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Swiss (SMI) Financials Sector Analysis

UpdatedNov 24, 2024
DataAggregated Company Financials
Companies44
  • 7D2.4%
  • 3M7.5%
  • 1Y19.7%
  • YTD17.6%

Over the last 7 days, the Financials industry has risen 1.4%, driven by gains from Zurich Insurance Group of 4.5%. In the last 12 months, the industry was up 19%. As for the next few years, earnings are expected to grow by 15% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 24 Nov 2024CHF 349.0bCHF 239.3bCHF 58.0b14.5x6x1.5x
Tue, 22 Oct 2024CHF 340.9bCHF 238.4bCHF 56.3b14.3x6.1x1.4x
Thu, 19 Sep 2024CHF 323.4bCHF 235.3bCHF 56.1b14.5x5.8x1.4x
Sat, 17 Aug 2024CHF 321.2bCHF 235.9bCHF 56.4b14.6x5.7x1.4x
Mon, 15 Jul 2024CHF 329.1bCHF 224.9bCHF 68.4b14.3x4.8x1.5x
Wed, 12 Jun 2024CHF 322.1bCHF 225.5bCHF 68.6b13.8x4.7x1.4x
Fri, 10 May 2024CHF 315.4bCHF 228.2bCHF 68.6b14.1x4.6x1.4x
Sun, 07 Apr 2024CHF 324.8bCHF 193.4bCHF 39.3b13.9x8.3x1.7x
Tue, 05 Mar 2024CHF 315.4bCHF 213.4bCHF 51.8b13.7x6.1x1.5x
Thu, 01 Feb 2024CHF 311.5bCHF 213.0bCHF 58.8b13.5x5.3x1.5x
Sat, 30 Dec 2023CHF 308.4bCHF 210.1bCHF 58.0b13.5x5.3x1.5x
Mon, 27 Nov 2023CHF 297.4bCHF 215.5bCHF 59.6b13.3x5x1.4x
Wed, 25 Oct 2023CHF 280.4bCHF 201.0bCHF 49.3b13.5x5.7x1.4x
Fri, 22 Sep 2023CHF 293.8bCHF 201.9bCHF 49.6b13.9x5.9x1.5x
Sun, 20 Aug 2023CHF 269.1bCHF 198.1bCHF 25.0b14.2x10.8x1.4x
Tue, 18 Jul 2023CHF 263.6bCHF 191.1bCHF 23.8b13.7x11.1x1.4x
Thu, 15 Jun 2023CHF 266.9bCHF 195.6bCHF 24.3b15x11x1.4x
Sat, 13 May 2023CHF 262.6bCHF 195.6bCHF 24.3b14.6x10.8x1.3x
Mon, 10 Apr 2023CHF 276.7bCHF 182.4bCHF 11.9b15.2x23.2x1.5x
Wed, 08 Mar 2023CHF 291.4bCHF 189.5bCHF 12.5b15.1x23.3x1.5x
Fri, 03 Feb 2023CHF 290.1bCHF 192.8bCHF 11.4b14.5x25.4x1.5x
Sun, 01 Jan 2023CHF 272.0bCHF 195.0bCHF 11.3b13.8x24.1x1.4x
Tue, 29 Nov 2022CHF 271.8bCHF 197.9bCHF 11.6b13.8x23.5x1.4x
Thu, 27 Oct 2022CHF 261.0bCHF 205.1bCHF 17.2b12.8x15.2x1.3x
Sat, 24 Sep 2022CHF 248.0bCHF 205.3bCHF 17.6b12.6x14.1x1.2x
Mon, 22 Aug 2022CHF 267.1bCHF 207.4bCHF 17.6b12.8x15.2x1.3x
Wed, 20 Jul 2022CHF 256.9bCHF 233.7bCHF 20.3b12.3x12.7x1.1x
Fri, 17 Jun 2022CHF 258.8bCHF 232.3bCHF 20.2b12.2x12.8x1.1x
Sun, 15 May 2022CHF 286.3bCHF 237.5bCHF 21.2b13x13.5x1.2x
Tue, 12 Apr 2022CHF 301.4bCHF 251.6bCHF 46.2b13.3x6.5x1.2x
Thu, 10 Mar 2022CHF 276.6bCHF 250.0bCHF 45.8b13x6x1.1x
Sat, 05 Feb 2022CHF 309.6bCHF 271.3bCHF 67.9b14.5x4.6x1.1x
Mon, 03 Jan 2022CHF 299.8bCHF 269.0bCHF 67.4b14.2x4.4x1.1x
Wed, 01 Dec 2021CHF 294.4bCHF 270.7bCHF 67.6b14x4.4x1.1x
Price to Earnings Ratio

4.4x


Total Market Cap: CHF 294.4bTotal Earnings: CHF 67.6bTotal Revenue: CHF 270.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Financials Sector Price to Earnings3Y Average 10.5x202220232024
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 6.0x which is lower than its 3-year average PE of 10.5x.
  • The industry is trading close to its 3-year average PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Financials industry have declined 5.1% per year over the last three years,
  • Revenues have also declined 4.2% 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 Market0.61%
Financials2.44%
Insurance4.08%
Capital Markets1.39%
Consumer Finance0.82%
Banks0.29%
Mortgage Finance0%
Mortgage REITs0%
Diversified Financial-0.89%
Industry PE
  • Investors are most optimistic about the Capital Markets industry which is trading above its 3-year average PE ratio of 18.9x.
    • Analysts are expecting annual earnings growth of 21.2%, which is higher than its past year's earnings decline of 3.3% per year.
  • Investors are most pessimistic about the Diversified Financial industry, which is trading close to its 3-year average of 0.0087x.
Forecasted Growth
  • Analysts are most optimistic on the Capital Markets industry, expecting annual earnings growth of 21% over the next 5 years.
  • This is better than its past earnings decline of 3.3% per year.
  • 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
ZURN Zurich Insurance GroupCHF 553.004.5%
+CHF 3.5b		26.9%PE18.2x
SREN Swiss ReCHF 128.304.9%
+CHF 1.7b		25.0%PE14.2x
PGHN Partners Group HoldingCHF 1.26k2.6%
+CHF 848.5m		10.3%PE34.4x
UBSG UBS GroupCHF 28.300.8%
+CHF 732.7m		21.4%PE22.3x
SLHN Swiss Life HoldingCHF 733.602.4%
+CHF 482.1m		30.2%PE19x
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79.1%

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CHF 28.30

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0.8%

1Y

21.4%

SLHN

CHF 733.60

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1Y

20.4%

LLBN

CHF 69.30

Liechtensteinische Landesbank

7D

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7.1%

GRKP

CHF 1,755.00

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BALN

CHF 168.50

Baloise Holding

7D

2.2%

1Y

28.4%

EFGN

CHF 11.76

EFG International

7D

-2.0%

1Y

10.9%

SGKN

CHF 420.00

St. Galler Kantonalbank

7D

-0.5%

1Y

-14.0%

ZURN

CHF 553.00

Zurich Insurance Group

7D

4.5%

1Y

26.9%

BBN

CHF 12.45

Bellevue Group

7D

-5.0%

1Y

-42.5%