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Swiss (SMI) Financials Sector Analysis

UpdatedJul 26, 2024
DataAggregated Company Financials
Companies46
  • 7D-1.8%
  • 3M4.6%
  • 1Y15.6%
  • YTD6.9%

In the last week, Financials has been flat. The past year has been better, since the industry has gained 18% in that time. Looking forward, earnings are forecast to decline by 2.3% per year.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Jul 2024CHF 318.3bCHF 222.7bCHF 68.0b13.9x4.7x1.4x
Sun, 23 Jun 2024CHF 323.0bCHF 224.9bCHF 68.4b14.2x4.7x1.4x
Tue, 21 May 2024CHF 324.7bCHF 227.3bCHF 69.0b13.8x4.7x1.4x
Thu, 18 Apr 2024CHF 307.4bCHF 192.9bCHF 39.3b13.8x7.8x1.6x
Sat, 16 Mar 2024CHF 329.8bCHF 191.4bCHF 40.0b14.1x8.2x1.7x
Mon, 12 Feb 2024CHF 300.2bCHF 188.1bCHF 51.7b13.3x5.8x1.6x
Wed, 10 Jan 2024CHF 305.4bCHF 211.5bCHF 58.4b13.3x5.2x1.4x
Fri, 08 Dec 2023CHF 302.4bCHF 214.7bCHF 59.3b13.5x5.1x1.4x
Sun, 05 Nov 2023CHF 290.9bCHF 213.8bCHF 61.1b13.9x4.8x1.4x
Tue, 03 Oct 2023CHF 284.0bCHF 198.0bCHF 49.7b13.9x5.7x1.4x
Thu, 31 Aug 2023CHF 276.5bCHF 197.6bCHF 25.0b14.2x11x1.4x
Sat, 29 Jul 2023CHF 275.3bCHF 192.4bCHF 24.0b14.5x11.5x1.4x
Mon, 26 Jun 2023CHF 260.5bCHF 195.6bCHF 24.3b13.8x10.7x1.3x
Wed, 24 May 2023CHF 267.0bCHF 196.1bCHF 24.4b15x10.9x1.4x
Fri, 21 Apr 2023CHF 273.7bCHF 181.1bCHF 11.8b15.5x23.2x1.5x
Sun, 19 Mar 2023CHF 257.9bCHF 186.0bCHF 12.5b14.4x20.6x1.4x
Tue, 14 Feb 2023CHF 287.7bCHF 192.7bCHF 12.1b14.5x23.7x1.5x
Thu, 12 Jan 2023CHF 283.9bCHF 195.7bCHF 11.3b14.4x25x1.5x
Sat, 10 Dec 2022CHF 274.4bCHF 196.0bCHF 11.4b13.7x24.1x1.4x
Mon, 07 Nov 2022CHF 261.4bCHF 204.7bCHF 12.9b12.9x20.3x1.3x
Wed, 05 Oct 2022CHF 254.3bCHF 205.1bCHF 17.6b12.4x14.4x1.2x
Fri, 02 Sep 2022CHF 259.8bCHF 207.3bCHF 17.8b12.2x14.6x1.3x
Sun, 31 Jul 2022CHF 264.7bCHF 228.0bCHF 18.0b12.4x14.7x1.2x
Tue, 28 Jun 2022CHF 264.9bCHF 230.2bCHF 20.0b12.3x13.3x1.2x
Thu, 26 May 2022CHF 285.4bCHF 231.3bCHF 20.1b12.8x14.2x1.2x
Sat, 23 Apr 2022CHF 293.9bCHF 255.9bCHF 46.6b13.3x6.3x1.1x
Mon, 21 Mar 2022CHF 297.9bCHF 250.7bCHF 45.9b13.5x6.5x1.2x
Wed, 16 Feb 2022CHF 314.8bCHF 270.5bCHF 66.4b14.1x4.7x1.2x
Fri, 14 Jan 2022CHF 314.9bCHF 268.8bCHF 67.4b14.7x4.7x1.2x
Sun, 12 Dec 2021CHF 296.1bCHF 270.4bCHF 67.6b14.3x4.4x1.1x
Tue, 09 Nov 2021CHF 309.3bCHF 269.4bCHF 67.5b14.3x4.6x1.1x
Thu, 07 Oct 2021CHF 283.1bCHF 287.4bCHF 84.0b14.2x3.4x1x
Sat, 04 Sep 2021CHF 297.7bCHF 284.7bCHF 83.7b14.9x3.6x1x
Mon, 02 Aug 2021CHF 288.9bCHF 284.7bCHF 83.7b14.7x3.5x1x
Price to Earnings Ratio

