Belimo Holding AG (BLMOY)
Industrials · PNK · US
Fundamentals
Valuation and ratings
Belimo Holding AG trades at USD10.58, which is 46% above the USD5.74 our discounted cash flow model puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 85 out of 100, which is a wide moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 58.8 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
About Belimo Holding AG
BELIMO Holding AG, together with its subsidiaries, engages in the development, production, and sale of damper actuators, control valves, sensors, and meters for heating, ventilation, and air conditioning systems (HVAC) in Europe, the Middle East, Africa, the Americas, and the Asia Pacific. It offers HVAC damper actuators, including non-fail-safe and fail-safe actuators, fast running and linear actuators, actuators for harsh environmental conditions, linear actuators, fire damper and smoke control actuators, variable air volume, valve actuators, and accessories. The company also provides various control valves, such as energy, pressure independent control, zone, characterized control, ball, butterfly valves, globe valves, valve actuators, and valve accessories. In addition, it offers measurement and monitoring sensors and meters, which include duct and outdoor sensors for air; water pipe sensors; room units; gas monitoring devices; thermal energy meters; and sensors accessories for thermowells, mounting plates, brackets, and clamps and various adapter connectors; and data centre cooling, building internet of things (IoT), and indoor air quality solutions. Further, the company provides systems solutions that includes energy valves, IoT actuators, air flow and pressure control air solutions, ZoneEase variable air volume, and system mechanical accessories, and terminal cover, as well as RetroFIT+, a product replacement tool. BELIMO Holding AG was founded in 1975 and is headquartered in Hinwil, Switzerland.
BLMOY passes 5 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Common questions
Is Belimo Holding AG (BLMOY) undervalued?
Against our discounted cash flow estimate of USD5.74, BLMOY at USD10.58 is 46% above fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
What is BLMOY's P/E ratio?
BLMOY trades at 58.8 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
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Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.