BVZ Holding AG is a Swiss maker of railway infrastructure and rolling stock equipment, a niche business that sits in the small-cap industrials corner of the SIX exchange. With a market cap of 296M CHF, a trailing P/E of 9.7 and an operating margin of 14.1%, the stock is priced cheaply for a company earning a 11.9% return on equity. Revenue growth has been nearly flat at 1.2%, so the case rests on margin and capital efficiency rather than top-line momentum, and a forward multiple is not available to check whether analysts expect that to change. The shares are not in any index, which likely keeps coverage and institutional ownership thin, and that is the reason this merits a deeper look at the order book, customer concentration and what is driving the 38.3% gross margin.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
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Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:53 CEST | ACCE price target | CHF 1625 | first publication | CHF 1500 |
| 22 Oct 2026, 14:04 CEST | Fair value | CHF 1559 | first publication | CHF 1480 |
| 22 Oct 2026, 14:04 CEST | Rating | Fairly valued | first publication | CHF 1480 |
Answered from BVZ Holding AG fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| BVZN.SW BVZ Holding AG | CHF 1510.00 | CHF 1559 | 3% below | 9.8x | 11.9% | 57 | 54 |
| FSTR L.B. Foster Company Common Stock | $35.19 | $25 | 38% above | 33.3x | 6.4% | 48 | 52 |
| TLGO.MC Talgo, S.A. | €2.32 | - | - | - | -39.2% | 30 | 52 |
| RAIL FreightCar America Inc. Common Stock | $4.23 | $9 | 51% below | - | -8.8% | 13 | 25 |
| VOS.DE Vossloh AG | €48.58 | €47 | 3% above | 26.4x | 6.9% | 47 | 48 |
| GBX Greenbrier Companies Inc. (The) Common Stock | $38.09 | $75 | 49% below | 11.5x | 6.3% | 43 | 36 |
| FGP.L FirstGroup plc | £2.15 | £3 | 21% below | 10.7x | 16.7% | 46 | 59 |
Where BVZN.SW ranks against its sector peers on each metric.