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BELIMO Holding AG Stock Price

SWX:BEAN Community·CHF 9.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 20 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

BEAN Share Price Performance

CHF 749.50
-134.50 (-15.21%)
​
CHF 1,014.30
Fair Value
CHF 749.50
-134.50 (-15.21%)
26.1% undervalued intrinsic discount
CHF 1,014.30
Fair Value
Price CHF 749.50
AnalystConsensusTarget CHF 1,014.30
AnalystHighTarget CHF 1,150.00
AnalystLowTarget CHF 827.00
Wed, 5 Aug 26
Fair ValueCHF 1,014.30
Share Pricen/a

BEAN Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value CHF 1.01k 26.1% undervalued intrinsic discount

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

0users have liked this narrative
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10users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value CHF 1.15k 34.8% undervalued intrinsic discount

Urbanization And Digitalization Will Expand Smart Building Markets

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value CHF 827 9.4% undervalued intrinsic discount

Data Center Cycles And Supply Shocks Will Squeeze Margins

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
BEAN logo
BELIMO Holding
34.8% undervalued intrinsic discount

Urbanization And Digitalization Will Expand Smart Building Markets

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AN
AnalystHighTarget
AnalystHighTarget
Updated 3 Sep
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BEAN logo
BELIMO Holding
9.4% undervalued intrinsic discount

Data Center Cycles And Supply Shocks Will Squeeze Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 20 Aug
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BEAN logo
BELIMO Holding
26.1% undervalued intrinsic discount

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

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 5 Aug
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystHighTarget
BEAN logo

BEAN: Data Center Demand And Margin Execution Will Support Premium P/E

Fair Value: CHF 1.15k 34.8% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
BEAN logo

BEAN: Elevated Data Center Hopes Will Likely Cap Fairly Valued Share Upside

Fair Value: CHF 827 9.4% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
BEAN logo

BEAN: Data Center Cooling Momentum Will Sustain Rich P E Premium

Fair Value: CHF 1.01k 26.1% undervalued intrinsic discount
10 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Solid track record with excellent balance sheet.

2 Risks
3 Rewards
View Full Analysis

BELIMO Holding AG Key Details

CHF 1.2b

Revenue

CHF 494.4m

Cost of Revenue

CHF 741.3m

Gross Profit

CHF 536.1m

Other Expenses

CHF 205.2m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Mar 01, 2027
16.69
59.99%
16.61%
15.5%
View Full Analysis

About BEAN

Founded
1975
Employees
2881
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

User avatar
Narrative Update • Sep 03

BEAN: Data Center Demand And Margin Execution Will Support Premium P/E

The analyst price target for Belimo Holding has moved from CHF 1,120 to CHF 1,150. This reflects updated views from analysts who point to ongoing data center related market share opportunities and a stronger margin profile as key supports for the reassessment.
User avatar
Narrative Update • Aug 20

BEAN: Elevated Data Center Hopes Will Likely Cap Fairly Valued Share Upside

Analysts have lifted the implied fair value for Belimo Holding to CHF 827 from CHF 579.80, citing a more constructive view on data center related market share prospects, slightly stronger revenue and margin assumptions, and a higher future P/E multiple that aligns with recent price target increases from UBS, Berenberg, Barclays, Jefferies, and BNP Paribas. Analyst Commentary Recent Street research on Belimo Holding points to a more mixed setup, even with higher implied fair value assumptions and rising published price targets.
User avatar
Narrative Update • Aug 05

BEAN: Data Center Cooling Momentum Will Sustain Rich P E Premium

The analyst price target for BELIMO Holding has been revised higher to CHF 1,014.30 from CHF 989.10. Analysts point to a more constructive view on data center related market share opportunities and recent upgrades across several firms as key support for the change.

Recent updates

No updates

BELIMO Holding AG Competitors

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Market cap: CHF 17.6b
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VAT Group

Symbol: SWX:VACN
Market cap: CHF 17.0b
View more competitors

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