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BELIMO Holding AGSWX:BEAN Stock Report

Market Cap CHF 10.1b
Share Price
n/a
1Y-3.9%
7D-8.5%
1D1.0%
Portfolio Value
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BELIMO Holding AG

SWX:BEAN Stock Report

Market Cap: CHF 10.1b

BELIMO Holding (BEAN) Stock Overview

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. More details

BEAN fundamental analysis
Snowflake Score
Valuation0/6
Future Growth4/6
Past Performance6/6
Financial Health5/6
Dividends3/6

BEAN Community Fair Values

Create Narrative

See what 15 others think this stock is worth. Follow their fair value or set your own to get alerts.

BELIMO Holding AG Competitors

Price History & Performance

Summary of share price highs, lows and changes for BELIMO Holding
Historical stock prices
Current Share PriceCHF 821.00
52 Week HighCHF 975.00
52 Week LowCHF 608.50
Beta1.13
1 Month Change-5.85%
3 Month Change15.96%
1 Year Change-3.92%
3 Year Change84.16%
5 Year Change88.09%
Change since IPO7,101.75%

Recent News & Updates

Narrative Update Jul 08

BEAN: Data Center Cooling Exposure Will Support Premium Future P E

The analyst fair value estimate for BELIMO Holding has been revised from CHF 1,060 to CHF 1,120, reflecting updated assumptions on growth, profitability and valuation after mixed Street views that include recent target increases and one downgrade on richer pricing. Analyst Commentary Recent Street research on BELIMO Holding points to a generally constructive tone, with several bullish analysts adjusting price targets higher and upgrading their views.
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...
Narrative Update Jun 09

BEAN: Elevated Data Center Hopes Will Likely Restrain Future Share Returns

Analysts have raised their fair value estimate for BELIMO Holding from CHF 510.26 to CHF 579.80, citing higher assumed revenue growth, slightly stronger profit margins, and a higher future P/E multiple that is in line with recent upgrades and positive views on the company’s role in data center liquid cooling. Analyst Commentary Recent research coverage has been broadly constructive on BELIMO Holding, with price targets such as CHF 1,070 and CHF 1,000 reflecting confidence in the company’s positioning and its exposure to data center liquid cooling.
Narrative Update May 25

BEAN: Data Center Cooling Upside Will Support Premium Future P E

Analysts kept the fair value for BELIMO Holding steady at CHF 1,060, with only modest tweaks to growth and margin assumptions. Recent Street research highlights both the perceived quality of its data center liquid cooling opportunity and some caution around tariff driven earnings pressure.

Recent updates

Narrative Update Jul 08

BEAN: Data Center Cooling Exposure Will Support Premium Future P E

The analyst fair value estimate for BELIMO Holding has been revised from CHF 1,060 to CHF 1,120, reflecting updated assumptions on growth, profitability and valuation after mixed Street views that include recent target increases and one downgrade on richer pricing. Analyst Commentary Recent Street research on BELIMO Holding points to a generally constructive tone, with several bullish analysts adjusting price targets higher and upgrading their views.
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...
Narrative Update Jun 09

BEAN: Elevated Data Center Hopes Will Likely Restrain Future Share Returns

Analysts have raised their fair value estimate for BELIMO Holding from CHF 510.26 to CHF 579.80, citing higher assumed revenue growth, slightly stronger profit margins, and a higher future P/E multiple that is in line with recent upgrades and positive views on the company’s role in data center liquid cooling. Analyst Commentary Recent research coverage has been broadly constructive on BELIMO Holding, with price targets such as CHF 1,070 and CHF 1,000 reflecting confidence in the company’s positioning and its exposure to data center liquid cooling.
Narrative Update May 25

BEAN: Data Center Cooling Upside Will Support Premium Future P E

Analysts kept the fair value for BELIMO Holding steady at CHF 1,060, with only modest tweaks to growth and margin assumptions. Recent Street research highlights both the perceived quality of its data center liquid cooling opportunity and some caution around tariff driven earnings pressure.
Analysis Article May 14

Does BELIMO Holding (VTX:BEAN) Deserve A Spot On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Narrative Update Apr 21

BEAN: Higher Tariffs Look Set To Constrain Margins And Future Returns

The Analyst Price Target for BELIMO Holding has been adjusted by analysts to CHF 510.26 from CHF 531.51. This reflects updated assumptions around discount rates, revenue growth, margins and P/E multiples, alongside mixed Street research where some firms lowered targets on tariff and margin considerations while others raised them based on continued demand expectations.
Narrative Update Apr 07

