BELIMO Holding AG (BEAN) AI Stock Analysis

• Market Cap: $7.93B
• Dividend Yield: 1.62%
• Average Volume (3M): 25.44K
• Price to Earnings (P/E): 52.0
• Beta (1Y): 1.09
• Revenue Growth: 9.91%
• EPS Growth: 7.16%
• Country: CH
• Employees: 2,071
• Sector: Industrials
• Sector Strength: 72
• Industry: Construction
• EPS (TTM): 11.93
• Shares Outstanding: 12,300,000
• 10 Day Avg. Volume: 20,890
• 30 Day Avg. Volume: 25,444
• PEG Ratio: 7.26
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• Price to Cash Flow (P/CF): N/A
• P/FCF Ratio: N/A
• 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: $659.00
• Price Target Upside: 2.17% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 7

BELIMO Holding AG displays a strong financial foundation with robust revenue growth and efficient cash management. However, the high P/E ratio indicates potential overvaluation, and technical indicators suggest mixed momentum with a risk of being overbought. These factors contribute to a balanced but cautious overall score.

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 Position

The group's benefit from its absolute market leadership and significant penetration opportunities across the world.

Profitability

The EBIT margin improved from 17.8% to 19.2%, helped by a favorable mix, especially the growing proportion of data center activity.

Negative Factors

Construction Market

Management expects new build non-residential construction in Europe to remain a drag on growth.

Stock Valuation

The Hold rating is due to difficulty in finding much upside to the shares at the current level, despite the likelihood of a step up in margins and like-for-like growth.

BELIMO Holding AG Business Overview & Revenue Model

Company Description

BELIMO Holding AG is a Swiss-based company specializing in the development, production, and marketing of actuator solutions for controlling heating, ventilation, and air conditioning (HVAC) systems. The company operates primarily in the building technology sector, offering a range of products including actuators, control valves, sensors, and meters designed to enhance energy efficiency and improve building performance. BELIMO's solutions are utilized globally in various applications, from commercial to residential buildings.

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

Income Statement

Balance Sheet

Cash Flow

Breakdown
TTM	Dec 2023	Dec 2022	Dec 2021	Dec 2020	Dec 2019
Income Statement		Total Revenue
883.96M	858.78M	846.90M	765.34M	661.23M	692.68M
	Gross Profit
251.82M	247.47M	243.01M	220.57M	171.77M	413.79M
	EBIT
160.77M	150.52M	150.09M	143.90M	107.42M	123.87M
	EBITDA
188.68M	179.95M	185.47M	178.05M	133.75M	152.31M
	Net Income Common Stockholders
149.09M	136.96M	122.80M	115.67M	86.72M	121.14M
Balance Sheet		Cash, Cash Equivalents and Short-Term Investments
67.49M	112.79M	111.78M	169.41M	164.94M	172.56M
	Total Assets
286.20M	661.99M	688.54M	660.86M	600.07M	602.00M
	Total Debt
0.00	14.82M	11.47M	10.77M	13.94M	13.71M
	Net Debt
-67.34M	-96.01M	-75.31M	-98.64M	-151.00M	-158.85M
	Total Liabilities
74.21M	131.50M	166.78M	149.53M	110.81M	94.66M
	Stockholders Equity
211.99M	530.63M	521.83M	511.30M	489.28M	507.29M
Cash Flow		Free Cash Flow
126.92M	109.92M	57.77M	105.73M	95.87M	89.44M
	Operating Cash Flow
169.69M	156.97M	112.47M	152.45M	124.83M	125.40M
	Investing Cash Flow
-44.69M	-21.08M	-21.79M	-107.54M	-32.47M	-41.55M
	Financing Cash Flow
-116.44M	-108.66M	-111.78M	-100.60M	-97.71M	-65.86M

BELIMO Holding AG Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 645.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Negative
• STOCH: Negative

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 645 is above the 20-day moving average (MA) of 536.57, above the 50-day MA of 571.73, and above the 200-day MA of 574.14, indicating a bullish trend. The MACD of 6.94 indicates Negative momentum. The RSI at 72.34 is Negative, neither overbought nor oversold. The STOCH value of 91.41 is Negative, 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
BEAN	71 Outperform	$7.93B	52.03	26.21%	1.62%	9.91%	7.16%
SUN	71 Outperform	$4.64B	17.87	22.45%	2.53%	7.58%	14.41%
FHZN	70 Outperform	$6.35B	19.26	11.24%	2.39%	7.28%	7.39%
VACN	68 Neutral	$8.84B	41.22	27.81%	2.03%	6.43%	11.31%
GEBN	66 Neutral	CHF18.74B	30.70		2.28%	0.05%	-1.75%
Sector *	63 Neutral	$4.27B	11.40	5.38%	214.75%	4.10%	-8.98%
GF	54 Neutral	CHF4.88B	22.29		2.23%	-3.33%	-8.90%

BELIMO Holding AG Corporate Events

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.