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Added to YB: 2026-06-04

Pitch date: 2026-06-02

KLIN.SW [bullish]

Klingelnberg AG

Author Info

No bio for this author

Company Info

Klingelnberg AG develops, manufactures, and sells machines for bevel and cylindrical gear machining, and measuring centers for axially symmetrical objects and gears in Germany, Switzerland, Japan, the United States, and internationally.

Market Cap

CHF 128.4M

Pitch Price

N/A

Price Target

130.00

Dividend

3.76%

EV/EBITDA

21.58

P/E

-44.38

EV/Sales

0.60

Sector

Machinery

Category

value

Show full summary:
Klingelnberg ($KLIN.SW) - A Few Layers Upstream Of The Robots

KLIN.SW: Illiquid Swiss gear-grinder/metrology leader (163yrs, world #1 bevel) priced as dying auto cyclical at 0.80x book, 0.35x sales, 4% div. Upstream bottleneck for humanoid robots + AI power turbines, defense, rail. Base case CHF90 by 2030/130 by 2035 (8-12x); bull 16-30x. 15% of author's portfolio.

Read full article (20 min)