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BELIMO Holding AG Stock Price

SWX:BEAN Community·CHF 11.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 15 Fair Values set on narratives written by author

BEAN Share Price Performance

CHF 910.00
110.00 (13.75%)
CHF 964.78
Fair Value
CHF 910.00
110.00 (13.75%)
5.7% undervalued intrinsic discount
CHF 964.78
Fair Value
Price CHF 910.00
AnalystConsensusTarget CHF 964.78
AnalystHighTarget CHF 1,060.00
AnalystLowTarget CHF 579.80

BEAN Community Narratives

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Fair Value CHF 964.78 5.7% undervalued intrinsic discount

BEAN: Material Cost Pressures And Market Stabilization Will Influence Near-Term Performance

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Fair Value CHF 1.06k 14.2% undervalued intrinsic discount

Urbanization And Digitalization Will Expand Smart Building Markets

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Fair Value CHF 579.8 57.0% overvalued intrinsic discount

Data Center Cycles And Supply Shocks Will Squeeze Margins

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CHF 579.8
57.0% overvalued intrinsic discount
Revenue
10.62% p.a.
Profit Margin
17.6%
Future PE
30.31x
Price in 2029
CHF 658.62
CHF 1.06k
14.2% undervalued intrinsic discount
Revenue
15.84% p.a.
Profit Margin
19.23%
Future PE
44.26x
Price in 2029
CHF 1.21k

Trending Discussion

Updated Narratives

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BEAN: Data Center Cooling Upside Will Face Rich P E Risk

Fair Value: CHF 964.78 5.7% undervalued intrinsic discount
8 users have set this as their fair value
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BEAN: Elevated Data Center Hopes Will Likely Restrain Future Share Returns

Fair Value: CHF 579.8 57.0% overvalued intrinsic discount
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BEAN: Data Center Cooling Upside Will Support Premium Future P E

Fair Value: CHF 1.06k 14.2% undervalued intrinsic discount
1 users have set this as their fair value
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Snowflake Analysis

Outstanding track record with excellent balance sheet.

1 Risk
2 Rewards

BELIMO Holding AG Key Details

CHF 1.1b

Revenue

CHF 443.8m

Cost of Revenue

CHF 677.0m

Gross Profit

CHF 495.4m

Other Expenses

CHF 181.6m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Jul 20, 2026
14.77
60.40%
16.20%
2.5%
View Full Analysis

About BEAN

Founded
1975
Employees
2546
CEO
Lars van der Haegen
WebsiteView website
www.belimo.com

BELIMO Holding AG, together with its subsidiaries, engages in the development, production, and sale of damper actuators, control valves, sensors, and meters for heating, ventilation, and air conditioning systems (HVAC) in Europe, the Middle East, Africa, the Americas, and the Asia Pacific. It offers HVAC damper actuators, including non-fail-safe and fail-safe actuators, fast running and linear actuators, actuators for harsh environmental conditions, linear actuators, fire damper and smoke control actuators, variable air volume, valve actuators, and accessories. The company also provides various control valves, such as energy, pressure independent control, zone, characterized control, ball, butterfly valves, globe valves, valve actuators, and valve accessories. In addition, it offers measurement and monitoring sensors and meters, which include duct and outdoor sensors for air; water pipe sensors; room units; gas monitoring devices; thermal energy meters; and sensors accessories for thermowells, mounting plates, brackets, and clamps and various adapter connectors; and data centre cooling, building internet of things (IoT), and indoor air quality solutions. Further, the company provides systems solutions that includes energy valves, IoT actuators, air flow and pressure control air solutions, ZoneEase variable air volume, and system mechanical accessories, and terminal cover, as well as RetroFIT+, a product replacement tool. BELIMO Holding AG was founded in 1975 and is headquartered in Hinwil, Switzerland.

Recent BEAN News & Updates

Narrative Update Jun 24

BEAN: Data Center Cooling Upside Will Face Rich P E Risk

Analysts have lifted their fair value estimate for BELIMO Holding to CHF 964.78 from CHF 880.86 as updated P/E and growth assumptions align with a series of higher price targets from recent research, even as some now flag valuation as close to prior peaks. Analyst Commentary Recent research on BELIMO Holding reflects a mix of optimism about long term growth drivers and caution around how fully the current valuation may already capture those expectations.
Analysis Article Jun 19

BELIMO Holding (SWX:BEAN) Stock Could Be 10% Overvalued After Morgan Stanley Upgrade

Belimo Holding (SWX:BEAN) moved sharply higher after Morgan Stanley upgraded the stock, citing robust anticipated growth in the company’s data center cooling operations linked to expanding AI infrastructure demand. See our latest analysis for BELIMO Holding. At a share price of CHF965.5, BELIMO Holding has seen strong recent momentum, with a 30 day share price return of 27.54% and a 90 day return of 54.85%. The 1 year total shareholder return of 23.37% and 5 year total shareholder return of...

Recent updates

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