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Phoenix Mecano AG (PMN) Fair Value & Analysis

Industrials · CH · Market cap CHF 397M

PM Phoenix Mecano AG PMN · SW
PriceCHF 437.00
Fair ValueCHF 372.08
Upside-14.9%
Quality59/100
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Expensive Growth
Thin margins · 4.0% net margin
Low debt · negative free cash flow
4.94% dividend yield
Ranks above peers (10/14)
Narrow moat 44/100
Evidence: High Range CHF 327.38 – CHF 424.47 Share as image

Fair value as of: Jul 20, 2026

From 15 valuation models · updated 20 days ago

Fair value updated Jul 20, 2026, revised from CHF 403.12 to CHF 372.08 (−7.7%) since Jun 24, 2026. Share price +5.3% over the past month.

A solid business, but screening 15% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (CHF 424.47). The favourable scenario is already priced in.
  • Solid but not exceptional quality (59/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

CHF 463.20 CHF 247.46 Fair Value CHF 372.08 Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 20, 2026.

How to read this chart

60‑month range CHF 247.46 – CHF 463.20 · fair‑value band CHF 327.38 – CHF 424.47 · the CHF 437.00 price screens above the CHF 372.08 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 20, 2026.

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Analysis

Phoenix Mecano AG (PMN) currently trades at CHF 437.00, while our model-based Fair Value estimate is CHF 372.08, implying the stock looks roughly 14.9% overvalued today. The Quality Score stands at 59/100 (solid quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Phoenix Mecano AG generated revenue of CHF 749M at a net margin of 4.0%. Revenue declined 4.5% year over year. It earns a return on equity of 11.3%. The stock trades on a trailing P/E of 14.8. Fundamentals as of Jul 20, 2026

Our scenario range runs from CHF 327.38 (bear case) to CHF 424.47 (bull case); at CHF 437.00, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 2% below its 52-week high and 14% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -48% fair-value upside, at -15%, PMN screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Residual Income CHF 246.63 CHF 274.82 CHF 379.50 76
ROIC Compounder CHF 323.58 CHF 370.12 CHF 416.44 72
Gordon GGM CHF 160.46 CHF 217.16 CHF 268.97 70
All 15 models by family
DCF Models
Owner Earnings CHF 200.92 CHF 249.08 CHF 311.92 31
Earnings-Based
Graham-Dodd CHF 225.63 CHF 452.91 CHF 569.31 54
EPV CHF 320.51 CHF 358.22 CHF 389.65 59
Dividend Discount
Gordon GGM CHF 160.46 CHF 217.16 CHF 268.97 70
DDM Multi-Stage CHF 160.46 CHF 213.69 CHF 267.75 61
Multiples
P/E Multiple CHF 522.60 CHF 696.79 CHF 870.99 63
P/S Multiple CHF 423.05 CHF 564.07 CHF 705.09 58
P/B Multiple CHF 423.05 CHF 564.07 CHF 705.09 55
EV/EBIT CHF 670.59 CHF 879.48 CHF 1,088 53
EV/EBITDA CHF 771.66 CHF 1,014 CHF 1,257 54
EV/Revenue CHF 491.20 CHF 682.88 CHF 874.56 43
Asset-Based
NCAV (Graham) CHF 141.71 CHF 189.89 CHF 283.42 50
Economic Profit
Residual Income CHF 246.63 CHF 274.82 CHF 379.50 76
ROIC Compounder CHF 323.58 CHF 370.12 CHF 416.44 72
Growth Earnings
Growth-Adj P/E CHF 379.09 CHF 541.56 CHF 704.03 68

Widest divergence: Multiples (CHF 682.88) versus Asset-Based (CHF 189.89). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) CHF 749M
Revenue growth (YoY) -4.5%
Net margin 4.0%
Return on equity 11.3%
Free cash flow −CHF 1.7M FY2025
P/E ratio 14.4
More key figures
Operating margin 9.6%
EPS (TTM) CHF 30.07
Dividend yield 4.9%
EPS growth (YoY) -4.0%
Net cash CHF 81.9K FY2025

Figures from reported company fundamentals · as of Jul 20, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 59/100

Of which business quality 56 · Market factors (momentum, volatility) 58

Profitability 51
Margins and returns on capital today
Quality Growth 25
Are margins and returns improving?
Cashflow 22
Earnings quality: real cash, not paper profit
Fin. Strength 71
Balance sheet, leverage, solvency risk
Investment 92
Disciplined investing over empire-building
Low Volatility 83
Calm price path (market factor)
Momentum 40
Price trend over the last 3–12 months (market factor)
52W Momentum 60
Distance to the 52-week high (market factor)
Net Issuance 97
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Phoenix Mecano AG, together with its subsidiaries, manufactures and sells components for industrial customers worldwide. It operates through three divisions: Enclosure Systems, DewertOkin Technology Group, and Industrial Components.

