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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedNov 11, 2024
DataAggregated Company Financials
Companies11
  • 7D-5.7%
  • 3M-6.4%
  • 1Y5.6%
  • YTD1.5%

Over the last 7 days, the Consumer Discretionary industry has dropped 5.7%, driven by a pullback from Compagnie Financière Richemont of 5.7%. In the past year, the industry has gained 5.6%. Looking forward, earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 11 Nov 2024CHF 86.0bCHF 45.1bCHF 3.9b20.6x22.3x1.9x
Wed, 09 Oct 2024CHF 93.5bCHF 45.3bCHF 4.3b21.6x21.9x2.1x
Fri, 06 Sep 2024CHF 88.2bCHF 45.2bCHF 4.2b21.7x20.8x2x
Sun, 04 Aug 2024CHF 92.1bCHF 46.3bCHF 4.3b21x21.4x2x
Tue, 02 Jul 2024CHF 100.7bCHF 46.8bCHF 4.8b15.6x21.2x2.2x
Thu, 30 May 2024CHF 101.9bCHF 47.2bCHF 4.8b17.5x21.1x2.2x
Sat, 27 Apr 2024CHF 94.6bCHF 46.8bCHF 5.0b16.3x19x2x
Mon, 25 Mar 2024CHF 97.4bCHF 46.6bCHF 4.9b15.1x19.8x2.1x
Wed, 21 Feb 2024CHF 98.3bCHF 42.1bCHF 4.8b17.5x20.4x2.3x
Fri, 19 Jan 2024CHF 87.4bCHF 43.8bCHF 4.9b19.5x17.9x2x
Sun, 17 Dec 2023CHF 92.1bCHF 43.9bCHF 4.9b20.1x18.7x2.1x
Tue, 14 Nov 2023CHF 79.2bCHF 44.3bCHF 5.0b19.3x15.9x1.8x
Thu, 12 Oct 2023CHF 82.7bCHF 43.6bCHF 4.9b20.8x16.9x1.9x
Sat, 09 Sep 2023CHF 88.7bCHF 43.5bCHF 4.9b19x18.1x2x
Mon, 07 Aug 2023CHF 101.7bCHF 44.4bCHF 4.9b20.8x20.7x2.3x
Wed, 05 Jul 2023CHF 110.4bCHF 41.4bCHF 4.8b22.1x22.9x2.7x
Fri, 02 Jun 2023CHF 104.8bCHF 41.4bCHF 4.8b21.7x21.8x2.5x
Sun, 30 Apr 2023CHF 108.5bCHF 42.6bCHF 3.7b19.7x29.5x2.5x
Tue, 28 Mar 2023CHF 104.8bCHF 42.6bCHF 3.7b21.7x28.5x2.5x
Thu, 23 Feb 2023CHF 108.0bCHF 41.1bCHF 3.7b24.1x29.1x2.6x
Sat, 21 Jan 2023CHF 101.0bCHF 41.4bCHF 3.7b23.4x27x2.4x
Mon, 19 Dec 2022CHF 87.8bCHF 41.2bCHF 3.7b22.9x23.6x2.1x
Wed, 16 Nov 2022CHF 87.2bCHF 40.9bCHF 3.7b24.8x23.6x2.1x
Fri, 14 Oct 2022CHF 75.4bCHF 40.3bCHF 3.2b20.7x23.5x1.9x
Sun, 11 Sep 2022CHF 81.6bCHF 40.1bCHF 3.2b20.7x25.7x2x
Tue, 09 Aug 2022CHF 87.6bCHF 37.8bCHF 2.7b20.3x32.6x2.3x
Thu, 07 Jul 2022CHF 75.9bCHF 37.6bCHF 2.7b17.8x28x2x
Sat, 04 Jun 2022CHF 85.0bCHF 38.4bCHF 2.8b26.1x30.3x2.2x
Mon, 02 May 2022CHF 88.5bCHF 35.6bCHF 3.1b20.4x28.7x2.5x
Wed, 30 Mar 2022CHF 95.0bCHF 35.6bCHF 3.1b22.9x30.7x2.7x
Fri, 25 Feb 2022CHF 93.0bCHF 34.1bCHF 1.4b17.6x68.6x2.7x
Sun, 23 Jan 2022CHF 103.2bCHF 33.6bCHF 1.1b20.4x94.2x3.1x
Tue, 21 Dec 2021CHF 99.3bCHF 33.7bCHF 1.1b19.7x89.7x2.9x
Thu, 18 Nov 2021CHF 107.8bCHF 33.8bCHF 1.1b21.4x95.7x3.2x
Price to Earnings Ratio

95.7x


Total Market Cap: CHF 107.8bTotal Earnings: CHF 1.1bTotal Revenue: CHF 33.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 99.1x202220232024
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 99x.
  • 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-1.21%
Consumer Discretionary-5.73%
Specialty Stores1.58%
Hospitality0.56%
Auto0%
Leisure0%
Consumer Services0%
Retail Distributors0%
Online Retail and Ecommerce0%
General Merchandise and Department Stores0%
Luxury-6.19%
Consumer Durables-6.47%
Auto Components-8.08%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry, which is trading close to its 3-year average PE ratio of 43.3x.
    • 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 41% 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 34.801.6%
+CHF 81.2m
18.6%PE41.4x
MOZN mobilezone holding agCHF 14.022.5%
+CHF 14.7m
3.9%PE12.4x
LMN lastminute.comCHF 17.161.5%
+CHF 2.8m
-33.2%PE20.4x
ODHN Orascom Development HoldingCHF 3.881.0%
+CHF 2.4m
-20.8%PS0.3x
KSBE Kursaal BernCHF 355.004.4%
+CHF 1.8m
10.9%n/a
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