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Stadler Rail AGSWX:SRAIL Stock Report

Market Cap CHF 2.2b
Share Price
CHF 22.04
CHF 19.4
13.6% overvalued intrinsic discount
1Y2.8%
7D0.5%
1D
Portfolio Value
View

Stadler Rail AG

SWX:SRAIL Stock Report

Market Cap: CHF 2.2b

Stadler Rail (SRAIL) Stock Overview

Through its subsidiaries, engages in the manufacture and sale of trains in Switzerland, Germany, Austria, Western and Eastern Europe, the Americas, the CIS countries, and internationally. More details

SRAIL fundamental analysis
Snowflake Score
Valuation2/6
Future Growth5/6
Past Performance3/6
Financial Health4/6
Dividends2/6

SRAIL Community Fair Values

Create Narrative

See what 20 others think this stock is worth. Follow their fair value or set your own to get alerts.

Stadler Rail AG Competitors

Price History & Performance

Summary of share price highs, lows and changes for Stadler Rail
Historical stock prices
Current Share PriceCHF 22.04
52 Week HighCHF 24.14
52 Week LowCHF 17.25
Beta0.60
1 Month Change1.94%
3 Month Change7.30%
1 Year Change2.80%
3 Year Change-36.34%
5 Year Change-49.82%
Change since IPO-48.86%

Recent News & Updates

Narrative Update May 19

SRAIL: Execution And Margin Pressures Will Challenge Optimistic Multi Year Revenue Guidance

Analysts have adjusted their outlook on Stadler Rail with a modest refinement to the implied price target. This reflects updated assumptions on discount rates, revenue growth and profit margins across recent UBS, JPMorgan, Oddo BHF and Kepler Cheuvreux research, while leaving the central fair value view at CHF 19.40.
Narrative Update May 02

SRAIL: Execution And Margin Risks Will Undermine Confidence In Earnings Guidance

Analysts have refined their view on Stadler Rail, with the average price target adjusting slightly to CHF 19.40. Modest changes to the discount rate, revenue growth assumptions and future P/E expectations reflect a mix of recent upgrades and a small reduction to one major target.
Narrative Update Apr 17

SRAIL: Higher P/E And Execution Risks Will Pressure Confidence In Earnings Guidance

Analysts have adjusted the fair value estimate for Stadler Rail to CHF 19.40 from CHF 18.00. This reflects recent upgrades and mixed price target revisions that weigh stronger confidence in the stock's execution against slightly softer revenue growth and margin expectations, as well as a higher assumed P/E multiple.
Narrative Update Apr 03

SRAIL: Order Backlog And 2026 EBIT Margin Outlook May Drive Repricing

Analysts have lifted the average price target for Stadler Rail to CHF 22.77 from CHF 21.85, citing recent upgrades that reflect updated assumptions for discount rate, revenue growth, profit margin, and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts see the recent upgrades as support for a higher valuation, pointing to revised assumptions on discount rate and future P/E multiples that they view as more aligned with current market expectations for Stadler Rail.

Recent updates

Narrative Update May 19

SRAIL: Execution And Margin Pressures Will Challenge Optimistic Multi Year Revenue Guidance

Analysts have adjusted their outlook on Stadler Rail with a modest refinement to the implied price target. This reflects updated assumptions on discount rates, revenue growth and profit margins across recent UBS, JPMorgan, Oddo BHF and Kepler Cheuvreux research, while leaving the central fair value view at CHF 19.40.
Narrative Update May 02

SRAIL: Execution And Margin Risks Will Undermine Confidence In Earnings Guidance

Analysts have refined their view on Stadler Rail, with the average price target adjusting slightly to CHF 19.40. Modest changes to the discount rate, revenue growth assumptions and future P/E expectations reflect a mix of recent upgrades and a small reduction to one major target.
Narrative Update Apr 17

SRAIL: Higher P/E And Execution Risks Will Pressure Confidence In Earnings Guidance

Analysts have adjusted the fair value estimate for Stadler Rail to CHF 19.40 from CHF 18.00. This reflects recent upgrades and mixed price target revisions that weigh stronger confidence in the stock's execution against slightly softer revenue growth and margin expectations, as well as a higher assumed P/E multiple.
Narrative Update Apr 03

SRAIL: Order Backlog And 2026 EBIT Margin Outlook May Drive Repricing

Analysts have lifted the average price target for Stadler Rail to CHF 22.77 from CHF 21.85, citing recent upgrades that reflect updated assumptions for discount rate, revenue growth, profit margin, and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts see the recent upgrades as support for a higher valuation, pointing to revised assumptions on discount rate and future P/E multiples that they view as more aligned with current market expectations for Stadler Rail.
Analysis Article Mar 25

