BELIMO Holding AG (BEAN) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

BELIMO Holding AG

SIG Group AG

VAT Group AG

Sulzer AG

Interroll Holding AG

Georg Fischer AG

Schweiter Technologies AG

Arbonia AG

Landis+Gyr Group AG

Komax Holding AG

Burckhardt Compression Holding AG

Why is BELIMO Holding AG ?

Strong Long Term Fundamental Strength with a 11.13% CAGR growth in Net Sales

Company's ability to service its debt is strong with a healthy EBIT to Interest (avg) ratio of 68.41
The company has been able to generate a Return on Capital Employed (avg) of 36.25% signifying high profitability per unit of total capital (equity and debt)

Positive results in Jun 25

OPERATING CASH FLOW(Y) Highest at CHF 371.34 MM
ROCE(HY) Highest at 32.4%
RAW MATERIAL COST(Y) Fallen by -9.36% (YoY)

With ROE of 31.48%, it has a Very Expensive valuation with a 18.19 Price to Book Value

Over the past year, while the stock has generated a return of 12.18%, its profits have risen by 14.6% ; the PEG ratio of the company is 4

Market Beating Performance

Even though the market (Switzerland SMI) has generated negative returns of -1.34% in the last 1 year, the stock has been able to generate 12.18% returns

Real-Time Research Report

Verdict Report

How much should you hold?

Overall Portfolio exposure to BELIMO Holding AG should be less than 10%
Overall Portfolio exposure to Industrial Manufacturing should be less than 30%

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Industrial Manufacturing)

When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock

Is BELIMO Holding AG for you?

Medium Risk, Low Return

Absolute

Risk Adjusted

Volatility

BELIMO Holding AG

12.18%

-2.34

36.20%

Switzerland SMI

1.42%

-0.08

16.69%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

11.13%

EBIT Growth (5y)

16.60%

EBIT to Interest (avg)

68.41

Debt to EBITDA (avg)

Net Debt to Equity (avg)

-0.12

Sales to Capital Employed (avg)

1.63

Tax Ratio

16.71%

Dividend Payout Ratio

67.72%

Pledged Shares

Institutional Holding

ROCE (avg)

36.25%

ROE (avg)

22.97%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

18.19

EV to EBIT

45.44

EV to EBITDA

38.67

EV to Capital Employed

19.82

EV to Sales

9.52

PEG Ratio

3.96

Dividend Yield

1.18%

ROCE (Latest)

43.61%

ROE (Latest)

31.48%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bearish

Mildly Bearish

RSI

Bullish

No Signal

Bollinger Bands

Mildly Bearish

Bearish

Moving Averages

Bearish (Daily)

KST

Bearish

Mildly Bearish

Dow Theory

Mildly Bearish

OBV

No Trend

Mildly Bearish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

13What is working for the Company

OPERATING CASH FLOW(Y)

Highest at CHF 371.34 MM

ROCE(HY)

Highest at 32.4%

RAW MATERIAL COST(Y)

Fallen by -9.36% (YoY

INVENTORY TURNOVER RATIO(HY)

Highest at 4.55 times

NET SALES(Q)

Highest at CHF 561.51 MM

OPERATING PROFIT(Q)

Highest at CHF 147.11 MM

OPERATING PROFIT MARGIN(Q)

Highest at 26.2 %

PRE-TAX PROFIT(Q)

Highest at CHF 122.07 MM

NET PROFIT(Q)

Highest at CHF 101.26 MM

EPS(Q)

Highest at CHF 8.23

-1What is not working for the Company

DEBT-EQUITY RATIO (HY)

Highest at -8.65 %

Here's what is working for BELIMO Holding AG

Operating Cash Flow

Highest at CHF 371.34 MM and Grown

In each year in the last three years

MOJO Watch

The company has generated higher cash revenues from business operations

Operating Cash Flows (CHF MM)

Net Sales

Highest at CHF 561.51 MM

in the last five periods

MOJO Watch

Near term sales trend is positive

Net Sales (CHF MM)

Operating Profit

Highest at CHF 147.11 MM

in the last five periods

MOJO Watch

Near term Operating Profit trend is positive

Operating Profit (CHF MM)

Operating Profit Margin

Highest at 26.2 %

in the last five periods

MOJO Watch

Company's profit margin has improved

Operating Profit to Sales

Pre-Tax Profit

Highest at CHF 122.07 MM

in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is positive

Pre-Tax Profit (CHF MM)

Net Profit

Highest at CHF 101.26 MM

in the last five periods

MOJO Watch

Near term Net Profit trend is positive

Net Profit (CHF MM)

EPS

Highest at CHF 8.23

in the last five periods

MOJO Watch

Increasing profitability; company has created higher earnings for shareholders

EPS (CHF)

Inventory Turnover Ratio

Highest at 4.55 times

in the last five Semi-Annual periods

MOJO Watch

Company has been able to sell its inventory faster

Inventory Turnover Ratio

Raw Material Cost

Fallen by -9.36% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin

Raw Material Cost as a percentage of Sales

Depreciation

Highest at CHF 19.02 MM

in the last five periods

MOJO Watch

The expenditure on assets done by the company may have gone into operation

Depreciation (CHF MM)

Here's what is not working for BELIMO Holding AG

Debt-Equity Ratio

Highest at -8.65 %

in the last five Semi-Annual periods

MOJO Watch

The company is borrowing more to fund its operations; it's liquidity situation may be stressed

Debt-Equity Ratio