SUN Stock Analysis: Sulzer | SW

Specialty Industrial Machinery | SW, Switzerland | Market Cap: 4.673m CHF | 12M Return: -4.9% | Charts, Fundamentals & Technical Analysis

Pumps, Compressors, Static Mixers, Agitators
Total Rating 50
Safety 83
Buy Signal -1.09
Specialty Industrial Machinery
Industry Rotation: -4.2
Market Cap: 5.74B
Avg Turnover: 5.91M
Risk 3d forecast
Volatility24.9%
VaR 5th Pctl4.17%
VaR vs Median1.92%
Reward TTM
Sharpe Ratio-0.10
Rel. Str. IBD21.3
Rel. Str. Peer Group28.5
Character TTM
Beta0.560
Beta Downside0.574
Hurst Exponent0.497
Drawdowns 3y
Max DD26.11%
CAGR/Max DD0.86
CAGR/Mean DD2.99

Warnings

Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 11.5 years of data

Jan +5.3% 21
Feb +1.4% 8
Mar -0.3% 10
Apr -0.4% 19
May +0.2% 7
Jun -3.6% 22
Jul +0.4% 16
Aug -2.3% 41
Sep -1.1% 2
Oct -3.2% 15
Nov +5.0% 15
Dec -0.2% 2

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: SUN Sulzer

Sulzer AG is a Swiss industrial engineering company that designs, manufactures, and services equipment for fluid handling and chemical processing. Founded in 1834 and headquartered in Winterthur, Switzerland, it operates through three divisions: Flow (pumps, agitators, compressors, and filtration equipment), Services (maintenance, repair, and spare parts for rotating equipment, including third-party units), and Chemtech (mass transfer, static mixing, and polymer solutions).

The company serves end markets such as water, oil and gas, power generation, chemicals, petrochemicals, refining, and LNG. As an industrial machinery supplier, Sulzer combines original equipment manufacturing with an aftermarket service business, which typically generates recurring, higher-margin revenue from installed equipment fleets. Its Chemtech division also offers sustainability-oriented technologies, including carbon capture and utilization, recycling of plastics, and bio-based chemicals and fuels.

Headlines to Watch Out For
  • Oil and gas capex recovery lifts Flow division orders
  • Aftermarket services revenue expands on growing installed base
  • Chemtech secures carbon capture and LNG process equipment orders
Piotroski VR-10 (Strict) 7.5
Net Income: 576.0m TTM > 0 and > 6% of Revenue
FCF/TA: 0.10 > 0.02 and ΔFCF/TA 3.00 > 1.0
NWC/Revenue: 10.15% < 20% (prev 10.02%; Δ 0.14% < -1%)
CFO/TA 0.14 > 3% & CFO 626.9m > Net Income 576.0m
Net Debt (1.27b) to EBITDA (1.08b): 1.18 < 3
Current Ratio: 1.33 > 1.5 & < 3
Outstanding Shares: last quarter (34.2m) vs 12m ago -0.65% < -2%
Gross Margin: 33.09% > 18% (prev 32.77%; Δ 0.32% > 0.5%)
Asset Turnover: 151.2% > 50% (prev 122.5%; Δ 28.73% > 0%)
Interest Coverage Ratio: 20.38 > 6 (EBIT TTM 847.0m / Interest Expense TTM 41.5m)
Altman Z'' 4.25
A: 0.16 (Total Current Assets 2.89b - Total Current Liabilities 2.17b) / Total Assets 4.62b
B: 0.49 (Retained Earnings 2.28b / Total Assets 4.62b)
C: 0.18 (EBIT TTM 847.0m / Avg Total Assets 4.67b)
D: 0.39 (Book Value of Equity 1.29b / Total Liabilities 3.32b)
Altman-Z'' = 4.25 = AA
Beneish M -3.01
DSRI: 0.83 (Receivables 1.21b/1.20b, Revenue 7.06b/5.78b)
GMI: 0.99 (GM 32.77% / 33.09%)
AQI: 1.02 (AQ_t 0.27 / AQ_t-1 0.26)
SGI: 1.22 (Revenue 7.06b / 5.78b)
TATA: -0.01 (NI 576.0m - CFO 626.9m) / TA 4.62b)
Beneish M = -3.01 (Cap -4..+1) = AA
What is the price of SUN shares?

