Comet Holding AG makes X-ray tubes, high-voltage generators and vacuum components for industrial inspection and medical imaging, a niche where it competes on reliability and long service life. Its edge rests on installed-base lock-in: once an inspection system is qualified around a particular tube or generator, customers rarely re-qualify, which supports the 39.0% gross margin. Revenue growth of 5.6% is modest, but the more interesting signal is the gap between the trailing P/E of 145.5 and the forward P/E of 18.9, which points to depressed reported earnings that the market expects to normalise. Operating margin of 8.5% and ROE of 5.0% are thin, so the thesis depends on margin recovery, not on growth. At a CHF 2.6B market cap and no index membership, the name is under-followed, and it merits a deeper look at what is driving the earnings gap and whether the margin path is credible.
Plain-English pros, cons, and what to watch. Pro feature.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:53 CEST | ACCE price target | CHF 300 | first publication | CHF 333 |
Answered from Comet Holding AG fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| COTN.SW Comet Holding AG | CHF 332.20 | - | - | 145.1x | 5.0% | 55 | 55 |
| ITRI Itron Inc. Common Stock | $87.65 | $55 | 60% above | 14.1x | 16.9% | 64 | 45 |
| BMI Badger Meter Inc. Common Stock | $151.24 | $91 | 66% above | 35.3x | 18.5% | 84 | 50 |
| VNT Vontier Corporation Common Stock | $34.36 | $39 | 11% below | 14.3x | 28.9% | 72 | 52 |
| IFCN.SW INFICON Holding AG | CHF 165.00 | CHF 76 | 118% above | 51.9x | 24.5% | 84 | 73 |
| RSW.L Renishaw plc | £51.60 | £34 | 54% above | 31.5x | 12.5% | 83 | 76 |
| NOVT Novanta Inc. Common Stock | $140.80 | $49 | 187% above | 89.1x | 5.1% | 64 | 60 |
Where COTN.SW ranks against its sector peers on each metric.