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Swiss (SMI) Financials Sector Analysis

UpdatedApr 27, 2025
DataAggregated Company Financials
Companies44
  • 7D3.0%
  • 3M-5.7%
  • 1Y15.6%
  • YTD-0.2%

Over the last 7 days, the Financials industry has risen 3.0%, driven by gains from UBS Group of 7.8%. This means that the industry has gained 16% over the past year. Looking forward, earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 28 Apr 2025CHF 346.7bCHF 263.5bCHF 100.8b14.3x3.4x1.3x
Wed, 26 Mar 2025CHF 385.1bCHF 272.3bCHF 101.5b14.5x3.8x1.4x
Fri, 21 Feb 2025CHF 372.4bCHF 241.7bCHF 59.2b14.7x6.3x1.5x
Sun, 19 Jan 2025CHF 364.8bCHF 242.8bCHF 58.2b16.1x6.3x1.5x
Tue, 17 Dec 2024CHF 350.0bCHF 239.1bCHF 57.9b15x6x1.5x
Thu, 14 Nov 2024CHF 338.5bCHF 242.7bCHF 58.4b14.4x5.8x1.4x
Sat, 12 Oct 2024CHF 336.7bCHF 236.9bCHF 56.2b14.5x6x1.4x
Mon, 09 Sep 2024CHF 310.2bCHF 234.0bCHF 55.8b14.6x5.6x1.3x
Wed, 07 Aug 2024CHF 298.3bCHF 229.0bCHF 78.0b13.6x3.8x1.3x
Fri, 05 Jul 2024CHF 323.4bCHF 225.8bCHF 68.7b14.2x4.7x1.4x
Sun, 02 Jun 2024CHF 327.6bCHF 226.2bCHF 68.7b13.9x4.8x1.4x
Tue, 30 Apr 2024CHF 306.2bCHF 224.8bCHF 68.0b13.8x4.5x1.4x
Thu, 28 Mar 2024CHF 330.6bCHF 194.4bCHF 40.7b14x8.1x1.7x
Sat, 24 Feb 2024CHF 313.4bCHF 189.5bCHF 52.1b13.6x6x1.7x
Mon, 22 Jan 2024CHF 303.0bCHF 213.7bCHF 59.1b13.2x5.1x1.4x
Wed, 20 Dec 2023CHF 309.4bCHF 212.7bCHF 58.8b13.4x5.3x1.5x
Fri, 17 Nov 2023CHF 294.2bCHF 216.3bCHF 59.8b13.3x4.9x1.4x
Sun, 15 Oct 2023CHF 289.0bCHF 202.1bCHF 49.6b13.8x5.8x1.4x
Tue, 12 Sep 2023CHF 288.3bCHF 200.2bCHF 49.1b14x5.9x1.4x
Thu, 10 Aug 2023CHF 271.2bCHF 194.3bCHF 24.7b14.5x11x1.4x
Sat, 08 Jul 2023CHF 257.0bCHF 194.5bCHF 24.2b13.5x10.6x1.3x
Mon, 05 Jun 2023CHF 266.5bCHF 197.1bCHF 24.5b15.1x10.9x1.4x
Wed, 03 May 2023CHF 267.1bCHF 194.2bCHF 23.5b14.8x11.4x1.4x
Fri, 31 Mar 2023CHF 273.3bCHF 183.5bCHF 12.0b15.3x22.7x1.5x
Sun, 26 Feb 2023CHF 288.7bCHF 189.9bCHF 12.4b14.7x23.3x1.5x
Tue, 24 Jan 2023CHF 287.9bCHF 194.8bCHF 11.3b14.6x25.6x1.5x
Thu, 22 Dec 2022CHF 270.9bCHF 195.4bCHF 11.3b13.8x23.9x1.4x
Sat, 19 Nov 2022CHF 271.9bCHF 198.6bCHF 12.2b13.9x22.4x1.4x
Mon, 17 Oct 2022CHF 245.2bCHF 208.2bCHF 18.0b12.4x13.7x1.2x
Wed, 14 Sep 2022CHF 271.4bCHF 201.5bCHF 17.3b12.7x15.7x1.3x
Fri, 12 Aug 2022CHF 274.3bCHF 226.0bCHF 17.6b12.9x15.6x1.2x
Sun, 10 Jul 2022CHF 263.3bCHF 233.6bCHF 20.3b12.3x13x1.1x
Tue, 07 Jun 2022CHF 284.5bCHF 232.3bCHF 20.2b12.6x14.1x1.2x
Thu, 05 May 2022CHF 285.4bCHF 234.9bCHF 20.9b12.9x13.6x1.2x
Price to Earnings Ratio

13.6x


Total Market Cap: CHF 285.4bTotal Earnings: CHF 20.9bTotal Revenue: CHF 234.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Financials Sector Price to Earnings3Y Average 10.5x202320242025
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 3.4x 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 grown 69% per year over the last three years.
  • Revenues for these companies have grown 4.0% 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 Financials sector?

CH Market2.67%
Financials2.99%
Capital Markets5.92%
Insurance1.65%
Consumer Finance0.60%
Mortgage Finance0%0
Diversified Financial-0.60%
Banks-0.75%
Industry PE
  • Investors are most optimistic about the Capital Markets industry, which is trading close to its 3-year average PE ratio of 20.0x.
    • Analysts are expecting annual earnings growth of 20.6%, which is higher than its past year's earnings growth of 14.6% per year.
  • Investors are most pessimistic about the Diversified Financial industry, which is trading below its 3-year average of 0.0073x.
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 growth rate of 15% 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
UBSG UBS GroupCHF 24.797.8%
+CHF 2.7b
-1.1%PE18x
ZURN Zurich Insurance GroupCHF 568.801.6%
+CHF 1.3b
29.3%PE16.8x
PGHN Partners Group HoldingCHF 1.10k3.8%
+CHF 1.0b
-8.1%PE25.2x
SREN Swiss ReCHF 144.802.1%
+CHF 882.2m
45.5%PE16.2x
SLHN Swiss Life HoldingCHF 802.602.5%
+CHF 553.5m
28.8%PE18.9x
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Latest News

BALN

CHF 184.20

Baloise Holding

7D

-0.8%

1Y

28.9%

PGHN

CHF 1,098.50

Partners Group Holding

7D

3.8%

1Y

-8.1%

UBSG

CHF 24.79

UBS Group

7D

7.8%

1Y

-1.1%

SLHN

CHF 802.60

Swiss Life Holding

7D

2.5%

1Y

28.8%

LLBN

CHF 75.10

Liechtensteinische Landesbank

7D

-2.3%

1Y

7.6%

SREN

CHF 144.80

Swiss Re

7D

2.1%

1Y

45.5%

LUKN

CHF 67.40

Luzerner Kantonalbank

7D

-1.5%

1Y

-2.0%

BAER

CHF 52.02

Julius Bär Gruppe

7D

5.4%

1Y

4.9%

VONN

CHF 57.30

Vontobel Holding

7D

-2.6%

1Y

11.5%

ZURN

CHF 568.80

Zurich Insurance Group

7D

1.6%

1Y

29.3%

TKBP

CHF 139.50

Thurgauer Kantonalbank

7D

-3.8%

1Y

9.8%

BLKB

CHF 880.00

Basellandschaftliche Kantonalbank

7D

-2.9%

1Y

1.4%

GRKP

CHF 1,735.00

Graubündner Kantonalbank

7D

-0.9%

1Y

-0.6%