As of July 28, 2026, the stock is trading at CHF 141.60 with a total of 62,176 shares traded. Over the past week, the price has changed by -0.77%, over one month by +5.20%, over three months by -4.58% and over the past year by -4.89%.

Current recommended Stop Loss: 137.60 (which is 2.8% or 1.3 ATR below the current price).

Is SUN a buy, sell or hold?

Sulzer has no consensus analysts rating.

Sulzer (SUN) - Fundamental Data Overview as of 24 July 2026
Market Cap USD = 5.74b (4.67b CHF * 1.2277 CHF.USD)
P/E Trailing = 16.161
P/E Forward = 10.929
P/S = 1.3142
P/B = 3.6654
P/EG = 1.9982
Revenue TTM = 7.06b CHF
EBIT TTM = 847.0m CHF
EBITDA TTM = 1.08b CHF
Long Term Debt = 779.3m CHF (from longTermDebt, last quarter)
Short Term Debt = 333.8m CHF (from shortTermDebt, last quarter)
Debt = 1.31b CHF (from shortLongTermDebtTotal, last quarter) + Leases 110.6m
Net Debt = 1.27b CHF (calculated: Debt 1.31b - CCE 32.9m)
Enterprise Value = 5.95b CHF (4.67b + Debt 1.31b - CCE 32.9m)
Interest Coverage Ratio = 20.38 (Ebit TTM 847.0m / Interest Expense TTM 41.5m)
EV/FCF = 13.09x (Enterprise Value 5.95b / FCF TTM 454.2m)
FCF Yield = 7.64% (FCF TTM 454.2m / Enterprise Value 5.95b)
FCF Margin = 6.43% (FCF TTM 454.2m / Revenue TTM 7.06b)
Net Margin = 8.16% (Net Income TTM 576.0m / Revenue TTM 7.06b)
Gross Margin = 33.09% ((Revenue TTM 7.06b - Cost of Revenue TTM 4.73b) / Revenue TTM)
Gross Margin QoQ = 35.21% (prev 33.57%)
Tobins Q-Ratio = 1.29 (Enterprise Value 5.95b / Total Assets 4.62b)
Interest Expense / Debt = 3.18% (Interest Expense 41.5m / Debt 1.31b)
Taxrate = 24.50% (188.5m / 769.3m)
NOPAT = 639.4m (EBIT 847.0m * (1 - 24.50%))
Current Ratio = 1.33 (Total Current Assets 2.89b / Total Current Liabilities 2.17b)
Debt / Equity = 1.01 (Debt 1.31b / totalStockholderEquity, last quarter 1.29b)
Debt / EBITDA = 1.18 (Net Debt 1.27b / EBITDA 1.08b)
Debt / FCF = 2.80 (Net Debt 1.27b / FCF TTM 454.2m)
Total Stockholder Equity = 1.20b (last 4 quarters mean from totalStockholderEquity)
RoA = 12.34% (Net Income 576.0m / Total Assets 4.62b)
RoE = 48.11% (Net Income TTM 576.0m / Total Stockholder Equity 1.20b)
RoCE = 42.85% (EBIT 847.0m / Capital Employed (Equity 1.20b + L.T.Debt 779.3m))
RoIC = 23.22% (NOPAT 639.4m / Invested Capital 2.75b)
WACC = 6.74% (E(4.67b)/V(5.98b) * Re(7.95%) + D(1.31b)/V(5.98b) * Rd(3.18%) * (1-Tc(0.25)))
Discount Rate = 7.95% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -51.86 | Cagr: -0.39%
[DCF] Terminal Value 77.97% ; FCFF base≈401.1m ; Y1≈459.8m ; Y5≈676.7m
[DCF] Fair Price = 264.1 (EV 10.2b - Net Debt 1.27b = Equity 8.91b / Shares 33.7m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: N/A | # QB: 0
Revenue Correlation: 90.28 | Revenue CAGR: 4.09% | SUE: -0.04 | # QB: 0
EPS current Year (2026-12-31): EPS=9.72 | Chg30d=-0.27% | Revisions=-17% | GrowthEPS=+2.3% | GrowthRev=+0.9%
EPS next Year (2027-12-31): EPS=10.83 | Chg30d=-0.16% | Revisions=-17% | GrowthEPS=+11.4% | GrowthRev=+4.0%
[Analyst] Revisions Ratio: -22% (up=2, down=4)