BEAN: Unique DC Opportunity Will Drive Future Upside Despite Higher Tariffs

Analysts have trimmed the blended fair value estimate for BELIMO Holding from CHF 909.25 to about CHF 880.86, reflecting modestly softer growth and margin assumptions, alongside adjusted price targets that balance a still constructive demand view with higher expected tariff burdens. Analyst Commentary Recent Street research points to a mixed but generally constructive view on BELIMO Holding, with price targets clustered around but not fully aligned with the trimmed blended fair value estimate.
Narrative Update Mar 24

BEAN: Tariff Headwinds And Margin Reset Will Support Premium Future P E

Analysts now set the fair value estimate for BELIMO Holding at CHF 1,060, around CHF 10 lower than before, as they balance a slightly reduced profit margin outlook and tariff related caution with firmer assumptions on revenue growth and future P/E multiples. Analyst Commentary Recent Street research shows a split but generally constructive stance on BELIMO Holding, with several bullish analysts still framing the current share price as attractive relative to their revised fair value views.
Narrative Update Mar 08

BEAN: Higher Tariffs And Softer Margins Will Likely Pressure Future Returns

Narrative Update The analyst price target on BELIMO Holding has been reduced by CHF 35 to reflect slightly lower fair value estimates and modestly softer assumptions for revenue growth, profit margins and future P/E. Analysts are balancing cautious updates to earnings forecasts with mixed recent target moves across the Street.
Narrative Update Feb 22

BEAN: Updated Margins And Discount Rate Will Support Premium Future P E

Analysts have raised their price targets on BELIMO Holding by CHF 20 and CHF 29 respectively, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E as the basis for their revised views. Analyst Commentary Recent research points to a more constructive stance on BELIMO Holding, with bullish analysts adjusting their models to reflect revised assumptions for discount rates, revenue, margins, and future P/E levels.
Narrative Update Feb 07

BEAN: Higher Price Expectations And Profitability Assumptions Will Shape Future Performance

Analysts have lifted their price targets on BELIMO Holding by about CHF 56 overall, reflecting updated assumptions for a fair value of CHF 909.25, a discount rate of 5.23%, revenue growth of 13.46%, a profit margin of 19.57% and a future P/E of 43.10x. Analyst Commentary Bullish Takeaways Bullish analysts lifting their price targets suggest they see the updated fair value of CHF 909.25 as supported by the current valuation framework, including the 5.23% discount rate and 43.10x future P/E.
Narrative Update Jan 24

BEAN: Rising Confidence In Premium P E Will Support Long Term Thesis

Analysts have lifted their fair value estimate for BELIMO Holding from CHF 1,000 to CHF 1,070, citing updated assumptions on revenue growth, profit margins and future P/E that align with recent price target increases from major research houses. Analyst Commentary Recent research updates signal a more constructive stance on BELIMO Holding, with higher fair value and price targets reflecting revised assumptions on revenue, margins and future P/E.
Narrative Update Jan 09

BEAN: Tariff Cost Pressures Will Test But Not Break Long Term Thesis

Analysts have trimmed their fair value estimate for BELIMO Holding from CHF 1,100 to CHF 1,000 as they factor in a slightly higher discount rate, more moderate revenue growth assumptions, and tariff related pressure on material costs and gross profits, even while assuming a higher profit margin and a lower future P/E multiple. Analyst Commentary Some bullish analysts remain constructive on BELIMO Holding even as they trim their fair value assumptions.
Narrative Update Dec 14

BEAN: Tariff-Driven Cost Pressures Will Likely Erode Future Profit Margins

The analyst price target for BELIMO Holding has been reduced from approximately CHF 1,052 to about CHF 989, as analysts factor in steady demand but increased pressure on material costs and gross margins from tariffs. Analyst Commentary Bearish analysts have trimmed their expectations for BELIMO Holding, reflecting mounting concerns that rising input costs and tariff related headwinds could weigh more heavily on profitability than previously anticipated.
Analysis Article Dec 07

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

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Narrative Update Nov 28

BEAN: Cost Pressures And Gross Margins Will Influence Performance Amid Steady Demand

Analysts have revised BELIMO Holding's target price downward; the Street consensus has shifted from CHF 1,052 to CHF 989, citing continued pressure on material costs and industry profit margins, even with stable demand trends. Analyst Commentary Recent analyst reports on BELIMO Holding offer a range of perspectives regarding the company's prospects amid shifting industry conditions.
Narrative Update Nov 14

BEAN: Cost Pressures And Margins Will Shape Performance Despite Stable Demand

The analyst consensus price target for BELIMO Holding has been revised downward, decreasing by CHF 21 to CHF 852.86. Analysts cite ongoing cost pressures and a slightly lower profit margin outlook, despite stable underlying demand.
Analysis Article Nov 10

