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BEAN

BELIMO HoldingSWX:BEAN Stock Report

Last Price

CHF495.00

Market Cap

CHF6.1b

7D

2.5%

1Y

37.5%

Updated

22 Jan, 2022

Data

Company Financials +
BEAN fundamental analysis
Snowflake Score
Valuation0/6
Future Growth4/6
Past Performance3/6
Financial Health5/6
Dividends5/6

BEAN Stock Overview

BELIMO Holding AG, together with its subsidiaries, manufactures and sells electrical actuator solutions, valve systems, and sensors for heating, ventilation, and air conditioning (HVAC) systems in Europe, the Americas, and the Asia Pacific.

BELIMO Holding Competitors

Arbonia

SWX:ARBN

CHF1.5b

Zehnder Group

SWX:ZEHN

CHF1.1b

SMC

TSE:6273

JP¥4.3t

VAT Group

SWX:VACN

CHF11.3b

Price History & Performance

Summary of all time highs, changes and price drops for BELIMO Holding
Historical stock prices
Current Share PriceCHF495.00
52 Week HighCHF580.00
52 Week LowCHF327.50
Beta0.80
1 Month Change-11.45%
3 Month Change-9.34%
1 Year Change37.50%
3 Year Change142.35%
5 Year Change213.29%
Change since IPO4,242.11%

Recent News & Updates

Dec 04
We Think BELIMO Holding (VTX:BEAN) Can Manage Its Debt With Ease

We Think BELIMO Holding (VTX:BEAN) Can Manage Its Debt With Ease

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

Nov 01
BELIMO Holding (VTX:BEAN) Knows How To Allocate Capital

BELIMO Holding (VTX:BEAN) Knows How To Allocate Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...

Oct 17
Is It Time To Consider Buying BELIMO Holding AG (VTX:BEAN)?

Is It Time To Consider Buying BELIMO Holding AG (VTX:BEAN)?

While BELIMO Holding AG ( VTX:BEAN ) might not be the most widely known stock at the moment, it led the SWX gainers...

Sep 03
Does BELIMO Holding (VTX:BEAN) Have A Healthy Balance Sheet?

Does BELIMO Holding (VTX:BEAN) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Aug 01
Why You Should Care About BELIMO Holding's (VTX:BEAN) Strong Returns On Capital

Why You Should Care About BELIMO Holding's (VTX:BEAN) Strong Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...

Shareholder Returns

BEANCH BuildingCH Market
7D2.5%-1.0%-1.3%
1Y37.5%16.8%12.8%

Return vs Industry: BEAN exceeded the Swiss Building industry which returned 16.8% over the past year.

Return vs Market: BEAN exceeded the Swiss Market which returned 12.8% over the past year.

Price Volatility

Is BEAN's price volatile compared to industry and market?
BEAN volatility
BEAN Average Weekly Movement4.7%
Building Industry Average Movement3.9%
Market Average Movement3.9%
10% most volatile stocks in CH Market6.9%
10% least volatile stocks in CH Market2.0%

Stable Share Price: BEAN is not significantly more volatile than the rest of Swiss stocks over the past 3 months, typically moving +/- 5% a week.

Volatility Over Time: BEAN's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19751,848Lars van der Haegenhttps://www.belimo.com

BELIMO Holding AG, together with its subsidiaries, manufactures and sells electrical actuator solutions, valve systems, and sensors for heating, ventilation, and air conditioning (HVAC) systems in Europe, the Americas, and the Asia Pacific. The company offers HVAC damper actuators for use in various on/off, modulating, or communicating damper and life safety applications, including air handlers, economizer and variable air volume terminal units, fan coil units, unit ventilators, and life safety dampers. It also provides various pressure dependent valves, such as the characterized control, quick compact, and butterfly valves; mechanical pressure independent valves for complex flow challenges, and pressure-independent quick compact and characterized control valves; electronic pressure independent valves; and Internet of Things cloud-connected pressure independent valves.

BELIMO Holding Fundamentals Summary

How do BELIMO Holding's earnings and revenue compare to its market cap?
BEAN fundamental statistics
Market CapCHF6.09b
Earnings (TTM)CHF109.21m
Revenue (TTM)CHF710.46m

55.7x

P/E Ratio

8.6x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
BEAN income statement (TTM)
RevenueCHF710.46m
Cost of RevenueCHF284.18m
Gross ProfitCHF426.28m
ExpensesCHF317.07m
EarningsCHF109.21m

Last Reported Earnings

Jun 30, 2021

Next Earnings Date

Mar 07, 2022

Earnings per share (EPS)8.88
Gross Margin60.00%
Net Profit Margin15.37%
Debt/Equity Ratio2.9%

How did BEAN perform over the long term?

See historical performance and comparison

Dividends

1.5%

Current Dividend Yield

85%

Payout Ratio

Valuation

Is BELIMO Holding undervalued compared to its fair value and its price relative to the market?

