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Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedFeb 01, 2025
DataAggregated Company Financials
Companies11
  • 7D2.9%
  • 3M33.4%
  • 1Y30.1%
  • YTD28.3%

The Consumer Discretionary industry is up 2.9% in the last week, with Compagnie Financière Richemont up 3.1%. This takes the industry's 12 month performance to a gain of 30%. 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
Sat, 01 Feb 2025CHF 121.4bCHF 45.2bCHF 3.9b21.1x31.2x2.7x
Mon, 30 Dec 2024CHF 97.0bCHF 45.1bCHF 3.9b20.8x25.1x2.1x
Wed, 27 Nov 2024CHF 87.3bCHF 44.9bCHF 3.8b18.8x22.8x1.9x
Fri, 25 Oct 2024CHF 92.5bCHF 45.2bCHF 4.3b21.9x21.7x2x
Sun, 22 Sep 2024CHF 82.6bCHF 45.4bCHF 4.3b21.3x19.3x1.8x
Tue, 20 Aug 2024CHF 96.7bCHF 45.6bCHF 4.3b22.2x22.3x2.1x
Thu, 18 Jul 2024CHF 97.8bCHF 46.1bCHF 4.4b17.4x22.3x2.1x
Sat, 15 Jun 2024CHF 102.8bCHF 46.4bCHF 4.7b16x21.9x2.2x
Mon, 13 May 2024CHF 98.5bCHF 46.8bCHF 5.0b16.6x19.8x2.1x
Wed, 10 Apr 2024CHF 98.1bCHF 46.9bCHF 5.0b17x19.7x2.1x
Fri, 08 Mar 2024CHF 103.3bCHF 42.2bCHF 4.8b14.4x21.5x2.4x
Sun, 04 Feb 2024CHF 94.3bCHF 43.6bCHF 4.8b18.6x19.8x2.2x
Tue, 02 Jan 2024CHF 88.3bCHF 43.5bCHF 4.8b19.8x18.3x2x
Thu, 30 Nov 2023CHF 82.5bCHF 44.1bCHF 5.0b20.3x16.6x1.9x
Sat, 28 Oct 2023CHF 79.3bCHF 43.5bCHF 4.9b19.3x16.2x1.8x
Mon, 25 Sep 2023CHF 88.1bCHF 43.7bCHF 4.9b18.4x17.8x2x
Wed, 23 Aug 2023CHF 92.5bCHF 43.3bCHF 4.8b20.1x19.2x2.1x
Fri, 21 Jul 2023CHF 102.6bCHF 41.6bCHF 4.9b20.8x20.8x2.5x
Sun, 18 Jun 2023CHF 109.8bCHF 41.4bCHF 4.8b22.3x22.8x2.7x
Tue, 16 May 2023CHF 113.4bCHF 42.4bCHF 3.6b27.6x31.4x2.7x
Thu, 13 Apr 2023CHF 102.7bCHF 42.6bCHF 3.7b21.1x27.9x2.4x
Sat, 11 Mar 2023CHF 107.9bCHF 42.5bCHF 3.7b23.5x29.4x2.5x
Mon, 06 Feb 2023CHF 106.8bCHF 41.4bCHF 3.7b23.9x28.5x2.6x
Wed, 04 Jan 2023CHF 94.5bCHF 41.1bCHF 3.7b24.9x25.4x2.3x
Fri, 02 Dec 2022CHF 90.7bCHF 41.1bCHF 3.7b22.9x24.5x2.2x
Sun, 30 Oct 2022CHF 75.9bCHF 40.6bCHF 3.2b21.3x23.4x1.9x
Tue, 27 Sep 2022CHF 74.9bCHF 39.9bCHF 3.2b19.9x23.7x1.9x
Thu, 25 Aug 2022CHF 86.3bCHF 39.3bCHF 3.2b22.1x27.3x2.2x
Sat, 23 Jul 2022CHF 82.6bCHF 37.9bCHF 2.8b19.6x30x2.2x
Mon, 20 Jun 2022CHF 73.8bCHF 38.1bCHF 2.8b19.6x26.6x1.9x
Wed, 18 May 2022CHF 83.7bCHF 35.9bCHF 3.1b20.4x26.7x2.3x
Fri, 15 Apr 2022CHF 91.0bCHF 35.4bCHF 3.1b20.4x29.7x2.6x
Sun, 13 Mar 2022CHF 85.1bCHF 33.6bCHF 1.3b21.2x64.7x2.5x
Tue, 08 Feb 2022CHF 99.4bCHF 34.5bCHF 1.4b17.7x70.6x2.9x
Price to Earnings Ratio