There May Be Underlying Issues With The Quality Of Stadler Rail's (VTX:SRAIL) Earnings

Stadler Rail AG's ( VTX:SRAIL ) stock was strong after they recently reported robust earnings. We did some analysis and...
Narrative Update Mar 20

SRAIL: Upgraded Ratings And Higher Multiple Expectations Will Drive Bullish Repricing

Analysts have lifted their price target on Stadler Rail from CHF 26.70 to CHF 28.00, citing a higher fair value and updated assumptions on discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent bullish analysts have echoed the higher price target, flagging a higher perceived fair value for Stadler Rail that aligns with revised assumptions on discount rate, revenue growth, profit margins and future P/E levels.
Analysis Article Feb 10

The Price Is Right For Stadler Rail AG (VTX:SRAIL)

Stadler Rail AG's ( VTX:SRAIL ) price-to-earnings (or "P/E") ratio of 68x might make it look like a strong sell right...
Analysis Article Nov 26

Stadler Rail (VTX:SRAIL) Has Some Difficulty Using Its Capital Effectively

Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...
Analysis Article Oct 26

Why Investors Shouldn't Be Surprised By Stadler Rail AG's (VTX:SRAIL) P/E

Stadler Rail AG's ( VTX:SRAIL ) price-to-earnings (or "P/E") ratio of 64.6x might make it look like a strong sell right...
New Narrative Sep 07

Future Urbanization And Green Mobility Trends Will Expand Global Reach

Key Takeaways Strong growth in order backlog and leadership in green technologies position Stadler Rail for sustained revenue growth and increased market share amid global decarbonization trends. Strategic market expansion and efficiency initiatives are set to boost margins and recurring revenue, supporting long-term profitability and resilience.
Analysis Article Jul 10

Capital Allocation Trends At Stadler Rail (VTX:SRAIL) Aren't Ideal

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analysis Article Apr 15

Why Investors Shouldn't Be Surprised By Stadler Rail AG's (VTX:SRAIL) P/E

Stadler Rail AG's ( VTX:SRAIL ) price-to-earnings (or "P/E") ratio of 52.6x might make it look like a strong sell right...
Analysis Article Mar 27

Stadler Rail's (VTX:SRAIL) Soft Earnings Don't Show The Whole Picture

The most recent earnings report from Stadler Rail AG ( VTX:SRAIL ) was disappointing for shareholders. While the...
Analysis Article Mar 22

Stadler Rail AG Just Missed Earnings - But Analysts Have Updated Their Models

Stadler Rail AG ( VTX:SRAIL ) missed earnings with its latest full-year results, disappointing overly-optimistic...
Analysis Article Jan 20

Are Investors Undervaluing Stadler Rail AG (VTX:SRAIL) By 45%?

Key Insights The projected fair value for Stadler Rail is CHF37.10 based on 2 Stage Free Cash Flow to Equity Stadler...
Analysis Article Dec 20

The Returns On Capital At Stadler Rail (VTX:SRAIL) Don't Inspire Confidence

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Analysis Article Nov 20

Take Care Before Jumping Onto Stadler Rail AG (VTX:SRAIL) Even Though It's 27% Cheaper

The Stadler Rail AG ( VTX:SRAIL ) share price has fared very poorly over the last month, falling by a substantial 27...
Analysis Article Sep 20

Investors Could Be Concerned With Stadler Rail's (VTX:SRAIL) Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analysis Article May 03

Stadler Rail (VTX:SRAIL) Has Some Way To Go To Become A Multi-Bagger

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analysis Article Apr 11

Many Still Looking Away From Stadler Rail AG (VTX:SRAIL)

There wouldn't be many who think Stadler Rail AG's ( VTX:SRAIL ) price-to-earnings (or "P/E") ratio of 22.8x is worth a...
Analysis Article Mar 21

Why Stadler Rail's (VTX:SRAIL) Earnings Are Better Than They Seem

Stadler Rail AG's ( VTX:SRAIL ) recent earnings report didn't offer any surprises, with the shares unchanged over the...
Analysis Article Mar 16

Stadler Rail AG Just Missed Earnings - But Analysts Have Updated Their Models

As you might know, Stadler Rail AG ( VTX:SRAIL ) last week released its latest yearly, and things did not turn out so...
Analysis Article Jan 16

Stadler Rail (VTX:SRAIL) Will Be Hoping To Turn Its Returns On Capital Around

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
Analysis Article Dec 24

With Stadler Rail AG (VTX:SRAIL) It Looks Like You'll Get What You Pay For

With a price-to-earnings (or "P/E") ratio of 31.5x Stadler Rail AG ( VTX:SRAIL ) may be sending very bearish signals at...
Analysis Article Nov 18

An Intrinsic Calculation For Stadler Rail AG (VTX:SRAIL) Suggests It's 22% Undervalued

Key Insights Stadler Rail's estimated fair value is CHF42.99 based on 2 Stage Free Cash Flow to Equity Stadler Rail's...
Analysis Article Oct 11

Returns On Capital Signal Tricky Times Ahead For Stadler Rail (VTX:SRAIL)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analysis Article Sep 23

Stadler Rail (VTX:SRAIL) Seems To Use Debt Quite Sensibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article Aug 17

Is Stadler Rail AG (VTX:SRAIL) Trading At A 23% Discount?