55.75x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Below Fair Value: BEAN (CHF495) is trading above our estimate of fair value (CHF347.75)

Significantly Below Fair Value: BEAN is trading above our estimate of fair value.


Price To Earnings Ratio

PE vs Industry: BEAN is poor value based on its PE Ratio (55.7x) compared to the Swiss Building industry average (25.2x).

PE vs Market: BEAN is poor value based on its PE Ratio (55.7x) compared to the Swiss market (20.3x).


Price to Earnings Growth Ratio

PEG Ratio: BEAN is poor value based on its PEG Ratio (5x)


Price to Book Ratio

PB vs Industry: BEAN is overvalued based on its PB Ratio (13.1x) compared to the CH Building industry average (6.8x).


Future Growth

How is BELIMO Holding forecast to perform in the next 1 to 3 years based on estimates from 8 analysts?

11.0%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: BEAN's forecast earnings growth (11% per year) is above the savings rate (-0.3%).

Earnings vs Market: BEAN's earnings (11% per year) are forecast to grow faster than the Swiss market (6.8% per year).

High Growth Earnings: BEAN's earnings are forecast to grow, but not significantly.

Revenue vs Market: BEAN's revenue (8.7% per year) is forecast to grow faster than the Swiss market (4.9% per year).

High Growth Revenue: BEAN's revenue (8.7% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: BEAN's Return on Equity is forecast to be high in 3 years time (24.4%)


Past Performance

How has BELIMO Holding performed over the past 5 years?

9.7%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: BEAN has high quality earnings.

Growing Profit Margin: BEAN's current net profit margins (15.4%) are lower than last year (16.2%).


Past Earnings Growth Analysis

Earnings Trend: BEAN's earnings have grown by 9.7% per year over the past 5 years.

Accelerating Growth: BEAN's earnings growth over the past year (0.05%) is below its 5-year average (9.7% per year).

Earnings vs Industry: BEAN earnings growth over the past year (0.05%) underperformed the Building industry 55.8%.


Return on Equity

High ROE: BEAN's Return on Equity (23.5%) is considered high.


Financial Health

How is BELIMO Holding's financial position?


Financial Position Analysis

Short Term Liabilities: BEAN's short term assets (CHF366.9M) exceed its short term liabilities (CHF105.4M).

Long Term Liabilities: BEAN's short term assets (CHF366.9M) exceed its long term liabilities (CHF17.8M).


Debt to Equity History and Analysis

Debt Level: BEAN has more cash than its total debt.

Reducing Debt: Insufficient data to determine if BEAN's debt to equity ratio has reduced over the past 5 years.

Debt Coverage: BEAN's debt is well covered by operating cash flow (1043.9%).

Interest Coverage: BEAN's interest payments on its debt are well covered by EBIT (119.5x coverage).


Balance Sheet


Dividend

What is BELIMO Holding current dividend yield, its reliability and sustainability?

1.52%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: BEAN's dividend (1.52%) is higher than the bottom 25% of dividend payers in the Swiss market (1.42%).

High Dividend: BEAN's dividend (1.52%) is low compared to the top 25% of dividend payers in the Swiss market (3.63%).


Stability and Growth of Payments

Stable Dividend: BEAN's dividends per share have been stable in the past 10 years.

Growing Dividend: BEAN's dividend payments have increased over the past 10 years.


Current Payout to Shareholders

Dividend Coverage: At its current payout ratio (84.6%), BEAN's payments are covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: BEAN's dividends in 3 years are forecast to be covered by earnings (89.8% payout ratio).


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

4.6yrs

Average management tenure


CEO

Lars van der Haegen (53 yo)

6.5yrs

Tenure

CHF999,000

Compensation

Mr. Lars van der Haegen, MBA, serves as the President of Belimo Aircontrols (USA), Inc. Mr. van der Haegen has been the Chief Executive Officer and Head of the Group Executive Committee of Belimo Holding A...


CEO Compensation Analysis

Compensation vs Market: Lars's total compensation ($USD1.10M) is below average for companies of similar size in the Swiss market ($USD2.14M).

Compensation vs Earnings: Lars's compensation has been consistent with company performance over the past year.


Leadership Team

Experienced Management: BEAN's management team is considered experienced (4.6 years average tenure).


Board Members

Experienced Board: BEAN's board of directors are considered experienced (5.3 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

BELIMO Holding AG's employee growth, exchange listings and data sources


Key Information

  • Name: BELIMO Holding AG
  • Ticker: BEAN
  • Exchange: SWX
  • Founded: 1975
  • Industry: Building Products
  • Sector: Capital Goods
  • Implied Market Cap: CHF6.088b
  • Shares outstanding: 12.30m
  • Website: https://www.belimo.com

Number of Employees


Location

  • BELIMO Holding AG
  • Brunnenbachstrasse 1
  • Hinwil
  • Zurich
  • 8340
  • Switzerland

Listings


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2022/01/22 18:00
End of Day Share Price2022/01/21 00:00
Earnings2021/06/30
Annual Earnings2020/12/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.