EN DE

Kardex (KARN) Fair Value & Analysis

Industrials · CH · Market cap CHF 1.9B · ISIN CH0100837282

What is Kardex really worth?

K Kardex KARN · SW
PriceCHF 251.00
Fair ValueCHF 106.76
Upside−57.5%
Quality65/100

A solid business, but trading 135% above our fair value of CHF 106.76.

Watch Kardex for free, get notified when fair value or trend changes. Plus fair value for all 35,000+ stocks, 14 days of Pro free, no card. Watch for free

Strengths

Healthy Growth (revenue 5y +15.7 %/yr)
Low debt · generates free cash flow

Risks

!Thin margins · 4.9% net margin
!Mixed vs. peers (7/14)
!Moderate moat 56/100
!Weak on future: 16 out of 100

For context

·2.57% dividend yield
Evidence: High Range CHF 71.16 – CHF 133.44

Fair value as of: Aug 13, 2026

From 26 valuation models · updated 22 days ago

Fair value updated Aug 13, 2026, revised from CHF 105.21 to CHF 106.76 (+1.5%) since Jul 18, 2026. Share price +0.2% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits above even our optimistic bull case (CHF 133.44). The favourable scenario is already priced in.
  • Solid but not exceptional quality (65/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (CHF 71.16 to CHF 133.44) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

CHF 327.54 CHF 115.47 Fair Value CHF 106.76 Jun 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range CHF 115.47 – CHF 327.54 · fair‑value band CHF 71.16 – CHF 133.44 · the CHF 251.00 price screens above the CHF 106.76 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

Full chart & analysis →

Which stocks are undervalued right now? Check free Discover now →

Analysis

Kardex (KARN) currently trades at CHF 251.00, while our model-based Fair Value estimate is CHF 106.76, implying the stock looks roughly 135.1% overvalued today. The Quality Score stands at 65/100 (solid quality), in the Industrials sector. Bull case: the DCF Models group reads highest at a median of CHF 121.69 per share, and 0 of the 26 models we run sit above the CHF 251.00 price. Bear case: the Asset-Based group reads lowest at CHF 23.28, and 26 of the 26 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Kardex generated revenue of CHF 850M at a net margin of 4.9%. Revenue grew 3.1% year over year. It earns a return on equity of 15.1%. The balance sheet holds a net cash position of CHF 96.7M. Fundamentals as of Aug 13, 2026

Our scenario range runs from CHF 71.16 (bear case) to CHF 133.44 (bull case); at CHF 251.00, 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 last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 24% below its 52-week high and 12% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at −52% fair-value upside, at −57%, KARN screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
FCF DCF CHF 61.33 CHF 84.88 CHF 117.05 81
Growth DCF CHF 61.46 CHF 81.59 CHF 107.23 80
Owner Earnings CHF 48.07 CHF 65.21 CHF 88.64 77
All 26 models by family
DCF Models
FCF DCF CHF 61.33 CHF 84.88 CHF 117.05 81
Owner Earnings CHF 48.07 CHF 65.21 CHF 88.64 77
5Y Revenue Exit CHF 100.07 CHF 164.08 CHF 247.66 72
5Y EBITDA Exit CHF 107.32 CHF 177.87 CHF 261.75 74
5Y P/E Exit CHF 77.78 CHF 121.69 CHF 168.45 71
10Y Revenue Exit CHF 80.39 CHF 131.73 CHF 203.70 66
10Y EBITDA Exit CHF 87.72 CHF 140.56 CHF 213.68 67
10Y P/E Exit CHF 70.38 CHF 104.60 CHF 147.62 64
Earnings-Based
Graham-Dodd CHF 36.91 CHF 124.82 CHF 167.33 64
Lynch FV CHF 28.53 CHF 40.76 CHF 52.99 61
PEG = 1.0 CHF 28.53 CHF 40.76 CHF 52.99 57
EPV CHF 91.14 CHF 101.85 CHF 110.78 74
Dividend Discount
Gordon GGM CHF 49.16 CHF 88.59 CHF 121.96 68
DDM Multi-Stage CHF 49.16 CHF 79.37 CHF 94.64 67
Multiples
P/E Multiple CHF 85.49 CHF 113.98 CHF 142.48 63
P/S Multiple CHF 69.20 CHF 92.27 CHF 115.34 58
P/B Multiple CHF 69.20 CHF 92.27 CHF 115.34 55
EV/EBIT CHF 178.56 CHF 233.90 CHF 289.24 66
EV/EBITDA CHF 152.98 CHF 199.79 CHF 246.61 67
EV/Revenue CHF 131.03 CHF 181.81 CHF 232.60 54
Asset-Based
NCAV (Graham) CHF 17.38 CHF 23.28 CHF 34.75 54
Growth DCF
Growth DCF CHF 61.46 CHF 81.59 CHF 107.23 80
Rev-Margin DCF CHF 100.07 CHF 162.80 CHF 236.07 72
Economic Profit
Residual Income CHF 33.31 CHF 39.61 CHF 65.03 74
ROIC Compounder CHF 95.32 CHF 111.44 CHF 128.00 72
Growth Earnings
Growth-Adj P/E CHF 72.80 CHF 104.00 CHF 135.20 67

Widest divergence: DCF Models (CHF 121.69) versus Asset-Based (CHF 23.28). Highest evidence: FCF DCF (81).

