x | 19.8x | 1.4x |
| Sat, 23 Sep 2023 | CHF 60.4b | CHF 41.6b | CHF 2.8b | 15.8x | 21.5x | 1.5x |
| Mon, 21 Aug 2023 | CHF 62.1b | CHF 41.8b | CHF 2.8b | 16.5x | 22.3x | 1.5x |
| Wed, 19 Jul 2023 | CHF 66.5b | CHF 40.6b | CHF 2.5b | 23x | 26.4x | 1.6x |
26.4x
Which industries have driven the changes within the Swiss Industrials industry?
| CH Market | -1.44% | |
| Industrials | -3.63% | |
| Machinery | -2.52% | |
| Industrial Machinery | -2.38% | |
| Construction Machinery and Vehicles | -4.27% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SFSN SFS Group | CHF 137.20 | 2.1% +CHF 108.9m | 24.3% | PE24.4x | |
| SUN Sulzer | CHF 140.00 | 1.2% +CHF 54.0m | -2.8% | PE16.1x | |
| OERL OC Oerlikon | CHF 4.38 | 3.4% +CHF 47.3m | 14.3% | PS0.9x | |
| ADVN Adval Tech Holding | CHF 45.60 | 1.3% +CHF 438.0k | -6.9% | PS0.2x | |
| PEDU Perrot Duval Holding | CHF 51.00 | 1.0% +CHF 67.2k | -13.6% | PS0.5x |