BELIMO Holding AG (BEAN) AI Stock Analysis

• Market Cap: CHF9.84B
• Dividend Yield: 1.12%
• Average Volume (3M): 22.41K
• Price to Earnings (P/E): 67.0
• Beta (1Y): 1.12
• Revenue Growth: 9.91%
• EPS Growth: 7.16%
• Country: CH
• Employees: 2,071
• Sector: Industrials
• Sector Strength: 92
• Industry: Construction
• EPS (TTM): 5.65
• Shares Outstanding: 12,300,000
• 10 Day Avg. Volume: 17,276
• 30 Day Avg. Volume: 22,413
• PEG Ratio: -37.78
• Price to Book (P/B): 15.74
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 67.15
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: CHF684.17
• Price Target Upside: -14.48% Downside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 6

• Rating: 72 Outperform
• Price Target: CHF901.00 ▲(12.63%Upside)

BELIMO Holding AG's strong financial performance is the primary driver of its score, showcasing robust revenue growth and efficient cash flow management. However, the high P/E ratio suggests overvaluation, which dampens the overall score. The technical analysis indicates positive momentum but warns of potential overbought conditions.

Positive Factors

Financial Performance

A strong first quarter and better visibility into the remainder of the year triggers a guidance upgrade with +6% higher sales and an EBIT that sits +12% above prior mid-points.

Market Potential

There is a recent surge in demand from Data Centre verticals, showcasing the company's strong market potential.

Operational Improvements

A platform overhaul is set to positively impact assembly processes, indicating potential operational improvements.

Negative Factors

Challenging Environment

Despite the challenging new build environment in EU, sales came in higher in the first quarter, carried by retrofit projects offsetting OEM weakness.

Cost Pressures

In order to mitigate tariff headwinds, the company will implement extraordinary price increases, which are expected to be achievable as seen in the past.

Tariff Implications

Implications from US tariffs are a consideration for the company's future financial performance.

BELIMO Holding AG Business Overview & Revenue Model

Company Description

BELIMO Holding AG, together with its subsidiaries, develops, manufactures, and sells damper actuators, control valves, sensors, and meters for heating, ventilation, and air conditioning (HVAC) systems in Europe, the Americas, and the Asia Pacific. The company offers HVAC damper actuators for use in various on/off, modulating, or communicating damper and life safety applications, including air handlers, economizer and variable air volume terminal units, fan coil units, unit ventilators, and life safety dampers. It also provides various pressure dependent valves, such as the characterized control, quick compact, and butterfly valves; mechanical pressure independent valves for complex flow challenges, and pressure-independent quick compact and characterized control valves; electronic pressure independent valves; and Internet of Things cloud-connected pressure independent valves. In addition, the company provides accurate sensors for measuring temperature, humidity, pressure, CO2, and volatile compounds in pipe and duct applications; system solutions to optimize energy efficiency; and retrofit solutions to replace valve assemblies and actuators, or damper actuators. BELIMO Holding AG was founded in 1975 and is headquartered in Hinwil, Switzerland.

How the Company Makes Money

BELIMO Holding AG generates revenue primarily through the sale of its HVAC control products, which include actuators, control valves, and sensors. These products are essential components in HVAC systems, ensuring optimal performance and energy efficiency. The company serves a diverse customer base across the commercial, industrial, and residential sectors. BELIMO benefits from a strong global presence, with subsidiaries and sales organizations worldwide, enabling it to tap into various regional markets. Additionally, the company invests in innovation and technology, continually enhancing its product offerings to maintain competitive advantage and meet evolving customer needs. Significant partnerships with building technology firms and adherence to stringent energy efficiency standards also bolster BELIMO's market position and revenue generation.

BELIMO Holding AG Financial Statement Overview

Summary

BELIMO Holding AG exhibits strong financial health across income, balance sheet, and cash flow metrics. The company showcases robust revenue and profit growth, solid equity structure, and efficient cash flow management, which bodes well for future stability and growth potential.

Income Statement

BELIMO Holding AG has demonstrated consistent revenue growth with a notable increase from 2023 to 2024. The gross profit margin and net profit margin are strong, indicating effective cost management and profitability. EBIT and EBITDA margins are stable, reflecting operational efficiency.

Balance Sheet

The company maintains a robust equity position with a low debt-to-equity ratio, minimizing financial risk. The equity ratio is high, suggesting financial solidity and reduced leverage. Return on equity shows consistent profitability relative to shareholders' equity.

Cash Flow

Free cash flow has grown consistently, supporting potential reinvestment and shareholder returns. The operating cash flow to net income ratio is healthy, indicating strong cash generation relative to net earnings. The free cash flow to net income ratio is positive, highlighting effective cash management.