Notify me when KARN reaches fair value

Put KARN on your watchlist. We get in touch as soon as price and fair value meet or the trend turns.

Set up alert →

Free, no payment details. Unsubscribe anytime in one click.

Key figures & financial health

P/E ratio 50.5
P/S ratio 2.47 P/E × margin
EPS (TTM) CHF 4.97 price ÷ EPS = P/E 50.5
Dividend yield 2.6% payout 130%
Net margin 4.9% FY2025
Return on equity 15.1% TTM
More key figures
Profitability
Return on assets (EBIT) 18.7% avg 5y
Operating margin 12.0% TTM
Growth
Revenue (TTM) CHF 850M TTM
Revenue growth (YoY) +3.1% 3y avg +14.8%
EPS growth (YoY) −87.3%
Balance sheet & cash flow
Free cash flow CHF 39.3M FY2025
Net cash CHF 96.7M FY2025

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 65/100

Of which business quality 66 · Market factors (momentum, volatility) 38

Profitability 69
Margins and returns on capital today
Quality Growth 42
Are margins and returns improving?
Cashflow 45
Earnings quality: real cash, not paper profit
Fin. Strength 89
Balance sheet, leverage, solvency risk
Investment 64
Disciplined investing over empire-building
Low Volatility 47
Calm price path (market factor)
Momentum 39
Price trend over the last 3–12 months (market factor)
52W Momentum 26
Distance to the 52-week high (market factor)
Net Issuance 82
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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Kardex Holding AG provides intralogistics solutions in Europe, the Middle East, Africa, the Americas, and the Asia Pacific. It operates through two segments, Automated Products and Standardized Systems.

Full company description

Kardex Holding AG provides intralogistics solutions in Europe, the Middle East, Africa, the Americas, and the Asia Pacific. It operates through two segments, Automated Products and Standardized Systems. The company provides intelligent entry into automation with its dynamic storage and retrieval systems; offers integrated material handling systems, multi-shuttle technology, small parts storage systems and automated high-bay warehouses; storage and picking solutions for small parts; bin shuttle systems for lightgoods; storage and order fulfillment solutions; and life cycle services, as well as system upgrades, support, and digital services. It also provides vertical lift, Buffer, and carousel, as well as horizontal carousel modules; heavy-duty units; cubic bin storage solutions; power pick system; power pick cloud; control centers; machine interface software solutions; java machine interface; mobile data entry; plastic bins designed to store and transport goods for various industries; storage of heavy and oversized goods; vertical lift module boxes; stacker cranes; pick and place robotics; solutions for warehouse storage, order picking, packing, and shipping; and conveyor systems, as well as AutoStore solutions. Its products are used in automated storage and retrieval systems, buffering and sequencing, production and distribution logistics, spare parts management, and controlled environment. The company serves various sectors, such as automotive, chemicals, food and beverage, hospitals, mechanical engineering, pharmaceuticals, tyres, wood panel handling, E-commerce and retail, wholesale, third part logistics, public administration, and media storage and retrieval applications. Kardex Holding AG was founded in 1922 and is based in Zurich, Switzerland.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Kardex reported revenue of €855M in FY2025 versus €456M in FY2021, a compound +17.1%/yr. Reported net income was €41.9M in FY2025, compounding −1.2%/yr from FY2021.

Growth Quality 90/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
CHF 855M
Latest YoY
+8.1%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+14.8%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+15.7%
Avg. revenue growth/yr (23Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+3.6%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years, EBIT basis) plus dividend yield: value created per share and year.
+13.3% (10.7 + 2.6)
Revenue +17.1%/yr
FY21 €456M
FY22 €566M
FY23 €703M
FY24 €791M
FY25 €855M
Net income −1.2%/yr
FY21 €43.9M
FY22 €37.8M
FY23 €66.6M
FY24 €80.7M
FY25 €41.9M
Character of growth · EPS growth decomposed (2014-2025) +9.6 % p.a.
Revenue per share +9.9 %

of which total revenue +9.9 % · buybacks/dilution +0.0 %

EBIT margin +1.3 %
Tax rate −0.8 %
Residual (interest, one-offs) −0.7 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

KARN screens 135% overvalued. Compare with GE Vernova Inc →

Share or link this analysis
𝕏 Post WhatsApp LinkedIn Reddit
For bloggers & editors: embed code + live data

For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.