70.6x


Total Market Cap: CHF 99.4bTotal Earnings: CHF 1.4bTotal Revenue: CHF 34.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 25.2x202320242025
Current Industry PE
  • Investors are optimistic on the Swiss Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 31.2x which is higher than its 3-year average PE of 25.2x.
  • The 3-year average PS ratio of 2.2x is lower than the industry's current PS ratio of 2.7x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 40% per year over the last three years.
  • Revenues for these companies have grown 9.5% 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 Market2.06%
Consumer Discretionary2.88%
Luxury3.06%
Consumer Durables1.96%
Hospitality0.35%
Specialty Stores0.34%
Auto0%0
Leisure0%0
Consumer Services0%0
Retail Distributors0%0
Online Retail and Ecommerce0%0
General Merchandise and Department Stores0%0
Auto Components-0.16%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry, which is trading close to its 3-year average PE ratio of 46.6x.
    • Analysts are expecting annual earnings growth of 20.0%, 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 31.2x.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 60% over the next 5 years.
  • However this is lower than its past earnings growth rate of 179% per year.
  • In contrast, the Luxury industry is expected to see its earnings grow by 11% 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
CFR Compagnie Financière RichemontCHF 177.103.1%
+CHF 3.2b		37.7%PE32.6x
UHR Swatch GroupCHF 169.502.1%
+CHF 181.6m		-14.7%PE16.9x
AVOL AvoltaCHF 41.420.3%
+CHF 20.2m		23.3%PE47.3x
FTON Feintool International HoldingCHF 14.407.5%
+CHF 14.7m		-18.3%PE26.1x
VZUG V-ZUG HoldingCHF 46.802.0%
+CHF 5.8m		-22.1%PE18.7x
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Latest News

UHR

CHF 169.50

Swatch Group

7D

2.1%

1Y

-14.7%

FTON

CHF 14.40

Feintool International Holding

7D

7.5%

1Y

-18.3%

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Jan 28
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TIBN

CHF 42.00

Bergbahnen Engelberg-Trübsee-Titlis

7D

1.4%

1Y

-4.3%

Slowing Rates Of Return At Bergbahnen Engelberg-Trübsee-Titlis (VTX:TIBN) Leave Little Room For Excitement

Jan 28
Slowing Rates Of Return At Bergbahnen Engelberg-Trübsee-Titlis (VTX:TIBN) Leave Little Room For Excitement

CFR

CHF 177.10

Compagnie Financière Richemont

7D

3.1%

1Y

37.7%

AVOL

CHF 41.42

Avolta

7D

0.3%

1Y

23.3%

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Jan 19
Investors Will Want Avolta's (VTX:AVOL) Growth In ROCE To Persist

VZUG

CHF 46.80

V-ZUG Holding

7D

2.0%

1Y

-22.1%

MOZN

CHF 11.44

mobilezone holding ag

7D

0.7%

1Y

-12.4%

Little Excitement Around mobilezone holding ag's (VTX:MOZN) Earnings As Shares Take 28% Pounding

Dec 19
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AUTN

CHF 127.40

Autoneum Holding

7D

-2.2%

1Y

0.6%

Investors Continue Waiting On Sidelines For Autoneum Holding AG (VTX:AUTN)

Dec 10
Investors Continue Waiting On Sidelines For Autoneum Holding AG (VTX:AUTN)

LMN

CHF 15.82

lastminute.com

7D

-0.6%

1Y

-34.1%

CALN

CHF 22.50

CALIDA Holding

7D

-0.9%

1Y

-17.7%

CALIDA Holding AG's (VTX:CALN) Business Is Trailing The Industry But Its Shares Aren't

Sep 21
CALIDA Holding AG's (VTX:CALN) Business Is Trailing The Industry But Its Shares Aren't

KSBE

CHF 356.75

Kursaal Bern

7D

3.4%

1Y

5.7%