Geberit AG (GEBN.SW) | Investment Case

1. Company Snapshot

1.a. Company Description

Geberit AG develops, produces, and distributes sanitary products and systems for the residential and commercial construction industry in Switzerland and internationally.The company offers installation and flushing systems, such as installation technology and flushing systems for toilets, including cisterns and fittings; and piping systems consisting of building drainage and supply systems, as well as piping technology for use in buildings for drinking water, heating, gas, and other media.It also provides bathroom systems product comprising bathroom ceramics, furniture, showers, bathtubs, taps and controls, and shower toilets.

The company sells its products under the Geberit brand name.It sells its products to wholesalers, plumbers, and sanitary engineers.Geberit AG was founded in 1874 and is headquartered in Rapperswil-Jona, Switzerland.

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1.b. Last Insights on GEBN

Geberit AG's recent performance was driven by a 5% sales increase in Q1 2025, despite one-time costs and market pressures. This resilience showcases the company's ability to navigate growth amidst challenges. Strategic innovation and a strong cash flow position have enabled Geberit to achieve significant sustainability milestones, further solidifying its market presence. The company's ability to adapt to a challenging European market has been a key factor in its success, highlighting its operational agility and commitment to long-term growth.

1.c. Company Highlights

Last Price	622.8
Change Percentage	0.65%
Open	620
Previous Close	618.8
Market Cap ( Millions)	20529
Volume	67261
Year High	653.8
Year Low	486.5
M A 50	610.82
M A 200	597.51

FCF Yield	3.23%
Dividend Yield	2.06%
ROE	46.90%
Debt / Equity	114.94%
Net Debt / EBIDTA	125.84%
Price To Book	17.25
Price Earnings Ratio	35.2
Price To FCF	30.97
Price To sales	6.6
EV / EBITDA	23.39

2. Transcript Summary

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3. NewsRoom

Geberit AG (GBERF) Q3 2025 Earnings Call Highlights: Strong Sales Growth Amid Market Challenges

Nov -04

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Geberit AG Just Missed Earnings - But Analysts Have Updated Their Models

Aug -23

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Geberit Second Quarter 2025 Earnings: Misses Expectations

Aug -22

Source:

Global Smart Toilet Market Poised for Rapid Growth, Projected to Reach USD 28.4 Billion by 2034 with a 13.1% CAGR: Market Research Intellect

Jul -24

Source:

Does This Valuation Of Geberit AG (VTX:GEBN) Imply Investors Are Overpaying?

Jun -26

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Geberit AG (GBERF) Q1 2025 Earnings Call Highlights: Navigating Growth Amidst Challenges

May -07

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Geberit AG (GBERF) Full Year 2024 Earnings Call Highlights: Navigating Challenges with ...

Mar -07

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Geberit CEO expects stable, slightly positive US construction market ahead of Trump term

Jan -16

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (4.70%)

6. Segments

Develop, Produce and Distribute Sanitary Products and Systems

Expected Growth: 4.7%

The segment is expected to grow at a rate of 4.7%, driven by increasing demand for innovative and sustainable sanitary solutions, particularly in emerging markets. Geberit's strong product portfolio and global presence position it well to capitalize on this trend.

7. Detailed Products

Sanitary Systems

Geberit's sanitary systems provide a comprehensive range of products for sanitary installations, including pipes, fittings, and fixtures.

Piping Systems

Geberit's piping systems offer a wide range of pipes, fittings, and valves for water supply, heating, and cooling systems.

Ceramics

Geberit's ceramic products include toilets, bidets, and urinals that combine innovative design with high-quality materials.

Actuators and Controls

Geberit's actuators and controls provide intelligent solutions for sanitary installations, including sensors, valves, and pumps.

Installation Systems

Geberit's installation systems provide a comprehensive range of products for installing sanitary and piping systems.

Flushing Systems

Geberit's flushing systems offer a range of products for toilet flushing, including dual-flush and low-flow solutions.

8. Geberit AG's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Geberit AG is moderate due to the presence of alternative products and services in the market.

Bargaining Power Of Customers

The bargaining power of customers is low due to the specialized nature of Geberit's products and services, which limits the ability of customers to negotiate prices.

Bargaining Power Of Suppliers

The bargaining power of suppliers is moderate due to the presence of multiple suppliers in the market, but Geberit's large scale of operations gives it some negotiating power.

Threat Of New Entrants

The threat of new entrants is low due to the high barriers to entry in the industry, including the need for significant capital investment and technical expertise.

Intensity Of Rivalry

The intensity of rivalry is high due to the presence of several established competitors in the market, leading to a competitive pricing environment and high marketing expenditures.

9. SWOT Analysis

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

	Value
Debt Weight	49.01%
Debt Cost	3.95%
Equity Weight	50.99%
Equity Cost	8.31%
WACC	6.17%
Leverage	96.11%

11. Quality Control: Geberit AG passed 4 out of 9 key points

Strong Liquidity

Low Deb

Strong Interest Coverage

Healthy Cash Flow

Operating Efficiency

Strong Return On Equity

Consistent Revenue Growth

Consistent Operating Cash Flow Growth

Margin Improvement

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

BAE Systems

A-Score: 5.7/10

Value: 2.4

Growth: 6.9

Quality: 4.8

Yield: 4.4

Momentum: 9.5

Volatility: 6.3

1-Year Total Return ->

Inwido

A-Score: 5.3/10

Value: 6.2

Growth: 4.7

Quality: 5.4

Yield: 6.9

Momentum: 4.0

Volatility: 4.7

1-Year Total Return ->

Saint-Gobain

A-Score: 5.2/10

Value: 4.8

Growth: 5.8

Quality: 4.3

Yield: 4.4

Momentum: 6.5

Volatility: 5.7

1-Year Total Return ->

Johnson Controls

A-Score: 5.2/10

Value: 1.6

Growth: 4.9

Quality: 5.6

Yield: 3.8

Momentum: 8.5

Volatility: 7.0

1-Year Total Return ->

Trane Technologies

A-Score: 5.1/10

Value: 1.1

Growth: 7.3

Quality: 7.4

Yield: 2.5

Momentum: 5.5

Volatility: 7.0

1-Year Total Return ->

Geberit

A-Score: 4.9/10

Value: 0.9

Growth: 3.7

Quality: 7.2

Yield: 1.9

Momentum: 6.5

Volatility: 9.3

1-Year Total Return ->

Peers Metrics

12.e Scoring ^Insights

12.f DCF ^BETA

Parameters

Short Term Growth

5.35%

Short term Time

10.0

Long-Term Growth

2.00%

WACC

6.17%

Geberit AG - CH0030170408

1. Company Snapshot

1.a. Company Description

1.b. Last Insights on GEBN

1.c. Company Highlights

Expensive

Better Quality

Less Volatile

Earnings Beats

Earnings Miss

Revenues Beats

Revenues Miss

2. Transcript Summary

3. NewsRoom

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (4.70%)

6. Segments

Develop, Produce and Distribute Sanitary Products and Systems

Expected Growth: 4.7%

7. Detailed Products

Sanitary Systems

Piping Systems

Ceramics

Actuators and Controls

Installation Systems

Flushing Systems

8. Geberit AG's Porter Forces

Forces Ranking

Threat Of Substitutes

Bargaining Power Of Customers

Bargaining Power Of Suppliers

Threat Of New Entrants

Intensity Of Rivalry

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

11. Quality Control: Geberit AG passed 4 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

622.8$

Current Price

622.8$

Potential

-0.00%

Expected Cash-Flows

12.e Scoring ^Insights

12.f DCF ^BETA