Investing IdeasBrowse All StocksMarkets

Have your own idea? Try our Stock Screener

Header cover image

Swiss (SMI) Consumer Discretionary Sector Analysis

UpdatedDec 21, 2024
DataAggregated Company Financials
Companies11
  • 7D-1.2%
  • 3M15.4%
  • 1Y9.1%
  • YTD12.6%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.2%, driven by a pullback from Compagnie Financière Richemont of 1.1%. In contrast, Orascom Development Holding has gained 41%. Over the past 12 months, the industry was up 9.1%. Looking forward, 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
Sun, 22 Dec 2024CHF 95.3bCHF 44.9bCHF 3.8b20.6x24.8x2.1x
Tue, 19 Nov 2024CHF 87.1bCHF 45.0bCHF 3.8b18.8x22.7x1.9x
Thu, 17 Oct 2024CHF 90.8bCHF 45.2bCHF 4.3b21.5x21.3x2x
Sat, 14 Sep 2024CHF 86.2bCHF 45.2bCHF 4.3b21.7x20.3x1.9x
Mon, 12 Aug 2024CHF 91.6bCHF 46.4bCHF 4.3b20.7x21.1x2x
Wed, 10 Jul 2024CHF 99.1bCHF 46.8bCHF 4.8b16x20.8x2.1x
Fri, 07 Jun 2024CHF 106.3bCHF 46.8bCHF 4.8b16.9x22.4x2.3x
Sun, 05 May 2024CHF 95.9bCHF 46.7bCHF 5.0b16.2x19.3x2.1x
Tue, 02 Apr 2024CHF 100.4bCHF 46.7bCHF 4.9b15.7x20.4x2.1x
Thu, 29 Feb 2024CHF 99.9bCHF 42.0bCHF 4.8b14.7x21x2.4x
Sat, 27 Jan 2024CHF 94.3bCHF 43.7bCHF 4.8b18.8x19.8x2.2x
Mon, 25 Dec 2023CHF 88.2bCHF 43.8bCHF 4.9b19.7x18x2x
Wed, 22 Nov 2023CHF 84.8bCHF 44.2bCHF 5.0b19.8x17x1.9x
Fri, 20 Oct 2023CHF 80.3bCHF 43.4bCHF 4.9b19.7x16.5x1.9x
Sun, 17 Sep 2023CHF 91.4bCHF 43.5bCHF 4.9b18.7x18.7x2.1x
Tue, 15 Aug 2023CHF 97.8bCHF 44.3bCHF 4.9b20.2x20x2.2x
Thu, 13 Jul 2023CHF 111.0bCHF 41.2bCHF 4.8b22.1x23.3x2.7x
Sat, 10 Jun 2023CHF 104.9bCHF 41.3bCHF 4.8b21.6x21.9x2.5x
Mon, 08 May 2023CHF 108.9bCHF 42.6bCHF 3.7b20x29.7x2.6x
Wed, 05 Apr 2023CHF 107.0bCHF 42.8bCHF 3.7b21.7x29x2.5x
Fri, 03 Mar 2023CHF 108.7bCHF 41.3bCHF 3.7b24.2x29.1x2.6x
Sun, 29 Jan 2023CHF 106.0bCHF 41.6bCHF 3.7b23.3x28.3x2.5x
Tue, 27 Dec 2022CHF 87.4bCHF 41.2bCHF 3.7b24.4x23.5x2.1x
Thu, 24 Nov 2022CHF 85.8bCHF 40.9bCHF 3.7b23.5x23.3x2.1x
Sat, 22 Oct 2022CHF 77.7bCHF 40.4bCHF 3.2b21x24.1x1.9x
Mon, 19 Sep 2022CHF 77.1bCHF 40.1bCHF 3.2b20.8x24.2x1.9x
Wed, 17 Aug 2022CHF 85.6bCHF 39.4bCHF 3.2b23.2x27.2x2.2x
Fri, 15 Jul 2022CHF 78.2bCHF 37.5bCHF 2.7b18.9x28.9x2.1x
Sun, 12 Jun 2022CHF 80.4bCHF 38.5bCHF 2.8b24.1x28.5x2.1x
Tue, 10 May 2022CHF 77.9bCHF 35.9bCHF 3.1b19x24.8x2.2x
Thu, 07 Apr 2022CHF 88.3bCHF 35.4bCHF 3.1b20.5x28.8x2.5x
Sat, 05 Mar 2022CHF 83.0bCHF 33.5bCHF 1.3b18.3x65.4x2.5x
Mon, 31 Jan 2022CHF 99.3bCHF 34.2bCHF 1.4b18.2x72.5x2.9x
Wed, 29 Dec 2021CHF 103.9bCHF 33.7bCHF 1.1b20.4x94.3x3.1x
Price to Earnings Ratio