3.5x


Total Market Cap: CHF 288.9bTotal Earnings: CHF 83.7bTotal Revenue: CHF 284.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Financials Sector Price to Earnings3Y Average 10.3x202220232024
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 4.7x which is lower than its 3-year average PE of 10.3x.
  • The industry is trading close to its 3-year average PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Financials industry have declined 6.6% per year over the last three years,
  • Revenues have also declined 7.8% 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 Market-1.02%
Financials-1.76%
Mortgage Finance0%
Mortgage REITs0%
Banks-0.83%
Insurance-0.88%
Diversified Financial-1.10%
Consumer Finance-2.46%
Capital Markets-2.78%
Industry PE
  • Investors are most optimistic about the Insurance industry, which is trading close to its 3-year average PE ratio of 14.6x.
    • Analysts are expecting annual earnings growth of 8.8%, which is higher than its past year's earnings decline of 1.0% per year.
  • Investors are most pessimistic about the Diversified Financial industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 0.0086x.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Finance industry, expecting annual earnings growth of 9.2% over the next 5 years.
  • This is better than its past earnings decline of 6.7% per year.
  • In contrast, the Capital Markets industry is expected to see its earnings decline by 13% 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
PGHN Partners Group HoldingCHF 1.21k1.1%
+CHF 337.7m		21.6%PE31.3x
EFGN EFG InternationalCHF 13.501.4%
+CHF 54.3m		25.7%PE13.6x
TKBP Thurgauer KantonalbankCHF 124.501.6%
+CHF 40.0m		3.3%PB0.9x
BAER Julius Bär GruppeCHF 51.960.3%
+CHF 36.9m		-17.7%PE23.4x
LUKN Luzerner KantonalbankCHF 67.101.1%
+CHF 34.5m		-10.1%PB0.9x
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Latest News

EFGN

CHF 13.50

EFG International

7D

1.4%

1Y

25.7%

CMBN

CHF 76.50

Cembra Money Bank

7D

-0.9%

1Y

15.1%

BAER

CHF 51.96

Julius Bär Gruppe

7D

0.3%

1Y

-17.7%

UBSG

CHF 26.85

UBS Group

7D

-1.9%

1Y

40.5%

ZUGER

CHF 8,280.00

Zuger Kantonalbank

7D

-1.4%

1Y

6.7%

HELN

CHF 129.80

Helvetia Holding

7D

0.3%

1Y

-0.5%

SQN

CHF 274.20

Swissquote Group Holding

7D

0.6%

1Y

41.7%

ZURN

CHF 474.60

Zurich Insurance Group

7D

-0.9%

1Y

11.0%

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Jul 11
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BCVN

CHF 93.90

Banque Cantonale Vaudoise

7D

-1.6%

1Y

-4.8%

PGHN

CHF 1,208.00

Partners Group Holding

7D

1.1%

1Y

21.6%

GRKP

CHF 1,680.00

Graubündner Kantonalbank

7D

-3.2%

1Y

2.8%

Is Now The Time To Put Graubündner Kantonalbank (VTX:GRKP) On Your Watchlist?

Jun 06
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SREN

CHF 107.30

Swiss Re

7D

-1.1%

1Y

14.9%

BEKN

CHF 233.00

Berner Kantonalbank

7D

-1.7%

1Y

-2.1%

TKBP

CHF 124.50

Thurgauer Kantonalbank

7D

1.6%

1Y

3.3%

Thurgauer Kantonalbank (VTX:TKBP) Ticks All The Boxes When It Comes To Earnings Growth

May 29
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LUKN

CHF 67.10

Luzerner Kantonalbank

7D

1.1%

1Y

-10.1%

VT5

CHF 11.40

VT5 Acquisition

7D

12.9%

1Y

21.3%