Belimo Holding (BEAN) - Net Assets

Latest as of June 2025: CHF542.58 Million CHF

Based on the latest financial reports, Belimo Holding (BEAN) has net assets worth CHF542.58 Million CHF as of June 2025. Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (CHF754.29 Million) and total liabilities (CHF211.71 Million). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.

Key Net Assets Metrics

Metric Value
Current Net Assets CHF542.58 Million
% of Total Assets 71.93%
Annual Growth Rate 8.41%
5-Year Change 18.7%
10-Year Change 72.35%
Growth Volatility 7.39

Belimo Holding - Net Assets Trend (2002–2024)

This chart illustrates how Belimo Holding's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for Belimo Holding (2002–2024)

The table below shows the annual net assets of Belimo Holding from 2002 to 2024.

Year Net Assets Change
2024-12-31 CHF580.74 Million +9.47%
2023-12-31 CHF530.49 Million +1.67%
2022-12-31 CHF521.76 Million +2.04%
2021-12-31 CHF511.34 Million +4.51%
2020-12-31 CHF489.26 Million -3.56%
2019-12-31 CHF507.34 Million +16.03%
2018-12-31 CHF437.24 Million +5.70%
2017-12-31 CHF413.65 Million +12.11%
2016-12-31 CHF368.96 Million +9.50%
2015-12-31 CHF336.96 Million +6.32%
2014-12-31 CHF316.92 Million +10.25%
2013-12-31 CHF287.46 Million +9.99%
2012-12-31 CHF261.35 Million +13.26%
2011-12-31 CHF230.75 Million +8.85%
2010-12-31 CHF211.99 Million +21.85%
2009-12-31 CHF173.98 Million +17.22%
2008-12-31 CHF148.42 Million +8.26%
2007-12-31 CHF137.10 Million -13.89%
2006-12-31 CHF159.21 Million +14.66%
2005-12-31 CHF138.86 Million +10.47%
2004-12-31 CHF125.70 Million +12.72%
2003-12-31 CHF111.52 Million +13.52%
2002-12-31 CHF98.23 Million --

Equity Component Analysis

This analysis shows how different components contribute to Belimo Holding's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have grown by 686.1% over the analyzed period, indicating profitable operations and earnings retention.

Current Equity Component Breakdown (December 2024)

Component Amount Percentage
Retained Earnings CHF584.15 Million 100.59%
Common Stock CHF615.00K 0.11%
Other Comprehensive Income CHF-3.96 Million -0.68%
Total Equity CHF580.74 Million 100.00%

Belimo Holding Competitors by Market Cap

The table below lists competitors of Belimo Holding ranked by their market capitalization.

Company Market Cap
SPX Corp
NYSE:SPXC
 		$10.82 Billion
Shannon Semiconductor Technology Co Ltd
SHE:300475
 		$10.82 Billion
Nutanix Inc
NASDAQ:NTNX
 		$10.83 Billion
Cipla Limited
NSE:CIPLA
 		$10.84 Billion
Zhejiang Zheneng Electric Power Co Ltd
SHG:600023
 		$10.81 Billion
Applied Industrial Technologies
NYSE:AIT
 		$10.80 Billion
TMX Group Limited
TO:X
 		$10.79 Billion
Waaree Energies Limited
NSE:WAAREEENER
 		$10.78 Billion

Equity Growth Attribution

This analysis shows how different factors contributed to changes in Belimo Holding's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2023 to 2024, total equity changed from 530,631,000 to 580,736,000, a change of 50,105,000 (9.4%).
  • Net income of 146,782,000 contributed positively to equity growth.
  • Dividend payments of 104,541,000 reduced retained earnings.
  • Share repurchases of 3,994,000 reduced equity.
  • Other comprehensive income increased equity by 12,103,000.

Equity Change Factors (2023 to 2024)

Factor Impact Contribution
Net Income CHF146.78 Million +25.28%
Dividends Paid CHF104.54 Million -18.0%
Share Repurchases CHF3.99 Million -0.69%
Other Comprehensive Income CHF12.10 Million +2.08%
Other Changes CHF-245.00K -0.04%
Total Change CHF- 9.44%