BELIMO Holding AG's (VTX:BEAN) Earnings Haven't Escaped The Attention Of Investors

BELIMO Holding AG's ( VTX:BEAN ) price-to-earnings (or "P/E") ratio of 56.6x might make it look like a strong sell...
Narrative Update Oct 31

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

The consensus analyst price target for BELIMO Holding was revised downward by CHF 9. This adjustment reflects concerns about continued material cost pressures and stabilized demand, according to recent analyst commentary.
Analysis Article Oct 28

We Like BELIMO Holding's (VTX:BEAN) Returns And Here's How They're Trending

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Narrative Update Oct 17

Expanding Data Centers And EMEA Renovations Will Shape Future Markets

Analysts recently raised their price target for BELIMO Holding from CHF 788 to CHF 1,052, citing stronger operating leverage and resilience in key segments as primary drivers for their improved outlook. Analyst Commentary Recent research reports present a mix of optimism and caution regarding BELIMO Holding’s prospects.
Analysis Article Oct 09

Does BELIMO Holding (VTX:BEAN) Deserve A Spot On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Narrative Update Oct 03

Expanding Data Centers And EMEA Renovations Will Shape Future Markets

Analysts have raised their price target for BELIMO Holding from CHF 863.14 to CHF 883.29. This reflects expectations of stronger revenue growth and improved market conditions, despite some ongoing challenges.
Analysis Article Sep 27

Should You Think About Buying BELIMO Holding AG (VTX:BEAN) Now?

Today we're going to take a look at the well-established BELIMO Holding AG ( VTX:BEAN ). The company's stock received a...
Narrative Update Sep 09

Expanding Data Centers And EMEA Renovations Will Shape Future Markets

Analysts have slightly lowered BELIMO Holding’s price target to CHF863.14, balancing optimism around data center performance, OEM channel recovery, and operating leverage against ongoing U.S. market risks and valuation concerns. Analyst Commentary Bullish analysts highlight Belimo's strong performance in data centers and confidence stemming from the accelerating Blackwell rollout.
Analysis Article Sep 01

Is BELIMO Holding (VTX:BEAN) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Analysis Article Aug 05

BELIMO Holding AG's (VTX:BEAN) P/E Is On The Mark

BELIMO Holding AG's ( VTX:BEAN ) price-to-earnings (or "P/E") ratio of 67.6x might make it look like a strong sell...
User avatar
New Narrative Jul 27

Expanding Data Centers And EMEA Renovations Will Shape Future Markets

Rapid data center growth and focus on high-value retrofits position BELIMO for strong revenue upside and resilience to construction market swings.

Shareholder Returns

BEANCH BuildingCH Market
7D-8.5%-5.0%-1.0%
1Y-3.9%-15.3%14.4%

Return vs Industry: BEAN exceeded the Swiss Building industry which returned -15.3% over the past year.

Return vs Market: BEAN underperformed the Swiss Market which returned 14.4% over the past year.

Price Volatility

Is BEAN's price volatile compared to industry and market?
BEAN volatility
BEAN Average Weekly Movement6.2%
Building Industry Average Movement4.0%
Market Average Movement4.1%
10% most volatile stocks in CH Market7.3%
10% least volatile stocks in CH Market2.1%

Stable Share Price: BEAN's share price has been volatile over the past 3 months compared to the Swiss market.

Volatility Over Time: BEAN's weekly volatility (6%) has been stable over the past year, but is still higher than 75% of Swiss stocks.

About the Company

FoundedEmployeesCEOWebsite
19752,546Lars van der Haegenwww.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.

BELIMO Holding AG Fundamentals Summary

How do BELIMO Holding's earnings and revenue compare to its market cap?
BEAN fundamental statistics
Market capCHF 10.10b
Earnings (TTM)CHF 181.63m
Revenue (TTM)CHF 1.12b
55.6x
P/E Ratio
9.0x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BEAN income statement (TTM)
RevenueCHF 1.12b
Cost of RevenueCHF 443.80m
Gross ProfitCHF 677.01m
Other ExpensesCHF 495.38m
EarningsCHF 181.63m

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

Jul 20, 2026

Earnings per share (EPS)14.77
Gross Margin60.40%
Net Profit Margin16.20%
Debt/Equity Ratio2.5%

How did BEAN perform over the long term?

See historical performance and comparison

Dividends

1.2%
Current Dividend Yield
68%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/10 00:01
End of Day Share Price 2026/07/10 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

BELIMO Holding AG is covered by 21 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Zana MamelliBaader Helvea Equity Research
Volker BosseBaader Helvea Equity Research
Marta BruskaBaader Helvea Equity Research