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Kardex Holding AG (KARN) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Kardex Holding AG

KARNMarket cap $2.22BPrice $287.4

Country🇨🇭Switzerland

SectorIndustrials

IndustryMachinery

Builds automated storage and retrieval systems that let warehouses run without wasting an inch of space. Swiss-engineered precision has made Kardex a quiet leader in intralogistics, helping companies squeeze more inventory into smaller footprints while cutting labor costs.

In Bastion Portfolios?

52W Return-20%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+18%9

Revenue Forecast

Rev CAGR (1y)+12%6

Rev CAGR (3y)+13%8

Rev CAGR (5y)+10%8

Earnings Forecast

EPS Growth Y+1+59%9

EPS Growth Y+2+42%9

EPS Growth Y+3+16%8

Quality

Margins

EBIT Margin9%4

Net Income Margin3%3

Free Cash Flow Margin3%3

Debt

Net Debt/EBITDA-0.710

Efficiency

ROE11%5

ROA6%6

Earnings Stability55

GEAR+AVERAGE52

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)253

P/E Ratio (Forward 3y)174

P/BV8.22

EV Multiples

EV/EBITDA Fwd183

EV/EBIT Fwd204

Yield

Free Cash Flow Yield1.4%4

Dividend Yield2.5%6

Momentum

Short term

1 month return-4%5

3 month return-1%6

YTD return-11%3

Mid term

Price vs 52wHigh80%5

1 year return-18%3

Long term

3 year return+36%5

5 year return+2%4

Risk Shield

Price Risk

Beta1.04

Volatility33%6

Free Cash Flow

Free Cash Flow Margin3%3

Free Cash Flow Yield1.4%4

Quality

ROCE29%10

Earnings Stability55

Net Debt/EBITDA-0.710

02Growth

Is it actually growing, and how fast?

KARNKardex Holding

Revenue FY25$999M

GROWTH RATING↗

STRONG79 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+18%9

Revenue, next 1Y+12%6

Revenue, next 3Y, CAGR+13%8

Revenue, next 5Y, CAGR+10%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+59%9

EPS growth, FY27E+42%9

EPS growth, FY28E+16%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 79% of companies worldwide.

Revenue grew 18%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Revenue is set to grow 13%/yr over the next 3 years, ahead of most of the market.7/10

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

Earnings are set to grow faster than sales (EPS about 42%/yr vs revenue 13%/yr), so margins should widen.

WATCH

Revenue grew 18%/yr over the last 3 years; forecasts see it cooling to 13%/yr.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower that is slowing. The one thing to watch: the pace is cooling.

03Price Momentum

Is the market behind it right now?

KARNKardex Holding

Total return Current284%

Price return Current207%

MOMENTUM RATING↗

AVERAGE36 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%5

3-month return-1%6

YTD return-11%3

MID & LONG-TERM▾SCORE

% of 52-week high80%5

1-year return-18%3

3-year return+36%5

5-year return+2%4

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+36% over three years and +2.1% over five), roughly average for the market.

It's down 18% over the past year, now 20% below its 52-week high. That is a touch behind the market.

Returns sit at the market level over the past month (-4%) and over three months (-1%).

WEAKNESSES

The stock is underperforming so far this year (-11%).

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the stock is underperforming so far this year.

04Value

Are you paying a fair price for it?

Stop guessing on Kardex Holding AG. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

KARNKardex Holding

Revenue FY25$999M

GROWTH RATING↗

STRONG79 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+18%9

Revenue, next 1Y+12%6

Revenue, next 3Y, CAGR+13%8

Revenue, next 5Y, CAGR+10%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+59%9

EPS growth, FY27E+42%9

EPS growth, FY28E+16%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 79% of companies worldwide.

Revenue grew 18%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Revenue is set to grow 13%/yr over the next 3 years, ahead of most of the market.7/10

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

Earnings are set to grow faster than sales (EPS about 42%/yr vs revenue 13%/yr), so margins should widen.

WATCH

Revenue grew 18%/yr over the last 3 years; forecasts see it cooling to 13%/yr.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower that is slowing. The one thing to watch: the pace is cooling.

03Price Momentum

Is the market behind it right now?

KARNKardex Holding

Total return Current284%

Price return Current207%

MOMENTUM RATING↗

AVERAGE36 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%5

3-month return-1%6

YTD return-11%3

MID & LONG-TERM▾SCORE

% of 52-week high80%5

1-year return-18%3

3-year return+36%5

5-year return+2%4

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+36% over three years and +2.1% over five), roughly average for the market.

It's down 18% over the past year, now 20% below its 52-week high. That is a touch behind the market.

Returns sit at the market level over the past month (-4%) and over three months (-1%).

WEAKNESSES

The stock is underperforming so far this year (-11%).

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the stock is underperforming so far this year.

04Value

Are you paying a fair price for it?

Stop guessing on Kardex Holding AG. 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