Book Value vs Market Value Analysis

This analysis compares Belimo Holding's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 16.29x
  • The company is trading at a significant premium to its book value, suggesting the market values its earnings potential, brand, or other intangibles highly.
  • The price-to-book ratio has decreased from 101.77x to 16.29x over the analyzed period, indicating reduced market premium.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
2002-12-31 CHF7.56 CHF769.00 x
2003-12-31 CHF8.58 CHF769.00 x
2004-12-31 CHF9.74 CHF769.00 x
2005-12-31 CHF10.78 CHF769.00 x
2006-12-31 CHF12.42 CHF769.00 x
2007-12-31 CHF10.87 CHF769.00 x
2008-12-31 CHF12.20 CHF769.00 x
2009-12-31 CHF14.36 CHF769.00 x
2010-12-31 CHF17.47 CHF769.00 x
2011-12-31 CHF18.93 CHF769.00 x
2012-12-31 CHF21.43 CHF769.00 x
2013-12-31 CHF23.55 CHF769.00 x
2014-12-31 CHF25.83 CHF769.00 x
2015-12-31 CHF27.42 CHF769.00 x
2016-12-31 CHF30.02 CHF769.00 x
2017-12-31 CHF33.65 CHF769.00 x
2018-12-31 CHF35.56 CHF769.00 x
2019-12-31 CHF41.25 CHF769.00 x
2020-12-31 CHF39.78 CHF769.00 x
2021-12-31 CHF41.57 CHF769.00 x
2022-12-31 CHF42.43 CHF769.00 x
2023-12-31 CHF43.15 CHF769.00 x
2024-12-31 CHF47.22 CHF769.00 x

Capital Efficiency Dashboard

This dashboard shows how efficiently Belimo Holding utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): 25.28%
  • The company demonstrates strong efficiency in generating profits from shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 15.55%
  • • Asset Turnover: 1.24x
  • • Equity Multiplier: 1.32x
  • Recent ROE (25.28%) is above the historical average (23.30%), indicating improving capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
2002 20.51% 8.47% 1.19x 2.03x CHF10.33 Million
2003 21.39% 10.10% 1.13x 1.88x CHF12.70 Million
2004 22.16% 11.02% 1.21x 1.66x CHF15.28 Million
2005 23.61% 11.70% 1.26x 1.60x CHF18.90 Million
2006 24.51% 12.00% 1.28x 1.60x CHF23.11 Million
2007 33.62% 12.40% 1.55x 1.75x CHF32.38 Million
2008 31.09% 11.43% 1.64x 1.66x CHF31.31 Million
2009 28.32% 12.77% 1.56x 1.42x CHF31.88 Million
2010 28.94% 14.39% 1.49x 1.35x CHF40.14 Million
2011 22.34% 12.39% 1.36x 1.32x CHF28.48 Million
2012 23.50% 13.82% 1.29x 1.32x CHF35.29 Million
2013 21.78% 13.21% 1.28x 1.29x CHF33.86 Million
2014 21.20% 13.59% 1.16x 1.34x CHF35.50 Million
2015 16.69% 11.36% 1.20x 1.23x CHF22.53 Million
2016 18.91% 13.04% 1.18x 1.22x CHF32.86 Million
2017 18.73% 13.35% 1.18x 1.19x CHF36.12 Million
2018 19.72% 13.41% 1.21x 1.22x CHF42.48 Million
2019 23.88% 17.49% 1.15x 1.19x CHF70.42 Million
2020 17.72% 13.11% 1.10x 1.23x CHF37.79 Million
2021 22.62% 15.11% 1.16x 1.29x CHF64.54 Million
2022 23.53% 14.50% 1.23x 1.32x CHF70.61 Million
2023 25.81% 15.95% 1.30x 1.25x CHF83.90 Million
2024 25.28% 15.55% 1.24x 1.32x CHF88.71 Million

Industry Comparison

This section compares Belimo Holding's net assets metrics with peer companies in the Building Products & Equipment industry.

Industry Context

  • Industry: Building Products & Equipment
  • Average net assets among peers: $754,310,167
  • Average return on equity (ROE) among peers: 13.99%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
Belimo Holding (BEAN) CHF542.58 Million 20.51% 0.39x $10.81 Billion
Arbonia AG (ARBN) $873.25 Million 3.00% 0.76x $376.47 Million
Dorma Kaba Holding AG (DOKA) $553.10 Million 15.95% 0.73x $2.17 Billion
Forbo Holding AG (FORN) $817.40 Million 24.13% 0.63x $1.29 Billion
Geberit AG (GEBN) $1.40 Billion 32.99% 0.64x $18.11 Billion
Schweiter Technologies AG (SWTQ) $636.21 Million 7.15% 0.40x $388.74 Million
Zehnder (ZEHN) $241.50 Million 0.70% 0.97x $774.00 Million

About Belimo Holding

SW:BEAN Switzerland Building Products & Equipment
Market Cap
$11.96 Billion
CHF9.46 Billion CHF
Market Cap Rank
#1933 Global
#22 in Switzerland
Share Price
CHF769.00
Change (1 day)
+4.70%
52-Week Range
CHF536.00 - CHF953.50
All Time High
CHF953.50
Categories
Companies in Switzerland Building Products & Equipment
About

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 ac… Read more