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Swiss (SMI) Financials Sector Analysis

UpdatedFeb 18, 2025
DataAggregated Company Financials
Companies44
  • 7D0.5%
  • 3M9.8%
  • 1Y23.1%
  • YTD6.7%

Over the last 7 days, the Financials industry has remained flat, although notably Julius Bär Gruppe gained 4.0%. The past year has been better, since the industry has gained 23% in that time. Earnings are forecast to grow by 14% annually.

Sector Valuation and Performance

Has the Swiss Financials Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Feb 2025CHF 374.6bCHF 242.0bCHF 59.2b14.7x6.3x1.5x
Thu, 16 Jan 2025CHF 358.9bCHF 242.4bCHF 58.2b16.2x6.2x1.5x
Sat, 14 Dec 2024CHF 350.4bCHF 239.0bCHF 57.9b14.9x6x1.5x
Mon, 11 Nov 2024CHF 339.0bCHF 240.8bCHF 58.3b14.5x5.8x1.4x
Wed, 09 Oct 2024CHF 330.1bCHF 237.0bCHF 56.2b14.4x5.9x1.4x
Fri, 06 Sep 2024CHF 317.3bCHF 234.5bCHF 56.0b14.2x5.7x1.4x
Sun, 04 Aug 2024CHF 305.1bCHF 230.2bCHF 78.3b13.8x3.9x1.3x
Tue, 02 Jul 2024CHF 323.2bCHF 226.4bCHF 68.8b14.1x4.7x1.4x
Thu, 30 May 2024CHF 324.0bCHF 228.1bCHF 69.1b13.9x4.7x1.4x
Sat, 27 Apr 2024CHF 304.3bCHF 196.2bCHF 39.4b13.7x7.7x1.6x
Mon, 25 Mar 2024CHF 329.9bCHF 193.3bCHF 40.4b13.8x8.2x1.7x
Wed, 21 Feb 2024CHF 307.5bCHF 189.5bCHF 52.0b13.6x5.9x1.6x
Fri, 19 Jan 2024CHF 303.9bCHF 213.7bCHF 59.1b13.2x5.1x1.4x
Sun, 17 Dec 2023CHF 307.4bCHF 214.0bCHF 59.1b13.3x5.2x1.4x
Tue, 14 Nov 2023CHF 289.3bCHF 218.0bCHF 60.3b13x4.8x1.3x
Thu, 12 Oct 2023CHF 292.6bCHF 202.2bCHF 49.6b14x5.9x1.4x
Sat, 09 Sep 2023CHF 286.8bCHF 199.8bCHF 49.2b13.9x5.8x1.4x
Mon, 07 Aug 2023CHF 270.6bCHF 193.9bCHF 24.7b14.5x11x1.4x
Wed, 05 Jul 2023CHF 262.3bCHF 195.6bCHF 24.3b13.6x10.8x1.3x
Fri, 02 Jun 2023CHF 263.1bCHF 196.9bCHF 24.5b14.8x10.7x1.3x
Sun, 30 Apr 2023CHF 271.4bCHF 194.3bCHF 23.5b14.9x11.5x1.4x
Tue, 28 Mar 2023CHF 263.0bCHF 183.7bCHF 12.1b14.7x21.8x1.4x
Thu, 23 Feb 2023CHF 287.8bCHF 188.6bCHF 12.2b15.1x23.6x1.5x
Sat, 21 Jan 2023CHF 287.2bCHF 194.7bCHF 11.3b14.8x25.5x1.5x
Mon, 19 Dec 2022CHF 265.7bCHF 196.2bCHF 11.4b13.6x23.3x1.4x
Wed, 16 Nov 2022CHF 271.2bCHF 197.8bCHF 12.1b14x22.5x1.4x
Fri, 14 Oct 2022CHF 243.2bCHF 207.8bCHF 17.9b12.3x13.6x1.2x
Sun, 11 Sep 2022CHF 267.5bCHF 204.2bCHF 17.5b12.6x15.3x1.3x
Tue, 09 Aug 2022CHF 268.4bCHF 227.9bCHF 17.7b12.7x15.1x1.2x
Thu, 07 Jul 2022CHF 254.4bCHF 232.7bCHF 20.2b12.1x12.6x1.1x
Sat, 04 Jun 2022CHF 284.5bCHF 231.4bCHF 20.1b12.6x14.2x1.2x
Mon, 02 May 2022CHF 286.6bCHF 233.5bCHF 20.8b13.1x13.8x1.2x
Wed, 30 Mar 2022CHF 306.4bCHF 251.5bCHF 46.2b13.3x6.6x1.2x
Fri, 25 Feb 2022CHF 289.8bCHF 270.5bCHF 66.4b14x4.4x1.1x
Price to Earnings Ratio

4.4x


Total Market Cap: CHF 289.8bTotal Earnings: CHF 66.4bTotal Revenue: CHF 270.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Financials Sector Price to Earnings3Y Average 10.6x202320242025
Current Industry PE
  • Investors are pessimistic on the Swiss Financials 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 6.3x which is lower than its 3-year average PE of 10.6x.
  • The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Financials industry have declined 3.7% per year over the last three years,
  • Revenues have also declined 3.6% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the Swiss Financials sector?

CH Market1.72%
Financials0.45%
Diversified Financial3.13%
Consumer Finance1.47%
Capital Markets0.92%
Banks0.53%
Mortgage Finance0%0
Mortgage REITs0%0
Insurance-0.072%
Industry PE
  • Investors are most optimistic about the Capital Markets industry which is trading above its 3-year average PE ratio of 19.7x.
    • Analysts expect its future annual earnings growth (19.1%) to be largely in line with prior year's earnings growth.
  • Investors are most pessimistic about the Diversified Financial industry, which is trading close to its 3-year average of 0.0085x.
Forecasted Growth
  • Analysts are most optimistic on the Capital Markets industry, expecting annual earnings growth of 19% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Banks industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
BAER Julius Bär GruppeCHF 59.504.0%
+CHF 471.2m
22.0%PE11.9x
UBSG UBS GroupCHF 30.430.4%
+CHF 381.0m
24.2%PE21.1x
PGHN Partners Group HoldingCHF 1.42k1.0%
+CHF 365.5m
14.5%PE38.6x
SLHN Swiss Life HoldingCHF 773.001.2%
+CHF 246.6m
20.7%PE20x
SQN Swissquote Group HoldingCHF 427.203.0%
+CHF 184.2m
84.5%PE24.8x
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