BELIMO Holding AG (BEAN) AI Stock Analysis

• Market Cap: $10.82B
• Dividend Yield: 1.1%
• Average Volume (3M): 37.33K
• Price to Earnings (P/E): 63.4
• Beta (1Y): 0.95
• Revenue Growth: 16.73%
• EPS Growth: 14.51%
• Country: CH
• Employees: 2,071
• Sector: Industrials
• Sector Strength: 80
• Industry: Construction
• EPS (TTM): 8.23
• Shares Outstanding: 12,300,000
• 10 Day Avg. Volume: 69,230
• 30 Day Avg. Volume: 37,327
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• P/FCF Ratio: N/A
• Enterprise Value/Market Cap: 0.91
• Enterprise Value/Revenue: 10.48
• Enterprise Value/Gross Profit: 22.92
• Enterprise Value/Ebitda: 47.46
• 1Y Price Target: $920.60
• Price Target Upside: 6.43% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 5

• Rating: 75 Outperform
• Price Target: CHF1,013.00 ▲(17.11% Upside)

BELIMO Holding AG's strong financial performance and positive earnings call are significant strengths, contributing to a solid overall score. Technical indicators show bullish momentum but also indicate an overbought condition, which could lead to short-term volatility. The high P/E ratio suggests potential overvaluation, warranting caution. Overall, the company presents a compelling growth story with some valuation concerns.

Positive Factors

Financial Performance

EBIT margin has improved to 22.8% due to a favorable shift in product mix and operational efficiency.

Market Growth

Sales momentum remains strong in the US and Asia data center sectors, supporting growth targets.

Product Development

New products are expected to add approximately 2% to growth, supported by investment into R&D.

Negative Factors

Market Environment

Despite the challenging new build environment in EU, sales came in higher in the first quarter, indicating potential hurdles in the market.

Tariffs

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 is a Swiss-based company that specializes in the development, manufacturing, and marketing of innovative solutions for the HVAC (heating, ventilation, and air conditioning) industry. The company focuses on producing actuators, valves, and sensors that play a critical role in ensuring energy efficiency and comfort in buildings. Operating globally, BELIMO serves a wide range of sectors, including commercial buildings, industrial applications, and residential installations, with a strong emphasis on sustainability and advanced technology in its product offerings.

How the Company Makes Money

BELIMO generates revenue primarily through the sale of its high-quality HVAC products, including actuators, valves, and sensors. The company operates a direct sales model complemented by a network of distributors and partners worldwide, which helps to expand its market reach. Key revenue streams include sales of new products, replacement parts, and maintenance services. Additionally, BELIMO benefits from long-term contracts with large clients in various sectors, ensuring a steady income flow. The company's commitment to innovation and energy efficiency has also led to strategic partnerships with technology firms and participation in industry initiatives, further contributing to its earnings by enhancing its product offerings and market presence.

BELIMO Holding AG Financial Statement Overview

Summary

BELIMO Holding AG exhibits strong financial health with robust revenue and profit growth, a solid equity structure, and efficient cash flow management. Consistent revenue growth and a strong equity position are complemented by healthy cash flow metrics, indicating effective financial management.

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
EBITDA	208.42M	179.95M	185.47M	178.05M	133.75M
Net Income	146.78M	136.96M	122.80M	115.67M	86.72M
Balance Sheet
Total Assets	763.68M	661.99M	688.54M	660.86M	600.07M
Cash, Cash Equivalents and Short-Term Investments	137.20M	112.79M	111.78M	169.41M	164.94M
Total Debt	25.36M	14.82M	11.47M	10.77M	13.94M
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: Neutral
• Last Price: 865.00
• 50DMA: Negative
• 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 Neutral. The current price of 865 is below the 20-day moving average (MA) of 901.63, below the 50-day MA of 873.71, and above the 200-day MA of 697.08, indicating a neutral trend. The MACD of -1.99 indicates Positive momentum. The RSI at 37.08 is Neutral, neither overbought nor oversold. The STOCH value of 24.05 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for CH:BEAN.

BELIMO Holding AG Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
BEAN	75 Outperform	$10.82B	63.37	31.53%	1.10%	16.73%	14.51%
KARN	70 Outperform	CHF2.58B	34.80		1.79%	11.43%	6.46%
INRN	68 Neutral	CHF1.85B	31.18		1.43%	-3.67%	-12.95%
Sector *	64 Neutral	$10.75B	15.73	8.16%	1.99%	2.83%	-14.82%
GF	60 Neutral	CHF5.24B	18.90		2.11%	-24.42%	32.48%
DOKA	59 Neutral	CHF3.11B	46.13		1.07%	2.72%	156.72%
GEBN	58 Neutral	CHF18.57B	32.98		2.18%	1.72%	-1.43%

BELIMO Holding AG Corporate Events

Belimo Reports Strong Growth in H1 2025, Surpassing Forecasts

Belimo Holding AG has reported strong financial results for the first half of 2025, with net sales increasing by 20.6% in local currencies to CHF 561.5 million, surpassing forecasts across all market regions. The company’s operating profit before interest and taxes (EBIT) rose to CHF 128.1 million, resulting in an improved EBIT margin of 22.8%. This growth is attributed to a favorable product and customer mix, as well as significant sales increases in the America and Asia Pacific regions, driven by robust demand in the HVAC market and data center sector. Belimo’s strategic focus on innovation and sustainability, alongside its 50th anniversary, underscores its leadership in the industry and positions it well for continued growth.

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 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.