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Swiss (SMI) Financials Sector Analysis

UpdatedNov 28, 2022
DataAggregated Company Financials
Companies52
  • 7D0.1%
  • 3M2.8%
  • 1Y-5.6%
  • YTD-9.8%

In the last week, Financials has been flat. As for the longer term, the industry has declined 5.6% in the last year. As for the next few years, earnings are expected to grow by 13% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 28 Nov 2022CHF274.0bCHF197.8bCHF11.6b13.8x23.7x1.4x
Wed, 26 Oct 2022CHF262.4bCHF207.1bCHF17.8b12.6x14.7x1.3x
Fri, 23 Sep 2022CHF256.9bCHF205.5bCHF17.7b12.6x14.5x1.3x
Sun, 21 Aug 2022CHF267.1bCHF207.3bCHF17.6b12.8x15.2x1.3x
Tue, 19 Jul 2022CHF256.9bCHF233.7bCHF20.3b12.3x12.7x1.1x
Thu, 16 Jun 2022CHF269.6bCHF237.1bCHF20.6b12.5x13.1x1.1x
Sat, 14 May 2022CHF286.3bCHF237.5bCHF21.2b13x13.5x1.2x
Mon, 11 Apr 2022CHF299.0bCHF252.1bCHF46.2b13.1x6.5x1.2x
Wed, 09 Mar 2022CHF264.3bCHF271.6bCHF66.8b12.7x4x1x
Fri, 04 Feb 2022CHF312.8bCHF270.7bCHF67.5b14.7x4.6x1.2x
Sun, 02 Jan 2022CHF299.8bCHF269.0bCHF67.4b14.2x4.4x1.1x
Tue, 30 Nov 2021CHF293.3bCHF271.1bCHF67.6b14x4.3x1.1x
Thu, 28 Oct 2021CHF304.0bCHF286.0bCHF84.0b14.4x3.6x1.1x
Sat, 25 Sep 2021CHF288.7bCHF286.8bCHF84.0b14x3.4x1x
Mon, 23 Aug 2021CHF298.8bCHF284.7bCHF83.7b15x3.6x1x
Sat, 10 Jul 2021CHF282.6bCHF284.7bCHF83.7b14.5x3.4x1x
Fri, 02 Apr 2021CHF290.5bCHF310.8bCHF115.1b15.1x2.5x0.9x
Mon, 04 Jan 2021CHF267.3bCHF219.2bCHF37.8b16.2x7.1x1.2x
Thu, 08 Oct 2020CHF228.8bCHF212.9bCHF29.6b14.6x7.7x1.1x
Wed, 01 Jul 2020CHF239.1bCHF211.8bCHF27.4b15.6x8.7x1.1x
Sat, 04 Apr 2020CHF217.5bCHF216.0bCHF18.1b14.8x12x1x
Tue, 07 Jan 2020CHF284.5bCHF279.5bCHF67.9b15.6x4.2x1x
Price to Earnings Ratio

4.5x


Total Market Cap: CHF280.6bTotal Earnings: CHF61.8bTotal Revenue: CHF266.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Financials Sector Price to Earnings3Y Average 7.8x202020212022
Current Industry PE
  • Investors are optimistic on the Swiss Financials industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 23.7x which is higher than its 3-year average PE of 7.8x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Financials industry have declined 43% per year over the last three years,
  • Revenues have also declined 9.4% 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 Market1.19%
Financials0.11%
Diversified Financial3.84%
Insurance2.07%
Banks0.83%
Mortgage Finance0%
Mortgage REITs0%
Consumer Finance-1.73%
Capital Markets-2.04%
Industry PE
  • Investors are most optimistic about the Capital Markets industry which is trading above its 3-year average PE ratio of 14.0x.
    • Analysts are expecting annual earnings growth of 10.9%, which is lower than the prior year's growth of 13.4% per year.
  • Investors are most pessimistic about the Consumer Finance industry, which is trading below its 3-year average of 16.1x.
Forecasted Growth
  • Analysts are most optimistic on the Insurance industry, expecting annual earnings growth of 16% over the next 5 years.
  • This is better than its past earnings growth rate of 6.7% 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 GroupCHF450.902.1%
+CHF1.3b
17.8%PE13.6x
SREN Swiss ReCHF82.582.6%
+CHF595.2m
-4.3%PS0.5x
BAER Julius Bär GruppeCHF54.503.7%
+CHF391.5m
-4.9%PE11.9x
BALN Bâloise HoldingCHF143.103.2%
+CHF203.3m
3.3%PE11.3x
HELN Helvetia HoldingCHF105.502.3%
+CHF126.9m
4.6%PE12.6x
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Latest News

CSGN

CHF3.32

Credit Suisse Group

7D

-18.2%

1Y

-62.6%

ZURN

CHF450.90

Zurich Insurance Group

7D

2.1%

1Y

17.8%

LEON

CHF43.90

Leonteq

7D

-3.0%

1Y

-30.0%

SLHN

CHF505.80

Swiss Life Holding

7D

0.6%

1Y

-1.8%

PGHN

CHF943.60

Partners Group Holding

7D

-2.6%

1Y

-38.3%

HELN

CHF105.50

Helvetia Holding

7D

2.3%

1Y

4.6%

CMBN

CHF74.00

Cembra Money Bank

7D

-1.7%

1Y

19.5%

SQN

CHF134.70

Swissquote Group Holding

7D

5.6%

1Y

-27.3%

VONN

CHF58.90

Vontobel Holding

7D

-1.0%

1Y

-19.7%

UBSG

CHF17.48

UBS Group

7D

-0.03%

1Y

11.9%

SREN

CHF82.58

Swiss Re

7D

2.6%

1Y

-4.3%

BALN

CHF143.10

Bâloise Holding

7D

3.2%

1Y

3.3%

ZUGER

CHF7,260.00

Zuger Kantonalbank

7D

-1.1%

1Y

10.3%