Breakdown
Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement		Total Revenue
943.86M	858.78M	846.90M	765.34M	661.23M
	Gross Profit
580.29M	247.47M	243.01M	220.57M	171.77M
	EBIT
234.14M	150.52M	150.09M	143.90M	107.42M
	EBITDA
208.42M	179.95M	185.47M	178.05M	133.75M
	Net Income Common Stockholders
146.78M	136.96M	122.80M	115.67M	86.72M
Balance Sheet		Cash, Cash Equivalents and Short-Term Investments
137.20M	112.79M	111.78M	169.41M	164.94M
	Total Assets
763.68M	661.99M	688.54M	660.86M	600.07M
	Total Debt
25.36M	14.82M	11.47M	10.77M	13.94M
	Net Debt
-71.80M	-96.01M	-75.31M	-98.64M	-151.00M
	Total Liabilities
182.95M	131.50M	166.78M	149.53M	110.81M
	Stockholders Equity
580.74M	530.63M	521.83M	511.30M	489.28M
Cash Flow		Free Cash Flow
136.09M	109.92M	57.77M	105.73M	95.87M
	Operating Cash Flow
194.78M	156.97M	112.47M	152.45M	124.83M
	Investing Cash Flow
-101.95M	-21.08M	-21.79M	-107.54M	-32.47M
	Financing Cash Flow
-107.82M	-108.66M	-111.78M	-100.60M	-97.71M

BELIMO Holding AG Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 800.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For CH:BEAN, the sentiment is Positive. The current price of 800 is above the 20-day moving average (MA) of 792.70, above the 50-day MA of 669.33, and above the 200-day MA of 610.85, indicating a bullish trend. The MACD of 34.31 indicates Positive momentum. The RSI at 66.31 is Neutral, neither overbought nor oversold. The STOCH value of 62.59 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CH:BEAN.

BELIMO Holding AG Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
SUN	77 Outperform	CHF5.39B	20.61	22.45%	2.50%	7.58%	14.41%
FHZN	73 Outperform	CHF7.15B	21.88	11.24%	2.29%	7.28%	7.39%
BEAN	72 Outperform	CHF9.84B	67.03	26.21%	1.12%	9.91%	7.16%
VACN	68 Neutral	$9.77B	46.10	27.81%	2.10%	6.43%	11.31%
Sector *	66 Neutral	$4.50B	12.28	5.32%	248.52%	4.13%	-12.36%
GEBN	65 Neutral	CHF20.70B	35.36		1.99%	0.05%	-1.75%
GF	62 Neutral	CHF5.33B	24.88		2.08%	-3.33%	-8.90%

BELIMO Holding AG Corporate Events

Belimo Appoints Sarah Bencic as Head of Americas Division

BELIMO Holding AG has announced the appointment of Sarah Bencic as the new Head of the Americas Division and a member of the Executive Committee, effective March 1, 2026. Bencic, who brings extensive experience from her previous roles at Honeywell, 3M, and Ingersoll Rand, will join Belimo in October 2025 to ensure a smooth transition. This leadership change is expected to enhance the company’s operational performance and employee engagement in the rapidly growing Americas division. James Furlong, the outgoing head, will continue to support the company as a Senior Advisor until February 2026.

The most recent analyst rating on (CH:BEAN) stock is a Buy with a CHF557.00 price target. To see the full list of analyst forecasts on BELIMO Holding AG stock, see the CH:BEAN Stock Forecast page.

Belimo Raises FY2025 Outlook Amid Strong Q1 Growth

Belimo has confirmed strong growth momentum, particularly in the data center cooling solutions sector, leading to an upward revision of its financial outlook for FY2025. The company reported a significant increase in net sales and operating profit in Q1 2025, driven by robust performance across all market regions, especially in the Americas. The company anticipates continued growth in the data center market and plans to implement price increases to counter new tariffs. Belimo is also expanding its American headquarters to meet rising demand. Despite potential external uncertainties, Belimo expects to exceed its previous sales growth and EBIT margin forecasts.

BELIMO Holding AG’s 50th General Meeting: Strategic Decisions and Leadership Updates

At the 50th ordinary General Meeting of BELIMO Holding AG, shareholders approved all proposals from the Board of Directors, including a dividend increase to CHF 9.50 per share and the re-election of board members. The meeting also saw the election of Tom Hallam to the Board, with plans for Dr. Martin Zwyssig to step down in 2026. These decisions reflect the company’s ongoing commitment to strategic leadership and shareholder value.