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Added to YB: 2026-07-29

Pitch date: 2026-07-27

SRAIL.SW [bullish]

Stadler Rail AG

Author Info

No bio for this author

Company Info

Stadler Rail AG, through its subsidiaries, engages in the manufacture and sale of trains in Switzerland, Germany, Austria, Western and Eastern Europe, the Americas, the CIS countries, and internationally.

Market Cap

CHF 2.4B

Pitch Price

N/A

Price Target

N/A

Dividend

2.11%

EV/EBITDA

10.63

P/E

26.90

EV/Sales

0.73

Sector

Machinery

Category

value

Show full summary:
2026 H1 Portfolio Review | New Position - Stadler Rail AG

SRAIL.SW (new position): Swiss rail manufacturer bought after selling Nestlé, using margin in smaller portfolio. Less defensive, more project-execution dependent, but attractive valuation & strong order book visibility. Position kept modest due to margin use.

Read full article (1 min)