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    Landis+Gyr Group (SWX:LAND) Could Be 30% Below Fair Value On Benton Rural Electric Deal

    Simply Wall St·07/18/2026 02:24:14
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    Why the Benton Rural Electric Agreement Matters for Landis+Gyr Group

    The new agreement with Benton Rural Electric Association puts Landis+Gyr Group (SWX:LAND) and its Revelo platform in focus, as investors consider what broader adoption of grid-edge sensing could mean for the stock.

    Benton Rural Electric is rolling out Revelo meters, grid sensors and a hybrid Gridstream Connect network that uses RF Mesh IP and cellular links to support advanced metering, real-time grid visibility and remote coverage.

    See our latest analysis for Landis+Gyr Group.

    At a share price of CHF43.6, Landis+Gyr Group has recently shown a 1-week share price return of 5.83%, although the 3-month share price return is down 21.86% and the 1-year total shareholder return is down 30.54%. This suggests that recent momentum is rebuilding from a weaker longer-term trend as investors weigh contract wins like Benton Rural Electric against past underperformance.

    If you are looking beyond Landis+Gyr Group and want to see what else is moving in grid and metering technology, this is a good moment to scan 33 power grid technology and infrastructure stocks

    Landis+Gyr Group pairs a long-established metering business with newer grid-edge technology like Revelo, and the recent share price rebound highlights that mix. The key issue now is whether the current CHF43.6 price fairly reflects that profile.

    Most Popular Narrative: 29.7% Undervalued

    On the most followed narrative, Landis+Gyr Group’s fair value of CHF62.01 sits well above the recent CHF43.60 share price, which puts extra weight on the growth and margin story behind that gap.

    The strategic focus on the highly profitable Americas business could lead to enhanced revenue growth and adjusted EBITDA margins, driven by stronger emphasis on integrated edge-to-enterprise energy management solutions.

    Increasing software revenues, which now represent 24% of total revenues, and the strategic transformation investments signal potential for higher revenue growth and improved net margins through more recurring revenue generation.

    Read the complete narrative.

    Want to see what sits behind that Americas and software focus? The narrative leans on faster profit growth, richer margins and a meaningfully higher future earnings multiple.

    Result: Fair Value of CHF62.01 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, execution risks in EMEA restructuring and pressure on free cash flow from elevated inventories could still challenge the bullish Landis+Gyr Group narrative.

    Find out about the key risks to this Landis+Gyr Group narrative.

    Next Steps

    Given the mix of concerns and optimism around Landis+Gyr Group, this is a good time to review the data yourself and move quickly to form your own stance using the 4 key rewards and 2 important warning signs

    Looking for more investment ideas beyond Landis+Gyr Group?

    If Landis+Gyr Group has your attention, do not stop here. Broaden your watchlist with other clear, data driven ideas that could suit your investing style.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.