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May 07
Swiss (SMI) Financials Sector Analysis
UpdatedMay 08, 2024
DataAggregated Company Financials
Companies46
- 7D4.5%
- 3M5.3%
- 1Y19.2%
- YTD6.1%
In the last week, the Financials industry is up 4.5%, with UBS Group up 10%. In the last 12 months, the industry was up 19%. Looking forward, earnings are forecast to decline by 7.0% per year.
Sector Valuation and Performance
Has the Swiss Financials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 08 May 2024 | CHF316.3b | CHF228.1b | CHF68.6b | 13.9x | 4.6x | 1.4x |
| Fri, 05 Apr 2024 | CHF328.3b | CHF193.3b | CHF39.3b | 13.8x | 8.4x | 1.7x |
| Sun, 03 Mar 2024 | CHF315.3b | CHF213.1b | CHF51.8b | 13.7x | 6.1x | 1.5x |
| Tue, 30 Jan 2024 | CHF309.8b | CHF212.8b | CHF58.8b | 13.1x | 5.3x | 1.5x |
| Thu, 28 Dec 2023 | CHF309.2b | CHF210.2b | CHF58.0b | 13x | 5.3x | 1.5x |
| Sat, 25 Nov 2023 | CHF297.4b | CHF215.5b | CHF59.6b | 13.3x | 5x | 1.4x |
| Mon, 23 Oct 2023 | CHF279.6b | CHF200.9b | CHF49.2b | 13.5x | 5.7x | 1.4x |
| Wed, 20 Sep 2023 | CHF294.9b | CHF201.1b | CHF49.3b | 14.2x | 6x | 1.5x |
| Fri, 18 Aug 2023 | CHF270.3b | CHF197.6b | CHF25.0b | 14.3x | 10.8x | 1.4x |
| Sun, 16 Jul 2023 | CHF264.2b | CHF191.3b | CHF23.8b | 13.9x | 11.1x | 1.4x |
| Tue, 13 Jun 2023 | CHF265.6b | CHF197.2b | CHF24.5b | 15x | 10.8x | 1.3x |
| Thu, 11 May 2023 | CHF262.6b | CHF194.9b | CHF24.3b | 14.6x | 10.8x | 1.3x |
| Sat, 08 Apr 2023 | CHF276.8b | CHF182.4b | CHF11.9b | 15.2x | 23.2x | 1.5x |
| Mon, 06 Mar 2023 | CHF292.2b | CHF189.3b | CHF12.3b | 15.1x | 23.8x | 1.5x |
| Wed, 01 Feb 2023 | CHF288.5b | CHF194.3b | CHF11.2b | 14.5x | 25.7x | 1.5x |
| Fri, 30 Dec 2022 | CHF272.7b | CHF194.8b | CHF11.3b | 13.9x | 24.2x | 1.4x |
| Sun, 27 Nov 2022 | CHF274.0b | CHF197.8b | CHF11.6b | 13.8x | 23.7x | 1.4x |
| Tue, 25 Oct 2022 | CHF250.9b | CHF208.1b | CHF17.9b | 12.7x | 14x | 1.2x |
| Thu, 22 Sep 2022 | CHF262.2b | CHF203.3b | CHF17.4b | 12.7x | 15x | 1.3x |
| Sat, 20 Aug 2022 | CHF267.1b | CHF207.3b | CHF17.5b | 12.8x | 15.2x | 1.3x |
| Mon, 18 Jul 2022 | CHF256.9b | CHF233.7b | CHF20.3b | 12.3x | 12.7x | 1.1x |
| Wed, 15 Jun 2022 | CHF265.1b | CHF237.0b | CHF20.6b | 12.1x | 12.9x | 1.1x |
| Fri, 13 May 2022 | CHF282.2b | CHF236.0b | CHF21.1b | 12.8x | 13.4x | 1.2x |
| Sun, 10 Apr 2022 | CHF299.0b | CHF252.1b | CHF46.2b | 13.1x | 6.5x | 1.2x |
| Tue, 08 Mar 2022 | CHF260.8b | CHF271.1b | CHF66.7b | 12.5x | 3.9x | 1x |
| Thu, 03 Feb 2022 | CHF313.2b | CHF270.7b | CHF67.3b | 14.7x | 4.7x | 1.2x |
| Sat, 01 Jan 2022 | CHF299.8b | CHF269.0b | CHF67.4b | 14.2x | 4.4x | 1.1x |
| Mon, 29 Nov 2021 | CHF290.8b | CHF270.8b | CHF67.6b | 14x | 4.3x | 1.1x |
| Wed, 27 Oct 2021 | CHF304.1b | CHF286.0b | CHF83.9b | 14.3x | 3.6x | 1.1x |
| Fri, 24 Sep 2021 | CHF290.0b | CHF286.6b | CHF84.0b | 14x | 3.5x | 1x |
| Sun, 22 Aug 2021 | CHF298.6b | CHF284.7b | CHF83.7b | 15.3x | 3.6x | 1x |
| Fri, 09 Jul 2021 | CHF282.6b | CHF284.7b | CHF83.7b | 14.5x | 3.4x | 1x |
Price to Earnings Ratio
2.5x
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 4.6x 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 16% per year over the last three years,
- Revenues have also declined 9.8% 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 | 1.95% | |
| Financials | 4.49% | |
| Capital Markets | 7.95% | |
| Consumer Finance | 3.98% | |
| Insurance | 2.15% | |
| Banks | 0.032% | |
| Mortgage Finance | 0% | |
| Mortgage REITs | 0% | |
| Diversified Financial | -1.48% | |
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 8.5%, 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 0.0082x.
Forecasted Growth
- Analysts are most optimistic on the Consumer Finance industry, expecting annual earnings growth of 10% 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 22% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| UBSG UBS Group | CHF26.79 | 10.4% +CHF8.1b | 53.5% | PE3.3x | |
| PGHN Partners Group Holding | CHF1.24k | 4.0% +CHF1.2b | 47.0% | PE32x | |
| ZURN Zurich Insurance Group | CHF451.60 | 1.7% +CHF1.1b | 4.4% | PE16.4x | |
| SREN Swiss Re | CHF102.50 | 2.7% +CHF778.3m | 12.4% | PE10.2x | |
| BAER Julius Bär Gruppe | CHF53.06 | 7.0% +CHF706.6m | -14.3% | PE23.9x |
