SUN Stock Analysis: Sulzer | SW
Specialty Industrial Machinery | SW, Switzerland | Market Cap: 4.602m CHF | Charts, Fundamentals & Technical Analysis
Total Rating 42
Safety 84
Buy Signal -0.15
Market Cap:
5.69B
Avg Turnover: 7.27M
Avg Turnover: 7.27M
Risk 3d forecast
Volatility25.8%
VaR 5th Pctl4.30%
VaR vs Median1.09%
Reward TTM
Sharpe Ratio-0.06
Rel. Str. IBD0
Rel. Str. Peer Group-
Character TTM
Beta0.533
Beta Downside0.551
Hurst Exponent0.459
Drawdowns 3y
Max DD26.11%
CAGR/Max DD0.91
CAGR/Mean DD3.34
Warnings
Below Sma 200d
Tailwinds
No distinct edge detected
Seasonality
Not enough history
Description: SUN Sulzer
Sulzer AG develops and sells products and services for fluid engineering and chemical processing applications worldwide. It operates through Flow, Services, and Chemtech divisions. The Flow division provides pumps, agitators, compressors, grinders, screens, and filters for water, oil and gas, power, chemicals, and industrial. Its Services division offers parts, as well as maintenance and repair solutions for pumps, turbines, compressors, motors, and generators. This division services its original equipment, as well as associated third-party rotating equipment. The Chemtech division provides mass transfer, static mixing, and polymer solutions for chemicals, petrochemicals, refining, and LNG. It also offers ecological solutions, such as bio-based chemicals, polymers and fuels, and recycling technologies for plastic, as well as carbon capture and utilization / storage. The company was founded in 1834 and is headquartered in Winterthur, Switzerland.
Headlines to Watch Out For
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
-2.94
| DSRI: 0.91 (Receivables 1.33b/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 = -2.94 (Cap -4..+1) = A |
What is the price of SUN shares?
As of July 09, 2026, the stock is trading at CHF 136.70 with a total of 80,408 shares traded. Over the past week, the price has changed by +0.00%, over one month by +0.00%, over three months by +0.00% and over the past year by +0.00%.
Current recommended Stop Loss: 126.70 (which is 7.3% or 2.8 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 09 July 2026
Market Cap USD = 5.69b (4.60b CHF * 1.2359 CHF.USD)P/E Trailing = 15.916
P/E Forward = 10.6838
P/S = 1.2943
P/B = 3.6106
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 = 5.87b CHF (4.60b + Debt 1.31b - CCE 32.9m)
Interest Coverage Ratio = 20.38 (Ebit TTM 847.0m / Interest Expense TTM 41.5m)
EV/FCF = 12.93x (Enterprise Value 5.87b / FCF TTM 454.2m)
FCF Yield = 7.73% (FCF TTM 454.2m / Enterprise Value 5.87b)
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 = 1.27 (Enterprise Value 5.87b / 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 = 6.65% (E(4.60b)/V(5.91b) * Re(7.86%) + D(1.31b)/V(5.91b) * Rd(3.18%) * (1-Tc(0.25)))
Discount Rate = 7.86% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -44.95 | 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=9.75 | Chg30d=-0.31% | Revisions=-17% | GrowthEPS=+2.6% | GrowthRev=+1.0%
EPS next Year (2027-12-31): EPS=10.85 | Chg30d=-0.67% | Revisions=-17% | GrowthEPS=+11.2% | GrowthRev=+4.0%
[Analyst] Revisions Ratio: -22% (up=2, down=4)