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BELIMO Holding AG (BEAN.SW)

CHF833.00 +4.00 (+0.48%)
CH SIX Industrials Industrial - Machinery
Address Brunnenbachstrasse 1 8340
Hinwil, CH
CEO Lars van der Haegen
Website belimo.com
IPO 1996-08-02
ISIN CH1101098163

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Also trades on London Stock Exchange · 0QMR.L (CHF) Other OTC · BLHWF (USD) Swiss Exchange · BEAN.SW (CHF)
Description

BELIMO Holding AG, a Swiss enterprise founded in Hinwil in 1975, is engaged in the development, manufacturing, and global distribution of specialized products for heating, ventilation, and air conditioning (HVAC) systems. The company serves markets across Europe, the Americas, and the Asia Pacific, providing an extensive portfolio that includes damper actuators, control valves, sensors, and meters. Their damper actuators are versatile, supporting a variety of applications such as on/off, modulating, and communicating controls, in addition to critical life safety systems. These components are integral to equipment like air handlers, economizer and variable air volume (VAV) terminal units, fan coil units, unit ventilators, and fire/smoke dampers. BELIMO's comprehensive range of control valves encompasses various types: pressure-dependent options including characterized control, quick compact, and butterfly valves; mechanical pressure-independent valves designed for complex flow challenges, featuring quick compact and characterized models; advanced electronic pressure-independent valves; and cutting-edge Internet of Things (IoT) cloud-connected pressure-independent valves. The company also supplies highly accurate sensors to monitor key environmental factors such as temperature, humidity, pressure, carbon dioxide (CO2), and volatile compounds in both pipe and duct environments. Beyond products, BELIMO delivers system solutions focused on enhancing energy efficiency and offers retrofit packages for modernizing existing valve assemblies, actuators, or damper actuators.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
CHF833.00 +4.00 (+0.48%)
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Volume Profile
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Liquidity & share structure
Average Volume
30.0K
Beta
1.12
Float Shares
12.06M
Free Float %
98.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+2.86% +4.09% +15.99% +7.12% +5.28% +1.41% +4.16% +97.09% +116.78% +469.17% +6,025.93%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
833.00
DCF (Unlevered) 222.27 -73.3%
DCF (Levered) 235.72 -71.7%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 40% Bullish
Rating 2026-05 Change
Strong Buy 1 +1
Buy 3 0
Hold 5 0
Sell 1 0
Strong Sell 0 0
Quality scores
Altman Z-Score
26.97
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
4 / 5
High
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers ★ Strong MOAT
  • Revenue growth Industrial - Machinery: +7.4%
    +18.8% Q4'25: +36.3% (vs Q4'23)
  • EPS growth Industrial - Machinery: +15.6%
    +23.7% Q4'25: +11.8% (vs Q4'23)
  • FCF margin FCF growth · Industrial - Machinery: +38.2%
    +12.4% Q4'25: +8.5% (vs Q4'23)
  • EBIT margin Industrial - Machinery: +10.0%
    +20.5% Q4'25: +18.2% (vs Q4'23)
  • ROIC Industrial - Machinery: +6.8%
    +33.0% Q4'25: +57.1% (vs Q4'23)
  • Share dilution Industrial - Machinery: +0.0%
    0.0% Q4'25: 0.0% (vs Q4'23)
  • Debt / EBITDA Net debt/EBITDA · Industrial - Machinery: -0.65×
    0.17× Q4'25: 0.10× (vs Q4'23)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.10) × ERP
WACC = 100% × Ke + 0% × Kd (4.5%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 222.27 Current price: 833.00
