• EN

    • -+ 0.00%
    -+ 0.00%
    -+ 0.00%

    Is BELIMO Holding (SWX:BEAN) Fully Valued After Its Half Year Results And Guidance?

    Simply Wall St·07/26/2026 19:19:46
    Listen to the news

    BELIMO Holding (SWX:BEAN) drew fresh attention after reporting half year 2026 results, with sales of CHF 676.4 million and net income of CHF 124.9 million, while reiterating guidance for an EBIT margin above 20% for the full year.

    See our latest analysis for BELIMO Holding.

    The CHF 842.0 share price has risen over the past week, with a 7 day share price return of 4.99% and a 90 day share price return of 16.78%, although the 1 year total shareholder return is down 6.47% while the 3 year total shareholder return is up 86.79%. This suggests longer term holders have seen stronger compounding than more recent investors.

    If BELIMO Holding's recent move has you reviewing your watchlist, it may be a good moment to widen the search and look at 35 power grid technology and infrastructure stocks

    BELIMO Holding's half year results and guidance point to a solid business, yet the share price has already moved higher on the news. The next step is to test whether that quality is still sensibly priced.

    Most Popular Narrative: 14.9% Undervalued

    Compared with the CHF 842.0 last close, the most followed narrative for BELIMO Holding points to a higher fair value and leans on long term growth drivers to support that gap.

    The rapid expansion of the global data center industry, fueled by higher energy density and the shift to advanced liquid cooling systems, is significantly increasing demand for BELIMO's control valves and actuators; this surging vertical (now ~16% of group turnover, up from 10-11% last year and growing 60% year-on-year) is likely to drive top-line revenue above consensus expectations as new capacity buildouts and retrofits accelerate over the coming years.

    Read the complete narrative.

    Want to see what sits behind that confidence in BELIMO Holding? The narrative hinges on compounding revenue, rising profitability and a future earnings multiple that assumes sustained execution across several high value end markets.

    Result: Fair Value of CHF989.10 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, this BELIMO Holding narrative could be knocked off course if data center cooling demand slows, or if FX swings and tariffs squeeze margins more than expected.

    Find out about the key risks to this BELIMO Holding narrative.

    Another View on BELIMO Holding's Valuation

    The analyst narrative presents BELIMO Holding as 14.9% undervalued at CHF 989.10. However, the current P/E of 50.5x is very high compared with the European Building industry at 19.3x, peers at 21.7x, and a fair ratio of 31.6x. That gap raises a simple question: how much optimism is already in the price?

    See what the numbers say about this price — find out in our valuation breakdown.

    SWX:BEAN P/E Ratio as at Jul 2026
    SWX:BEAN P/E Ratio as at Jul 2026

    Next Steps

    If the split sentiment around BELIMO Holding has you unsure, take a moment to review the data for yourself and weigh both sides of the story. You can start with the 2 key rewards and 2 important warning signs.

    Looking for more investment ideas beyond BELIMO Holding?

    If BELIMO Holding is on your radar, do not stop there. Broaden your watchlist with fresh ideas that could suit different goals and risk levels.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.