Fact based stock research
OC Oerlikon (SWX:OERL)

CH0000816824

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For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. The higher the rank, the better the stock performs than its peers. And, we do this for six investment strategies:
Value - shows how good of a value the stock is. Green is "inexpensive"; red is "expensive".

Growth - shows a company's growth potential. Green is "high growth" expected; red is "tough times ahead".

Safety - relates to the amount of debt a company has. Green is low debt level; red is high debt level.

Combined Financial - this isn't an average of the first three ranks but rather a consolidated view across several financial indicators. Green = good; red = tread carefully.

(NEW) Sentiment - quantifies professional analyst ratings and holdings as well as market pulse. Green = positive sentiment; red = skepticism (Only available to Premium Subscribers).

(NEW) 360° View - the ultimate rating with all financial and non-financial indicators.

OC Oerlikon stock research in summary

oerlikon.com

ANALYSIS: With an Obermatt Combined Rank of 19 (worse than 81% compared with investment alternatives), OC Oerlikon (Industrial Machinery, Switzerland) shares have lower financial characteristics compared with similar stocks. Shares of OC Oerlikon are a good value (attractively priced) with a consolidated Value Rank of 77 (better than 77% of alternatives) but show below-average growth (Growth Rank of 19), and are riskily financed (Safety Rank of 5), which means above-average debt burdens. ...read more

RECOMMENDATION: A Combined Rank of 19, is a sell recommendation based on OC Oerlikon's financial characteristics. As the company OC Oerlikon's key financial metrics exhibit good value (Obermatt Value Rank of 77) but low growth (Obermatt Growth Rank of 19) and risky financing practices (Obermatt Safety Rank of 5), it may be a risky investment, because debt in times of crises can make things worse. The good value, better than 77% of comparable companies, may indicate the company's future is challenging. If you believe that low growth is temporary or just due to a specific current event, you may conclude that the good value of the stock provides an attractive investment opportunity. Obermatt Premium subscribers can further check the stock’s Sentiment Ranks, which also flow into the Obermatt 360° View for investors. ...read more

Latest Obermatt Ranks


360° View^new
Sentiment Rank^new
Value Rank	77
Growth Rank	19
Safety Rank	5
Combined Rank	19

Country	Switzerland
Industry	Industrial Machinery
Index	Dividends Europe, Water Tech, SPI
Size class	Medium

This stock has achievements: Insight 2024-10-03, Top 10 Stock.

31-Jul-2025. Stock data may be delayed. Log in or sign up to get the most recent research.

Further information

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Review the performance ranks of the individual metrics that form each investment strategy.

Research History: OC Oerlikon

RESEARCH HISTORY	2022	2023	2024	2025
VALUE
VALUE	73	84	69	77
GROWTH
GROWTH	21	5	50	19
SAFETY
SAFETY	67	45	4	5
SENTIMENT
SENTIMENT	33	1	17	^new
360° VIEW
360° VIEW	42	27	7	^new

Most recent update of the stock research: 31-Jul-2025. Financial reporting date used for calculating ranks: 31-Dec-2024. Stock research history is based on the Obermatt Method. The higher the rank, the better OC Oerlikon is in the corresponding investment strategy.
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Combined financial peformance in Detail

RESEARCH HISTORY	2022	2023	2024	2025
VALUE
VALUE	73	84	69	77
GROWTH
GROWTH	21	5	50	19
SAFETY
SAFETY	67	45	4	5
COMBINED
COMBINED	59	39	19	19

Last update of combined financial performance: 31-Jul-2025. Stock analysis on combined financial performance: The higher the rank of OC Oerlikon the better the performance.

Value Metrics in Detail

ANALYSIS: With an Obermatt Value Rank of 77 (better than 77% compared with alternatives) for 2025, OC Oerlikon shares are significantly less expensive than comparable stocks. The Value Rank is based on consolidating four value indicators that are all above average for OC Oerlikon. Price-to-Sales is 65 which means that the stock price compared with what market professionals expect for future sales is lower than for 65% of comparable companies, indicating a good value for OC Oerlikon's revenue size. The same is valid for expected Price-to-Profits, more favorable than for 63% of alternatives, and this is also true for the Price-to-Book capital ratio (also referred to as market-to-book ratio) with a Price-to-Capital Rank of 73. Compared with other companies in the same industry, dividend yields of OC Oerlikon are expected to be higher than for 91% of all competitors (a Dividend Yield rank of 91). ...read more

RECOMMENDATION: The overall picture with a consolidated Value Rank of 77, is a buy recommendation based on OC Oerlikon's stock price compared with the company's operational size and dividend yields. Since all value metrics are above the industry average, there is no objection to investing in OC Oerlikon based on its detailed value metrics. We recommend further analyzing the stock with Obermatt’s Value, Safety, and Sentiment Ranks, including the 360° View, before making an investment decision. ...read more

VALUE METRICS	2022	2023	2024	2025
PRICE VS. REVENUES (P/S)
PRICE VS. REVENUES (P/S)	55	69	59	65
PRICE VS. PROFITS (P/E)
PRICE VS. PROFITS (P/E)	56	54	57	63
PRICE VS. CAPITAL (Market-to-Book)
PRICE VS. CAPITAL (Market-to-Book)	67	85	67	73
DIVIDEND YIELD
DIVIDEND YIELD	97	92	86	91
CONSOLIDATED RANK: VALUE
CONSOLIDATED RANK: VALUE	73	84	69	77

Last update of Value Rank: 31-Jul-2025. Stock analysis on value ratios: The higher the rank, the lower the value ratio of OC Oerlikon; except for dividend yield where the rank is higher, the higher the yield.

