Sensirion Holding AG: Detailed Share Analysis 2026-2027
Buy signal | Free publication | 21 Dec 2025
Sensirion Holding AG: Should you invest in these Swiss sensors? 🇨🇭📊
Who is Sensirion? (Spoiler: it's not a brand of cheese)
Founded in 1998 and based in Stäfa, Switzerland, Sensirion Holding AG is something of a Jedi master of digital microsensors. The company manufactures sensors for measuring humidity, temperature, volatile organic compounds, CO2 and fine particles. In practical terms, their technological gems can be found everywhere: in the medical, automotive and industrial sectors, and even in ventilation systems.
With over 1,200 employees across the United States, China, Japan, Korea and Europe, Sensirion is clearly playing in the big leagues. Their secret sauce? Patented CMOSens technology that integrates everything onto a single chip. Pretty cool, right?
Unfiltered Rating: Performance out of 5 ⭐
1. Turnover: 3/5 ⚠️
Okay, let's be honest, we're in the red zone here. Revenue for 2024 is projected at CHF 276.5 million, a slight increase compared to 2023 (CHF 233.16 million) but far from the CHF 321.72 million recorded in 2022. It's like a Swiss roller coaster, but without the beautiful scenery.
Trend: After a drop in 2023, we're slowly climbing back up. It's nothing to get excited about, but at least we're not falling any further.
2. Net result: 2/5 💥
Ouch, that hurts! A net loss of CHF 28.87 million in 2024. Yes, you read that right, there's a big minus sign in front of it. After the CHF 6.58 million loss in 2023, we thought we had hit rock bottom... but no! The company has sunk even deeper. It's like looking at your bank account after the sales, but for a company.
Analysis: Operating costs are skyrocketing (CHF 294.9 million) while turnover is not keeping pace. The result: we're burning through cash like a bonfire in summer.
3. Endettement : 5/5 ✨
That's the saving grace! Zero long-term debt, you heard right. Sensirion is sailing without a ball and chain. With negative net debt (currently CHF 54.39 million, which is expected to improve further according to forecasts), the company has cash in reserve. It's like having a nice, cosy financial cushion.
The added bonus: no pressure from creditors, no interest to pay. In a world where everyone is in debt, Sensirion stands out as a fiscal anomaly.
4. Return on equity (ROE): 2/5 📉
With an ROE of -9.83% in 2024, we are clearly in negative territory. Shareholders are wondering where their money has gone (answer: into losses). Forecasts predict 6.87% for 2025, then 10.73% in 2026... if everything goes according to plan.
Reality on the ground: For now, every pound invested by shareholders is turning into thin air. Not great for your portfolio.
5. Stock market performance: 3/5 🎢
The share price is currently CHF 59.30. The tangible book value per share is CHF 17.44 in 2024 (vs. CHF 17.85 in 2023). This is above the book value, but given the losses, the market remains very cautious.
Verdict: The share price reflects uncertainty. Investors are waiting to see whether Sensirion will really turn things around.
Overall average: 3/5 ⚖️
Sensirion is the very definition of a company in transition. Strengths: zero debt, solid technology, promising markets (IoT, electric cars, environmental monitoring). Weaknesses: profitability in the doldrums, mounting losses, spiralling costs.
The Forecast: Will Tomorrow Be Better? 🔮
Analysts predict a turnaround:
- 2025: Return to profit with CHF 22.18 million in net income
- 2026: Acceleration to CHF 34.6 million
- 2027: Confirmation at CHF 35.88 million
Expected revenue: From CHF 336 million (2025) to CHF 380 million (2027). If this happens, it will represent impressive double-digit growth.
Share Value Estimate
Simplified DCF method + comparables: With projected EBITDA of CHF 63.6 million in 2026 and CHF 70.1 million in 2027, a sector multiple of 12-15x EBITDA, and ROE rising to 10%, we obtain:
- 2026: Between CHF 68-75 (potential +15-25%)
- 2027: Between CHF 80-90 (potential +35-50%)
Please note that these estimates assume that Sensirion will deliver on its promises of cost reductions and revenue growth. If the company slips up again, the share price could remain stuck below CHF 60.
Conclusion: Go or No-Go? 🚦
Sensirion is a bet on recovery. It is not a safe bet, nor is it a secure investment for the prudent investor. Rather, it is like a reality TV contestant who struggles at the beginning of the season but could end up on the podium.
An innovative company with attractive growth potential. Despite recent disappointing results, the outlook is promising. So keep an eye on this Swiss gem – it could well surprise you!
- Signal : Buy
- Budget/Investment : Low/Medium
- Reinforcement required : No
- Exposure : High
- Horizon : 0 to 2 years
- Potential profitability : +35% to +50%
- Ref. ISIN code : CH0406705126