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
9 Rev. Ana.
9 EPS Ana.
Dec 2027
9 Rev. Ana.
9 EPS Ana.
Dec 2028
7 Rev. Ana.
6 EPS Ana.
Dec 2029
3 Rev. Ana.
4 EPS Ana.
Dec 2030
6 Rev. Ana.
2 EPS Ana.
Revenue
415.98M
est: 422.38M (-1.5%)
444.62M
est: 451.37M (-1.5%)
474.06M
est: 480.06M (-1.3%)
494.32M
est: 501.55M (-1.4%)
495.10M
est: 493.38M (+0.3%)
534.75M
est: 533.70M (+0.2%)
580.65M
est: 579.85M (+0.1%)
643.05M
est: 642.37M (+0.1%)
692.68M
est: 693.00M (0.0%)
661.23M
est: 661.23M (+0.0%)
765.34M
est: 765.34M (+0.0%)
846.90M
est: 846.90M (+0.0%)
858.79M
est: 883.96M (-2.8%)
943.86M
est: 943.86M (+0.0%)
1.12B
est: 1.12B (+0.0%)
1.27B
1.25B – 1.30B
+13.6% YoY
1.45B
1.39B – 1.52B
+14.1% YoY
1.61B
1.60B – 1.62B
+10.7% YoY
1.71B
1.66B – 1.77B
+6.4% YoY
1.86B
1.80B – 1.93B
+8.9% YoY
EBITDA
77.11M
est: 86.76M (-11.1%)
90.45M
est: 76.84M (+17.7%)
95.52M
est: 97.53M (-2.1%)
96.62M
est: 93.61M (+3.2%)
92.64M
est: 101.31M (-8.6%)
109.98M
est: 91.23M (+20.5%)
120.63M
est: 114.81M (+5.1%)
131.72M
est: 135.55M (-2.8%)
152.31M
est: 138.77M (+9.8%)
133.75M
est: 163.79M (-18.3%)
178.05M
est: 175.07M (+1.7%)
185.47M
est: 189.21M (-2.0%)
179.95M
est: 198.28M (-9.2%)
208.42M
est: 211.15M (-1.3%)
268.48M
est: 251.41M (+6.8%)
285.66M
281.16M – 290.95M
+13.6% YoY
325.86M
310.92M – 341.03M
+14.1% YoY
360.79M
357.79M – 363.79M
+10.7% YoY
383.79M
371.60M – 396.63M
+6.4% YoY
417.88M
404.61M – 431.86M
+8.9% YoY
EBIT
63.11M
est: 81.56M (-22.6%)
74.85M
est: 72.46M (+3.3%)
81.32M
est: 81.15M (+0.2%)
81.25M
est: 84.94M (-4.3%)
74.63M
est: 81.03M (-7.9%)
86.96M
est: 82.43M (+5.5%)
92.62M
est: 92.23M (+0.4%)
105.03M
est: 102.64M (+2.3%)
120.78M
est: 120.33M (+0.4%)
101.96M
est: 119.79M (-14.9%)
144.36M
est: 128.04M (+12.7%)
148.11M
est: 138.38M (+7.0%)
144.11M
est: 164.45M (-12.4%)
181.13M
est: 175.13M (+3.4%)
230.12M
est: 208.51M (+10.4%)
236.92M
233.19M – 241.31M
+13.6% YoY
270.27M
257.88M – 282.85M
+14.1% YoY
299.24M
296.75M – 301.73M
+10.7% YoY
318.31M
308.20M – 328.96M
+6.4% YoY
346.59M
335.58M – 358.19M
+8.9% YoY
Net Income
51.56M
est: 60.09M (-14.2%)
61.43M
est: 55.15M (+11.4%)
62.61M
est: 65.30M (-4.1%)
67.19M
est: 65.40M (+2.7%)
56.23M
est: 67.01M (-16.1%)
69.75M
est: 62.11M (+12.3%)
77.49M
est: 73.98M (+4.7%)
86.21M
est: 85.88M (+0.4%)
121.14M
est: 94.44M (+28.3%)
86.72M
est: 117.16M (-26.0%)
115.67M
est: 125.22M (-7.6%)
122.80M
est: 126.52M (-2.9%)
136.96M
est: 149.15M (-8.2%)
146.78M
est: 144.37M (+1.7%)
181.63M
est: 181.63M (+0.0%)
219.03M
211.52M – 232.83M
+20.6% YoY
256.99M
237.97M – 296.46M
+17.3% YoY
289.08M
264.68M – 335.99M
+12.5% YoY
307.18M
294.49M – 320.54M
+6.3% YoY
336.20M
322.31M – 350.82M
+9.4% YoY
SGA
22.35M
est: 134.90M (-83.4%)
11.94M
est: 147.81M (-91.9%)
11.39M
est: 157.51M (-92.8%)
12.67M
est: 164.55M (-92.3%)
12.14M
est: 131.78M (-90.8%)
13.99M
est: 154.17M (-90.9%)
15.81M
est: 155.22M (-89.8%)
16.83M
est: 174.96M (-90.4%)
17.45M
est: 233.31M (-92.5%)
24.97M
est: 221.98M (-88.8%)
20.67M
est: 237.25M (-91.3%)
40.18M
est: 256.43M (-84.3%)
32.64M
est: 78.82M (-58.6%)
274.45M
est: 83.94M (+227.0%)
47.77M
est: 99.94M (-52.2%)
113.56M
111.77M – 115.66M
+13.6% YoY
129.54M
123.60M – 135.57M
+14.1% YoY
143.43M
142.23M – 144.62M
+10.7% YoY
152.57M
147.72M – 157.67M
+6.4% YoY
166.12M
160.84M – 171.68M
+8.9% YoY
EPS
4.23
est: 86.77 (-95.1%)
4.97
est: 101.96 (-95.1%)
5.13
est: 104.57 (-95.1%)
5.48
est: 111.93 (-95.1%)
4.58
est: 4.48 (+2.2%)
5.68
est: 5.74 (-1.1%)
6.30
est: 6.40 (-1.6%)
7.01
est: 7.18 (-2.3%)
9.85
est: 8.24 (+19.6%)
7.05
est: 6.90 (+2.2%)
9.41
est: 9.70 (-3.0%)
9.99
est: 10.02 (-0.3%)
11.14
est: 12.13 (-8.1%)
11.94
est: 11.73 (+1.8%)
14.77
est: 15.27 (-3.3%)
17.97
17.20 – 18.93
+17.7% YoY
