Loading stock…

BELIMO Holding AG (BEAN) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

BELIMO Holding AG

BEANMarket cap $12BPrice $956.9

Country🇨🇭Switzerland

SectorIndustrials

IndustryBuilding Products

Makes the actuators, valves, and sensors that control heating and cooling in buildings worldwide. Belimo quietly dominates HVAC controls with roughly 50% global market share in its core damper actuator business, and hardly anyone outside the industry knows its name.

In Bastion Portfolios?

52W Return-4%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+16%8

Revenue Forecast

Rev CAGR (1y)+14%7

Rev CAGR (3y)+15%8

Rev CAGR (5y)+12%8

Earnings Forecast

EPS Growth Y+1+27%8

EPS Growth Y+2+18%8

EPS Growth Y+3+14%7

Quality

Margins

EBIT Margin21%8

Net Income Margin17%7

Free Cash Flow Margin7%5

Debt

Net Debt/EBITDA0.19

Efficiency

ROE35%10

ROA23%10

Earnings Stability88

GEAR+STRONG73

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)392

P/E Ratio (Forward 3y)301

P/BV15.71

EV Multiples

EV/EBITDA Fwd301

EV/EBIT Fwd342

Yield

Free Cash Flow Yield0.9%3

Dividend Yield1.3%4

Momentum

Short term

1 month return-8%3

3 month return+1%7

YTD return+3%5

Mid term

Price vs 52wHigh82%6

1 year return+2%5

Long term

3 year return+99%7

5 year return+80%7

Risk Shield

Price Risk

Beta1.23

Volatility40%4

Free Cash Flow

Free Cash Flow Margin7%5

Free Cash Flow Yield0.9%3

Quality

ROCE41%10

Earnings Stability88

Net Debt/EBITDA0.19

02Growth

Is it actually growing, and how fast?

BEANBELIMO Holding

Revenue FY25$1.4B

GROWTH RATING↗

STRONG78 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+16%8

Revenue, next 1Y+14%7

Revenue, next 3Y, CAGR+15%8

Revenue, next 5Y, CAGR+12%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+27%8

EPS growth, FY27E+18%8

EPS growth, FY28E+14%7

GROWTH ASSESSMENT

STRENGTHS

It out-grows 78% of companies worldwide.

Revenue grew 16%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

Revenue is set to grow 15%/yr over the next 3 years, ahead of most of the market.8/10

Revenue grew 16%/yr over the last 3 years and is set to keep growing around 15%/yr.

The runway holds up: revenue is set to grow 12%/yr over five years.8/10

Earnings are set to grow in step with sales (EPS about 18%/yr vs revenue 15%/yr).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower.

03Price Momentum

Is the market behind it right now?

BEANBELIMO Holding

Total return Current634%

Price return Current533%

MOMENTUM RATING↗

AVERAGE55 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-8%3

3-month return+1%7

YTD return+3%5

MID & LONG-TERM▾SCORE

% of 52-week high82%6

1-year return+2%5

3-year return+99%7

5-year return+80%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +99% over three years and +80% over five, ahead of 60% of the market.

Strong recent results. The stock is outperforming over three months (+1%).

WATCH

It's up 2% over the past year, but 18% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level so far this year (+3%).

WEAKNESSES

The stock is underperforming over the past month (-8%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on BELIMO. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community

Loading charts…

02Growth

Is it actually growing, and how fast?

BEANBELIMO Holding

Revenue FY25$1.4B

GROWTH RATING↗

STRONG78 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+16%8

Revenue, next 1Y+14%7

Revenue, next 3Y, CAGR+15%8

Revenue, next 5Y, CAGR+12%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+27%8

EPS growth, FY27E+18%8

EPS growth, FY28E+14%7

GROWTH ASSESSMENT

STRENGTHS

It out-grows 78% of companies worldwide.

Revenue grew 16%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

Revenue is set to grow 15%/yr over the next 3 years, ahead of most of the market.8/10

Revenue grew 16%/yr over the last 3 years and is set to keep growing around 15%/yr.

The runway holds up: revenue is set to grow 12%/yr over five years.8/10

Earnings are set to grow in step with sales (EPS about 18%/yr vs revenue 15%/yr).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower.

03Price Momentum

Is the market behind it right now?

BEANBELIMO Holding

Total return Current634%

Price return Current533%

MOMENTUM RATING↗

AVERAGE55 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-8%3

3-month return+1%7

YTD return+3%5

MID & LONG-TERM▾SCORE

% of 52-week high82%6

1-year return+2%5

3-year return+99%7

5-year return+80%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +99% over three years and +80% over five, ahead of 60% of the market.

Strong recent results. The stock is outperforming over three months (+1%).

WATCH

It's up 2% over the past year, but 18% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level so far this year (+3%).

WEAKNESSES

The stock is underperforming over the past month (-8%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on BELIMO. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community