Full company description

Phoenix Mecano AG, together with its subsidiaries, manufactures and sells components for industrial customers worldwide. It operates through three divisions: Enclosure Systems, DewertOkin Technology Group, and Industrial Components. The Enclosure Systems division develops, produces, sells, and trades in industrial and electronic enclosures made of aluminum, stainless steel, plastics, and glass-fibre reinforced polyester; human-machine interface solutions, consisting of panel PCs, industrial PCs, and industrial monitors; input units such as membrane keypads, short-stroke keys, and touchscreens; and provides system integration, toolmaking, plastic injection moulding, and aluminum die casting solutions. The DewertOkin Technology Group division manufactures drives, systems, and fittings technology for electrically adjustable comfort and healthcare furniture and ergonomic office workstation design, nursing and hospital bed; individual mechanical components; and customized and coordinated system solutions for use in smart furniture, medical applications, and control systems for height-adjustable desks, as well as smart-health software solutions. The Industrial Components division provides linear units and lifting columns, aluminium profile and tube connection systems, as well as ergonomic workstation systems; terminal blocks, connector systems, test probes, series terminals, inductors, and switches for industrial electronics; and measuring systems, transformers, and instrument transformers, as well as electric cylinders. Phoenix Mecano AG was formerly known as Phoenix Maschinentechnik AG and changed its name to Phoenix Mecano AG in 1986. The company was founded in 1975 and is headquartered in Stein am Rhein, Switzerland.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Phoenix Mecano AG reported revenue of CHF 752M in FY2025 versus CHF 810M in FY2021, a compound −1.8%/yr. Reported net income was CHF 30.5M in FY2025, compounding −0.8%/yr from FY2021.

Growth Quality 24/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
CHF 752M
Latest YoY
−2.4%
Avg. growth/yr (3Y)
−1.4%
Avg. growth/yr (5Y)
+2.0%
Avg. growth/yr (23Y)
+3.8%
Revenue −1.8%/yr
FY21 CHF 810M
FY22 CHF 784M
FY23 CHF 775M
FY24 CHF 771M
FY25 CHF 752M
Net income −0.8%/yr
FY21 CHF 31.4M
FY22 CHF 39.6M
FY23 CHF 45.2M
FY24 CHF 34.6M
FY25 CHF 30.5M

PMN screens 15% overvalued. Compare with GE Vernova Inc →

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Cite: Fair Value Calculator (2026). "Phoenix Mecano AG Fair Value". https://www.fairvalue-calculator.com/stock/PMN

Peer Group

Specialty Industrial Machinery · 809 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 59 · Above median
Fair Value upside −15% · Above median
Return on equity (TTM) 11% · Above median
Return on assets 6% · Top 25%
Net margin (TTM) 4% · Below median
Operating margin (TTM) 10% · Above median
Revenue growth -5% · Below median
Dividend yield (TTM) 4.9% · Top 25%
Debt / equity 0.19× · Higher than median

Valuation Multiples vs Specialty Industrial Machinery median · lower = cheaper

P/E (TTM) 14.4× · Cheaper than 75% of peers
P/B 1.89× · Cheaper than median
P/S (TTM) 0.66× · Cheaper than 75% of peers
EV/EBITDA 5.7× · Cheaper than 75% of peers
PEG 1.89× · Pricier than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 13 · sector 0
FUTURE 0 · sector 23
PAST 45 · sector 28
HEALTH 91 · sector 96
DIVIDEND 99 · sector 24

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Specialty Industrial Machinery stocks, each showing price versus our Fair Value estimate (as of Jul 20, 2026).

Stock Price Fair Value vs Fair Value
GE Vernova Inc 1GEV €887.60 €186.93 -79%
1SIE 1SIE €273.20 €91.93 -66%
SMNS SMNS C$31.76 C$22.68 -29%
Eaton Corporation ETN $407.28 $171.92 -58%
Atlas Copco AB ATCOA kr 195.15 kr 112.59 -42%
Sandvik AB SAND kr 384.10 kr 193.01 -50%
Doosan Enerbility Co 034020 76,400 KRW 7,938 KRW -90%
Vestas Wind Systems A/S VWS kr 178.10 kr 124.54 -30%
Zhejiang Sanhua Intelligent Controls Co 002050 ¥43.20 ¥22.68 -48%
NARI Technology Co 600406 ¥22.19 ¥18.71 -16%

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Frequently asked questions

Is Phoenix Mecano AG (PMN) overvalued or undervalued?
As of Jul 20, 2026, our model estimates a fair value of CHF 372.08 versus a price of CHF 437.00, about −15% (overvalued).
What is the fair value of PMN?
Our model-based fair value for Phoenix Mecano AG is CHF 372.08 (as of Jul 20, 2026), built from audited fundamentals. The current price is CHF 437.00.
What is the quality score of PMN?
Phoenix Mecano AG has a Quality Score of 59/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Phoenix Mecano AG (PMN)?
Phoenix Mecano AG reported trailing-twelve-month revenue of about CHF 749M (latest available figure, as of Jul 20, 2026).
What is the net profit margin of PMN?
The net profit margin of Phoenix Mecano AG is about 4.0%, meaning it keeps roughly 4.0% of revenue as net income. Based on the latest reported figures.
Does Phoenix Mecano AG pay a dividend?
Phoenix Mecano AG currently shows a dividend yield of about 4.85% relative to its recent price (as of Jul 20, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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