Cite: Fair Value Calculator (2026). "Kardex Fair Value". https://www.fairvalue-calculator.com/stock/KARN

Earlier news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

Peer Group

Specialty Industrial Machinery · 792 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 65 · Top 25%
Fair Value upside −58% · Below median
Return on equity (TTM) 15% · Top 25%
Return on assets 13% · Top 25%
Net margin (TTM) 5% · Below median
Operating margin (TTM) 12% · Above median
Revenue growth 3% · Below median
Dividend yield (TTM) 2.6% · Above median

Valuation Multiples vs Specialty Industrial Machinery median · lower = cheaper

P/E (TTM) 50.5× · Pricier than 75% of peers
P/B 8.53× · Pricier than 75% of peers
P/S (TTM) 2.69× · Pricier than median
P/FCF 58.2× · Pricier than 75% of peers
EV/EBITDA 14.8× · Cheaper than median

Strength profile in five axes (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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 0
FUTURE16 · sector 21
PAST60 · sector 28
HEALTH100 · sector 96
DIVIDEND51 · sector 27

VALUE 0: the price sits above our fair-value range.

Insider activity: 45/100

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

Similar stocks

10 more Specialty Industrial Machinery stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
GE Vernova Inc GEV $941.84 $131.95 −86%
SIE SIE €289.85 €139.77 −52%
Eaton Corporation ETN $402.78 $168.65 −58%
Parker-Hannifin Corporation PH $995.02 $398.69 −60%
Atlas Copco AB ATCOA kr 206.60 kr 112.59 −46%
Cummins Inc CMI $564.40 $348.94 −38%
Illinois Tool Works Inc ITW $281.67 $145.84 −48%
Emerson Electric Co EMR $155.18 $58.44 −62%
AMETEK, Inc AME $236.25 $125.80 −47%
Rockwell Automation, Inc ROK $417.53 $125.76 −70%

Compare Kardex with another stock

Price, fair value, quality and upside side by side.

Free, no sign-up

Explore undervalued stocks

More undervalued Industrials stocks →

All undervalued stocks TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued Blue-Chip StocksUndervalued Small-Cap StocksUndervalued Dividend Stocks

Try a ready-made strategy

Pick a strategy and jump into the live analysis with that exact screen applied.

🥇 Backtested Best 🏆 Big Names ⭐ Top Rated 💎 Quality on Sale 🚀 Profitable Growth 🧊 Quality Compounders 💵 Dividend Stars 📈 Strong Momentum 📉 Fallen Angels ⚖️ Deeply Undervalued 🔍 Small-Cap Gems 🏰 Moat at a Fair Price 💼 Insider Buying 🎩 Buffett-Style Quality 📚 Peter Lynch GARP 🧮 Greenblatt Magic Formula 🛡️ Graham Defensive

Discover tools

Stock screener Filter by region, size and sector Compare tool Two stocks side by side Extrinsic Value Calculator (Options) Splits an option premium into intrinsic and extrinsic (time) value. Peter Lynch Fair Value Formula & Calculator Apply Peter Lynch's fair value formula in seconds: fair P/E ≈ earnings growth (+ dividend) - free, with formula and example.

Frequently asked questions

Is Kardex (KARN) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of CHF 106.76 versus a price of CHF 251.00, about −57% upside (overvalued).
What is the fair value of KARN?
Our model-based fair value for Kardex is CHF 106.76 (as of Aug 13, 2026), built from audited fundamentals. The current price: CHF 251.00.
What is the quality score of KARN?
Kardex has a Quality Score of 65/100. 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 Kardex (KARN)?
Kardex reported trailing-twelve-month revenue of about CHF 850M (latest available figure, as of Aug 13, 2026).
What is the net profit margin of KARN?
The net profit margin of Kardex is about 4.9%, meaning it keeps roughly 4.9% of revenue as net income. Based on the latest reported figures.
Does Kardex pay a dividend?
Kardex currently shows a dividend yield of about 2.57% relative to its recent price (as of Aug 13, 2026).
Free · no account needed

Watch Kardex in the live analysis

One click puts Kardex on your watchlist: fair value and trend at a glance, plus comparison, the diversification check and the 35,000+ stock screener. You can also try 14 days of Pro there, no card.

Watch for free →

Zero risk: nothing is ever charged. Your watchlist is yours, with or without an account.