BELIMO Holding
Market Cap
CHF4.8b
Last Updated
2021/04/19 17:12 UTC
Data Sources
Company Financials +
Executive Summary
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. More Details
Rewards
Risk Analysis
Snowflake Analysis
Excellent balance sheet average dividend payer.
Similar Companies
Share Price & News
How has BELIMO Holding's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: BEAN is not significantly more volatile than the rest of Swiss stocks over the past 3 months, typically moving +/- 3% a week.
Volatility Over Time: BEAN's weekly volatility (3%) has been stable over the past year.
Market Performance
7 Day Return
-0.5%
BEAN
-1.3%
CH Building
1.8%
CH Market
1 Year Return
8.6%
BEAN
44.6%
CH Building
35.7%
CH Market
Return vs Industry: BEAN underperformed the Swiss Building industry which returned 44.6% over the past year.
Return vs Market: BEAN underperformed the Swiss Market which returned 35.7% over the past year.
Shareholder returns
| BEAN | Industry | Market | |
|---|---|---|---|
| 7 Day | -0.5% | -1.3% | 1.8% |
| 30 Day | 7.3% | 5.5% | 4.0% |
| 90 Day | 2.0% | 10.2% | 9.2% |
| 1 Year | 10.8%8.6% | 47.3%44.6% | 40.2%35.7% |
| 3 Year | 97.0%84.8% | 46.7%36.9% | 37.9%22.9% |
| 5 Year | 226.5%186.2% | 92.2%70.8% | 70.7%39.8% |
Long-Term Price Volatility Vs. Market
How volatile is BELIMO Holding's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 week ago | Simply Wall St
Capital Investment Trends At BELIMO Holding (VTX:BEAN) Look Strong3 weeks ago | Simply Wall St
What You Need To Know About BELIMO Holding AG's (VTX:BEAN) Investor Composition1 month ago | Simply Wall St
Is BELIMO Holding AG's (VTX:BEAN) Stock's Recent Performance Being Led By Its Attractive Financial Prospects?Valuation
Is BELIMO Holding undervalued compared to its fair value and its price relative to the market?
54.39x
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: BEAN (CHF383.5) is trading above our estimate of fair value (CHF182.39)
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 (54.4x) compared to the CH Building industry average (34.9x).
PE vs Market: BEAN is poor value based on its PE Ratio (54.4x) compared to the Swiss market (24.9x).
Price to Earnings Growth Ratio
PEG Ratio: BEAN is poor value based on its PEG Ratio (4.2x)
Price to Book Ratio
PB vs Industry: BEAN is overvalued based on its PB Ratio (9.6x) compared to the CH Building industry average (6.4x).
Future Growth
How is BELIMO Holding forecast to perform in the next 1 to 3 years based on estimates from 8 analysts?
12.9%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: BEAN's forecast earnings growth (12.9% per year) is above the savings rate (-0.3%).
Earnings vs Market: BEAN's earnings (12.9% per year) are forecast to grow slower than the Swiss market (22.1% per year).
High Growth Earnings: BEAN's earnings are forecast to grow, but not significantly.
Revenue vs Market: BEAN's revenue (7.3% per year) is forecast to grow faster than the Swiss market (4.6% per year).
High Growth Revenue: BEAN's revenue (7.3% 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 (23.8%)
Past Performance
How has BELIMO Holding performed over the past 5 years?
11.5%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: BEAN has high quality earnings.
Growing Profit Margin: BEAN's current net profit margins (13.1%) are lower than last year (17.5%).
Past Earnings Growth Analysis
Earnings Trend: BEAN's earnings have grown by 11.5% per year over the past 5 years.
Accelerating Growth: BEAN's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: BEAN had negative earnings growth (-28.4%) over the past year, making it difficult to compare to the Building industry average (13.2%).
Return on Equity
High ROE: BEAN's Return on Equity (17.7%) is considered low.
Financial Health
How is BELIMO Holding's financial position?
Financial Position Analysis
Short Term Liabilities: BEAN's short term assets (CHF361.3M) exceed its short term liabilities (CHF78.4M).
Long Term Liabilities: BEAN's short term assets (CHF361.3M) exceed its long term liabilities (CHF15.8M).
Debt to Equity History and Analysis
Debt Level: BEAN's debt to equity ratio (0.3%) is considered satisfactory.
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 (7588.6%).
Interest Coverage: BEAN's interest payments on its debt are well covered by EBIT (100.1x coverage).
Balance Sheet
Dividend
What is BELIMO Holding current dividend yield, its reliability and sustainability?
1.96%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: BEAN's dividend (1.96%) is higher than the bottom 25% of dividend payers in the Swiss market (1.47%).
High Dividend: BEAN's dividend (1.96%) is low compared to the top 25% of dividend payers in the Swiss market (3.48%).
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: With its high payout ratio (106.4%), BEAN's dividend payments are not well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: BEAN's dividends in 3 years are forecast to be covered by earnings (88.4% payout ratio).
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
5.4yrs
Average management tenure
CEO
Lars van der Haegen (52 yo)
5.75yrs
Tenure
CHF1,159,000
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 ($USD1.26M) is below average for companies of similar size in the Swiss market ($USD2.01M).
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 seasoned and experienced (5.4 years average tenure).
Board Members
Experienced Board: BEAN's board of directors are not considered experienced ( 2 years average tenure), which suggests a new board.
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 company bio, 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
- Market Cap: CHF4.766b
- Shares outstanding: 12.30m
- Website: https://www.belimo.com
Number of Employees
Location
- BELIMO Holding AG
- Brunnenbachstrasse 1
- Hinwil
- Zurich
- 8340
- Switzerland
Listings
Biography
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, ...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2021/04/19 17:12 |
| End of Day Share Price | 2021/04/19 00:00 |
| Earnings | 2020/12/31 |
| Annual Earnings | 2020/12/31 |
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.