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Stock BELIMO Holding AG BEAN.SW

BELIMO Holding AG — Investlytic score 4/5 on the five criteria.

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80/ 100
Score Investlytic · 5 criteria

Analysis in progress…

Investlytic score: 4/5 criteria met. Data as of 04/11/2026.

  • ✅ Price trend passed
  • ✅ Growth passed
  • ✅ Debt passed
  • ❌ P/E failed
  • ✅ Correction passed

Price trend

Overall trend (8 years): the price has been multiplied by at least 1.5.

Price change 2018 → 2019: 85.03%

Price change 2019 → 2020: 5.35%

Price change 2020 → 2021: 51.04%

Price change 2021 → 2022: -24.14%

Price change 2022 → 2023: 5.41%

Price change 2023 → 2024: 29.26%

Price change 2024 → 2025: 30.28%

Price change 2025 → 2026: 0.90%

Price change 2026 (year to date): -3.37%

Financial growth

Revenue CAGR (8 years): 8.26%

Earnings CAGR (8 years): 11.23%

Growth status: positive trend (>1%/yr) in revenue and earnings.

Debt

Debt-to-equity ratio: 0.08

Debt/equity < 0.5 (maximum threshold).

P/E (Price/Earnings)

P/E ratio: 47.21

P/E > 25.0 (maximum threshold).

Correction (6 months)

Current correction: 18.38% from the high over 6 months.

Correction between 10.0% and 20.0% (target range).

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Criteria of the Investlytic model

- / 5
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Investlytic rating reserved for members

Score out of 100, model verdict (buy, watch, sell) and details of the 5 criteria · visible with a free account.

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Price trend

Price & trend

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⚖️ Comparison with the market

All stocks →
StockP/EDette/FPRevenue growthRating
BELIMO Holding AG46.70.07+6.7 %🔒
Getlink SE33.01.85+5.3 %–
Hensoldt AG75.01.65+12.0 %–
Eiffage S.A.9.42.10+4.5 %–
Aeroports de Paris S.A.19.02.30+6.2 %–

Data from the Investlytic screener. The rating of the stock being viewed is reserved for members.

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Detailed analysis · Price trend

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Global model trend and annual price variations · visible with a free account.

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Revenues & profits

Revenue and net income

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Chart of revenues and net income over 8 periods · real data, no estimates.

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Financial indicators

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18 financial indicators analyzed by groups of criteria: valuation, profitability, growth, solidity, dividend, and momentum.

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Annual financial statements

Fiscal yearRevenueNet income Net marginEPSRevenue growth
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Complete annual financial statements: revenue, net income, margin, and EPS over 8 fiscal years.

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Key reported figures

Revenue, net income and net margin reported by BELIMO Holding AG over the latest fiscal years.

Revenue
1.4 bn USD
fiscal year 2025
Net income
220 m USD
fiscal year 2025
Net margin
16.2 %
fiscal year 2025
Average annual growth
+11.1 %
Revenue growth over 5 years
Average annual growth
+8.5 %
Revenue growth over 10 years
Market cap
11.6 bn USD
Fiscal yearRevenueNet incomeNet marginRevenue growth
2020802 m105 m13.1 %n/a
2021929 m140 m15.1 %+15.7 %
20221.0 bn149 m14.5 %+10.7 %
20231.0 bn166 m15.9 %+1.4 %
20241.1 bn178 m15.6 %+9.9 %
20251.4 bn220 m16.2 %+18.7 %

Amounts converted to USD. Source: published annual accounts, collected on 30/10/2026.

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Accounts and financial health

Balance sheet and cash flow published by BELIMO Holding AG over the last fiscal years, strength scores and valuation by discounted cash flow (DCF).

Overview
average accounts
according to Altman Z, Piotroski and net debt
Altman Z-score
17.80
safe zone (above 2.99)
Piotroski Score
3 / 9
0 to 3: fragile accounts
DCF Value
200.70 CHF
DCF below share price · share price 779.00 CHF, gap -74.2 %
Net Debt / EBITDA
0.10 x
low debt
Fiscal year20212022202320242025
Cash and investments169 m112 m113 m137 m101 m
Total Debt10.8 m11.5 m14.8 m25.4 m46.6 m
Net Debt-98.6 m-75.3 m-96.0 m-71.8 m-54.0 m
Equity511 m522 m531 m581 m622 m
Total assets661 m689 m662 m764 m896 m
Operating cash flow152 m112 m157 m195 m184 m
Investments (capex)46.7 m54.7 m47.0 m58.7 m86.8 m
Free cash-flow106 m57.8 m110 m136 m105 m
Share buybacks5.2 m4.1 m3.6 m4.0 m430,000
Dividends paid92.2 m105 m105 m105 m117 m

Amounts in CHF, currency of the published accounts.

Trailing 12-month ratios

Price / earnings (P/E)46.67 x
Price / book value15.36 x
Return on Equity (ROE)33.0 %
Return on Invested Capital (ROIC)19.3 %
Net margin16.6 %
Debt / equity0.21 x
Current ratio1.81 x
Interest coverage42.10 x
Free cash-flow yield0.9 %

Altman Z: default risk estimated from the balance sheet and earnings. Piotroski: 9 tests on profitability, debt and efficiency. DCF: estimated value from discounted future cash flows, a model and not a forecast. Source: annual accounts published by the company, data as of 05/11/2026.

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Valuation and competitors

BELIMO Holding AG compared with its sector on the same exchange and with its main competitors.