94.3x


Total Market Cap: CHF 103.9bTotal Earnings: CHF 1.1bTotal Revenue: CHF 33.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Consumer Discretionary Sector Price to Earnings3Y Average 27.6x202220232024
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 24.8x which is lower than its 3-year average PE of 27.7x.
  • The industry is trading close to its 3-year average PS ratio of 2.3x.
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-2.31%
Consumer Discretionary-1.16%
Hospitality17.30%
Auto Components0.26%
Auto0%
Leisure0%
Consumer Services0%
Retail Distributors0%
Online Retail and Ecommerce0%
General Merchandise and Department Stores0%
Consumer Durables-0.40%
Luxury-1.18%
Specialty Stores-2.95%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry, which is trading close to its 3-year average PE ratio of 44.9x.
    • 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 31.2x.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 59% 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 9.2% 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
ODHN Orascom Development HoldingCHF 5.5641.1%
+CHF 96.6m		12.6%PS0.5x
AUTN Autoneum HoldingCHF 116.602.5%
+CHF 16.2m		-13.9%PE21.5x
TIBN Bergbahnen Engelberg-Trübsee-TitlisCHF 38.904.0%
+CHF 5.0m		-4.7%PE7.7x
KSBE Kursaal BernCHF 360.004.3%
+CHF 1.8m		11.6%n/a
Simply Wall St™
Simply Wall Street Pty Ltd
Level 7, 320 Pitt Street, Sydney
Download on the App StoreGet it on Google Play
Popular Markets
USAUUKINCAZA
About UsCareersPlans & PricingLogin
Help CenterLatest CoveragePodcastsAffiliate ProgramBusiness & EnterpriseWhat's New
Financial Services GuideTerms and ConditionsPrivacy Policy
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.

Latest News

ODHN

CHF 5.56

Orascom Development Holding

7D

41.1%

1Y

12.6%

AVOL

CHF 36.16

Avolta

7D

-3.0%

1Y

9.9%

MOZN

CHF 10.06

mobilezone holding ag

7D

-16.0%

1Y

-25.8%

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

Dec 19
Little Excitement Around mobilezone holding ag's (VTX:MOZN) Earnings As Shares Take 28% Pounding

FTON

CHF 13.50

Feintool International Holding

7D

-6.6%

1Y

-25.2%

UHR

CHF 161.55

Swatch Group

7D

-1.9%

1Y

-28.5%

Is The Swatch Group AG (VTX:UHR) Potentially Undervalued?

Dec 12
Is The Swatch Group AG (VTX:UHR) Potentially Undervalued?

AUTN

CHF 116.60

Autoneum Holding

7D

2.5%

1Y

-13.9%

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 15.98

lastminute.com

7D

-2.1%

1Y

-29.0%

CFR

CHF 134.80

Compagnie Financière Richemont

7D

-1.1%

1Y

16.3%

CALN

CHF 22.35

CALIDA Holding

7D

-2.2%

1Y

-25.0%

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

TIBN

CHF 38.90

Bergbahnen Engelberg-Trübsee-Titlis

7D

4.0%

1Y

-4.7%

VZUG

CHF 49.60

V-ZUG Holding

7D

-0.4%

1Y

-24.6%

KSBE

CHF 360.00

Kursaal Bern

7D

4.3%

1Y

11.6%