21.48
19.35 – 24.11
+19.5% YoY
24.60
21.52 – 27.32
+14.5% YoY
24.98
23.95 – 26.07
+1.5% YoY
27.34
26.21 – 28.53
+9.4% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-29 B+ 3/5 3/5 5/5 5/5 4/5 1/5 1/5
2026-05-28 B+ 3/5 3/5 5/5 5/5 4/5 1/5 1/5
2026-05-27 B+ 3/5 3/5 5/5 5/5 4/5 1/5 1/5
2026-05-26 B+ 3/5 3/5 5/5 5/5 4/5 1/5 1/5
2026-05-22 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-21 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-20 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-19 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-18 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-15 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-13 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-12 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-11 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-08 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-07 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-06 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-05 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-04 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-04-30 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-04-29 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-04-28 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-04-27 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-04-24 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-04-23 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-04-22 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-04-21 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-04-20 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-04-17 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-04-16 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
334.81M
OE per share TTM
27.22
Owner's Yield
3.29%
Maintenance CapEx ratio
5.45%
Maint CapEx / Avg PPE
26.3%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 285 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares SMIM ETF (CH) CSSMIM.SW 2.87% 42.53M 0.45%
2 Invesco STOXX Europe 600 Optimised Construction & Materials UCITS ETF SC01.DE 2.37% 959.5K 0.20%
3 iShares STOXX Europe 600 Construct & Material UCITS ETF (DE) EXV8.DE 2.05% 17.81M 0.46%
4 iShares Global Water Index ETF CWW.TO 1.58% 3.45M 0.66%
5 iShares Global Water UCITS ETF H2OA.AS 1.58% 939.6K 0.65%
6 iShares Global Water UCITS ETF DH2O.L 1.58% 34.18M 0.65%
7 Pictet Cleaner Planet ETF PCLN 1.08% 185.9K 0.70%
8 iShares MSCI Switzerland ETF EWL 0.79% 16.76M 0.50%
9 Franklin FTSE Switzerland ETF FLSW 0.56% 464.1K 0.09%
10 iShares STOXX Europe Mid 200 UCITS ETF (DE) EXSD.DE 0.55% 3.69M 0.20%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
111.1K
Shares Outstanding
12.30M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Lars van der Haegen Chief Executive Officer & Head of the Group Executive Committee 2M male
Elena Cortona Chief Technology Officer, Head of Group Division Innovation & Member of the Executive Committee
Gary Economides Head of Group Division Asia Pacific & Member of the Group Executive Committee male
Louis Scheidegger Head of Group Division Production & Member of the Group Executive Committee male
Markus Schürch Chief Financial Officer, Head of Group Division Finance and Business & Member of the Group Executive Committee male
Marta Kinga Bruska Head of Investor Relations
Sandra Pitt Chief Human Resources Officer & Member of the Executive Committee female
Adrian Staufer Head of Group Division EMEA & Member of Executive Committee
Sarah Bencic Head of Americas & Member of the Executive Committee female
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits