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SFS Group AG (SFSN) Fair Value & Analysis

Industrials · CH · Market cap CHF 5.4B · ISIN CH0239229302

What is SFS Group AG really worth?

SG SFS Group AG SFSN · SW
PriceCHF 134.80
Fair ValueCHF 118.30
Upside−12.2%
Quality70/100

A solid business, but trading 14% above our fair value of CHF 118.30.

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Strengths

Healthy Growth (revenue 5y +12.5 %/yr)
Low debt · generates free cash flow

Risks

!Thin margins · 7.1% net margin
!Mixed vs. peers (6/14)
!Moderate moat 51/100
!Weak on valuation: 17 out of 100
!Weak on future: 9 out of 100

For context

·1.48% dividend yield
Evidence: High Range CHF 76.19 – CHF 147.88

Fair value as of: Aug 13, 2026

From 26 valuation models · updated 22 days ago

Share price +0.1% over the past month.

What runs behind every stock

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

What matters now

  • A fairly wide model range (CHF 76.19 to CHF 147.88) leaves room in how you read the outcome.
  • The price sits in the upper half of our model range, so the margin of safety is thin.
  • The data supports the verdict: every model runs on fully documented inputs.

Price vs Fair Value (5 years)

CHF 140.80 CHF 79.07 Fair Value CHF 118.30 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 79.07 – CHF 140.80 · fair‑value band CHF 76.19 – CHF 147.88 · the CHF 134.80 price screens above the CHF 118.30 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

SFS Group AG (SFSN) currently trades at CHF 134.80, while our model-based Fair Value estimate is CHF 118.30, implying the stock looks roughly 13.9% overvalued today. The Quality Score stands at 70/100 (solid quality), in the Industrials sector. Bull case: the DCF Models group reads highest at a median of CHF 113.82 per share, and 3 of the 26 models we run sit above the CHF 134.80 price. Bear case: the Asset-Based group reads lowest at CHF 27.59, and 23 of the 26 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, SFS Group AG generated revenue of CHF 3.1B at a net margin of 7.1%. Revenue grew 1.8% year over year. It earns a return on equity of 13.9%. Net debt stands at CHF 165M. Fundamentals as of Aug 13, 2026

Our scenario range runs from CHF 76.19 (bear case) to CHF 147.88 (bull case); at CHF 134.80, the current price sits within 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 near its 52-week high and 39% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at −43% fair-value upside, at −12%, SFSN screens cheaper than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly CHF 2.47 per share, which is 2.1 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

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 72.78 CHF 114.26 CHF 175.61 79
Growth DCF CHF 73.71 CHF 109.95 CHF 160.11 78
Owner Earnings CHF 68.36 CHF 107.43 CHF 165.25 75
All 26 models by family
DCF Models
FCF DCF CHF 72.78 CHF 114.26 CHF 175.61 79
Owner Earnings CHF 68.36 CHF 107.43 CHF 165.25 75
5Y Revenue Exit CHF 69.19 CHF 112.84 CHF 168.56 72
5Y EBITDA Exit CHF 89.58 CHF 151.25 CHF 223.53 74
5Y P/E Exit CHF 74.30 CHF 122.45 CHF 173.10 70
10Y Revenue Exit CHF 67.57 CHF 107.27 CHF 160.71 66
10Y EBITDA Exit CHF 82.50 CHF 133.44 CHF 202.00 67
10Y P/E Exit CHF 72.95 CHF 113.82 CHF 164.12 63
Earnings-Based
Graham-Dodd CHF 38.31 CHF 123.60 CHF 164.97 64
Lynch FV CHF 27.49 CHF 39.26 CHF 51.04 61
PEG = 1.0 CHF 27.49 CHF 39.26 CHF 51.04 57
EPV CHF 51.91 CHF 60.72 CHF 68.32 74
Dividend Discount
Gordon GGM CHF 21.96 CHF 43.76 CHF 66.26 67
DDM Multi-Stage CHF 21.96 CHF 36.26 CHF 46.19 67
Multiples
P/E Multiple CHF 88.73 CHF 118.30 CHF 147.88 63
P/S Multiple CHF 71.83 CHF 95.77 CHF 119.71 58
P/B Multiple CHF 71.83 CHF 95.77 CHF 119.71 55
EV/EBIT CHF 100.45 CHF 135.22 CHF 170.00 66
EV/EBITDA CHF 111.64 CHF 150.14 CHF 188.65 67
EV/Revenue CHF 70.58 CHF 102.49 CHF 134.40 53
Asset-Based
NCAV (Graham) CHF 20.59 CHF 27.59 CHF 41.18 54
Growth DCF
Growth DCF CHF 73.71 CHF 109.95 CHF 160.11 78
Rev-Margin DCF CHF 69.19 CHF 112.91 CHF 163.66 72
Economic Profit
Residual Income CHF 39.26 CHF 47.72 CHF 96.90 72
ROIC Compounder CHF 54.40 CHF 69.55 CHF 88.00 72
Growth Earnings
Growth-Adj P/E CHF 74.29 CHF 106.13 CHF 137.97 67

Widest divergence: DCF Models (CHF 113.82) versus Asset-Based (CHF 27.59). Highest evidence: FCF DCF (79).

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Key figures & financial health

P/E ratio 23.9
P/S ratio 1.71 P/E × margin
EPS (TTM) CHF 5.63 price ÷ EPS = P/E 23.9
Dividend yield 1.5% payout 35.5%
Net margin 7.1% FY2025
Return on equity 13.9% TTM
More key figures
Profitability
Return on assets (EBIT) 13.5% avg 5y
Operating margin 10.3% TTM
Growth
Revenue (TTM) CHF 3.1B TTM
Revenue growth (YoY) +1.8% 3y avg +3.9%
EPS growth (YoY) −13.6%
Balance sheet & cash flow
Free cash flow CHF 274M FY2025
Net debt CHF 165M FY2025 · ≈ 0.6 yrs of FCF

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

Quality Score breakdown

Overall quality 70/100

Of which business quality 70 · Market factors (momentum, volatility) 72

Profitability 69
Margins and returns on capital today
Quality Growth 46
Are margins and returns improving?
Cashflow 60
Earnings quality: real cash, not paper profit
Fin. Strength 83
Balance sheet, leverage, solvency risk
Investment 85
Disciplined investing over empire-building
Low Volatility 83
Calm price path (market factor)
Momentum 62
Price trend over the last 3–12 months (market factor)
52W Momentum 76
Distance to the 52-week high (market factor)
Net Issuance 80
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

SFS Group AG supplies precision components and assemblies, mechanical fastening systems, tools, and procurement solutions in Switzerland and internationally. It operates in three segments: Engineered Components, Fastening Systems, and Distribution & Logistics.

Full company description

SFS Group AG supplies precision components and assemblies, mechanical fastening systems, tools, and procurement solutions in Switzerland and internationally. It operates in three segments: Engineered Components, Fastening Systems, and Distribution & Logistics. The company offers airbag restraint systems; automation; brake systems; building technology; clip nuts; communication technology; components, assemblies, and complete devices; connections and reinforcements for timber construction; and domestic and kitchen appliances. It also provides fasteners for flat roof and industrial lightweight construction; fasters for inserts; fastening and hinge technology for doors, windows, and glass facades; fastening system for the facade; furniture fittings; hard disk drives; inserts; interior plastics; life-saving fall protection; lifestyle electronics; mobile devices; sensors; seats and doors; powertrain; powertrain technology; snap and click system; tools, forestry, and garden equipment; wire and hypo tubing; and window fittings. In addition, it offers products under the SFS, UNISTEEL, Tegra Medical, GESIPA, TFC, HECO, Hoffmann, GARANT, HOLEX, and other brand names. It serves aircraft, automotive, construction, electronics, medical, and other industries. SFS Group AG was founded in 1928 and is based in Heerbrugg, Switzerland.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

SFS Group AG reported revenue of CHF 3.1B in FY2025 versus CHF 1.9B in FY2021, a compound +12.8%/yr. Reported net income was CHF 219M in FY2025, compounding −2.6%/yr from FY2021.

Growth Quality 92/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
CHF 3.1B
Latest YoY
+0.7%
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.
+3.9%
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.
+12.5%
Avg. revenue growth/yr (12Y) 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.
+7.2%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+2.1% (0.6 + 1.5)
Revenue +12.8%/yr
FY21 CHF 1.9B
FY22 CHF 2.7B
FY23 CHF 3.1B
FY24 CHF 3.1B
FY25 CHF 3.1B
Net income −2.6%/yr
FY21 CHF 244M
FY22 CHF 267M
FY23 CHF 266M
FY24 CHF 241M
FY25 CHF 219M
Character of growth · EPS growth decomposed (2014-2025) +8.3 % p.a.
Revenue per share +8.5 %

of which total revenue +9.1 % · buybacks/dilution −0.6 %

EBIT margin +1.8 %
Tax rate −0.8 %
Residual (interest, one-offs) −1.1 %

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).

SFSN screens 14% overvalued. Compare with Techtronic Industries Company →

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Cite: Fair Value Calculator (2026). "SFS Group AG Fair Value". https://www.fairvalue-calculator.com/stock/SFSN

Earlier news

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

Peer Group

Tools & Accessories · 122 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 70 · Top 25%
Fair Value upside −12% · Above median
Return on equity (TTM) 14% · Top 25%
Return on assets 8% · Top 25%
Net margin (TTM) 7% · Above median
Operating margin (TTM) 10% · Above median
Revenue growth 2% · Below median
Dividend yield (TTM) 1.5% · Below median
Debt / equity 0.23× · Higher than median

Valuation Multiples vs Tools & Accessories median · lower = cheaper

P/E (TTM) 23.9× · Cheaper than median
P/B 4.19× · Pricier than 75% of peers
P/S (TTM) 2.18× · Pricier than median
P/FCF 24.5× · Pricier than 75% of peers
EV/EBITDA 15.2× · Pricier 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
VALUE17 · sector 4
FUTURE9 · sector 16
PAST55 · sector 28
HEALTH89 · sector 97
DIVIDEND30 · sector 40

Insider activity: 40/100

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 Tools & Accessories stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Techtronic Industries Company 0669 HK$138.50 HK$78.56 −43%
Snap-on Incorporated SNA $391.86 $344.67 −12%
RBC Bearings Incorporated RBC $488.69 $179.94 −63%
Lincoln Electric Holdings LECO $284.90 $151.86 −47%
Stanley Black & Decker, Inc SWK $99.24 $52.80 −47%
AB SKF (publ) SKFB kr 275.40 kr 180.34 −35%
The Timken Company TKR $130.25 $64.85 −50%
The Toro Company TTC $92.37 $69.71 −25%
Hangzhou Greatstar Industrial Co 002444 ¥30.51 ¥30.38 +0%
Hiwin Technologies Corporation 2049 381.00 TWD 73.32 TWD −81%

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Frequently asked questions

Is SFS Group AG (SFSN) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of CHF 118.30 versus a price of CHF 134.80, about −12% upside (overvalued).
What is the fair value of SFSN?
Our model-based fair value for SFS Group AG is CHF 118.30 (as of Aug 13, 2026), built from audited fundamentals. The current price: CHF 134.80.
What is the quality score of SFSN?
SFS Group AG has a Quality Score of 70/100. 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 SFS Group AG (SFSN)?
SFS Group AG reported trailing-twelve-month revenue of about CHF 3.1B (latest available figure, as of Aug 13, 2026).
What is the net profit margin of SFSN?
The net profit margin of SFS Group AG is about 7.1%, meaning it keeps roughly 7.1% of revenue as net income. Based on the latest reported figures.
Does SFS Group AG pay a dividend?
SFS Group AG currently shows a dividend yield of about 1.48% relative to its recent price (as of Aug 13, 2026).
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