Key Insights The projected fair value for Stadler Rail is CHF43.45 based on 2 Stage Free Cash Flow to Equity Stadler...
Analysis Article May 30

Stadler Rail's (VTX:SRAIL) Returns On Capital Not Reflecting Well On The Business

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Analysis Article Apr 03

These 4 Measures Indicate That Stadler Rail (VTX:SRAIL) Is Using Debt Extensively

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article Jan 27

Return Trends At Stadler Rail (VTX:SRAIL) Aren't Appealing

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Analysis Article Dec 11

Stadler Rail (VTX:SRAIL) Takes On Some Risk With Its Use Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article Oct 18

Slowing Rates Of Return At Stadler Rail (VTX:SRAIL) Leave Little Room For Excitement

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Analysis Article Sep 10

Stadler Rail (VTX:SRAIL) Takes On Some Risk With Its Use Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article Jun 10

The Returns On Capital At Stadler Rail (VTX:SRAIL) Don't Inspire Confidence

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analysis Article Apr 28

We Think Stadler Rail (VTX:SRAIL) Can Stay On Top Of Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article Mar 17

Stadler Rail AG Just Missed EPS By 25%: Here's What Analysts Think Will Happen Next

It's shaping up to be a tough period for Stadler Rail AG ( VTX:SRAIL ), which a week ago released some disappointing...
Analysis Article Mar 03

Stadler Rail (VTX:SRAIL) Is Reinvesting At Lower Rates Of Return

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analysis Article Nov 24

Stadler Rail (VTX:SRAIL) Will Want To Turn Around Its Return Trends

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Analysis Article Oct 01

Does Stadler Rail (VTX:SRAIL) 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...
Analysis Article Jul 30

Stadler Rail (VTX:SRAIL) Will Be Hoping To Turn Its Returns On Capital Around

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...

Shareholder Returns

SRAILCH MachineryCH Market
7D0.5%0.5%1.3%
1Y2.8%-7.7%9.8%

Return vs Industry: SRAIL exceeded the Swiss Machinery industry which returned -8.2% over the past year.

Return vs Market: SRAIL underperformed the Swiss Market which returned 8.1% over the past year.

Price Volatility

Is SRAIL's price volatile compared to industry and market?
SRAIL volatility
SRAIL Average Weekly Movement6.5%
Machinery Industry Average Movement5.4%
Market Average Movement4.5%
10% most volatile stocks in CH Market8.3%
10% least volatile stocks in CH Market2.4%

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

Volatility Over Time: SRAIL's weekly volatility (7%) has been stable over the past year, but is still higher than 75% of Swiss stocks.

About the Company

FoundedEmployeesCEOWebsite
194218,343Markus Bernsteinerwww.stadlerrail.com

Stadler Rail AG, through its subsidiaries, engages in the manufacture and sale of trains in Switzerland, Germany, Austria, Western and Eastern Europe, the Americas, the CIS countries, and internationally. The company operates through three segments: Rolling Stock; Service & Components; and Signalling. The Rolling Stock segment manufactures various rail vehicles comprising high-speed, intercity, regional trains, city transport, locomotives, and tailor made, as well as passenger coaches, light rails, and trams.

Stadler Rail AG Fundamentals Summary

How do Stadler Rail's earnings and revenue compare to its market cap?
SRAIL fundamental statistics
Market capCHF 2.20b
Earnings (TTM)CHF 88.02m
Revenue (TTM)CHF 3.68b
25.0x
P/E Ratio
0.6x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
SRAIL income statement (TTM)
RevenueCHF 3.68b
Cost of RevenueCHF 3.26b
Gross ProfitCHF 420.19m
Other ExpensesCHF 332.17m
EarningsCHF 88.02m

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

Aug 26, 2026

Earnings per share (EPS)0.88
Gross Margin11.42%
Net Profit Margin2.39%
Debt/Equity Ratio109.4%

How did SRAIL perform over the long term?

See historical performance and comparison

Dividends

2.3%
Current Dividend Yield
57%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/27 13:05
End of Day Share Price 2026/05/27 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

Stadler Rail AG is covered by 13 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jonathan MounseyBNP Paribas
Alexander VirgoBofA Global Research
Vivek MidhaCitigroup Inc