Header cover image

Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedDec 01, 2023
DataAggregated Company Financials
  • 7D-3.3%
  • 3M-12.2%
  • 1Y-11.2%
  • YTD-15.1%

Over the last 7 days, the Consumer Discretionary industry has dropped 3.3%, driven by a pullback from Compagnie Financière Richemont of 3.8%. However, the industry is down 11% over the past year. As for the next few years, earnings are expected to grow by 10% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 01 Dec 2023CHF82.2bCHF44.0bCHF4.9b20x16.7x1.9x
Sun, 29 Oct 2023CHF79.3bCHF43.5bCHF4.9b19.3x16.2x1.8x
Tue, 26 Sep 2023CHF85.9bCHF43.7bCHF4.9b18.7x17.4x2x
Thu, 24 Aug 2023CHF92.7bCHF43.3bCHF4.8b20.6x19.2x2.1x
Sat, 22 Jul 2023CHF103.9bCHF41.5bCHF4.9b20.9x21.1x2.5x
Mon, 19 Jun 2023CHF109.8bCHF41.4bCHF4.8b22.3x22.8x2.6x
Wed, 17 May 2023CHF112.8bCHF41.4bCHF4.8b22.2x23.5x2.7x
Fri, 14 Apr 2023CHF106.4bCHF42.5bCHF3.7b21.5x29x2.5x
Sun, 12 Mar 2023CHF107.9bCHF42.4bCHF3.7b23.5x29.4x2.5x
Tue, 07 Feb 2023CHF104.7bCHF41.3bCHF3.7b23.7x28.1x2.5x
Thu, 05 Jan 2023CHF96.5bCHF41.1bCHF3.7b24.9x26x2.4x
Sat, 03 Dec 2022CHF90.6bCHF41.1bCHF3.7b22.4x24.4x2.2x
Mon, 31 Oct 2022CHF75.9bCHF40.6bCHF3.2b21.3x23.4x1.9x
Wed, 28 Sep 2022CHF75.0bCHF39.8bCHF3.1b19.7x23.8x1.9x
Fri, 26 Aug 2022CHF87.1bCHF39.3bCHF3.2b22x27.6x2.2x
Sun, 24 Jul 2022CHF82.4bCHF37.8bCHF2.7b20.8x30.3x2.2x
Tue, 21 Jun 2022CHF74.3bCHF38.1bCHF2.8b19.3x26.8x1.9x
Thu, 19 May 2022CHF81.8bCHF35.7bCHF3.1b20.2x26.3x2.3x
Sat, 16 Apr 2022CHF91.0bCHF35.4bCHF3.1b20.4x29.6x2.6x
Mon, 14 Mar 2022CHF85.1bCHF33.6bCHF1.3b21.2x64.7x2.5x
Wed, 09 Feb 2022CHF99.4bCHF34.5bCHF1.4b17.8x70.5x2.9x
Fri, 07 Jan 2022CHF107.0bCHF33.7bCHF1.1b21.5x96.9x3.2x
Sun, 05 Dec 2021CHF101.6bCHF33.7bCHF1.1b20.3x92.2x3x
Tue, 02 Nov 2021CHF90.7bCHF30.3bCHF5.6m20.2x16303.2x3x
Thu, 30 Sep 2021CHF80.7bCHF30.7bCHF39.9m19.1x2020x2.6x
Sat, 28 Aug 2021CHF84.7bCHF31.0bCHF68.2m19.6x1242.3x2.7x
Sun, 04 Jul 2021CHF92.4bCHF31.0bCHF68.2m15.3x1354.4x3x
Wed, 07 Apr 2021CHF77.3bCHF30.4b-CHF513,795,498.2723.2x-150.4x2.5x
Sat, 09 Jan 2021CHF68.0bCHF29.2b-CHF1,700,844,497.8522.9x-40x2.3x
Price to Earnings Ratio


Total Market Cap: CHF64.0bTotal Earnings: -CHF1,481,963,558.80Total Revenue: CHF31.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 516.8x202120222023
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 16.7x which is lower than its 3-year average PE of 517x.
  • The 3-year average PS ratio of 2.5x is higher than the industry's current PS ratio of 1.9x.
Past Earnings Growth
  • Total earnings for the Consumer Discretionary industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 12% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

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

CH Market0.12%
Consumer Discretionary-3.25%
Consumer Durables4.75%
Auto Components3.11%
Consumer Services0%
Retail Distributors0%
Online Retail and Ecommerce0%
General Merchandise and Department Stores0%
Specialty Stores-0.55%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio.
    • Analysts expect its future annual earnings growth (67.6%) to be largely in line with prior year's earnings growth.
  • Investors are most pessimistic about the Auto Components industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 68% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Luxury industry is expected to see its earnings grow by 8.0% 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
AUTN Autoneum HoldingCHF118.404.4%
VZUG V-ZUG HoldingCHF61.804.7%
CALN CALIDA HoldingCHF28.503.4%
TIBN Bergbahnen Engelberg-Trübsee-TitlisCHF41.200.7%
FTON Feintool International HoldingCHF19.940.2%
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.