Growth Metrics in Detail

ANALYSIS: With an Obermatt Growth Rank of 19 (better than 19% compared with alternatives), OC Oerlikon shows one of the most restricted growth dynamics in its industry. There is little momentum in this company. The Growth Rank is based on consolidating four value indicators, with three out of four indicators below average for OC Oerlikon. Only Capital Growth has a good rank of 58, which means that currently professionals expect the company to grow its invested capital more than 49% of its competitors. The other three indicators are pointing South: Sales Growth has a rank of 11 which means that currently professionals expect the company to grow less than 89% of its competitors. Profit Growth with a rank of 49 and Stock Returns with a rank of 33 are also low (below 67% of alternative investments). ...read more

RECOMMENDATION: The overall picture with a consolidated Growth Rank of 19, is a sell recommendation for growth and momentum investors. The good news from the invested capital side is surprising. A company with disappointing revenues, profits, and disappointed shareholders typically doesn't invest above average. Overall, the growth momentum for OC Oerlikon is thus negative. As it is intriguing to see that company executives are optimistic about their investment policy, it is worthwhile looking into the details of the capital investment projects. They may indicate future growth and profits and thus if accompanied by a good value, a sign of good timing to invest in the stock. While momentum is a popular investment factor, the value aspect might be the more important one, in the longer term. We recommend analyzing the stock with Obermatt’s Value, Safety, and Sentiment Ranks to arrive at a 360° View of the stock purchase case, especially since the growth performance is limited here. ...read more

GROWTH METRICS	2022	2023	2024	2025
REVENUE GROWTH
REVENUE GROWTH	44	6	6	11
PROFIT GROWTH
PROFIT GROWTH	63	10	73	49
CAPITAL GROWTH
CAPITAL GROWTH	9	76	83	58
STOCK RETURNS
STOCK RETURNS	29	3	37	33
CONSOLIDATED RANK: GROWTH
CONSOLIDATED RANK: GROWTH	21	5	50	19

Last update of Growth Rank: 31-Jul-2025. Stock analysis on growth metrics: The higher the rank, the higher the growth and returns of OC Oerlikon.

Safety Metrics in Detail

ANALYSIS: With an Obermatt Safety Rank of 5 (better than 5% compared with alternatives), the company OC Oerlikon has much riskier financing practices than comparable other companies, which means that their overall debt burden is significantly above the industry average. This doesn't mean that the business of OC Oerlikon is also risky, it only means that the company is on the riskier side in respect to bankruptcy in case things turn sour, assuming that public reporting is correct. The Safety Rank is based on consolidating three financing indicators, with all three metrics below average for OC Oerlikon. Liquidity is at 23, meaning that the company generates less profit to service its debt than 77% of its competitors. This indicates that the company is on the riskier side when it comes to debt service. Even worse, Leverage is at a rank of 4, meaning the company has an above-average debt-to-equity ratio. It has more debt than 96% of its competitors. Finally, Refinancing is at a rank of 29 which means that the portion of the debt about to be refinanced is above average. It has more debt in the refinancing stage than 71% of its competitors. ...read more

RECOMMENDATION: With a consolidated Safety Rank of 5 (worse than 95% compared with alternatives), OC Oerlikon has a financing structure that is significantly riskier than that of its competitors. This combination is rather dangerous in most situations. Only very promising companies with bright future outlooks and stellar reputations can operate with such risky financing. Investors should look at Obermatt’s Value, Growth, and Sentiment Ranks to confirm a very positive outlook or be careful with investing in stocks of OC Oerlikon because it may suffer significantly in case of future difficulties. ...read more

SAFETY METRICS	2022	2023	2024	2025
LEVERAGE
LEVERAGE	80	30	6	4
REFINANCING
REFINANCING	37	65	19	29
LIQUIDITY
LIQUIDITY	45	47	19	23
CONSOLIDATED RANK: SAFETY
CONSOLIDATED RANK: SAFETY	67	45	4	5

Last update of Safety Rank: 31-Jul-2025. Stock analysis on safety metrics: The higher the rank, the lower the leverage of OC Oerlikon and the more cash is available to service its debt.

Sentiment Metrics in Detail

SENTIMENT	2022	2023	2024	2025
ANALYST OPINIONS
ANALYST OPINIONS	n/a	5	3	^new
OPINIONS CHANGE
OPINIONS CHANGE	67	17	50	^new
PRO HOLDINGS
PRO HOLDINGS	31	1	46	^new
MARKET PULSE
MARKET PULSE	45	40	42	^new
CONSOLIDATED RANK: SENTIMENT
CONSOLIDATED RANK: SENTIMENT	33	1	17	^new

Last update of Sentiment Rank: 31-Jul-2025. Stock analysis on sentiment metrics: The higher the rank, the more positive the sentiment for OC Oerlikon.
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