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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedNov 21, 2024
DataAggregated Company Financials
Companies11
  • 7D0.7%
  • 3M-12.5%
  • 1Y-1.3%
  • YTD0.6%

In the last week, the Consumer Discretionary industry is flat overall, with V-ZUG Holding standing out by going down 8.5%. In line with that, the industry has also been flat over the past 12 months. Earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

Has the Swiss Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 21 Nov 2024CHF 85.3bCHF 45.0bCHF 3.8b18.4x22.3x1.9x
Sat, 19 Oct 2024CHF 91.4bCHF 45.2bCHF 4.3b21.3x21.4x2x
Mon, 16 Sep 2024CHF 86.2bCHF 45.2bCHF 4.3b21.7x20.3x1.9x
Wed, 14 Aug 2024CHF 92.9bCHF 46.5bCHF 4.4b20.9x21.3x2x
Fri, 12 Jul 2024CHF 101.5bCHF 46.9bCHF 4.8b16.4x21.3x2.2x
Sun, 09 Jun 2024CHF 106.8bCHF 46.8bCHF 4.7b16.7x22.5x2.3x
Tue, 07 May 2024CHF 96.1bCHF 46.8bCHF 5.0b16.5x19.4x2.1x
Thu, 04 Apr 2024CHF 100.6bCHF 46.8bCHF 4.9b14.9x20.3x2.1x
Sat, 02 Mar 2024CHF 102.6bCHF 42.1bCHF 4.8b14.6x21.5x2.4x
Mon, 29 Jan 2024CHF 94.3bCHF 43.7bCHF 4.8b18.8x19.8x2.2x
Wed, 27 Dec 2023CHF 88.2bCHF 43.8bCHF 4.9b19.7x18x2x
Fri, 24 Nov 2023CHF 84.9bCHF 44.2bCHF 5.0b19.7x17.1x1.9x
Sun, 22 Oct 2023CHF 79.3bCHF 43.3bCHF 4.9b19.3x16.4x1.8x
Tue, 19 Sep 2023CHF 90.0bCHF 43.6bCHF 4.9b18.7x18.3x2.1x
Thu, 17 Aug 2023CHF 95.3bCHF 44.3bCHF 4.9b20.2x19.5x2.1x
Sat, 15 Jul 2023CHF 113.2bCHF 41.6bCHF 5.0b22.3x22.9x2.7x
Mon, 12 Jun 2023CHF 104.9bCHF 41.3bCHF 4.8b21.6x21.9x2.5x
Wed, 10 May 2023CHF 109.3bCHF 42.5bCHF 3.7b20.5x29.9x2.6x
Fri, 07 Apr 2023CHF 103.6bCHF 42.6bCHF 3.7b22x28.2x2.4x
Sun, 05 Mar 2023CHF 109.5bCHF 41.4bCHF 3.7b24.2x29.2x2.6x
Tue, 31 Jan 2023CHF 106.0bCHF 41.7bCHF 3.8b23.8x28.2x2.5x
Thu, 29 Dec 2022CHF 90.3bCHF 41.1bCHF 3.7b23.3x24.3x2.2x
Sat, 26 Nov 2022CHF 85.4bCHF 41.0bCHF 3.7b22.8x23x2.1x
Mon, 24 Oct 2022CHF 77.7bCHF 40.4bCHF 3.2b21x24.1x1.9x
Wed, 21 Sep 2022CHF 78.3bCHF 40.0bCHF 3.2b20.8x24.7x2x
Fri, 19 Aug 2022CHF 86.0bCHF 39.4bCHF 3.2b22.8x27.2x2.2x
Sun, 17 Jul 2022CHF 76.4bCHF 37.7bCHF 2.8b19.8x27.7x2x
Tue, 14 Jun 2022CHF 78.1bCHF 38.5bCHF 2.8b23.2x27.7x2x
Thu, 12 May 2022CHF 82.8bCHF 35.9bCHF 3.1b20.1x26.4x2.3x
Sat, 09 Apr 2022CHF 89.1bCHF 35.4bCHF 3.1b20.2x29.1x2.5x
Mon, 07 Mar 2022CHF 83.0bCHF 33.5bCHF 1.3b18.3x65.4x2.5x
Wed, 02 Feb 2022CHF 104.3bCHF 34.2bCHF 1.4b18.5x76.3x3x
Fri, 31 Dec 2021CHF 103.8bCHF 33.6bCHF 1.1b20.6x94.6x3.1x
Sun, 28 Nov 2021CHF 100.7bCHF 33.8bCHF 1.1b20.3x90x3x
Price to Earnings Ratio

90x


Total Market Cap: CHF 100.7bTotal Earnings: CHF 1.1bTotal Revenue: CHF 33.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 29.5x202220232024
Current Industry PE
  • Investors are pessimistic on the Swiss Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 22.3x which is lower than its 3-year average PE of 29.5x.
  • The 3-year average PS ratio of 2.3x is higher than the industry's current PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 51% per year over the last three years.
  • Revenues for these companies have grown 10% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Swiss Consumer Discretionary sector?

CH Market-1.36%
Consumer Discretionary0.69%
Specialty Stores3.07%
Hospitality0.86%
Luxury0.61%
Auto0%
Leisure0%
Consumer Services0%
Retail Distributors0%
Online Retail and Ecommerce0%
General Merchandise and Department Stores0%
Auto Components-3.05%
Consumer Durables-8.45%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry, which is trading close to its 3-year average PE ratio of 43.6x.
    • Analysts are expecting annual earnings growth of 23.1%, which is lower than the prior year's growth of 162.2% per year.
  • Investors are most pessimistic about the Consumer Durables industry, which is trading below its 3-year average of 31.1x.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 40% over the next 5 years.
  • This is better than its past earnings decline of 44% per year.
  • In contrast, the Luxury industry is expected to see its earnings grow by 10% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
AVOL AvoltaCHF 33.521.8%
+CHF 90.2m		9.0%PE39.9x
ODHN Orascom Development HoldingCHF 3.951.5%
+CHF 3.6m		-20.5%PS0.3x
MOZN mobilezone holding agCHF 13.960.3%
+CHF 1.7m		5.4%PE12.3x
KSBE Kursaal BernCHF 364.500.7%
+CHF 305.9k		13.2%n/a
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CHF 101.40

Autoneum Holding

7D

-3.2%

1Y

-10.6%

ODHN

CHF 3.95

Orascom Development Holding

7D

1.5%

1Y

-20.5%

LMN

CHF 16.72

lastminute.com

7D

-2.1%

1Y

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CFR

CHF 117.65

Compagnie Financière Richemont

7D

-2.6%

1Y

3.6%

UHR

CHF 159.00

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1Y

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FTON

CHF 15.60

Feintool International Holding

7D

-2.5%

1Y

-21.6%

AVOL

CHF 33.52

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7D

1.8%

1Y

9.0%

Avolta AG's (VTX:AVOL) P/E Is On The Mark

Oct 19
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CALN

CHF 23.65

CALIDA Holding

7D

-3.1%

1Y

-14.2%

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MOZN

CHF 13.96

mobilezone holding ag

7D

0.3%

1Y

5.4%

TIBN

CHF 38.20

Bergbahnen Engelberg-Trübsee-Titlis

7D

-1.3%

1Y

-6.6%

VZUG

CHF 46.40

V-ZUG Holding

7D

-5.3%

1Y

-21.4%

KSBE

CHF 364.50

Kursaal Bern

7D

0.7%

1Y

13.2%