Company P/E
46.7

Direct competitors

CompanyMarket cap (USD)P/ENet margin
BELIMO Holding AG11.6 bn46.716.2 %
Arbonia AG ARBN.SW349 mn/a-14.7 %
Meier Tobler Group AG MTG.SW491 m27.33.1 %
Zehnder Group AG ZEHN.SW984 m18.76.1 %
Zhejiang Sanhua Intelligent Controls Co.,Ltd 002050.SZ18.6 bn35.713.1 %
Moon Environment Technology Co.,Ltd. 000811.SZ3.6 bn35.68.0 %
Shenzhen Envicool Technology Co., Ltd. 002837.SZ7.3 bn98.08.6 %
Trane Technologies plc TT89.7 bn30.913.7 %
Pentair plc PNR10.6 bn13.215.7 %

Trailing 12-month P/E. Sector: median of companies in the same sector listed on the same exchange, collected on 30/10/2026. Competitors: comparable companies named by the data provider.

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Analyst consensus and forecasts

What the financial analysts covering BELIMO Holding AG publish: ratings, price targets and earnings forecasts.

Majority rating
buy
10 analysts

Breakdown of ratings

strong buy 3buy 4hold 3sell 0strong sell 0

Price targets: published for companies listed in the United States only.

Analyst forecasts

Fiscal yearRevenueNet incomeExpected EPS (range)P/E on this EPSAnalysts
20261.3 bn243 m19.57 (19.04 / 19.88)39.89
20271.6 bn290 m23.20 (21.81 / 24.96)33.69
20281.7 bn331 m26.56 (24.45 / 29.15)29.38

Amounts in CHF, the reporting currency.

Track record against expectations: reported EPS above consensus 2 times over the last 4 releases.

Source: ratings and forecasts published by analysts, collected on 03/11/2026. An analyst rating or target is not a guarantee.

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Dividends and earnings

BELIMO Holding AG: dividend history, last distributions, stock splits and earnings releases.

Frequency
annual
Last dividend
10.00 CHF
ex-dividend on 25/03/2026
Last 12 months
10.00 CHF
number of payments: 1
Yield
1.2 %
on the last known price
Years of increases
2
consecutive
Years of payments
29
uninterrupted
02.505.007.5010.002007 : 1.50 CHF2008 : 2.25 CHF20082009 : 2.00 CHF2010 : 2.00 CHF20102011 : 2.75 CHF2012 : 2.50 CHF20122013 : 3.00 CHF2014 : 3.25 CHF20142015 : 3.25 CHF2016 : 3.25 CHF20162017 : 3.75 CHF2018 : 4.25 CHF20182019 : 5.00 CHF2020 : 7.50 CHF20202021 : 7.50 CHF2022 : 8.50 CHF20222023 : 8.50 CHF2024 : 8.50 CHF20242025 : 9.50 CHF2026 : 10.00 CHF2026

Annual dividend per share (CHF), adjusted for splits. Light bar: current year, incomplete. Red bar: lower than the previous year.

Latest ex-dividend dates

Ex-dividendAmountPayment
25/03/202610.00 CHF27/03/2026
26/03/20259.50 CHF28/03/2025
27/03/20248.50 CHF02/04/2024
29/03/20238.50 CHF31/03/2023
30/03/20228.50 CHF01/04/2022
31/03/20217.50 CHF06/04/2021
01/04/20207.50 CHF03/04/2020
03/04/20195.00 CHF05/04/2019

Earnings releases

DatePublished EPSExpected EPSSurprise
22/07/20246.285.67+10.8 %

Stock splits

DateOperation
07/04/2021split: 20 shares for 1

Factual data: ex-dividend history and earnings calendar, as of 05/11/2026. A past dividend does not guarantee the next one.

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Who owns the stock

Free float, institutional investors, large funds, executives and elected officials: declared positions in BELIMO Holding AG.

Free float
98.1 %
share of freely traded shares

Sources: 13F filings (quarter shown), executives' Form 4 filings and US Congress members' disclosures, collected on 01/11/2026. Detailed disclosure obligations mainly apply to companies listed in the United States.

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PEA and practical information

PEA eligibility
no
head office outside the EU and EEA
Listing exchange
SIX Swiss Exchange
IPO: 02/08/1996
ISIN code
CH1101098163
Workforce
2,071
full-time employees
Chief executive
Lars van der Haegen MBA
Next earnings
01/03/2027

Rule applied: the French PEA accepts shares of companies headquartered in the European Union or the European Economic Area and subject to corporate income tax; ADRs and tax-exempt property companies (SIIC) are excluded. The institution holding the PEA confirms eligibility.

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Frequently asked questions about BELIMO Holding AG

What is the BELIMO Holding AG share price?

Latest recorded price: 779.00 CHF on 30/10/2026, for a market cap of 11.6 bn USD.

What is the revenue of BELIMO Holding AG?

1.4 bn USD for fiscal year 2025, with net income of 220 m USD (net margin 16.2 %).

Does BELIMO Holding AG pay a dividend?

Yes. Latest dividend: 10.00 CHF per share, ex-dividend on 25/03/2026. Over 12 months: 10.00 CHF. Yield on the latest known price: 1.2 %.

When does BELIMO Holding AG report its next earnings?

The next release is expected on 01/03/2027.

What do analysts say about BELIMO Holding AG?

Out of 10 analysts: 7 buy or strong buy, 3 hold, 0 sell or strong sell.

What is the P/E ratio of BELIMO Holding AG?

Trailing 12-month P/E of 46.7.

Is BELIMO Holding AG stock eligible for the French PEA?

No: the company is headquartered outside the European Union and the European Economic Area (ISIN CH1101098163).

How many employees does BELIMO Holding AG have?

2,071 full-time employees according to the latest published profile.

Who runs BELIMO Holding AG?

Lars van der Haegen MBA is the company's chief executive.

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