ABB: Like Much Of The Market, Overvalued For 2026E

2026-01-29 11:39:37 ET

As an honest value-oriented investor, my room for arguing that my ratings of "HOLD" because of valuation are valid, is limited by the subsequent performance that the company in question manages. ABB ( ABBNY ) is a complex thesis. In my last article , over a year ago, I gave a "HOLD" rating. You can find that article here. I will argue that the valuation was the right one, based on the early 2025A drop in valuation, when the company moved from over 50 CHF to less than 40.20 CHF , a valuation drop of 20%. At that time, the company was, for the briefest of times, at a fair valuation that could have justified a "BUY". I did not update at that time however, my focus was on other businesses. I also didn't buy ABB ltd, even though I looked into doing this....

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